Find the support and expertise you’ve been looking for to help ensure
that your work is
properly implemented.
Adding Dunham Trust as a valued partner to your practice can help you provide additional value-add services and position you as a more valuable part of your client’s core team of professionals.
When you work with Dunham Trust as your preferred trustee, you can be confident in our expert ability to quickly interpret trust terms, coordinate tasks and team players, and implement every element seamlessly.
We can offer you our deep knowledge of critical trust administration, processes and probate that you need to create the best financial plan for your clients. You may not have the time or ability to provide trust services and assistance, but with Dunham Trust as trustee, you can be confident that your planning concepts will be put into practice the right way.
Every situation is unique. We pride ourselves in creating the right schedule for you. Click here to get an idea of where our fees start. Please call Dunham Trust for more information about fees applicable to any specific trust service.
Fee Schedule | Description | Fees | ||||||||
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Administrative Fee Schedule |
For trusts that hold non-liquid assets such as an entity or certain real estate. |
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Directed Trust Fee Schedule |
DTC is Directed Trustee with no authority related to certain trust property. A third party advisor directs DTC as to some matters – usually investment management. |
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Discretionary Trust Schedule |
DTC is responsible as fiduciary for all trust activities and has full authority, discretion, and liability for trust administration and investment performance. |
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Estate Settlement Fee Schedule |
DTC provides estate settlement by court order or successor trusteeship. Services include settlement, distribution, and termination of an estate or trust. Fees follow statutory guidelines, subject to negotiation. |
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Irrevocable Life Insurance Trust Fee Schedule (ILIT) |
DTC acts as trustee for approved trusts that hold only life insurance policies. No investment management occurs until insurance proceeds are received. As ILIT trustee, DTC will perform duties to assure compliance such as gift notifications and premium payments. |
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You should have received an email on February 1st with a link to activate your username. If you did not receive an email, please contact Customer Care via asktrust@dunham.com or at 775-826-7900 and we will reset your account.
We invite you to register. You will need your social security number and date of birth.
If you have any questions or need assistance, please contact Dunham Trust at 775-826-7900. We thank you for your commitment to Dunham.