Trinity Oaks

Fee Schedule - 2024

INDEPENDENT LIVING SQUARE LIMITED REFUND 50% REFUND 90% REFUND MONTHLY

For single occupancy

• The Salisburian – One-Bedroom 504 $64,999 $86,861 $155,404 $2,295
• The Rowan – One-Bedroom Standard 607 $76,529 $101,932 $182,585 $2,882
• The Piedmont – One-Bedroom Deluxe 695 $80,361 $106,951 $191,449 $3,084
• The Carolinian – Two-Bedroom 695 $80,361 $106,951 $191,449 $3,084
• Cottage 1861-2800 $114,042-$199,429 $151,860-$265,902 $271,810-$452,032 $3,969

For Second Person in Apartment add - $4,434 $5,909 $10,636 $1,230

For Second Person in Cottage add - $6,207 $8,272 $14,772 $1,371

The Entrance and Monthly Fees entitle a resident(s) to occupy an Apartment or Cottage at Trinity Oaks, together with the use and benefits of its common areas, amenities, services, and programs. The Entrance Fee also ensures the resident(s) priority access to Trinity Oaks assisted living and skilled, respite, and memory care at Trinity Oaks health and rehabilitation, based upon availability.

90% REFUND

Independent Living Entrance Fee - 90% Refund Plan: The Entrance Fee is refundable at a minimum of 90%. The Entrance Fee is reduced by 1.0% at the time of initial occupancy and 0.5% per month for the first 18 months of occupancy after which a 90% refund will be paid to the Resident or the Resident’s estate if the Living Unit is vacated. The balance of any Entrance Fees to be reimbursed after termination of the Residency Agreement will be paid by Trinity Oaks after the Living Unit is vacated and the re-occupancy of the Apartment or Cottage.

50% REFUND

Independent Living Entrance Fee - 50% Refund Plan: The Entrance Fee is refundable at a minimum of 50%. The Entrance Fee is reduced by 2.0% at the time of initial occupancy and by 1.0% per month for the first 48 months of occupancy after which a 50% refund will be paid to the Resident or the Resident’s estate if the Living Unit is vacated. The balance of any Entrance Fees to be reimbursed after termination of the Residency Agreement will be paid by Trinity Oaks after the Living Unit is vacated and the re-occupancy of the Apartment or Cottage.

LIMITED REFUND

Independent Living Entrance Fee - Limited Refund Plan: The Entrance Fee is reduced by a 4% service fee at the time of occupancy and by 2% per month for the first 48 months of occupancy. The Entrance Fee is non-refundable after 48 months.

We currently have wait lists for the cottages and 2 bedroom apt’s.