
What is ITEFS?
How ITEFS Began:
Indiana Trust & Estate Fiduciary Services (ITEFS) was established in early 2022. Registered with the State of Indiana and separately insured, ITEFS specializes in providing fiduciary services, including Power of Attorney, Executor/Personal Representative, and Trustee roles.
After recognizing the need for professional fiduciary services, ITEFS was established to assist individuals in managing their estates.
Who Can Benefit from Using ITEFS?
You may wonder who may find benefit in naming a professional fiduciary, like ITEFS, in their estate plan. We would encourage you to reach out to us to have a specific conversation; however, the following are real-life examples of clients who have named ITEFS in their estate plan:
- Husband and wife have two kids, but both kids are out of state and “their own lives.”
- Widowed woman has one child, who is not equipped to handle the legal and financial mechanics of post-death administration;
- Single man, no children, leaving estate to charitable organizations;
- Single man, no children, leaving estate to sibling that is out of state;
- Husband and wife have three kids, but they have a concern that all three will fight if they pick “just one” to serve;
- Husband and wife, blended family.
- Husband and wife, one child who has had addiction issues/struggles.
