Simple explanation of Trust Settlement Fees
A trust settlement situation allows 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 a trust vary depending on the type of assets, size of assets, and number/type of beneficiaries (individuals, trusts, and/or charities).
Trust 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.
