Why Choose an ILIT Trustee?

Experience Matters

While family members or friends may serve with good intentions, ILIT administration involves technical, ongoing responsibilities.

Common Risks with Individual Trustees

Missed or undocumented Crummey notices
Late premium payments
Incomplete records
Discomfort managing beneficiaries after death

Benefits of a Professional Trustee

Familiarity with ILIT-specific requirements
Consistent, documented processes
Reliable coordination with advisors and carriers
Reduced risk and greater peace of mind

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.