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

Estate Plan Living Will and Healthcare Power of Attorney documents
financial analysis; checks graphs money calculator . .
Businessman watering a tree growing out of silver coins on watering pod isolated on white background saving investment and Interest Concept
Hands holding Fiduciary duty in an court.
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OUR FEES

AGENT UNDER POWER-OF-ATTORNEY/AGENT HEALTHCARE DIRECTIVE,

GUARDIAN/CONSERVATORSHIP, OF PERSON/ESTATE, & TRUST ADMINISTRATION*

 

PROFESSIONAL FIDUCIARY RATE RANGE

$180/hour

CASE/FINANCIAL MANAGEMENT rate

$125/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

 

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