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Trust. There's a reason it's in our name.

When people talk about your industry, they use terms like Funeral Trust and Cemetery Trust to describe the unique services associated with the death of a loved one. As our name implies, we are laser-focused on building trust and this commitment has led SunTrust to become one of the nation’s premier providers of services to help your clients in their time of need and help you manage your specific business needs. Take a look at what we offer:

Fiduciary Trust Services

Reliable fiduciary oversight
The need for financial transparency and fiduciary oversight continues to grow and we’ll help assure your clients and state regulators that assets are properly administered and overseen. Our fiduciary trust expertise encompasses:

  • Endowment Care Trusts
  • Pre-need Merchandise Trusts
  • Pre-need Funeral Trusts
  • Pre-construction Mausoleum Trusts

Investment Advisory Services

Proactive investment management
We’ll help you navigate changing regulatory mandates and varying sate laws to ensure compliance and effective management of your long-term and day-to-day investments. We offer a broad array of investment advisory services that 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

Administrative Services

Attentive, accurate administration
Our experienced, dedicated team delivers highly personalized service that will help ease the administrative burden of managing a trust. We can assist you with:

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

Consulting Services

Special attention to special situations
We’re there for you if you need specialized consulting services. Our skilled professionals will assist you in analyzing and assessing your options for situations such as:

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


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.

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  • Client Services
    866.448.6394 - Use this number for all states

  • Loan Servicing

  • Payroll Card Account Servicing

  • Treasury Technical Support

  • For details about Wire Transfers with SunTrust, call 800.947.3786

    SunTrust Incoming wire instructions:

    • For Domestic incoming wire use Routing ABA: 061000104
    • For International incoming wire use SWIFT/BIC: SNTRUS3A
    • Beneficiary account number: SunTrust full account number
    • Beneficiary name: The name as it appears on the SunTrust account

    SunTrust Incoming wire instructions are also available by calling: 800.947.3786 - option 1