Call for a fee quote, we do not turn anyone away, any size case accepted
TRUST SETUP FEE $500 to $3,000 One-time* *Based on case dynamics, need for onsite signing, orientation and/or mediation support.
TRUSTEE FEE $500 Annually + $30 to $200 per month for Annuity payments + $125 per hour for court supervised trusts NO CONSULTATION FEES - NO PER CHECK FEES - NO PROPRIETARY INVESTMENTS - NO FRONT LOAD OR TRAIL FEES
OUR CHARITY WILL PRICE MATCH ANY TRUSTEE
MONEY MANAGEMENT FEE 1% or less Annually
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