Trust & Estate Settlement Service

Problem: Few trustees or executors have the time, interest or experience to efficiently administer the settlement of a trust or estate.

Elephant

Solution: Anodos helps trustees settle the trust twice as fast at half the cost. We do this by taking the “small stuff” off your desk so that you can focus on the “big stuff”. We specialize in this work. 

 

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What's Included

  • TASK LIST: We develop and maintain a comprehensive and detailed task list of all activities of the settlement through robust project management software.
  • PROGRESS REVIEW: We hold bi-monthly phone calls (15-20 minutes) with the trustee to report on the progress and completion of the assigned tasks.
  • MONTHLY REPORTING: We provide a monthly written report to the settlement team (trustee, attorney, CPA) on the progress of the settlement with particular emphasis on the tasks that are “stuck” and need attention.
  • GOVERNANCE REPORTING: As governance experts we provide reports and documents for the administration which include, but are not limited to a (1) date of death balance sheet, (2) trustee compensation recommendation, (3) Investment Policy Statement for the trust assets, (4) detailed exhibits for the production of the 706 when needed and (5) production of the Annual Account for the trust beneficiaries.
  • ONLINE VAULT: Anodos maintains an online vault in which all critical documents, communications, exhibits, and other supporting work products are stored securely.
  • SERVICE PROVIDERS: Where the trustee does not currently have support from service providers – bookkeepers, appraisers, asset inventory managers, locksmiths, rubbish removal, brokerage services, et cetera – Anodos will find reputable local candidates for the trustee's consideration.

Simple Pricing

0.30%

of Trust Corpus

The fee for the Trust Settlement Service is $3,000 per $1.0m of trust assets, with a minimum fee of $12,000. This fee does not reduce the compensation paid to the trustee, but is paid by the trust.

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Helpful Stuff

Research Article - "Wealth Transfers"

Strategies to speed up the settlement process

Schedule an initial call if you think we can help.

Common Questions...

  • How much should I pay myself to be the trustee?
  • How can I reduce the time and cost of the trust settlement?
  • How do I know if my investment manager is doing a good job?
  • Who did your cool stickman sketches?