Simple explanation of Trust & Estate Settlement Fees

A trust and estate settlement situation allows for a financial advisor and family members to have the comfort that a clear, repeatable, and organized process will occur. The pieces and complexities of settling an estate (will or trust) vary depending on the type of assets, size of assets, and number/type of beneficiaries (individuals, trusts, and/or charities). 


Trust & Estate Settlement fees*

Minimum $10,000
Thereafter 1% to 1.75%


*Does not include preparation of estate tax return nor trust income tax return where needed. 


Give us a call. We're great listeners.