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Trustconsult Service
Provider
ILIT Fee Schedule
Initial one-time set up
fee: -----------$150.00
Annual fee for services:---------------$300.00
Annual Fee Includes
Reminder to trustee to
get annual deposit from grantor
Issuance of up to 4 income
beneficiary notice letters
Confirmation to trustee
of lapse of beneficiaries right to withdraw income
Copies of all beneficiary
notice letters to trustee
Copy of confirmation to
Attorney
Additional fee for added
income beneficiary notices
(Over 4) ---------$ 40.00/beneficiary
Fee is for one time annual payment of premiums. If premiums are paid other than annually or
if notices are required more than once a year the fee may vary
and will be quoted individually upon request. |
