Trust Company RFP Generator

Estimated trust value*

Under $500,000

$500,000 - $1,000,000

$1,000,000 - $3,000,000

$3,000,000 - $5,000,000

$5,000,000 - $10,000,000

$10,000,000 - $25,000,000

Over $25,000,000

Trust structure*

Directed Trust

Investment advisor manages investments; trustee handles administration only

Delegated Trust

Trustee has full discretion over investments and administration

Not yet decided

Include questions for both structures

Primary purpose of the trust*

Target jurisdiction*

Trust Basics