Finance Trust Fee Letter

FINANCE TRUST FEE LETTER

Date:

Recipient and Trust Information

Purpose and Effective Period

This letter sets forth the trustee fees, expenses and billing arrangements for administration of the trust identified above. Fees set forth in this letter are charged pursuant to the Trust Agreement, any applicable fee schedule authorized by the grantor or beneficiaries, and applicable law.

Billing Period: From through .

Fee Summary (Itemized)

Billing Method and Payment Instructions

Select billing method to be used for payment of the fees and costs described above:

Charge fees to trust account(s) (trust assets)

Issue invoice to client for payment

Deduct from trustee retainer on file

Payment Due Date: . Late payments will incur a late fee of 1.5% per month on the unpaid balance or the maximum permitted by applicable law, whichever is less. Fees payable from trust assets will be processed in accordance with trustee accounting procedures and the Trust Agreement.

Legal Basis, Costs and Expenses

The trustee's authority to charge the fees and reimbursement of costs is derived from the Trust Agreement and applicable fiduciary law. The trustee is authorized to invoice or to direct payment from trust assets for reasonable administrative charges, professional fees, and out-of-pocket expenses incurred in trust administration. Fees are calculated in accordance with the trustee's customary billing practices and any written fee schedule provided to the trust's settlor or beneficiaries.

Reimbursable expenses may include but are not limited to: investment management fees, legal fees, accounting fees, valuation fees, courier and filing charges, and similar direct costs. The trustee will provide documentation supporting significant expenses upon request.

Dispute Procedure and Notices

Any dispute regarding the fees or charges set forth in this letter must be submitted in writing to the trustee within 30 days of receipt of this letter. Submit disputes to: Contact Name: , Phone: .

The trustee will review any timely dispute, provide supporting documentation where appropriate, and respond in writing. Pursuit of a dispute does not suspend the trustee's right to collect undisputed fees or to seek recovery of amounts owed to the trust.

Confidentiality; Governing Law

This communication and the information contained herein are confidential and intended only for the addressed parties. Disclosure is permitted as required by the Trust Agreement, by law, or to beneficiaries and their authorized representatives. This Fee Letter is governed by the laws applicable to administration of the trust and the Trust Agreement.

Notes, Additional Instructions, and Terms

By signing below, the trustee certifies that the fees and expenses billed are reasonable and incurred in the ordinary course of trust administration. This letter is a statement of fees and not a novation or modification of the Trust Agreement unless expressly agreed in writing by the trustee and the appropriate parties.

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