Call for a fee quote, we do not turn anyone away, any size case accepted
ONE-TIME TRUST SETUP FEE $500 to $3,000* *Based on case dynamics, need for onsite signing, orientation and/or mediation support.
TRUSTEE & MONEY MANAGEMENT FEE TOTAL 1% or less Annually on assets under management. We will price match any trustee** + Annuity payments are billed a monthly fee $30 to $200 **All court supervised trusts are billed at an additional $125 per hour. NO ADDITIONAL FEES APPLY - NO PER CHECK FEES - NO PROPRIETARY INVESTMENTS - NO FRONT LOAD OR TRAIL FEES
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