Services & Fees

Trust Administration
Conservator of the Estate and/or Person
Estate Administration
Bill Payment/Daily Money Management
Representative Payee
Special Needs Trust Administration
Agent for Health Care
Court Accounting Services
Power of Attorney
Family Consultant

FEE SCHEDULE
Fees may vary depending on the scope and expertise of work required.

Fiduciary Services …………………………………………………………………………..$140-175/hour
Court Appearances ………………………………………………………………………$175-195/hour
Bookkeeper/Clerical …………………………………………………………………….$120-140/hour
Personal Assistant ………………………………………………………………………..$85/hour
Annual account maintenance fee……………………………………………… $250 flat fee

All services are charged at a minimum of one-tenth (.10) of an hour, including
travel, client visits, telephone calls related to client issues, letter, document
review, preparation of documents, deposition and court preparation and
attendance, consultation, and related administrative support.
Fees are invoiced monthly and paid from client funds. Fees paid from Probate
Estates or Conservatorship funds are only paid upon court approval.

Trustee services may be billed on a percentage of estate assets pursuant to statue or as
agreed upon between the parties. This fee schedule is subject to change with reasonable and required notice.