INDEPENDENT
TRUST COMPANY
IS HERE FOR YOU.

HAVE YOU EXPERIENCED A LOSS AND NEED A NEUTRAL ALLY IN NAVIGATING A FINANCIAL LEGACY?
IS YOUR TRUST NOT BEING MANAGED PROPERLY?

Trusts are created for one simple reason: someone loved you and wanted to provide for your future. If you aren’t feeling that love…there’s a problem. Like so many things in life, we know a good relationship when we feel it. A good trustee helps you understand how your trust is designed and the benefits intended for you. When the possibilities and limitations of your trust are authentically communicated through your trustee…it’s easy to feel the love. That’s where ITC comes in: as your family’s trustee we make the intent of your trust clear. That clarity allows families to focus on simply being a family because they are cared for as their trust intended.

A Family’s Best Chance At Keeping Great Family Relationships Intact Is The Use Of A Corporate Trustee.

Most families are uncomfortable talking about issues surrounding money. Trust families are no different but much more is at stake because finances are influenced or even governed by a document that is difficult to understand. Things can become even more complicated when a family member or friend is named as trustee or executor. It may seem like close family and friends would be an ideal choice when considering family dynamics and emotional outcomes. Unfortunately, it is easy to underestimate the time-consuming duties and level of detail associated with acting as a trustee or executor. Choosing Independent Trust Company as trustee or executor assures professional management of your trust and eliminates any conflict of interest. A trust is a vehicle for preserving legacies. Your Uncle Joe might be a trustworthy guy but leaving that legacy in his hands is a big responsibility and carries with it a very serious possibility of igniting conflict.

BENEFITS OF A CORPORATE TRUSTEE

EXPERIENCE | EXPERTISE | RESOURCES | OBJECTIVITY

EXPERIENCE

Managing, accessing and reporting on trust assets including: managing trust assets, paying bills, maintaining records, making income and principal distributions to beneficiaries, filing trust tax returns, etc.

RESOURCES

Each account at Independent Trust company is assigned a dedicated team. When the phone rings we answer…and our clients are supported.

EXPERTISE

A corporate trustee has a fiduciary responsibility to equally manage the interests of all beneficiaries , which assures that the grantor’s intent is carried out. This competence can minimize family conflict and other costly consequences.

OBJECTIVITY

Family dynamics and circumstances are part of every trust. It is our goal to keep families intact and cared for as their trust intended.

ARE YOU INTERESTED IN LEARNING MORE?

Click The Links Before For Additional Resources Or Email Info@itcoa.com