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*
|Thereafter||1% to 1.75%|
*Does not include preparation of estate tax return nor trust income tax return where needed.