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Trust Services

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  • Call 800-238-1111 to schedule an appointment

At First Tennessee Bank, we have been in the Trust business since 1929. Our experienced Trust and Estate Planning professionals can work with your legal team and tax advisor to provide sound guidance and solutions to help achieve your long-term estate preservation goals.

As you embark on building your plan, there are many advantages to choosing a First Tennessee trust and investment professional team, including:

  • Individualized service: At First Tennessee, we understand that everyone’s family situation is different,which is why we tailor our services to fit each client
  • Investment discipline: Portfolio Managers with FTB Advisors, Inc. have years of experience and know how to manage through these dynamic markets
  • Estate Law uncertainty: Our trust specialists who stay abreast of the ever-changing estate planning field

We offer a wide variety of trust and investment services to fit your individual needs, so you can truly be incontrol of the financial legacy you leave your family. Those services include:

  • Trustee Services
    • Full Service
    • Directed Trustee
  • Revocable Living Trusts
  • Charitable Trusts
  • Trusts Under A Will
  • Individual Retirement Trusts
  • Irrevocable Life Insurance Trusts
  • Estate Settlement Services
  • Access to Independent Investment Managers
  • Escrow Services
  • Custodial Services
  • Porfolio Management provided by FTB Advisors
  • Connecting today's needs with tomorrow's goals
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Insurance Products, Investments & Annuities: Not A Deposit | Not Guaranteed By The Bank Or Its Affiliates | Not FDIC Insured | Not Insured By Any Federal Government Agency | May Go Down In Value
Insurance Products and Annuities:  May be purchased from any agent or company, and the customer’s choice will not affect current or future credit decisions.
 

FTB Advisors is the trade name for wealth management products and services provided by First Tennessee Bank National Association (FTB) and its affiliates.  Financial planning and trust services provided by FTB. Investment management services, investments and annuities provided by FTB Advisors, Inc. member FINRA, SIPC and a subsidiary of FTB.  Insurance products provided by FTB Advisors Insurance Services, Inc. (FTBIS). In some states, insurance products and annuities are provided by First Horizon Insurance Services, Inc. (FHIS), a Tennessee corporation and a subsidiary of FTB, CA License #OD12174. The principal place of business of FHIS is 165 Madison Ave., Memphis,TN. 38103. 

FTB Advisors, Inc., FTBIS and FHIS may offer annuities or transact insurance business only in states where they are licensed or where they are exempted from state insurance licensing requirements.  FTB Advisors does not offer tax or legal advice.  You should consult your personal tax and/or legal advisor concerning your individual situation.

©2013 First Tennessee Bank National Association. www.firsttennessee.com