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A N O D O S
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Anodos Advisors is now Trustee-Help
A N O D O S
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 * Resources
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ANODOS HELPS TRUSTEES AND EXECUTORS SAVE TIME, REDUCE RISK, AND FULFILL THEIR
FIDUCIARY DUTIES.


THE ESTATEVAULT SERVICE



PROBLEM: Few individuals have taken the time to organize their financial affairs
so that the administration of their estate is not a burden on their surviving
spouse or executor.

SOLUTION: Anodos reviews, organizes, and stores all of "Mom and Dad's" important
documents in the online EstateVault.




THE ESTATE SETTLEMENT SERVICE



PROBLEM: Few executors or trustees have the time, interest or experience to
efficiently administer the settlement of an estate.

 

SOLUTION: Anodos helps executors settle the estate twice as fast at half the
cost with lower risk.


Schedule a call


PRICING




THE ESTATEVAULT SERVICE

The first year's fee is $300 per $1.0m of estate value, with a minimum fee of
$3,000. The ongoing annual maintenance fee is 50% of the first year's fee.


THE ESTATE SETTLEMENT SERVICE

The fixed fee is $3,000 per $1.0m of estate value, with a minimum fee of
$12,000. This fee does not reduce the compensation paid to the executor/trustee
and is paid by the estate/trust.


OTHER SERVICES




LONG-TERM TRUSTEE GOVERNANCE SUPPORT




TRUSTEE COMPENSATION STUDY




THE ANNUAL ACCOUNT




INVESTMENT MANAGER REVIEW


Schedule a call


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SEVEN RISK MITIGATION STRATEGIES FOR THE SUCCESSOR TRUSTEE OR WAR STORIES FROM A
TRUST GOVERNANCE EXPERT WITNESS

Since 2013 I have been engaged to testify as an expert witness in the California
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I...


DON’T LET 2023 BRING ABOUT A TRUSTEE BREACH LAWSUIT 

The performance of liquid assets in many trusts was dismal in 2022 and likely
fell short of expectations projected by the trusts' investment advisors. If so,
some trustees...


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SCHEDULE A CALL IF YOU THINK WE CAN HELP.


COMMON QUESTIONS...

 * Does my spouse know where all our assets are?
 * Is my house titled in the trust?
 * How can I reduce the time and cost of the trust settlement?
 * What if the drafting attorney has retired or died?

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Last Name*

Email*

Phone*

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