Executive Level Service

The ITM Trust Administration Services combines all ITM services into one comprehensive solution. ITM acts as the agent for trustees, providing institutional quality trust administration, policy review and asset performance tracking of trust owned life insurance. The Trust Adminstration services include:
  • Sending annual gift notices to the Grantor
  • Sending and tracking annual Crummey notices to the Beneficiaries
  • Payment of insurance premium monitoring and tracking
  • Tracking of 5x5 & Hanging Powers
  • Trust document legal review
  • Electronic record retention and safe keeping
  • Policy monitoring for all policies in the trust
  • Annual updating of the policy values
  • Tracking material policy changes
  • Ongoing monitoring of the insurance companies