In Process · Bonded · Insured Trustee Co.

Your legacy, engineered with precision.

Eastline Circle is a next-generation trustee and trust-document firm. From the very first conversation to the final signature, we draft, administer, and safeguard your trust — privately, professionally, and at a flat fee that traditional firms simply can't match.

$2.4B+
Assets under fiduciary care
60 min
Average response time
50 states
Nationwide jurisdiction
Eastline Circle LLC
Fiduciary-bonded
256-bit secured
A+ reputation
All 50 states
EIN 39-4786750
NAICS 523991 — Trust, Fiduciary & Custody Activities

Protect Your Wealth

PropertyBusinessBank accountsTrading accountsCrypto accounts

Control everything. Own nothing.

FINRA-aligned controlsWyoming-domiciledISO 27001 practicesEncrypted vault storageIndependent audits
What we do

Everything a trust requires — from A to Z

One firm. One contract. Every step of the trust lifecycle handled in-house with institutional rigor and concierge service.

Trust Document Drafting

Revocable Living Trusts — written by senior agent, customized to your estate and state.

  • Senior agent-reviewed
  • State-specific compliance
  • 12 revisions / 12 months

Corporate Trustee Services

Serve as your appointed trustee or co-trustee with full discretionary authority, conflict-free decision making, and institutional safeguards.

  • Successor or primary
  • Fiduciary bond
  • Quarterly reporting

Trust Administration

End-to-end administration: notices to beneficiaries, accountings, tax coordination, distributions, and ongoing record-keeping.

  • IRS 1041 coordination
  • Beneficiary portal
  • Annual accountings

Custodial & Fiduciary Management

Safe-keeping of trust assets with institutional custody partners and white-glove fiduciary oversight on every transaction.

  • Segregated accounts
  • Dual-control approvals
  • Audit-ready

Office Administrative Services

Document management, secure recordkeeping, and back-office support for family offices, attorneys, and CPAs.

  • Encrypted vault
  • Records retention
  • On-demand exports

Legacy & Succession Planning

Multi-generational planning, beneficiary education, and structured succession so your intent survives intact.

  • Family governance
  • Letter of wishes
  • Successor trustee plan
How it works

A frictionless path from intention to legacy

No legalese maze. No surprise invoices. Just a clear, four-step path engineered for clarity and speed.

01

Discovery Call

A confidential 30-minute consultation with a senior trust officer. We listen, scope, and propose.

02

Tailored Drafting

Your documents are drafted, senior agent-reviewed, and tuned to your state — typically in 5–7 business days.

03

Funding & Signing

We coordinate notarization, asset transfers, and titling so your trust is genuinely operational.

04

Ongoing Administration

From annual accountings to beneficiary distributions, we run the trust so you never have to.

Transparent pricing

Flat fees that undercut traditional firms by up to 70%

Most U.S. trust attorneys charge $2,200–$6,000 just for documents, plus 1%+ annually for trusteeship. We bundle, automate, and pass the savings to you — without compromising rigor.

Document-only · No trustee

Essential

$999one-time
Avg market: $1,700 – $2,500
  • Revocable Living Trust drafted
  • Pour-over Will included
  • State-specific compliance
  • 1 round of revisions ($150 each additional)
  • Secure digital delivery
  • You appoint your own trustee
Most chosen · Document-only
Most chosen · Document-only

Signature

$2,499one-time
Avg market: $4,250 – $6,000
  • Everything in Essential
  • 12 revisions over 12 months ($150 each additional)
  • Asset titling & funding assistance
  • Notarization coordination
  • Beneficiary onboarding portal
  • 1 year of trust support
  • Add Eastline as trustee anytime (annual fee applies)
Full trusteeship

Fiduciary

$6,999setup, one-time
+ 1.00% of annual trust income (min $1,200/yr) — vs industry 0.75–1.25% of AUM
Avg market: $11,900 – $15,000 setup + 1%+ yearly
  • Everything in Signature
  • Eastline Circle appointed as corporate trustee
  • Quarterly accountings & beneficiary reports
  • Distributions, recordkeeping & custody
  • Tax coordination (IRS Form 1041)
  • Dedicated trust officer

Independent market comparison sourced from published 2024–2025 fee schedules at LegalZoom ($599–$2,499 docs), Trust & Will ($499–$1,599), and traditional estate attorneys ($2,200–$6,000+). Corporate trustee fees at major banks typically run 0.75%–1.25% AUM with minimums of $4,000–$12,000 per year.

