Life Insurance Trusts  We will collect and remit annual premium payments, serve annual Crummey notices to beneficiaries, as required, and provide periodic accountings.

Irrevocable Life Insurance Trusts

Plante Moran Trust is pleased to serve as your personal representative and Trustee of your Irrevocable Life Insurance Trust. In this capacity, we will collect and remit annual premium payments, serve annual Crummey notices to beneficiaries, as required, and provide periodic accountings.

Fees are calculated and billed annually.

One-time Set Up Fee $500

Annual Fees
Maintenance $950
Additional Policies $200

Extraordinary or unusual services, including policy exchanges and special policy evaluations, may require additional fees based upon time expended and responsibilities assumed.

Following the death of the insured, the fee schedule for full service trusts will apply. Where the agreement requires distribution of all or some principal after collection of the insurance proceeds, a 1% distribution fee of the value distributed will be charged.