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Grantor or Settlor Beneficiary Other

In order for us to consider accepting an appointment as trust protector, please complete the intake questionnaire below and provide a copy of the applicable trust agreement by email or facsimile to 855.XXX.XXXX.   

Our fee to review the applicable trust agreement and to consider an application for appointment is $350.00.  You may pay your Trust Protector Application Fee here.  

The current base annual fee for serving as Trust Protector is $1,250.00, payable on an annual basis.  However, the annual fee may vary depending on the types of duties required, the size and type of trust, and the number of beneficiaries.  A quote will be provided upon review of the trust and application.