Services and Fees

Trustee of a Trust (Named Successor Trustee)

Serving as a trustee to manage trust assets and carry out the terms of a trust document for the benefit of the trust’s beneficiaries. This includes responsibly managing the trust property and making distributions as directed by the trust.

Executor or Personal Representative an Estate

Administering a deceased person’s estate through probate. A licensed fiduciary in this role will gather and safeguard the decedent’s assets, pay outstanding debts and taxes, and distribute assets to heirs or beneficiaries according to the will or state law.

Financial Power of Attorney (POA)

Managing finances as an agent (attorney-in-fact) under a durable power of attorney. The fiduciary can handle bill payments, bank transactions, investments, and other financial matters on behalf of the client, strictly following the instructions and best interests of that client.

Healthcare Power of Attorney (Healthcare POA)

Making medical and care decisions as an agent under an Advance Health Care Directive or healthcare power of attorney. In this role, the fiduciary ensures the client’s healthcare wishes are honored – deciding on medical treatments, living arrangements, and end-of-life care by the authority granted by the client.

Daily Money Management and Bill Paying

Overseeing day-to-day financial tasks for clients who need assistance. This includes budgeting, paying bills on time, monitoring bank accounts, and ensuring that routine expenses (such as rent, utilities, and insurance) are correctly handled.

Managing Daily Care, Housing, and Medical Needs

Coordinating non-financial aspects of a client’s life, especially for seniors or individuals with disabilities. A fiduciary may arrange for in-home caregivers or residential placement, monitor the client’s health and nutrition, manage medications, and advocate for appropriate medical care and living conditions.

Comprehensive Financial Management

and Investment Oversight

Providing higher-level financial management for clients with substantial assets. This can involve working with investment advisors, accountants, tax professionals, and portfolios, keeping accurate financial records, and protecting the client’s estate value through prudent investing and asset allocation (in line with California’s fiduciary standards)

Serving as a Representative Payee for Benefits

Acting as a Representative Payee to handle incoming public benefits on behalf of someone unable to manage those funds. For example, a fiduciary might be appointed to receive a client’s Social Security or veteran’s benefits and ensure that the money is used for the client’s needs (paying for housing, care, and personal expenses)

Fee overview

Fiduciary Responsibilities: $150 per hour

Agent under POA: $150 per hour
Conservatorship of the Estate: $150 per hour
Routine Staff Assistance: $75 per hour
Successor Trustee and POA Engagements: $995 (POA). Yearly Maintenance Fee Applies to all engagements.
Probate Administration Fees: California Probate Code §10800 and §10810
Fees Effective 1/1/25.
90 Day notice given for any change in fee Structure