Why Eastline Circle

Old-world trust standards. New-world execution.

For over a century, families have entrusted trustees with the most important responsibility of all — preserving a legacy. Eastline Circle brings that fiduciary heritage into a fully digital, transparent, and accountable experience. Built in Wyoming. Trusted nationwide.

Fiduciary by design

Conflict-free advice. Always acting in the beneficiary's best interest — by law and by oath.

Bank-grade security

End-to-end encryption, dual-control approvals, and segregated custody accounts.

Senior expertise

Trust officers averaging 18+ years across estate law, banking, and CPA practice.

Modern client experience

Encrypted portal, e-signatures, live chat, and same-day document turnaround.

Client voice

Trusted by families, advisors and founders

Eastline drafted, funded, and administered our family trust in under three weeks. The portal is exquisite and the team is genuinely sharp.
M. Caldwell
Family office principal · Denver, CO
We replaced a $9,000 attorney engagement with Eastline's Signature plan. Same documents, senior agent-reviewed, fraction of the cost.
Dr. R. Patel
Surgeon · Houston, TX
Their fiduciary discipline is the real deal. Quarterly accountings arrive on time and are auditor-ready.
L. Nguyen
CPA · San Jose, CA
Clear pricing, no hourly games. The intake was thorough and our revocable trust was funded faster than I thought possible.
J. Hartmann
Founder · Austin, TX
As an advisor I've referred eight clients. Every one has thanked me. The senior-agent review gives me real peace of mind.
S. O'Connor
Wealth advisor · Boston, MA
The asset protection structure they built for our LLC holdings is exactly what our old firm quoted at four times the price.
K. Robinson
Real estate investor · Miami, FL
Communication is concierge-grade. Every email answered within hours, every document delivered ahead of schedule.
A. Beaumont
Retired executive · Seattle, WA
Eastline handled the trust amendment and successor trustee onboarding flawlessly after my father passed. Compassionate and precise.
E. Whitaker
Trust beneficiary · Chicago, IL
Eastline drafted, funded, and administered our family trust in under three weeks. The portal is exquisite and the team is genuinely sharp.
M. Caldwell
Family office principal · Denver, CO
We replaced a $9,000 attorney engagement with Eastline's Signature plan. Same documents, senior agent-reviewed, fraction of the cost.
Dr. R. Patel
Surgeon · Houston, TX
Their fiduciary discipline is the real deal. Quarterly accountings arrive on time and are auditor-ready.
L. Nguyen
CPA · San Jose, CA
Clear pricing, no hourly games. The intake was thorough and our revocable trust was funded faster than I thought possible.
J. Hartmann
Founder · Austin, TX
As an advisor I've referred eight clients. Every one has thanked me. The senior-agent review gives me real peace of mind.
S. O'Connor
Wealth advisor · Boston, MA
The asset protection structure they built for our LLC holdings is exactly what our old firm quoted at four times the price.
K. Robinson
Real estate investor · Miami, FL
Communication is concierge-grade. Every email answered within hours, every document delivered ahead of schedule.
A. Beaumont
Retired executive · Seattle, WA
Eastline handled the trust amendment and successor trustee onboarding flawlessly after my father passed. Compassionate and precise.
E. Whitaker
Trust beneficiary · Chicago, IL
FAQ

Answers, before you ask.

Get in touch

Begin your legacy in a single, confidential conversation

Send us a secure message or reach a trust officer directly. Live chat is open in the corner.

Confidential. We respond within 1 business hour.

Disclaimer

Eastline Circle LLC provides trustee, fiduciary, and trust document services solely in accordance with applicable law. We are not responsible for any misleading information, misrepresentations, omissions, or unlawful actions by clients. Clients bear full responsibility for the accuracy of all information they provide and for ensuring their use of our services complies with all applicable laws and regulations. Nothing on this website constitutes legal, tax, or investment advice. All engagements are governed by a written services agreement.