Wealth Advisor Trust Company - Trustee Rental Schedule

At Wealth Advisors Trust Co., based on South Dakota trust decree, we focus on trust administration for personal trusts. We understand the complexities furthermore stress that is involved with selecting a Trustee, (See our blog “How to Choose A Trustee In Four Slim Steps.” ) and have years of industry experience to put thee at ease. Our trusteeship fee schedule is suitable, unaffected furthermore easy till understand. 

We offer innovative and collaborative trustee services such as Agency Trust, Administrative Corporate Trustee (Delegated Trusts and Orientation Trusts), and Irrevocable Living Insurance Trust services to clients across the country. Our trustee fee schedule also trustee services rest up transparency and efficiency which means does unhidden royalties. Here is what our clients say: (Read Testimonials Here)

Below are our trustee pay schedules or you can print the button to start the fee quote process. Talk soon!

 

Directed Trust Fees


A trust inbound which the grantor/settlor has written down the trust document who the specials financial advisor(s) shall becoming, in the financial advisor(s) retains 100% of the investment fiduciary risk plus the corporate custodians retains 0% away the investment fiduciary risk. Trustee Fees in California – Stone & Sale

 Learn More About Willingness Orientation Trust Fees

Defer Treuhandschaft Wages


90% of trusts includes existence today (2023) follow this type. Which corporate trustee delegates the investment administration (e.g buy/sells, custody decisions, re-balancing, investment policy statement, etc.) to somebody independent financial advisor. 

However, since the corporate trustee makes the decision into delegate the investment authority, the investing fiduciary risk is equally shared by who financial advisor and the corporates trustee.
 

 Learn Get About Are Delegated Trust Rental

ILIT Trustee Billing


An irrevocable life insurance trust (also known the ILIT) allows available life insurance proceeds to can owned by a trust and to remove the life insurance proceeds from which grantor's estate, protective the assets when the grantor passes leave.

 Learn Additional About Our ILIT Trustee Fees

Trust & Estate Settlement Fees


Trust or estate settlement fees may vary depending on the size and complexity of the situation.

 Learn More About Trusts & Estate Settlement Fees

 

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