Professional Fiduciary Services and Rates

Initial Consultation (1 hour)..................................................................…………………………….......... $95.00

        Overview of services, review issues concerning you, and discuss viable solutions

Trustees & Conservators...................................................................……………........................... $175.00/hr

        Administer and manage Trusts; Act as Conservator of the Person and/or the Estate; Fiduciary Management

Certified Care Manager....................................................................……….................................. $160.00/hr

Assess, create, administer, and manage personal and medical care plans and provide assistance to individuals as needed.  Coordinating resources for maximum independence and acting as liaison for family members

Money Management............................................................……………………………...................... $175.00/hr

Assistance tailored to the unique needs of an individual & their family; Provide protection from financial abuse

Bill Paying and Advocacy...............................................…...................………................................ $85.00/hr

        Review and process mail, pay bills and various administrative support tasks

Client Support Services.........................................................................……………………………............ $40/hr

Works under a supervised plan of care or with appropriate supervision to assist the client and family in providing homemaking, personal care services, and activities to stay safe, stimulated and engaged            

Executors of Wills.......................................................………………….………........... Fee Set by Superior Court

        Perform Administrator duties as directed by Probate Code & Superior Court 

After hours, weekends and holidays are billed at time and a half

Other tailored services and rates available upon request

We Are:

❖ Bonded and Insured

❖ Certified Geriatric Care Managers

❖ California Licensed Professional Fiduciaries

❖ Personal Managers & Advocates who ‘Give You Voice’

Please feel free to reach out with any questions. We are here to help you.