Start a Conversation ↗

STRAIGHTFORWARD PRICING

A monthly flat fee, not a percentage of assets.

Monthly Flat-Fee Trusteeship

Every trust is different. Rather than charge a percentage of assets, which can grow into a significant sum as an estate grows, we agree together on a transparent monthly fee that reflects the actual complexity and work involved.

Talk Through Your Situation
  • Full trustee services and fiduciary responsibility
  • Asset management across the types of property a trust may hold
  • Tax coordination, informed by our Enrolled Agent credential
  • Beneficiary communication and distributions
  • Trust accounting and record-keeping
  • Regular reporting in plain language
  • Direct access, with no layers or call centers
  • Coordination with the family's attorneys and advisors
Start a Conversation ↗

A family's future deserves thoughtful stewardship.