The Business of Being an Independent Trustee

For those who work as Professional Trustees, there are obvious challenges; managing the needs of many, good communication can be tough, and keeping up with so much work can be daunting. Adding to these challenges is the expectation that you are running your business efficiently while holding to the highest of ethics, keeping up with your continuing education, and providing seamless service as you go. Everyone can always improve on their best practices.

The Independent Trustee Alliance (TrusteeAlliance.com) is here to help. ITA's live webinar series is designed with the hard working Trustee in mind, and the material is excellent for all those professionals who work with Trustees, such as attorneys, accountants, financial advisors, realtors, care managers, and many more. Each of our speakers has many years of experience, and empathy for the challenges each Trustee faces.

In addition to our powerful webinar series, the ITA has other great resources for members such as access to group health insurance, and access to liability insurance. There is no other organization out there with this level of dedication to the Independent Trustee, whether a long time pro, beginner, or family member trustee. Please check out the website, and let us know if there is more we can do to help you do your best. 

Richard Neely

Private Trustee & Trust Protector

3y

I have enjoyed getting to know ITA members. The added benefit of education, collaboration and shared experiences is having a Successor Trustee option! Thank you Marguerite Lorenz, CTFA, CLPF

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