We Handle the Funding—So You Can Focus on the Planning!
Asset Table Preparation
We review client statements and organize all assets into a clear, easy-to-use Asset Table.
This can be used as a standalone service or as the first step before moving into funding.
Typically ranges from $35–$70.
Basic Funding
We gather and prepare all required forms for each account, organized into a client-ready package with clear signing instructions.
Submission and follow-up are handled by your office or the client.
Typically ranges from $275–$660.
Deluxe Funding
We handle the entire process—from form preparation to submission and follow-up—ensuring each account is properly updated.
You’ll receive a final Completion Package with confirmed changes and an updated Asset Table.
(Most Popular)
Typically ranges from $475–$1,140.
Our pricing structure is designed to be straightforward and flexible:
Per asset, not hourly – You’re charged based on the number of assets we’re working with, not time spent.
Scales with complexity – Fees adjust depending on the scope and level of service needed for each file.
No onboarding fees or commitments – There are no upfront costs or long-term agreements. Use our services as needed.
We’re always happy to provide a quick estimate based on a sample file or asset list.
We assist with the funding of:
Bank Accounts
Investment Accounts
Stocks & Bonds
Non-Qualified Annuities
Retirement Accounts
Life Insurance Policies
We do not currently handle changes to real property, timeshares, cryptocurrency, closely held business interests, or automobiles. However, these assets will still be included on the Asset Table so they are clearly identified and not overlooked.
Other services
Fund Ease is also available for training, public speaking, and publication content.
Trust Funding Training
Hire Fund Ease to train your in-house Funding Coordinator or streamline your current funding processes.
Speaking Engagements
Invite Fund Ease to speak about trust funding at your next seminar or convention.
Collaborate with Fund Ease to discuss trust funding on Podcast, Radio, Webinar, Television, Print and Digital Media.