SCHEDULE OF FEES | Effective November 1, 2026
Professional Services
|
Service |
Fee |
|
Trustee Services |
Greater of 1% annual fair market value of assets under management, $225/hour, or agreed fee |
|
Attorney-in-Fact Services |
$230/hour |
|
Care Management Services |
$225/hour |
|
Consulting Services |
$230/hour or agreed fee |
|
Court-Supervised Matters* |
$145-$230/hour (varies by county) |
Includes conservatorships, estates, and trusts.
Billing Policies
-
Time billed in 0.1-hour increments.
-
Fees for third-party professionals, including attorneys, accountants, tax preparers, brokers, and property managers, are paid by the client, estate, or trust.
-
Reasonable expenses, including postage, travel, mileage, and parking, are reimbursable.
-
Rates are subject to annual review and may be adjusted upon 30 days’ written notice.
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