Financial Professional Resources

Schedule of Fees

Arden Trust Company is dedicated to providing personalized services and straightforward fees. Download our Discretionary Trusts Fee Schedule to learn more. See additional schedules for Directed Trusts and Special Assets Management at the bottom of this page.

Schedule of fees Download PDF

Additional Resources

Why Building Relationships with Both Spouses is Vital to Your Business

Spouse Relationships are Vital to Your Business

Difficult financial decisions must be made at times by a grieving spouse, and feeling comfortable with the financial advisor is a must.

Download

How Arden Works with You

Arden Trust Company supports the relationship between you and your clients with a holistic approach and specialized expertise.

Watch the Video

Partnering with Financial Advisors Brochure

Learn how we are committed to helping advisors build a strong business and achieve success.

Download the PDF
Arden Trust

Naming a Family Member as Their Trustee

We discuss why your client putting a family member in charge of an estate could get messy, along with some tips to mitigate that.

Download

Supporting You, Supporting Your Clients

We provide exceptional one-on-one service to support you as both an investment advisor and trusted partner for your clients.

Watch the Video
Arden Trust

Why Arden Trust

The top three reasons why a financial advisor should get involved with one of America’s most advisor-friendly trust companies.

Download the PDF

Firm Fact Sheet for Arden Trust

A snapshot of Arden Trust Company's experience, offerings, and strength and stability.

Download the PDF

Professional Trust and Fiduciary Services

Experience how a strong, lasting partnership with Arden Trust Company will help you grow and sustain family trust relationships.

Download the PDF

Delaware Trust Overview Brochure

Learn the key reasons professionals and clients choose our company as their provider of trust administrative services in Delaware.

Download the PDF

Special Needs Trust Admin Brochure

Learn the reasons why a Special Needs Trust should be established.

Download the PDF
Arden Trust

Ask Clients These 5 Essential Questions

Ask clients these essential questions to help them prepare holistic estate plans for the legacy they want to leave.

Download Infographic
Arden Trust

Preparing for the Unexpected: An Estate Planning Essentials Checklist

Use our estate planning essentials checklist to help your clients identify gaps in their estate plan to ensure it reflects their wishes.

Download the PDF

Protecting Estate Plans from Unnecessary Risk

Help your clients understand how a relationship with a corporate trustee could benefit them and their families.

Download the PDF
Arden Trust

3 Non-Negotiables When Naming a Trustee

Ensure your clients understand what's at stake when naming a trustee and how a corporate trustee can protect them.

Download Infographic

Help Clients Safeguard Digital Assets

Encourage your clients to create a plan to help protect online content and financial accounts with our digital assets’ checklist.

Download the PDF
Arden Trust

The No-Fear Approach to Proposed Estate Tax Changes

Your clients’ estates may be impacted by future legislative proposals, so partner with a trust expert to prepare their plans.

Download
Arden Trust

Directed Trusts Fee Schedule

Download PDF
Arden Trust

Discretionary Trusts Fee Schedule

Download PDF
Arden Trust

Special Assets Management Fee Schedule

Download PDF

It's All About Relationships

Our fiduciary commitment is centered on aligning the interests of all parties to ensure your estate plan runs smoothly. Learn more about how we work with clients, their financial advisors, and families.

See our approach

Build an Estate Plan

Whether you are an individual or a financial professional, Arden Trust Company can partner with you to implement successful estate planning strategies. Enter your details below to get started.

Build an Estate Plan