Trust Pricing Plans

Select the plan that is customized to your needs!

FREE With All Plans

  • Expedited Certificate of Trust Filing*
  • Personalized, Tabbed Trust Binder**
  • 1 Hour of Personal Planning Support
  • Expert Knowledgebase
  • Sample Trusts
  • Series Trust Filing  Included FREE
  • Personalized Communication Web Portal Center
  • and more...

* NO plans include State Filing Fees ($500 per DST) or additional Expedited State Filing Fees ($50+)
** FREE. Just pay $9 S&H

basic Business/
Family Trust

$49.99 Month**

or

$499 Per Year Annual Billing

Ideal for Family Asset Protection and/or Small Real Estate Holdings Under $5M Assets

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** All plans must be paid in full for the first year.  Beginning thereafter, plans may be paid monthly or discounted annually if paid in full. 

Intermediate Level Trust

$69.99 Month**

Or

$699 Per Year Annual Billing

Ideal for Securities, 1031 Exchanges, Active Business or Larger Asset Classes over $5M 

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** All plans must be paid in full for the first year.  Beginning thereafter, plans may be paid monthly or discounted annually if paid in full. 

Large Asset  Trust

$89.99 Month**

or

$899 Per year Annual Billing

Ideal for Family Offices, Asset Holdings over $10M   or Complex Investment Classes

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** All plans must be paid in full for the first year.  Beginning thereafter, plans may be paid monthly or discounted annually if paid in full.