ITA’s mission is to promote recognition of the role of “Independent Trustee” through activities such as marketing initiatives, continuing education programs, workshops, and conferences.
In light of our mission, the ITA invites other related professional associations to be listed here on our Allied Organizations page. ITA vets the Allied Organization in terms of mission and alignment, and then asks for reciprocal placement on that organization’s website, to enhance the relevance of both organizations.
By supporting other Allied Organizations, the ITA intends to build a community of estate planning professionals, elevate the profession of Independent Trustee, and further educate everyone of the need to have their own estate plan and qualified execution team. Contact Info@TrusteeAlliance.com if you feel yours is an Allied Organization.