Nomadx, LLC

Nomadx provides professional liability insurance services exclusively for trustees. The rules and laws governing trustees and other fiduciaries are complex and often contradictory. Many fiduciaries, especially individuals and professional advisors who frequently serve in these roles, as well as most beneficiaries, don’t understand all of these responsibilities. In a time of increased litigation, this situation significantly increases the risks for fiduciaries. It’s essential to have the right processes and procedures in place, as well as the knowledge, that can reduce your risk while serving as a trustee or fiduciary. Nomadx has decades of experience managing risks associated with the administration of trusts and estates. We can help you, and your advisors, deal with all aspects of being a trustee, including assistance with the design and underwriting of appropriate insurance. In fact, we’ve created an insurance program in partnership with Balance Partners that is specifically geared to protect trustees, and our application process makes obtaining coverage easy. Contact us at nomadx@balanceuw.com. Balance Partners, LLC is a New York Limited Liability Company. In California, Balance Partners Insurance Services, LLC License #0M92717