RIC-E Trust Home
Click Here to learn more about the RIC-E Trust
Enroll Now
Locate an Attorney

 
 

Getting started is Easy

Just complete the RIC-E Trust® Enrollment Form for each child and send it to Edelman Business Services LLC with your one-time enrollment fee of $400. We'll enroll you right away and send to you your list of the attorney members of the RIC-E Trust® Attorney Network, as well as your Certificate worth $200 for legal services.

arc_left_top.gif (103 bytes)
Step 1:

 

 

 

 

 

 
arc_left_bottom.gif (102 bytes)
Download the enrollment form and instructions.

RIC-E Trust Enrollment Form
and Instructions
(PDF: 100 KB / 2 pages)

NOTE: The latest version of the Adobe Acrobat Reader is required to view and print these forms. It is available as a free download from the Adobe website.

Download the free Adobe Acrobat Reader
arc_left_top.gif (103 bytes)
Step 2:
arc_left_bottom.gif (102 bytes)
Then select an attorney from the RIC-E Trust Network Attorney.
Step 3:
 
Congratulations! You'll have taken a big step toward securing the financial future of a child you love!

 

Edelman Business Services LLC ("EBS") is the marketer and licensor of the RIC-E Trust® and an affiliate of Edelman Financial Services LLC ("EFS"), a Registered Investment Advisor. The principal and associates of EFS are individual Registered Representatives with Sanders Morris Harris Inc., an affiliated broker-dealer, member FINRA/SIPC. Other independent Financial Advisors not with EFS, but who may be selected by the client, are individual Registered Representatives with other broker-dealers. EFS associates may provide financial and investment advice to the RIC-E Trust® and when doing so, all securities are offered through Sanders Morris Harris Inc. Sanders Morris Harris Group (SMHG) owns Sanders Morris Harris Inc. and 76% of Edelman Financial Center LLC, the parent company of EFS and EBS.