Whether you're a professional or non-professional trustee, you are held to strict fiduciary standards. Proformex can help you avoid unintended breach of those fiduciary duties.
Did you know Proformex can help to establish processes to ensure that you're exceeding the standards to which you are held as a trustee? To demonstrate how Proformex supports ILIT management, we created the following video. Check it out to learn more about how we can help!