PTC Membership

Our support of you in your new role as trustee begins with knowledge and training, drawing from decades of experience in all aspects of administering trusts and estates, and continues with support services, consulting, bookkeeping and more.  The Private Trust Consortium offers three levels of membership:

Associate Membership (Free) – Our Associate Membership provides access to our PTC Announcements and PTC Articles which often include guides, outlines and checklists (not including PTC Forms).

Individual Membership ($149/year) – Our Individual Membership provides full access to our content and services, with access to PTC Onboarding and Support services for up to five trusts.

Professional Membership ($299/year) – Our Professional Membership provides full access to our content and services, with unlimited access to PTC Onboarding and Support services.

Office Membership ($349/year) – Our Office Membership provides full access to our content and services, with unlimited access to PTC Onboarding and Support services, for up to three members.

Firm Membership ($749/year) – Our Firm Membership provides full access to our content and services, with unlimited access to PTC Onboarding and Support services, for up to ten members.

Important to our complete risk management support, our Individual and Professional Members gain access to trustee liability insurance underwritten by Chubb, the largest liability insurer in the world, and serviced by Brown & Brown.  Did you know that the Uniform Trust Code established the specific power of a trustee to purchase this insurance to protect the trustee and beneficiaries?  This is an important part of the support and knowledge you receive with a Membership in The Private Trust Consortium!