TRUST ADMINISTRATION At Equitable Trust we understand the legal responsibilities of being trustee, but we understand also that trust beneficiaries, often multigenerational, have concerns and needs that must be addressed in a practical and thoughtful manner. Trusts are critical components of modern estate planning. Our years of experience in trust administration and our dedication to accessibility and accommodation set Equitable Trust apart in how we approach trust administration. Our trust officers and support staff have worked in trust organizations for most of their careers, and employee turnover at Equitable Trust is minimal to none. Our trust officers are experienced, senior professionals committed to administration of trusts as grantors intended but also are accustomed to dealing sensibly with unexpected situations as life events unfold. TRUST BENEFITS Asset preservation Lawsuit and creditor protection Divorce settlement protection Stable support for designated beneficiaries Managing and minimizing estate and gift taxes ESTATE SETTLEMENT Learn more about settling estates Equitable Trust Company 4400 Harding Pike, Suite 310, Nashville, Tennessee 37205 615-460-9240 Disclosures and Conditions of Use

TRUST & WEALTH ASSOCIATES TRISH BRAUNSCHWEIG TRUST & WEALTH ASSOCIATE NICOLE BUTTREY TRUST & WEALTH ASSOCIATE MELANIE DAVENPORT TRUST & WEALTH ASSOCIATE SUE EASH TRUST & WEALTH ASSOCIATE MARY JACKSON TRUST & WEALTH ASSOCIATE ANNETTE MAYES TRUST & WEALTH ASSOCIATE TIM MCCOY TRUST & WEALTH ASSOCIATE SARAH MULLINAX TRUST & WEALTH ASSOCIATE LISA PAUL TRUST & WEALTH ASSOCIATE SHELLY SALVA TRUST & WEALTH ASSOCIATE TIFFANY SNOW TRUST & WEALTH ASSOCIATE MCKENZIE TEASLEY TRUST & WEALTH ASSOCIATE Equitable Trust Company 4400 Harding Pike, Suite 310, Nashville, Tennessee 37205 615-460-9240 Disclosures and Conditions of Use

CONTACT US CONTACT US Name * Email * Phone Questions/Comments * VERIFICATION Please enter any two digits * Example: 12 Equitable Trust Company 4400 Harding Pike, Suite 310, Nashville, Tennessee 37205 615-460-9240 Disclosures and Conditions of Use

GOALS BASED FINANCIAL PLANNING Meet your life goals A comprehensive goals based financial plan affords peace of mind and provides clarity to a family’s financial well-being. Scenario based analysis encourages confidence when making financial decisions. A well-conceived financial plan can give guidance to an appropriate level of living expenses, funding educational costs and evaluating retirement options and other potential life events. PLAN ELEMENTS Will and associated trusts review Net worth statement Asset aggregation Portfolio analysis Income and expense projections Taxes Family gifting strategies Charitable goals Education funding Retirement objectives ESTATES Learn more about preserving wealth Equitable Trust Company 4400 Harding Pike, Suite 310, Nashville, Tennessee 37205 615-460-9240 Disclosures and Conditions of Use