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

$150 – $180/hour

CASE/FINANCIAL MANAGEMENT rate

$105/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