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Fiduciaries can range in price from $75 to $220 per hour for non-legal services, depending upon experience, type of account, and with court approval (if court supervised). While rates vary by core services needed (trust administration versus conservatorship), it is important to understand that we adhere to a strict billing model—where time is billed in 1/10th hour increments—a six minute scale.  Our precise fees will be disclosed during your consultation.

We work sequentially and multitask (faxing, scanning, and take phone calls during the same time frame). We stop the clock when a different client matter comes up and restart the clock when we begin work again. We do not charge for a percent of your estate, unless the court so mandates, and there are no monthly minimums. Accounts are charged as services are rendered. It is important to remember that most time is billed during account setup, accounting, emergencies, and tax season. We are paid when budgets allow or the court authorizes. Lastly, we do not believe in entitlement. We provide a service and we are justly compensated for it. We have a great business and billing model and we stand by it.

 

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.

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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.
 

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] Read more

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