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 ………………………………………………………………….$195/hour
Court Appearances ………………………………………………………………$225/hour
Tax Manager……………………………………………………………………………..$160/hour
Finance Manager…………………………………………………………………….$150/hour
Fiduciary Assistant …………………………………………………………………$135/hour
Personal Assistant ………………………………………………………………….$100/hour
All professional services provided by Encina Fiduciary, Inc. are billed in increments of one-tenth (.10) of an hour. Billable activities include, but are not limited to: travel, client meetings, telephone consultations, correspondence, document review and preparation, deposition and court appearances, consultations, and related administrative support. Contracted service providers will be billed directly to the client when appropriate. Reasonable and necessary out-of-pocket expenses incurred on the client’s behalf will be billed accordingly.
A minimum monthly billing of $300 applies during any period in which Encina Fiduciary, Inc. is actively engaged on the client’s matter. If total hourly charges for a given month fall below this amount, a flat fee of $300 will be billed in lieu of hourly charges. Travel time is billed portal-to-portal. Standard business hours are 8:00 a.m. to 5:00 p.m., Monday through Friday. Telephone calls initiated outside of these hours may be billed at a rate of $250 per hour.
Fees payable from probate estates or conservatorship accounts will be submitted for court approval before payment. Trustee services may be billed based on a percentage of estate assets, as authorized by statute or mutually agreed upon in writing.