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.

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.

Add a trust and safeguard your legacy

Dunham Trust provides personalized solutions with a variety of trust services. We don’t believe in putting clients into a pre-defined category. We engage with the highest levels of professional expertise, but we also want to engage with you on a personal level.

See all of our trust and estate services

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.

Get started with Dunham Trust

Fee Schedule

Description

Fees

Administrative
Fee Schedule

For trusts that hold non-liquid assets such as an entity or certain real estate.

$3,500.00 annual fee
$250.00 per additional non-liquid asset

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.

Minimum Annual Fee $3,500.00
Asset Based Fee:

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.

Minimum Annual Fee $3,500.00
Asset Based Fee:

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.

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.

$2,000 minimum annual fee
$250 for each additional insurance policy

BACK TO TRUST FEES

Individuals, Families, & Businesses

Welcome to the new Dunham Portal!

There are changes in how you access your account. Please select below which type of user you are for more information.

PLEASE NOTE

Click the button below to be directed to our affiliate, Dunham & Associates Investment Counsel, Inc. which acts as the web portal for Dunham Trust Company.

Individuals, Families, & Businesses

How We’ll Work Together

Explore Our Trust & Estate Services

Trust Fees

Welcome to the new Dunham Portal!

There are changes in how you access your account. Please select below which type of user you are for more information.

PLEASE NOTE

Click the button below to be directed to our affiliate, Dunham & Associates Investment Counsel, Inc. which acts as the web portal for Dunham Trust Company.