Documents included in Packet 1:
- CIP Signature Card
- Client Contact Information
- ITC Appointment
- Proposal
- Removal
- Resignation of Trustee
Documents included in Packet 2:
- Authorization for Deposits
- FA Delegation Request
- Notice to Primary Beneficiary
- Form W-9
- Living Expenses Budget
- Trust Service Agreement
Contact us following the completion of these documents. We will provide a secure link for document transfer.
Features of Our Trust Services
How Can A Professional Trustee Help You?
Our solution-focused staff are at your service.
ITC engages with you from the start and manage the legal, accounting, tax and investment oversight of your trust. Our services include:
- Providing comprehensive reports that won’t overwhelm,
- Sharing clear statements reflecting performance of all trust assets,
- Working with CPAs specializing in trust accounting for accurate tax preparation,
- Assisting with filing annual state and federal trust tax returns,
- Addressing tax matters related to the trust,
- Providing timely asset distributions to beneficiaries,
- Reviewing all documents thoroughly and promptly,
- Reinvesting with our eye on support of many generations to come.
Testimonials
What Our Clients Say About Us
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Clarity & Harmony
We navigate complex legal, regulatory and tax matters, and set realistic expectations
to minimize family friction.
Get Free Trust Review
Book Your Free
15-Minute Consultation
Free trust document and estate plan review available.
Connect with our friendly, knowledgeable people to discuss:
- Understanding the provisions of your trust
- What the grantor of the trust intended to provide and on what basis
- Who can hire and fire the trustee of your trust
- Why distributions may differ between the beneficiaries of the trust
- Who can serve as trustee of your trust
- What are the costs typically associated with administration of a trust
- Types of trusts and the different roles of stakeholders
- Insights on best practices from a professional trust administrator
- Additional provisions that you might consider including in a trust.
- Where to domicile your trust and why it can save you money
Trust Management
You Want The Best For Your Family
Get the best know-how.
Delivering in-depth, personalized, objective service in a candid and common-sense manner is at the core of what we do.
You can rely on Independent Trust.
