Cemetery and Funeral Trust Services

Funeral and Cemetery Trust Services

Helping those who help others in their time of need.

The death care industry is unique, and as such presents a unique variety of financial and time management concerns and opportunities. Every day, professionals like you are seeking new approaches to both provide the services their clients need and manage the day-to-day needs of their own business.

For almost 30 years, SunTrust has provided a variety of financial services to death care organizations of all sizes, and has grown to become one of the country’s largest financial service institutions servicing the death care industry.

We feature a range of Funeral and Cemetery Trust Services to cover all of your individualized needs.

Reliable fiduciary oversight

With growing needs for financial transparency and fiduciary oversight, SunTrust can help assure your clients and state regulators that assets are properly administered and overseen. Our fiduciary trust expertise spans:

  • Endowment Care Trusts
  • Pre-Need Merchandise Trusts
  • Pre-Need Funeral Trusts
  • Pre-Construction Mausoleum Trusts

Proactive investment advisory

SunTrust can help you navigate changing regulatory mandates, as well as varying state laws, ensuring compliance and effective management of both your long-term and day-to-day investments. Our broad array of investment advisory services includes:

  • Strategic Asset Management and Asset Allocation
  • Strategic Investment Planning
  • Qualitative Due Diligence
  • Performance, Market and Portfolio Review
  • Investment Policy Development
  • Custom Portfolio Construction
  • Cash Management
  • Common Trust Fund Services
  • State Investment Guidelines Compliance Oversight

Attentive, accurate administration

SunTrust’s experienced, dedicated service team can help ease the administrative burden of managing a trust through a commitment to personalized service. We can provide administrative help with:

  • Establishing a new trust
  • Deposits and withdrawals
  • Income disbursements
  • Payment of expenses
  • Ensuring timely and accurate online access to account information
  • Preparing and filing state trustee reports
  • Preparing of federal and state tax returns

Special attention to special circumstances

If a need for highly specialized consulting arises, our skilled professionals are available to assist you in analyzing and assessing your available options. Consultation is available for situations including:

  • Mergers and acquisitions
  • Legislative roadblocks or concerns
  • Major organizational changes
  • Other large-scale concerns
Disclaimers

SunTrust Bank and its affiliates and the directors, officers, employees and agents of SunTrust Bank and its affiliates (collectively, “SunTrust”) are not permitted to give legal or tax advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction or investment plan.

Contact Us

To reach a SunTrust Representative:
  • 866.223.1499

Securities, Investment and Insurance Products and Services:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

© 2014 SunTrust Banks, Inc.

Equal Housing SunTrust Bank is an Equal Housing Lender. Member FDIC.

Equal Housing Equal Housing Lender. SunTrust Mortgage, Inc.

SunTrust, SunTrust Mortgage, SunTrust at Work, SunTrust Mobile Banking, SunTrust PortfolioView, SunTrust Robinson Humphrey, SunTrust Solid Theft Protection, Ridgeworth Funds, RidgeWorth Capital Management, Wealth Select, AMC Fund Select, AMC Pinnacle, AMC Premier, Access 3, Bank Your Way Snapshot, Signature Advantage Brokerage, Custom Choice and Sure Pay are federally registered service marks of SunTrust Banks, Inc. All other trademarks are the property of their respective owners.

Services provided by the following affiliates of SunTrust Banks, Inc.: Banking and trust products, including investment advisory products and services, are provided by SunTrust Bank, member FDIC; securities, insurance (including annuities), and other investment products and services are provided by SunTrust Investment Services, Inc., an SEC registered broker/dealer and a member of the FINRA and SIPC, and a licensed insurance agency; investment advisory products and services are offered by SunTrust Investment Services, Inc. and Ridgeworth Capital Management, Inc.; mortgage products and services are provided by SunTrust Mortgage, Inc.

SunTrust Mortgage, Inc. - NMLS #2915, 901 Semmes Avenue, Richmond, VA 23224, toll free 1-800-634-7928 CA: licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, IL: Illinois Residential Mortgage Licensee, MA: Mortgage Lender license #-ML-2915, NH: licensed by the New Hampshire Banking Department, NJ: Mortgage Banker License - New Jersey Department of Banking and Insurance, and RI: Rhode Island Licensed Lender. © 2014 SunTrust Banks, Inc. SunTrust and SunTrust Mortgage are federally registered service marks of SunTrust Banks, Inc. How can we help you shine? is a service mark of SunTrust Banks, Inc.

"SunTrust Advisors" may be officers and/or associated persons of the following affiliates of SunTrust Banks, Inc.: SunTrust Bank, our commercial bank, which provides banking, trust and asset management services; SunTrust Investment Services, Inc., an SEC registered investment adviser and broker-dealer, which is a member of FINRA and SIPC, and a licensed insurance agency, and which provides securities, annuities and life insurance products, and other investment services.

SunTrust Private Wealth Management, International Wealth Management, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are marketing names used by SunTrust Banks, Inc., SunTrust Investment Services, Inc., and Ridgeworth Capital Management, Inc.

SunTrust Robinson Humphrey is the trade name for the corporate and investment banking services of SunTrust Banks, Inc. and its subsidiaries, including SunTrust Robinson Humphrey, Inc., member FINRA and SIPC.