[$195 per Hour]

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

[.5% to 1% per Year]

Continuing or complex trust fees are calculated at a percentage of the gross value of assets under management.

[$195 per Hour]

Acting as agent under Power of Attorney for Finance or Healthcare.  Medical care coordination, attendance to medical appointments, housing, and benefit procurement and management.

[Fiduciary $195 per Hour and Staff  $125 per Hour]

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

Fees payable to the Professional Fiduciary as the Personal Representative for Court filed probate estate administration are authorized and set under California Probate Code §10800.

Fees for sale of real property are based on 1% of the sales price of the subject property except for property sold through probate which falls under statutory fees.

Costs are billed and payable separately. They include but are not limited to, court fees, photocopy services, notary fees.  Third-party fees are billed separately and are the client’s responsibility.  Travel time may be billed at the hourly rate to and from your destination.