We provide fiduciary organizations with a secure and comprehensive will file solution that will help you maintain effective communications with your will and unfunded trust clients.
Many banks and fiduciary organizations find themselves named in wills trusts, but as unfunded business, wills often don’t get the attention they deserve. Our will file tracking solution makes it easy for you to reap the benefits of the wills your bank holds.
Helps Financial Institutions Capitalize on Lost Opportunities with Wills.
Turn existing will and personal trust customers into sources of current and future fee income.
We provide, through our affiliate PBI Research Services (the nation-leading death audit provider) a death comprehensive audit solution that provides validated results.
Annual data cleanup for social security numbers, addresses and other data points to ensure your information stays up-to-date.
willmonitor helps you to keep track of testators who have passed away, enabling you to reach out to beneficiaries, and to avoid the liability associated with an estate being settled if the beneficiaries are unaware that a will has been created and filed.
To learn more about how willmonitor by ITM can help you better serve your clients who have named you in a will, and their future beneficiaries, contact our sales team or visit our will file blog section to browse through relevant topics and learn more about our solution.
Privately held businesses form the backbone of many families’ wealth and legacy, often representing significant personal, financial, and emotional value. When these businesses are held within trusts, accurately determining their worth becomes crucial audit, tax, financial, and legal reasons.
In this webinar, our business valuations experts will join our affiliate LITCO to help attendees gain a better understanding of when and why a trustee should seek out a privately held business valuation.
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