Select Page

Contact Us

Let’s Talk!

303.841.8999 Mon – Fri 09:00 AM – 05:00 PM

Mailing Address

P.O. Box 2944, Parker, Co  80134

Email

greenpointinsurance@gmail.com

Send Us A Message

Need to discuss your situation?  We will gladly get back to you as soon as possible.

Frequently Asked Questions

u

What type of insurance is trustee insurance?

Trustee insurance is liability protection.  Think of a third party deciding to file a claim against the trust or trustee for potential damages.  These policies are offered on a claims made basis.  This means a policy must be active for a claim to be  recognized.  Its important to work with an agent who can explain this type of coverage. 

u

How much does living trust insurance cost?

Pricing is influenced by a variety of factors, including the size of the trust, the terms of the trust documents, any prior claims, and the trustee’s experience in administering the trust. Special circumstances—such as disputes or estranged beneficiaries—may also impact the cost of coverage.

u

Is Greenpoint Insurance Advisors an insurance agent or broker?

Greenpoint Insurance Advisors, LLC serves as an independent insurance broker representing the interests of the client—in this case, the trustee. We have been licensed since 2009, and our experience includes placing coverage for large organizations with multiple locations and complex structural needs.

u

What is needed to provided a quote? Am I obligated to buy insurance

The application process is rather simple.  The insurance carrier will need a copy of the trust, financial statements, and resume or background of the trustee.  We like to know the reason for procuring the insurance, steps to reduce potential claims, and other factors to consider when applying for insurance.  There is no obligation to purchase insurance fromus.  

Get Started Today

Greenpoint Insurance Advisors, LLC is dedicated to supporting trustees in protecting assets both within the trust and in their personal capacity. We understand the unique challenges and fiduciary responsibilities that trustees face. Our goal is to provide the clarity and coverage needed to give trustees true peace of mind. 

Contact us today for a consultation.  We are here to help.

Ph:  303.841.8999  Email:  greenpointinsurance@gmail.com

Book a Free 30min Consultation