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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
1%
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