Jaclyn K. Berry
Jaclyn K. Berry
Jaclyn K. Berry joined Advocacy Trust in 2021 and brings tremendous experience in estate planning and review of legal documents, including special needs trusts. She also has experience in real estate closing transactions both commercial and residential. Jaclyn partners with families and their advisors to navigate the complexities of planning for and administering special needs trusts and special purpose trusts. While she has a unique understanding of these trusts, Jaclyn is best known for her resourcefulness in addressing the needs of her client, her candidness in explaining options, her availability to her team members, and her remarkable commitment to the beneficiaries she serves. Before joining Advocacy, Jaclyn served as a Managing Director for Cumberland Trust for 15 years. Jaclyn received a B.A. in Sociology from the University of Tennessee, Knoxville. She is a member of the Academy of Special Needs Planners (ASNP) and the National Trust Real Estate Association, Inc. (NTREA). She is currently pursuing her CTFA.
Jaclyn continues to be involved in the community as a board member for Friends Life Community, a Court Appointed Special Advocate for abused and neglected children who enter the court system (CASA), and
as a Make-A-Wish Foundation volunteer. Jaclyn is also very involved with the unhoused community and volunteering alongside Shower Up, an organization that provides showers to the homeless community. Previously, Jaclyn served on the board
for the Brentwood, Tennessee-based
Autism and Education Therapy Center.
In her free time, Mrs. Berry can be found spending time with her family: her husband Cody, son Kingston, and daughter Kessler. She loves watching her kids play baseball and soccer. She also enjoys traveling and exploring new areas with the family too.
About Advocacy Trust
The professionals of Advocacy Trust specialize in the fields of settlement planning, litigation support, special needs trusts, settlement administration as well as traditional trust products. Advocacy Trust is part of The Forge Companies.
About The Forge Companies
The Forge Companies focus on guiding plaintiff attorneys and their clients through the entire settlement planning process. In an effort to make this process more inclusive, we established an investment management firm, Advocacy Wealth Management, to complement our existing annuity planning services as well as a trust company, Advocacy Trust, offering a full range of traditional and special needs trust services.
HoursPlease contact this special needs planner for firm hours by clicking here.
What Is a Special Needs Planner?
109 Westpark Drive
Brentwood, TN 37027
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Jaclyn K. Berry
Jaclyn K. Berry joined Advocacy Trust in 2021 and brings tremendous experience in estate planning and review of legal documents, including special needs trusts. She also has experience in real estate closing transactions both commercial and residential. Jaclyn partners with families and their advisors to navigate the c...