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General

In all court-supervised cases the probate court approves reasonable fees.  The California courts also require that a fee statement be submitted in advance, thus locking in the billing rate.  In non-court-supervised cases fees may be addressed in the estate planning documents but that does not lock in the rate for a successor not named. As each fiduciary has their own fee schedule, you should discuss what that rate is, how time is calculated, and when invoicing shall be expected.

on Sunday December 01
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Anyone who has taken the time to develop an estate plan and wishes to have an experienced professional administer it.  If you have concerns that your family may fight, then avoid the sibling rivalry by selecting a licensed fiduciary -- someone experienced working as a trustee, conservator, and power of attorney. 

on Sunday December 01
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Pro-bono services are limited to 10-20% of our caseload and dependent on income and assets, current and future, and only available for powers of attorney. In such cases, we still bill for our time and if it is determined that a person does have funds then they are responsible for payment. However, if there are no funds, we will write off the loses.

on Sunday December 01
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Blended billing is a method where a single fiduciary may attempt to provide pricing levels to offer flexibility in the services that he offers, much like you would find in an office with several staff members.  Unfortunately it appears to be the norm that the fiduciary increases his rate and then puts the core services at a rate equivalent to that of a flat-rate fiduciary.  For example, a trustee (fiduciary) may charge a rate of $225/hr for his services, $195/hr for  an associate to attend to other tasks under the supervision of the trustee, $125/hr for administrative tasks, and $100/hr to schedule appointments or answer calls.  If 50% of all tasks are administrative, 40% at associate, and 10% at trustee then your weighted rate is $163/hr.

Konsulati does not offer blended billing.  Our method of automation reduces the time needed to perform a task.  The difference is in the experience to complete a task efficiently.  Thus with our fixed hourly rate you’ll pay less compared to a blended billing model.

on Sunday December 01
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Words of Wisdom

I want to thank you for all you have done, your kindness and attention to FM in these last difficult years. While FM may not have been happy with her condition, the arrangements you made for her care in her last years made her comfortable and your continued visits to her must have been high points in her days of being confined in her activities. Thanks again....View More..
We hope you will enjoy the holidays knowing that you have given DR a new life. Your plans for her and the understanding of her needs are giving her a sense of confidence she's never before experienced. Bless you for all your efforts....View More..
It has been a true pleasure to work with you; I can honestly say you have been a true blessing in D’s life. With your support we were able to see D blossom to the lovely lady she is today....View More..
I feel kudos are due to you and appreciation should be shown for the above and beyond you do on our behalf. Thank you for being such a conscientious person and so thorough and efficient. Di, Mother, and I do really appreciate your work....View More..
Eric is a stand up guy. You can count on him. He is reliable, smart, helpful and thinks out of the box. He has been very helpful with suggestions and enhanced services. Add to this the fact that he is fast, able to meet deadlines and fix technical problems in a jif and you have one heck of a guy. And, wonder of wonder, he's nice. Which just goes to prove nice guys finish first!...View More..
Through you my life, has changed so much. I can do things now, and don't worry, as such. I don't worry so much, on how things will end. I just know things will end, from where I send. Through Sue, you came into my life. Now a lot less crying, stress and strife. Of you I am so very, very proud. I could scream it, from the highest hill aloud......View More..
He is supportive and genuinely concerned with the conservatee's quality of life......View More..
Thank you so much for helping us take a crappy situation and turn it into an awesome adventure! We are super grateful for everything!...View More..
He is a professional who cares about his clients and fights for them so that they may benefit from the best outcome of their affairs. I am personally pleased with the assistance he was able to give to a relative of mine. I would like add that Mr. Mayfield is also a warm and charming person with a good sense of humor and interest in people....View More..
We appreciate your efforts more than you know!...View More..
Thanks for working so hard to get us on the correct, appropriate financial citizenship!...View More..
You're the type of client that the legal profession appreciates most...highly organized and well documented....View More..

Powers of Attorney

Under common law, a power of attorney becomes ineffective if its grantor dies or becomes "incapacitated," meaning unable to grant such a power, because of physical injury or mental illness, for example, unless the grantor (or principal) specifies that the power of attorney will continue to be effective even if the grantor becomes incapacitated. This type of power of attorney is called "power of attorney with durable provisions" in the United States or "enduring power of attorney" elsewhere. In effect, under a durable power of attorney (DPoA)[1]  >>

Estate or Trust Administration

A trustee will manage investments, keep records, manage assets, prepare court accountings, pay bills (depending on the nature of the trust) medical expenses, charitable gifts, inheritances or other distributions of income and principal. Trustees are not required to exercise all of the powers that they are granted.[2] A trustee can manage any number of trust types, including Charitable, Special Needs Trusts, ILIT, Corporate, and Estate Trusts. >>

Conservator / Committee

The term conservatorship is synonymous with elderly guardian but used mostly in the western United States. It is a court-appointed process that can be very expensive as the petitioners and proposed conservatee all must be represented by attorneys, with just a few exceptions for in pro per family members without objections. The reason for the expense is that the proposed conservatee's estate is expected to bear the burden of the court costs in the procedures to appoint.>>

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