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One Time Administrative Start Up Fee

Contribution Minimum

$200 or 1% of initial contribution up to $1000 cap

Cash $1000

Non-Cash Items (insurance policy, investments, etc.)

Appraisal on items with expected value greater than $5000

Tax Preparation

Individual Returns - Hourly Rate

Trust Return - Pro rata fee to cover expense

Termination Fee

Trustee Fee

$50 - Process final distribution and tax preparation


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