I just experienced something that needs to be shared. Our new client has been a trustee for years. In his role, he is responsible for a challenged, but independent adult. Our insurance audit uncovered that the current policy did not align with the structure of the trust. As a result, it did not cover the trust or the benefactor correctly.
Brunswick presented a policy that contained an endorsement for trustees with better coverage, at a lower cost.
Even the most basic family trust should be reviewed for the correct insurance coverage. Our complimentary audit service is designed to educate on coverage and identify any gaps. All we need to get started is the current policy and drivers’ licenses.