Explore Our Services For Attorneys & Trustees
What We Offer
Independent Insurance Advisory
Trustees and other fiduciaries may be responsible for overseeing insurance assets they did not originally select. We provide independent analysis designed to help fiduciaries better understand policy performance, funding requirements, risks, and available alternatives.Fiduciary Policy Oversight
Life insurance requires ongoing monitoring, particularly when policies are owned by trusts or held for long-term estate planning purposes. We help fiduciaries establish a repeatable review process focused on policy sustainability, documentation, and informed decision-making.Trust-Owned Life Insurance Reviews
Trust-owned life insurance can create unique administrative and oversight responsibilities. We evaluate policy performance, carrier assumptions, funding adequacy, guarantees, and potential risks so trustees can make better-informed decisions regarding policies under their supervision.Policy Documentation & Review Process
A disciplined review process can be as important as the underlying recommendation. We help fiduciaries create a consistent framework for reviewing policies, documenting findings, identifying material concerns, and determining when additional action or specialist input may be warranted.Collaboration With Counsel
Insurance planning often intersects with estate, tax, trust, and business planning. We work alongside attorneys and other professionals as a specialized insurance resource, allowing each advisor to remain focused on their area of expertise.“They have always struck me as someone who is thoughtful, ethical, and genuinely interested in helping people make informed decisions. I have been very comfortable referring people to him and would not hesitate to recommend him to attorneys, advisors, or clients looking for someone with real experience in this area.”
– Litigator