Fee Schedule

This fee schedule is subject to change with reasonable and required notice.

Fiduciary Fee

$165 per Hour

Designated as Trustee/Successor Trustee, Conservator, Executor, or Agent Under Power of Attorney.

Inventory and appraisement of assets, marshaling assets, annual accounting services, investment performance review, client visits, maintain books and records, site and property visits, account reconciliations, meeting with third-party agencies, and corresponding with interested parties.

Fiduciary Extraordinary Duties

$195 – $250 per Hour

Real Estate purchases and sale, ongoing management and maintenance of real property or business, working with counsel in litigation, court appearances, and testifying in court.

Trustee Fee by Percentage

1% per Year

High valued or complex trust fees are calculated at 1% of the gross value of assets under management upon Trustee/Successor Trustee designation.

Care Management

$165 per Hour

Medical care coordination, attendance to medical appointment, housing, and benefit procurement and management.

Money Management

$90 per Hour

Not designated as Trustee/Successor Trustee, Conservator, Executor, or Agent Under Power of Attorney.

Home or in office money managements services, client file maintenance, administrative phone inquiries, review and payments of bills, client banking transactions, simple accounting preparations, processing incoming and outgoing mail, document scanning, fax transmissions, and photocopying.

Probate Estate Administration

Fees payable to the Professional Fiduciary as the Personal Representative for customary services are authorized under Probate Code §10800 and, pursuant to Probate Code §10800 are computed on a fee base comprised of gross assets, plus receipts and gains, less losses, as follows:

• 4% of the first $100,000
• 3% of the next $100,000
• 2% of the next $800,000
• 1% of the next $9 Million
• 0.5% of the next $15 Million
• Court Discretion after $25 Million

Additional Expenses

Costs that are not part of the standard administrative charge are payable separately. They include but are not limited to, court fees, photocopy services, in-house copies of 25 copies or more per print job at $.15 per copy, notary fees, and bridge tolls. Attorneys, CPA‘s or other third-party fees are billed separately and are the client’s responsibility. A 24-hour notice must be given for appointment cancellations or may be subject to travel time fees. Travel time is billed at the hourly rate as they relate to these services.

Invoicing

Invoices will be billed monthly and are due upon receipt. The tasks are billed incrementally at tenths of the hour and reflect actual time spent. Failure to pay all sums due may result in the termination of our services.

General Note

The services listed above are not inclusive of all tasks that may be required for complete case management. They are only a sampling of the general responsibilities involved in the administration of a case.