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The size of the advance, complexity of the estate or trust, and the estimated time to distribution are the major factors affecting pricing. Q: Are there minimums and maximums for cash advanced by IFC to an heir or trust beneficiary?

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The size of the advance, complexity of the estate or trust, and the estimated time to distribution are the major factors affecting pricing. Q: Are there minimums and maximums for cash advanced by IFC to an heir or trust beneficiary?

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IFC’s advances normally range from $5,000 to $100,000. As a rough rule of thumb, assume the advance cannot exceed 30% of an heir’s expected distribution from an estate or trust.

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