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Independent Trustee Services
Why Choose an Independent Trustee?
Impartial
Avoid personal conflicts by ensuring the direction of the trust is followed objectively without bias or favoritism
Professional
An experienced trustee will work with estate planning attorneys and financial planners to mitigate risks and handle complex assets
Savings
A straightforward and cost-effective cost structure will keep more money in your trust
Cost Structure
Onboarding ($5,000)
Low up-front fees related to onboarding, including but not limited to interviews, trust reviews, and creation of bank accounts
Annual (0.2% of Trust Assets)
Flexible annual costs designed to flex as the Trust assets grow
Hourly ($250/hour)
Hourly rate for any efforts related to management of the trust
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