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!
To Join – For those trustees, professionals or laypersons who want to support ITA and utilize its resources, please complete the form below OR download and complete our paper application, along with submitting your check of $100 (Annual Dues). Your membership will be confirmed in approximately 2 weeks.
Members have access to a fully ACA compliant PPO health plan administered by Cigna and Trustee Liability Insurance at pre-negotiated premiums
To apply for certification which demonstrates your commitment, experience and professionalism, please fill in all of the membership packet (Sections 1 & 2), and provide the contact information for your character references. Annual dues of $100 (plus the Certification fee) should be mailed in along with your completed application. You will need to provide a blank character reference form (Page 3) to each of your listed contacts, and ask them to mail the completed form to the address below, as soon as possible. Certification will be confirmed in 4-6 weeks.
Please send checks and paper applications to:
c/o Richard Neely, Treasurer
4925 Greenville Ave. Suite 1400
Dallas, TX 75206-4085
For any questions or concerns, please contact us or call us at (214) 578-2662.