ITA Offers Three Levels of Membership

Associate Member – $200/year

For anyone interested in the trustee field.

ITA Certified Independent Trustee – $300/year plus $250 Application Fee

Requires certification committee approval plus

A) 5 years serving as trustee in three family branches, & 3 different administrative environments, or

B) 3 years experience having passed three Cannon courses or their equivalent

ITA Master Certified Independent Trustee – $400/year plus $250 Application Fee

Requires certification committee approval plus

A) 10 years serving as trustee with JD, CPA, CFP, CTFA, or

B) 10 years serving for at least 10 trusts with different families, in 5 different administrative environments.

The Certification Reference form may be obtained here.

Additional Benefits

US Members have access to

Medical, Dental, Vision and Life Insurance with year round enrollment!

Trustee Liability Coverage

Cyber Liability Insurance

Unlimited CLE through trusteealliance.i-course.com.

Additional online training videos – View Sample of “First Trust Administration”. 

These products and services are owned or administered by their respective companies/brokers and have been made available to members of the ITA.  Membership in the ITA does not guarantee insurance acceptance or coverage.

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Membership & Certification Chart
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Membership & Certification Requirements Chart

Certification must be renewed every three years

ASSOCIATE MEMBER ITA CERTIFIED INDEPENDENT TRUSTEE ITA MASTER CERTIFIED INDEPENDENT TRUSTEE
Character & Fitness No felonies, regulatory discipline, suspension of a license, or published customer complaints within a regulatory format, within the last 5 years.  These would be self-certified for now.  A member has to adhere to our Code of Ethics and Member Best Practices and so state each year when annual dues are paid. No felonies, regulatory discipline, suspension of a license, or published customer complaints within a regulatory format, within the last 5 years.  These would be self-certified for now.  A member has to adhere to our Code of Ethics and Member Best Practices and so state each year when annual dues are paid. No felonies, regulatory discipline, suspension of a license, or published customer complaints within a regulatory format, within the last 5 years.  These would be self-certified for now.  A member has to adhere to our Code of Ethics and Member Best Practices and so state each year when annual dues are paid.
Academic None BA or BS BA or BS
Education: None required. Continuing education related to trust administration, estate planning, investments, elder law, or special needs would need to be at least 15 hours a year, with at least two of those hours dedicated to ethics or trustee litigation. These would be self-certified for now with annual dues statement. Continuing education related to trust administration, estate planning, investments, elder law, or special needs would need to be at least 15 hours a year, with at least two of those hours dedicated to ethics or trustee litigation. These would be self-certified for now with annual dues statement.
Continuing Education None 50 hours in previous five years 100 hours in previous ten years
Years of Professional Experience None A) 5 years serving as trustee in three family branches, & 3 different administrative environments, or

B) 3 years experience having passed three Cannon courses or their equivalent

 A) 10 years serving as trustee with JD, CPA, CFP, CTFA, or

B) 10 years serving for at least 10 trusts with different families, in 5 different administrative environments.
Character and Professional References Application Application plus 5 professional references. At least two references must be from estate planning/probate attorneys with whom you have shared clients. References may not include more than one person in the firm you serve as trustee. If you are a trustee in a state like California that requires registration, please indicate the state and when you first registered. Application plus 10 professional references. At least three references must be from estate planning/probate attorneys with whom you have shared clients. References may not include more than one person in the firm you serve as trustee. If you are a trustee in a state like California that requires registration, please indicate the state and when you first registered.
Fees $200 Annual dues only $250 application fee + $300 annual dues. $250 application fee + $400 annual dues.
Approval in ITA Membership Committee Certification Committee Certification Committee
Exam None None for now None for now
Types of Trusts N/A Five years serving as trustee in different environments. These might include trusts with stocks, bonds, mutual funds, ETFs, real estate (whether income-producing or not) closely held business interests, private equity partnerships, or LLCs. Types of trusts might include a generation-skipping trust, an irrevocable trust under agreement or will, a “pot” trust with multiple beneficiaries, a revocable trust, a Grantor Retained Annuity Trust, a “directed trust,” a “structured trust,” a guardianship/conservatorship, or acting as a holder of a financial power of attorney. Ten years serving as trustee in different environments. These might include trusts with stocks, bonds, mutual funds, ETFs, real estate (whether income-producing or not) closely held business interests, private equity partnerships, or LLCs. Types of trusts might include a generation-skipping trust, an irrevocable trust under agreement or will, a “pot” trust with multiple beneficiaries, a revocable trust, a Grantor Retained Annuity Trust, a “directed trust,” a “structured trust,” a guardianship/conservatorship, or acting as a holder of a financial power of attorney.