Trust Services

Trust Services Built on Expertise and Integrity

Trust services are essential to effective wealth management and legacy planning because they provide structure, control, and continuity for managing assets across generations. With proper trust planning, individuals can ensure that their wealth is protected from unnecessary taxes, probate, and mismanagement, while clearly directing how and when assets are to be distributed. Trusts also offer privacy and flexibility, allowing for tailored solutions that support long-term family goals, philanthropic interests, and financial stewardship. Trust services empower families to preserve and purposefully pass on their wealth with confidence and clarity.

Who We Are

Diversified Trust

Diversified Trust is one of the largest independent trust companies headquartered in the Southeast. We work with your existing tax, legal, and other professional advisors to help address pertinent planning issues. Our trust powers allow us to serve you and your beneficiaries in various fiduciary capacities for trusts, estates and conservatorships. Our clients can expect dependable service and continuity of client service personnel rarely enjoyed in the trust services industry.

Our Specialized Trust Services

Personal Trust Administration

Managing trusts with a focus on individual client and beneficiary objectives and personalized communication with beneficiaries.

Estate Settlement Services

Ensuring efficient and respectful administration of estates.

Legacy Trusts

Facilitating wealth transfer across multiple generations with potential tax advantages.

Special Needs Trusts

Providing for loved ones with disabilities while preserving eligibility for public benefits. The options involved in trust planning for special needs situations can be complex.

Philanthropic Advisory

Assisting in the creation and management of charitable trusts and foundations to achieve philanthropic goals.

Addressing Your Trust and Estate Planning Concerns

While trusts offer powerful benefits, they also come with challenges that require careful navigation. Complex tax laws, evolving regulations, and the need for proper administration can create confusion and risk without expert guidance. Ensuring assets are protected while balancing the needs and expectations of multiple beneficiaries can strain family dynamics. A thoughtful, experienced approach is essential to avoid missteps, foster transparency, and preserve both wealth and family harmony over time.

Our team of experienced professionals can help overcome these challenges by creating tailored strategies that address many of these issues.

Why Choose Diversified Trust?

Diversified Trust does not align ourselves with a “one size fits all” approach to the selection of a trustee or co-trustee. We serve as trustee of a broad range of trusts including revocable living trusts, marital and credit shelter trusts, generation-skipping and dynasty trusts, charitable trusts, qualified personal residence trusts, GRATs and irrevocable grantor trusts, among others.

We provide prudent and efficient administration of the trusts identified above. Each trust is unique and attention to the details of a respective trust is a hallmark of our service. We accomplish this with:

Experienced Fiduciary Professionals

A team with extensive knowledge in trust administration, tax law, and asset management.

Commitment to Client Education

Providing resources and guidance to help clients and beneficiaries understand their options and make informed decisions.

Customized Solutions

Trust planning and structures that align with your unique goals and family dynamics.

Integrated Wealth Management

Coordinating trust services with investment management for holistic financial planning.

Client Success Stories

Unwinding Planning Structures

Is it time to discontinue some of the planning measures put in place by prior generations?

Family Education

Can a customized education plan prepare our family to be good stewards of wealth?

Wealth Transfer Planning

Can we provide for our family and leave a charitable legacy?

Frequently Asked Questions

Why hire a Trustee?

The selection of a trustee or executor is an important consideration in the establishment of an estate plan. These fiduciary roles require competence in multiple areas including knowledge of current local state and federal laws, consideration of income, gift, estate, and generation skipping tax laws, and sophisticated investment management.

What is a Fiduciary’s Role in Trust Administration?

A fiduciary must exercise prudent judgment in accordance with your instructions, maintain good communication with your beneficiaries, and provide dependable service and continuity of client service personnel. We provide customized, individual solutions for every client.

What is a Trust “Situs” and why is that important?

A trust’s administrative situs is the legal jurisdiction where a trust is administered, and it plays a crucial role in determining which state’s laws govern rules around taxation, asset protection, trustee powers, and reporting requirements. Choosing the right situs can significantly impact the trust’s effectiveness and efficiency—some jurisdictions offer more favorable tax treatment, stronger privacy protections, and greater flexibility in trust administration. Selecting an optimal trust situs is a strategic decision that can enhance the long-term benefits and stability of a trust for both grantors and beneficiaries. Most trusts allow for a change in administrative situs dependent on the location of the trustee.

Diversified Trust is headquartered in Tennessee and administers many trusts under Tennessee Trust law. Tennessee is one of the most trust-friendly jurisdictions in the United States. Read our White Paper: Advantages of Tennessee Trust Law, for an in-depth discussion about many of these benefits.

Secure Your Legacy with Expert Trust Services

Need help? Have further questions? Engage with one of our fiduciary specialists to discuss your trust and estate planning needs.

Explore Our Comprehensive Wealth Management Services

We are not just a trust company! We believe trusts are one piece of a comprehensive financial and wealth management plan. Our trust services are usually integrated with our other services for a more complete experience for our clients. Please explore some of our other offerings:

Enriching Lives, Realizing Visions