LIFE INSURANCE REVIEW FOR TRUSTEES

Protect the Weakest Link in Trust Assets

A trustee has a fiduciary responsibility to manage trust assets according to UPIA (Uniform Prudent Investor Act) Standards. The trustee’s goal is to protect, maintain, and grow trust assets for beneficiaries. The most frequently overlooked asset in those trust assets is life insurance.

With the rising cost of insurance, trustees should review life insurance assets to ensure they continue to meet the needs of their beneficiaries.

Our comprehensive Life Insurance Evaluation for Trustees includes:

Clipboard checklist