The only complete qualified settlement fund solution.

Fees Done Right.

Choosing a service that offers an industry-leading, low-cost price structure is an obvious choice. Your assets are meant to be managed, not diminished by what other companies refer to as “reasonably” higher fees. After all, you should be able to trust your trust company to administer the QSF prudently as a fiduciary. Our pricing and fee schedule represents our company values by being built around your success.

Primary Fees

QSF < $250,000

QSF Creation $360.00

One-Time Creation Fee.
Fee may be paid from funding.

Creation includes.
Trust Document, Petition, Approval of QSF, Acquiring EIN, W-9 and Certificate of Trust.

$360.00 per annum (offset by interest of funds)

Trustee and Administration Fee.
(Until fees are eliminated - money market interest credited to the QSF will be applied to offset fees)
Account credited national average money market rate of interest.

How to get started?
QSF > $250,000

QSF Creation $720.00

One-Time Creation Fee.
Fee may be paid from funding.

Creation includes.
Trust Document, Petition, Approval of QSF, Acquiring EIN, W-9 and Certificate of Trust.

$650.00 per annum (offset by interest of funds)

Trustee and Administration Fee.
(Until fees are eliminated - money market interest credited to the QSF will be applied to offset fees)
Account credited national average money market rate of interest.

How to get started?

Other Related Fees



Tax Preparation and Filing

Tax Filing (468B requires an 1120-SF tax return to be filed each year a QSF exists regardless of funding status)

$150 per return


Distribution Processing
STANDARD DISTRIBUTIONS

Distribution into Firm IOLTA

$50 per payment


Distribution to Firm

$50 per payment


Special Needs Trust, Lien and Loan Payments

$50 per payment


Structured Settlement Payments

$100 per payment


OPTIONAL DIRECT CLAIMANT DISTRIBUTION(S)

Claimant Setup and First Distribution Check (Includes claimant set up, first distribution check and 1099)

$39 per claimant


Each Additional Distribution After Claimant’s Initial Check

$10 per additional check


Out of Pocket Fees

Wires fee

Domestic
$30 per wire



Foreign
$75 per wire


Postage, overnight and extraordinary fees are billed as incurred.