SERVICES
Trust Administration
Revocable & Irrevocable Trusts, Special Needs Trusts, Sub-Trusts
Estate & Probate Management
Administrator, Special Administrator, Executor
Conservatorships
Conservatorship of the Person & Estate, Guardianships, Receiverships
Durable Power of Attorney
Financial Management and Agent of Health
OUR FEES
AGENT UNDER POWER-OF-ATTORNEY/AGENT HEALTHCARE DIRECTIVE,
GUARDIAN/CONSERVATORSHIP, OF PERSON/ESTATE, & TRUST ADMINISTRATION*
PROFESSIONAL FIDUCIARY RATE RANGE
Effective july 1, 2025 $200/Hour
CASE/FINANCIAL MANAGEMENT rate
effective july 1, 2025 $150/hour
TRUST ADMINISTRATION PERCENTAGE*
Up to 1% PER ANNUM FOR USUAL & CUSTOMARY SERVICES SUBJECT TO
THE SIZE OF THE TRUST, TYPE, & COMPLEXITY OF ASSETS & SERVICES PROVIDED.
*PER FIDUCIARY DISCRETION