Basic Plan: $10/month or $99/year
We simply set up your Trust and brokerage account. the rest is for you to manage.

  • Trust Registration
  • Brokerage Account Registration
  • Annual Maintenance

Serviced Plan: $15/month or $149/year
You still own your 401(k), but we assist with recordkeeping and taxes.

  • Trust Registration
  • Brokerage Account Registration
  • Annual Maintenance
  • Recordkeeping
  • 1099-R form filing

Large Asset Plan: $35/month or $349/year
For accounts with over $250,000, we manage additional tax forms you need.

  • Trust Registration
  • Brokerage Account Registration
  • Annual Maintenance
  • Recordkeeping
  • 1099-R form filing
  • Form 5500 filing