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  • About
    • What Is ITA?
    • Why You Need a Trustee
    • Board of Directors
    • Advisory Board
  • Ethics
    • Our Ethics
    • Best Practices
  • Membership
    • Webinar Registration
    • Membership Requirements & Benefits
    • Join ITA
    • Apply for Certification
    • Certification Requirements
    • Annual Conference
    • Speaker Application
  • Your Membership
    • Login
    • My Account
  • Alliance Program
  • Contact
    • Contact Us
    • Find a Professional
  • Find a Professional
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Kelli Simms

Services

Insurance, Insurance - Life

Types of Trusts / Specialties

Accepting New Clients

Yes

Accepts Trusts/Business in Other States

No

Contact Kelli

15190 Prestonwood Blvd.# 735Dallas, Texas 75248

Send an email to Kelli

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Alliance Partners

ITA would like to thank our Alliance Partners for teaming up with ITA to advance the interests of the professional trustee community. More information about our partnerships is available on our Alliance Partnership Program page.

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Don't Miss Our Annual Trustee Conference

May 14-16 // Dallas, TX

Join other ITA members to network, learn about independent trustee as a profession, and exchange tips with other professionals in your field.


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