About Indiana Trust & Estate Fiduciary Services (ITEFS)
What is ITEFS?
Indiana Trust & Estate Fiduciary Services (ITEFS) and Indiana Estate & Elder Law, while sharing a common management structure, function as distinct entities with different areas of focus. ITEFS is specifically designed to handle the practical and administrative responsibilities within an estate plan by serving in roles like:
- Executor or Personal Representative
- Trustee
ITEFS steps in to these critical roles, ensuring that individuals' estate plans are executed with diligence, impartiality, and expertise, offering peace of mind to those who desire professional management of their estate.
Origin of ITEFS
Recognizing a growing need for professional estate and trust administration, ITEFS was established in early 2022. ITEFS is formally registered with the State of Indiana's Secretary of State, demonstrating our commitment to operating with transparency and in full compliance with state regulations.
Furthermore, we maintain separate, comprehensive insurance coverage, providing an additional layer of protection and security for our clients. This dual commitment to legal compliance and financial security is designed to give individuals and families peace of mind, knowing that their estate matters are handled with the utmost professionalism and accountability.
Who We Serve
Individuals and families facing various circumstances often benefit from naming ITEFS as a professional fiduciary in their estate plans. Common examples include:
- Families with out-of-state children.
- Individuals with children unable to manage estate administration.
- Those leaving estates to charities or out-of-state siblings.
- Families concerned about potential sibling disputes.
- Blended families.
- Families with children facing addiction struggles.
