ITA Trustee Membership Requirements & Benefits

ITA Offers Three Levels of Membership

Associate Member - $200/year

For anyone interested in the trustee field.

ITA Certified Independent Trustee - $300/year plus one time $125 Application Fee

Requires membership 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 one time $125 Application Fee

Requires membership 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.

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.

Membership Application

Membership & Certification Chart

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.
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.
Character and Professional References	Application and verification form.	5 professional references in addition to application and verification form.	10 professional references in addition to application and verification form.
Fees	Annual dues only	$125 one time fee + $300 annual dues.	$125 one time fee + $400 annual dues.
Approval in ITA	Membership Committee	Membership Committee	Membership Committee and Board Approval
Academic	None	BA or BS	BA or BS
Continuing Education	None	50 hours in previous five years	100 hours in previous ten years
Exam	None	None for now	None for now
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.