Learn more about our Trust Establishment services and requirements
For a family or business trust at $1,400($US) per trust, for each one, (not for both)
For a Land Trust or a Charitable Trust, the cost is $1,750 (USD) per trust. This price applies to each individual trust, not both combined.
Trust document leverage and/or creating a trust bank account in the USA or internationally is a separate fee of up to $500 (USD), (depending on the location)
All large assets are $300 each per item if you want us to guide you in properly adding them to the trust.
Email info@bwealthyb.com for your FREE quote on trust services
We offer installment opportunities to eligible clients who need to pay for serives over an extended period. (Offer not valid on all services)
Our digital and technological bandwidth is wide and sturdy. We securely store and organize your financial assets meticulously to mitgate fraud and data exposure.
• You are the creator, the grantor, and the trustee of your trust. The successor trustee should be a blood relative, a spouse, a child, an estate lawyer, or any trusted entity or person that you choose. Choose carefully, as they will have immense power over your trust, including the trust bank account and other assets.
• You must have a clear understanding of the kind of trust you need (family, land, etc…)
• You’ll need an EIN letter for each new Trust. This is done once you receive your Trust.
• The Trust documents will be mailed to you via USPS Priority Mail to the address you provided in the application you completed in “Step 1. (for existing applicants only)
You MUST complete the form below to be considered for Trust Establishment Services.
We provide a seamless online payment experience for our clients. Click the “Make a Payment” button, and be sure to read instructions carefully so that your transaction is not flawed. Refunds for Trust Services require an investigation.
Allison (Bennett) Browne
Business / Personal Credit and Funding Advisor