For Advisors

An Advisor-Friendly Trustee Partner

We work closely with insurance professionals, attorneys, CPAs, RIAs, and family offices.

How We Support Advisors

Seamless integration into existing planning teams
Clear communication and documentation
Handling technical ILIT administration so advisors can focus on strategy

Built to Work Alongside Your Advisory Team

We are administrative partners—not advisors—and respect all existing professional relationships.

Have Questions? Let's Talk.

If you’re considering a life insurance trust—or already have one in place—a short introductory call can help clarify next steps. We’re happy to answer questions, explain how the process works, and help you understand whether professional trust administration is a good fit for your situation.