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Advocates & Guardians for the Elderly & Disabled, Inc. 1607 Cherry wood Lane, Longwood, FL 32750 Phone: 4076824111 Fax: 4076825511 www.trustaged.org info trust aged.org Discounted Trust Fee Agreement

How to fill out discounted trust fee agreement

How to fill out a discounted trust fee agreement:

1. Begin by entering the date at the top of the agreement document.
2. Write down the full legal names and contact information of all parties involved in the agreement, including the trustor and the trustee.
3. Clearly define the purpose of the agreement and the terms under which the trust fee will be discounted. Include specific details such as the duration of the discount, the amount or percentage of the fee reduction, and any conditions that must be met to qualify for the discount.
4. Specify the responsibilities and obligations of both parties. Outline any specific services or tasks that the trustee is expected to perform in exchange for the discounted fee and clarify the expectations of the trustor.
5. Include any limitations or restrictions on the discounted fee. For example, if the discount is only applicable to a certain type of trust or for a limited period of time, make sure to state this clearly in the agreement.
6. Indicate the payment details, such as the frequency and method of payment, and whether any upfront or ongoing fees are required.
7. If needed, attach any additional documents or exhibits that are relevant to the agreement, such as a schedule of fees or a separate fee negotiation letter.
8. Both the trustor and the trustee should carefully read through the agreement and make any necessary amendments or additions to ensure that their specific needs and expectations are met.
9. Once both parties are satisfied with the agreement's content, they should sign the document and date it. It is recommended to have the agreement notarized to add an extra layer of legal validity.
10. Keep a copy of the agreement for each party involved and store it in a safe and easily accessible location.

Who needs a discounted trust fee agreement?

1. Individuals or entities who have established a trust and want to negotiate a lower fee with the trustee.
2. Trust companies or professionals offering trustee services who are willing to provide a discounted fee to attract clients and remain competitive.
3. Clients who have demonstrated a long-standing relationship or loyalty to a trustee and wish to negotiate a reduced fee as a sign of appreciation or special arrangement.
4. Trustees who want to offer discounted fees to specific clients, such as high net worth individuals, charitable organizations, or longtime clients, as part of their business strategy or to meet certain objectives.

Overall, a discounted trust fee agreement is beneficial for both parties involved, as it allows the trustor to save on fees while still receiving the necessary trustee services, and the trustee to maintain a strong client base and potentially attract new clients through competitive pricing.

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What is discounted trust fee agreement?

A discounted trust fee agreement is a contract between a trustor and a trustee that establishes the terms of a reduced fee for trust services.

Who is required to file discounted trust fee agreement?

Both the trustor and the trustee are required to file the discounted trust fee agreement.

How to fill out discounted trust fee agreement?

The discounted trust fee agreement can be filled out by including the names of the trustor and trustee, the specific terms of the discounted fees, and any other relevant details.

What is the purpose of discounted trust fee agreement?

The purpose of a discounted trust fee agreement is to establish a reduced fee for trust services, providing a cost-effective option for both parties.

What information must be reported on discounted trust fee agreement?

The discounted trust fee agreement must include the names of the parties involved, the details of the discounted fees, and any other terms and conditions of the agreement.