What do we charge for our tax-saving trusts?

Save time and (a lot of) money with our software-powered tax planning solutions.

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hard-earned gains
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WHAT YOU GET

Trust Pricing

TRUST ESSENTIALS
Our core offering. Self-service trust creation (with dedicated customer service available, plus full-service funding, accounting, and administration)
$1,500 + 0.25% of trust assets
per trust, per year
  • Content & calculators to help you choose your strategy
    Content & calculators to help you choose your strategy

    Use our calculators and content to identify the right tax mitigation strategy for you. Test different assumptions, try different trust formats, review the short- and long-term results, and then get started.
  • Generate & finalize your legally valid trust agreement
    Generate & finalize your legally valid trust agreement

    After a simple onboarding process, we'll present you with a plain-language version of your trust so you know what you're getting. Then, when you're ready, we'll present a final version and help you get it notarized so it's fully legally binding (and so you get all of the tax benefits).
  • Establish & maintain trust's financial accounts
    Establish & maintain trust's financial accounts

    In order to hold your assets, your trust will need a variety of accounts, including custodial accounts to hold public stock, private equities, and the like; and more. We'll set those up for you and make sure they're ready when you need them.
  • Asset appraisal & transfer support
    Asset appraisal & transfer support

    To unlock all of the benefits of your charitable trust, you'll need an appraisal for each of the trust's assets, and you'll have to transfer the initial assets into the trust. We'll facilitate the necessary valuations and help you transfer your assets.
  • IRS registration & annual trust tax filings
    IRS registration & annual trust tax filings

    As an independent, tax-exempt entity, your trust needs its own tax ID number, and it'll be required to file its own annual taxes. We handle all of that so you don't have to.
  • Ongoing trust administration & accounting
    Ongoing trust administration & accounting

    Accounting is key feature of charitable trusts. Some of the biggest tax benefits accrue only if you follow a relatively complex set of rules about asset ownership and annual distributions. We'll make sure you don't stumble over anything.
OPTIMIZED TRUST
Work with us to design your trust's setup, trades, and distributions to optimize your returns
$1,500 + 0.30% of trust assets
per trust, per year
  • Everything in TRUST ESSENTIALS, plus...
  • Distribution support to optimize your annual payouts
    Distribution support to optimize your annual payouts

    We'll work with you (and your financial advisor, if you choose to have one) to design a distribution schedule that fits neatly into your family's financial plans.
  • Tax- & trust-loss harvesting to increase total payouts
    Tax- and trust-loss harvesting to increase total payouts

    If you choose a NIMCRUT, we can help you increase your returns by an extra 50% over the life of your trust by making a few simple moves every year -- to offset capital gains with any losses, and to reset your cost basis according to trust rules. Let us know if you'd like to learn more.
  • On-demand customer support
    On-demand customer support:

    Self explanatory. At this level, we'll be on call at all hours to make sure your trust is running according to plan. Need help transferring assets into the trust? We're on it. Considering a major investment and want to know how it'll work inside the trust? Just ask.
ELEVATED TRUST + INVESTMENT
Level up your returns with our integrated trust administration and investment management service
$1,500 + 0.40% of trust assets
per trust, per year
  • Everything in OPTIMIZED Trust, plus...
  • Investment risk profile
    Investment risk profile

    If you choose not to pay a financial advisor to invest your trust assets, we can do that for you, too. We'll start by assessing your investing profile -- What is the optimal mix of assets for you, given your age, risk appetite, and family situation? Then we'll place your trust's funds into an automated investment portfolio that will be diversified and rebalanced accordingly.
  • Automated, robo-advisor investment portfolio
    Automated, robo-advisor investment portfolio

    If you choose not to pay a financial advisor to invest your trust assets, we can do that for you, too. We'll start by assessing your investing profile -- What is the optimal mix of assets for you, given your age, risk appetite, and family situation? Then we'll place your trust's funds into an automated investment portfolio that will be diversified and rebalanced accordingly.
Learn about our trust administration role — and how we stand out from the crowd. Read more ➞
COMPARISON

Premium features. Best pricing in the business.
See how we stack up.

JP Morgan

Charles Schwab

Valur

Northern Trust

Wilmington Trust

COST

Starting at 0.55%
($15k minimum)

Starting at 0.50%
($5k minimum)

Starting at 0.25%
+ $1500

Starting at 0.40%
($20k minimum)

Starting at 0.60%
($8k minimum)

PLANNING

ROI calculators

Guides & educational content

PAPERWORK

Trust agreement

Trust account setup & maintenance

Annual trust tax filings & registration

Trust administration & accounting

Asset appraisal & transfer support

OPTIMIZATION

Distribution optimization

Tax-loss harvesting

ACCOUNTS

Clones

Up to 20 clones per month

Categories

Business, Technology

User Limit

1 User

DESIGN INTERACTIONS

Lottie Animation

3 months

Design Interactions

3 months

DESIGN INTERACTIONS

Clones

Categories

-

ACCOUNTS

Clones

Up to 20 clones per month

Categories

Business, Technology

User Limit

1 User

DESIGN INTERACTIONS

Lottie Animation

3 months

Design Interactions

3 months

DESIGN INTERACTIONS

Clones

Categories

-

ACCOUNTS

Clones

Up to 20 clones per month

Categories

Business, Technology

User Limit

1 User

DESIGN INTERACTIONS

Lottie Animation

3 months

Design Interactions

3 months

DESIGN INTERACTIONS

Clones

Categories

-

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