- Monday - Friday 8:00 am - 4:00 pm
$1,500.00
Establish and manage trusts to secure assets, preserve wealth, and ensure long-term planning tailored to your unique needs.
Our Trust Establishment and Management service provides clients with comprehensive support in creating and managing trusts designed for wealth preservation, family asset protection, and legacy planning. Whether for personal or business purposes, we guide you through trust creation, including drafting documents, defining terms, and ensuring compliance with applicable regulations. Our team offers ongoing management to maintain trust operations, protect assets, and meet your financial and legal objectives.
Documents Provided
Trust Agreement Document, Management Guidelines for Trustees, Funding Instructions for the Trust, Annual Trust Management Reports (if applicable)
Price Range: $1,500 – $4,000
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