The Arc Master Trust

Creating a Trust

Establishing a trust with The Arc Master Trust is quick process.

Simply submit a completed Joinder Agreement, any required documentation, the enrollment fee, and (if funding the trust at this time) a check for the initial deposit.

Joinder Agreements for Trust I and Trust I are available on our Documents and Resources page.

Enrollment Process

Fees

The Arc Master Trust is committed to excellent, personalized service at an affordable price. Trusts are established with a one time-enrollment fee. An annual fee pays for trust services such as contacts with account manager, deposits, disbursements and investments.  Find information on current Trust I and Trust II fees in Documents and Resources. 

Consultation/Presentations

Complimentary consultations and presentations are available to any individual, family or organization wanting to know more about The Arc Master Trust.  Consultations can occur at an individual’s home or a setting in the community.  We also welcome visitors to our location in downtown Indianapolis.  Presentations typically occur at the organization’s location.  Trust staff is happy to provide training to organizations or companies ranging from small groups to larger more formal settings.

Request Appointment

Translate »