Transparent packages to compare and secure your trust
We believe estate planning should be accessible and straightforward. Explore our clear comparison plans designed to meet varying asset volumes and jurisdictional complexities.
Essential compare
Ideal for individuals seeking simple family trusts and standard probate avoidance strategies.
- Compare up to 3 local trustees
- Standard asset protection template
- 30 days of email support
- Basic fee analysis
Premium compare
Perfect for comprehensive family wealth planning, real estate trusts, and business holdings.
- Compare unlimited domestic trustees
- Custom trust structure mapping
- 90 days of dedicated advisor support
- Full tax efficiency reports
Enterprise compare
Bespoke solutions for high-net-worth individuals, offshore accounts, and corporate trust needs.
- Global trustee comparisons (multi-jurisdictional)
- Offshore asset protection analysis
- 12 months of priority consultation
- Bespoke legal review integration
Understanding trust administration fees
When you compare trust providers, the headline setup cost is only one piece of the puzzle. Ongoing administration, asset management, and transaction fees can significantly impact the long-term health of your trust fund.
Our comparison models look deep into these structures to present you with a clear, realistic projection of costs over 5, 10, and 25-year horizons. We aim to protect your legacy from unnecessary erosion.
Frequently asked questions
Are there any hidden costs?
No, we pride ourselves on absolute transparency. The setup fee covers our comprehensive analysis and mapping. Any ongoing fees charged by the chosen trustee are clearly highlighted in our comparison report before you make any decisions.
Can I switch plans later?
Yes, absolutely. If your estate requirements expand or you decide you need offshore comparison tools, you can easily upgrade to our Premium or Enterprise compare packages at any time.
Do you provide legal advice?
We do not provide direct legal advice. We provide comprehensive comparison metrics, structure analysis, and cost projections. We always recommend consulting with a certified legal specialist to finalize your documents.