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Trust & Estate Planning

We know the planning and management of your assets can be a bold and complex endeavor.

Find capable, competent, and professional assistance in the First National Bank of Middle Tennessee Trust Department.
We're ready to assist you with a full array of estate and financial planning needs — whether it concerns you, your family, or your business — while looking out for your best interests in terms of cost and peace of mind.

  • Estate planning
  • Financial planning
  • Investment management services
  • Trust administration
  • Estate administration
  • Conservatorship and guardianship administration
  • Plus, personal service you know and trust

Count on us as your trustee, to ensure professional and competent management of your trust assets. We have the in-house expertise to keep impeccable records, make full and accurate reports to your beneficiaries, and take instructions to heart with pride and purpose. 
Our extensive trust administration services include management of both testamentary and living trusts — including dynasty trusts, charitable trusts, and insurance trusts.

  • Professional, competent trust asset management
  • Trust administration for multiple trust types, including:Testamentary trusts
  • Living trusts (En vivo)
  • Dynasty trusts
  • Charitable trusts
  • Insurance trusts
  • Strict, thorough compliance to your trust's proper execution
  • Leverage generations of experience and expertise
  • Personal service you know and trust 
Safeguard your family when you no longer can, and minimize the tax burden on your loved ones. Our estate planning professionals help you protect those who matter most after you're gone. 
We're available for consultation on estate planning issues. We can even help you tailor a custom plan for your individual circumstances. So you can rest assured your wishes are properly account for and executed.

  • Protect your loved ones in the event of your death
  • Minimize the tax burden your family feels
  • Create a custom plan to properly execute your wishes
  • Leverage generations of experience and expertise
  • Estate administration services also available
  • Plus, personal service you know and trust! 
Appoint First National Bank of Middle Tennessee as the executor of your estate. To do so, designate us the executor in your will. Loved ones have enough on their minds in times of loss. We'll take the tough-to-bear administrative burden out of the grieving process.
We promise professional and efficient management of your estate, backed by generations of experience. Know we'll be there for your family, with a familiar brand of service you've come to trust.

  • Professional, efficient management of your estate
  • Alleviate burden on your loved ones in a time of loss
  • Give your family a trusted, familiar point of contact
  • Leverage generations of experience and expertise
  • Personal service you know and trust 
Find respected, skillful, and professional oversight for an incompetent adult or minor child. We'll serve as official conservator or guardian. In such capacity, we manage any appropriate assets and carry out all necessary reporting to courts and government agencies.
It's less headache for you and your family — so you can prioritize the precious moments that truly matter.

  • Professional oversight for incompetent adults and minors
  • Expert assistance in complicated matters such as:Managing assets
  • Reporting to courts
  • Reporting to government agencies
  • Less paperwork and burden for all loved ones involved
  • Leverage generations of experience and expertise
  • Personal service you know and trust 

Schedule a complimentary appointment or consultation.

We invite you to acquaint yourself with our trust and investment management professional dedicated to providing you with the highest level of professional, personalized, and quality services.
Please contact David Marttala (931) 473-4402 to schedule an appointment.

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Our Team

Meet Our Wealth Management Team

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We’d love to hear from you

Have a question or need more info?

The First National Bank of Middle Tennessee is a full-service financial institution with branches in Warren, Bedford, Davidson and Rutherford counties, as well as a mortgage office in Murfreesboro, Tenn.