WHAT IT COSTS
$0 until funding | Reduced fees if assets are illiquid
Legacy service providers charge prohibitive up-front fees for uncertain returns. We don't want you to pass up an opportunity because of the cost, so we offer all of this at no cost:
Unlimited consultations with our expert team
Generate & finalize your legally valid trust agreement
Establish & maintain trust's financial accounts
Asset appraisal & transfer support
Plus, we know what it means to be starting out, so our fees are reduced — just $2000 per year — while your assets are illiquid
AND THEN
$1,500 + 0.25% of trust assets per year
Once you've funded your trust with real assets, we step into the role of trust administrator and accountant, and we charge a simple annual fee. Here's what you get for your money:
IRS registration & annual trust tax filings
Ongoing trust administration & accounting
On-demand customer support