*IconTrust will accept limited investment responsibility for transactions pertaining to business entities related to the beneficiary or life insurance on the life of the beneficiary. IconTrust will charge a transaction fee for any business entity transactions and will require an independent valuation and opinion letter. Expenses for the valuation and opinion letter will be passed through to the trust.
Important Note: Minimum Account Balance
IconTrust requires an initial deposit equal to two times the annualized fee. If the balance of an account falls below the minimum threshold (the annualized fee for such account), IconTrust will send an invoice to bring the account balance back up to two times the annualized fee.