Categories & Criteria
Innovators in Trust and Estate (Firm and Professional)
- Adoption of New Technologies: How the firm integrates and utilizes new technologies (e.g., digital wills, estate planning software) into their services.
- Deploying Advanced Technology: Efforts to leverage new technology that enhance service delivery.
- Improvement in Service Delivery: Demonstrated improvements in efficiency, client satisfaction, or scope of service through technology.
Excellence in Client Service (Firm and Professional)
- Responsiveness: Speed and effectiveness in addressing client inquiries and concerns.
- Client Reviews and Feedback: Positive feedback from clients, including testimonials and online reviews.
- Customization of Services: Ability to tailor services to meet the unique needs of each client.
- Client Education and Engagement: Initiatives aimed at educating clients about trust and estate planning, including workshops, seminars, and informational resources.
Outstanding Contribution to the Trust and Estate Industry
- Thought Leadership: Influence on industry standards and practices through thought leadership, including research, publications, and public speaking.
- Industry Participation: Active participation in industry associations, forums, and events that contribute to the advancement of the field.
- Professional Education and Training: Contributions to the education and training of professionals in the trust and estate sector.
- Positive Industry Impact: Evidence of a positive impact on the industry’s reputation, standards, or practices.