Trust Quote Document

TRUST QUOTE DOCUMENT

RECITALS

WHEREAS, Client Name: (the "Client") seeks a written estimate and proposal for trust formation, administration, or advisory services; and

WHEREAS, Trust Administrator Name: (the "Provider") is willing to perform such services under the terms and fees set forth below; and

WHEREAS, this Trust Quote Document sets forth the scope, estimated fees, and terms upon which Provider will provide the quoted services to Client as of Effective Date: and shall expire automatically on Expiration Date: unless accepted and executed by both parties.

SCOPE OF SERVICES

Provider will perform the trust-related services described below. The description is an estimate of work to be performed and the parties agree that changes in scope will be the subject of written change orders and may affect fees.

FEES AND PAYMENT TERMS

Fee Summary: The total estimated fee for the services described above is Amount: payable as set forth below. This quote is an estimate and final fees may be adjusted for scope changes or unforeseen complexity.

One-time payment due upon engagement    Retainer:    Milestone payments (describe below)

Late Payment: Any invoice not paid within days of the invoice date shall incur a late fee of % per month (or the maximum permitted by law), compounded monthly, until paid. Client shall also be responsible for reasonable collection costs and attorneys' fees incurred to collect past-due amounts.

Taxes: Fees quoted do not include applicable sales, use, value-added, or other taxes; such taxes shall be paid by Client where applicable.

TERM; TERMINATION

Term Commencement Date: . Anticipated Term End Date: .

Either party may terminate this engagement for convenience upon providing written notice at least days prior to the intended termination date. Either party may terminate immediately for material breach by the other party, provided the breaching party fails to cure such breach within days after receipt of written notice specifying the breach.

Upon termination, Client will pay Provider for all services performed and costs reasonably incurred up to the effective date of termination, including any non-cancellable commitments. Sections concerning confidentiality, payment of fees, limitation of liability, governing law, and survival shall survive termination.

CONFIDENTIALITY

For purposes of this Agreement, "Confidential Information" means all non-public, proprietary, or commercially sensitive information disclosed by either party to the other that is designated as confidential or that reasonably should be understood to be confidential under the circumstances. Provider will hold in confidence and not disclose Confidential Information except to employees, agents, or contractors who have a need to know and who are bound by confidentiality obligations at least as protective as those herein.

Confidential Information does not include information that: (a) is or becomes public other than by a breach of this Agreement; (b) was lawfully known to the receiving party prior to disclosure; (c) is independently developed without access to the disclosing party's Confidential Information; or (d) is rightfully obtained by the receiving party from a third party without restriction. If disclosure is compelled by law or valid legal process, the receiving party shall provide prompt written notice to the disclosing party to permit the disclosing party to seek a protective order or other appropriate remedy.

LIMITATION OF LIABILITY

Except for willful misconduct or gross negligence, Provider's aggregate liability to Client arising out of or related to this engagement shall be limited to direct damages not to exceed the total fees actually paid to Provider under this Quote. In no event shall Provider be liable for consequential, incidental, special, punitive, or exemplary damages, including lost profits.

GOVERNING LAW; DISPUTE RESOLUTION

This Quote and any agreement resulting from Client's acceptance shall be governed by the laws of the State of without regard to its conflicts of law rules. The parties shall attempt in good faith to resolve any dispute arising out of or relating to this Quote through negotiation between senior representatives. If not resolved within 30 days, the dispute may be submitted to arbitration or litigation as agreed in a subsequent written agreement.

ENTIRE AGREEMENT

This Trust Quote Document, together with any attachments or executed change orders, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals, and communications, whether oral or written. Any modification or amendment must be in writing and signed by an authorized representative of each party.

QUOTE CONDITIONS AND ACCEPTANCE

This quote is an estimate based on information provided as of the Effective Date. Provider reserves the right to adjust fees if facts or circumstances materially change. This Quote is valid for days from the Effective Date shown above unless earlier revoked in writing by Provider.

Client has read, understands, and accepts the terms, scope, and fees set forth in this Trust Quote Document.

Sign Now