TrustManager

Customer Pricing

Trust Self-Service:

The Trust Manager system can track and provide notices via Certified Mail with return receipts for both individual trustees and administrator/service centers who wish to use this service to support individual trustees. Email and regular mail notices are also supported.

One-Time Setup Fee:

$10

Annual Per-Trust pricing:

$50

Volume Discounts for Trust Self-Service:

Trusts Over

Discount

Annual Cost

Per Trust Cost

100	20%	$ 4,000	$40
250	30%	$ 8,750	$35
400	35%	$ 13,200	$33
500	40%	$ 15,000	$30
(Discount applicable back to 1st trust in billing cycle. Volume discounted fees billed quarterly, quoted annually.)

Trust Service Center:

Legacy Management Group will utilize the Trust Manager system to administer your Crummey Trust notifications as required.

One-Time Setup Fee:

$150

Annual Per-Trust pricing:

$100

+ $5 per add'l gift

Note: Effective 8/15/2006 Legacy Management Group Service Center will no longer provide notices via Certified Mail with return receipt.