Supporting prudent fiduciary oversight through independent analysis and contemporaneous documentation.
Trust-owned life insurance often remains in force for decades. During that time, policy performance, carrier assumptions, funding patterns, and changing circumstances can affect whether the policy continues to fulfill the trust’s original purpose.
American West Advisory provides independent fiduciary analysis together with contemporaneous documentation designed to support prudent fiduciary oversight throughout the life of the trust.
We help trustees answer tomorrow’s questions with today’s documentation.
Objective analysis free from product sales or commissions.
Documentation created while fiduciary decisions are being made—not reconstructed years later.
Independent analysis designed to support prudent fiduciary oversight of trust-owned life insurance.
Policy review, contemporaneous documentation, ongoing monitoring and second-opinion review.
Why contemporaneous documentation matters under the Uniform Prudent Investor Act.
Reference material for trustees, estate planning attorneys, and family offices.
Independent Fiduciary Analysis
Contemporaneous Documentation
Supporting Prudent Fiduciary Oversight