Individual Trust Services
TrustArte offers both Trust Packages — which combine the most widely used and effective instruments — and individually priced services. Below is a list of individually priced trust services. These prices include all of the required consultation, information gathering and final document preparation. Higher costs may result from more complex situations and TrustArte will alert clients upfront.
All trust services begin with an initial 20-minute consultation, the price of which is credited toward your final purchase. Participation in the initial consultation does not obligate the customer to any further purchase.
Living Trust — Your Family’s Future: $2000
Secure your loved ones from the risks of probate and unforeseen legal challenges to the distribution of your estate while reducing your assets public profile.
Business Trust — Your Business Organization: $3500
Provides you with a formal business organization. You get operational privacy, liability protection, an EIN and tax benefits. Your personal assets remain isolated and separate.
Life Insurance Trust — Your Estate Taxes: $3500
Insure that your heirs have non-taxable liquidity at death for immediate expenses and subsequent estate taxes to avoid urgent asset sales.
Real Estate Trust — Your Real Estate Holdings: $3500
Move your ownership of properties to private safety by changing the title to your trusted fiduciary. Complements or eliminates an LLC. Make whole or partial transfers independent of your living trust. Enhance your advantage in a sale transaction.
Holding Trust — Your Special Assets: $2500
Separate aircraft, motorhome, stock accounts or business equipment from you, personally. Privacy and liability reduction. Gift financial assets to heirs with safety.
Business Sale Trust — Your Liquidity Event: $5000
Reduces your state income tax liability up to 75% when your highly successful startup business is sold to another company.
Multiple Trusts receive a 5% discount when purchased at once.
Tap into the Unique Power of Trusts
To tap into the unique power of trusts for ensuring a secure financial future you need an expert, and we are the experts across a broad range of infinitely valuable private trusts. TrustArte is here to personally assist you. We’re here to educate you. We’re here to give you the financial privacy you not only deserve, but need.
Our Open Philosophy Trust Arte will openly engage with other professional advisors such as tax specialists and accountants to develop the most effective solutions for our clients. Should their services be of value to you, our trust professionals will work with your other advisors. This “open architecture” philosophy, which is reflected throughout our organization, allows us to build closer relationships with our clients and offer them the best solutions.