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.
Solution: Anodos helps trustees settle the trust twice as fast at half the cost with lower risk. 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.
How We Do It
The successor trustee or the drafting attorney hires Anodos’ staff of settlement experts to expedite the administration. We have the experience to manage all aspects of the settlement from the initial notice of death through the date of death valuation, marshalling of the estate assets, preparation of NOPAs if needed, authoring of a trustee compensation study, production of the annual account, through the final allocation, disposition and settlement agreement. We will manage as much of the settlement project as we are given responsibility for by the successor trustee or the drafting attorney.
Who Is Our Client
Our settlement team can be engaged by either the successor trustee or their legal counsel. We do not aspire to replace any of the other settlement team members’ core competencies. We will do the work that no other member of the settlement team has the time, interest, or competency to do. Our ambition is to help settle the estate twice as fast at half the cost with less risk than could reasonably be done if we weren’t involved.
What's Included
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.