Fees are payable only at such time as we actively serve as a trustee or co-trustee. No fees are payable for naming us as a successor trustee.

Our annual fee is .30% (30 bps) of the fair market value of the trust assets.

$30,000 minimum annual fee

We charge an annual fee of $2,500 for serving as a trustee of an irrevocable life insurance trust holding only life insurance.

Additional charges may be assessed if special or extraordinary services are required.