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

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

Trustees.............................................................................................................. $175.00/hr

Administer and manage Trusts

Conservators..........................................................................................…....…... $200.00/hr

Act as Conservator of the Person and/or the Estate

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

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

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

from financial abuse

Associate Fiduciary...............................................................................……..….... $150.00/hr

Licensed fiduciary working under the direction of a senior fiduciary

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

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

Client Support Services..........................................................................…..……..... $40.00/hr

Works under the Care Manager’s supervised plan of care or with Fiduciary’s oversight 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 are available upon request

We Are:

❖ Bonded and Insured

❖ Certified R.N. 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.