Thank you for your interest in the Independent Trustee Alliance! The ITA is a professional association founded by Independent (non-corporate) Trustees serving families and family offices. ITA members are dedicated to providing support and continuing education for members of this rising profession and welcome those who are serving as a trustee for their family and those professionals involved in estate planning who seek alliances with others to better serve their clients. All are welcome!

Members have access to an individually underwritten PPO health plan with year round enrollment administered by Cigna, Trustee Liability Insurance, Cyber Liability Insurance and unlimited CLE at

To join ITA and utilize our resources, please select a membership level below.

If you have any questions or need assistance with the process, please contact us or call us at (214) 578-2662.

Membership Costs

Annual Dues $200/year $300/year $400/year
One-time Application Fee N/A $125 $125
Total $200/year $300/year + $125 one-time fee $400/year + $125 one-time fee

Whether joining as an associate member or a certified member, start with this form.

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For more information regarding membership and certification requirements, learn more here.