Individuals, Families, & Businesses

Each situation is unique and we create solutions to fit your personal circumstances. We build relationships on trust, individual care, and maintaining your family’s privacy.

How We’ll Work Together

When you begin looking for a trust company, you want to find the right fit, and that means finding someone you trust. We won’t fill our meetings with legalise; instead, we’ll help trim down complex matters into terms you’ll understand and craft solutions you feel good about following with your family or business.
You may want to establish a trust that will allow your family to avoid probate, or you may want to secure your business’ successful continuation. Whatever your situation, we have experts who have seen a wide variety of scenarios who can help you achieve your goals.
How We’ll Work Together

Explore Our Trust & Estate Services

Adding trust services to your offering means investing the time, money and staff resources it takes to do it well. If you are not an expert in creating, implementing, and administering estate and business plans, we can provide the knowledge and experience you need to offer more thorough and competitive services to your clients.
Adding trust services to your offerings can help you attract and retain assets for multiple generations. We provide the tools for a proactive, administrative approach that leads to complete planning and implementation with successful results.
Explore Our Trust & Estate Services

Trust Fees

Every client’s situation is unique, and we believe your trust services should reflect that. Rather than applying a one-size-fits-all approach, Dunham Trust designs a personalized fee schedule that aligns with your needs, goals, and the complexity of your trust. This ensures transparency, fairness, and value in the services we provide. Explore the details below to learn more about our fee structure.

Trust Fees