Professional Fiduciary: $150-$160/hr.
Initial Visit: $300/hr.
· Conservator of Person
· Conservator of Estate
· Trustee of Special Needs Trusts, Grantor, Family and Settlement Trusts
· Power of Attorney for Financial and Health Care
· Investment Management
· Real Estate sales and purchases, etc.
Fiduciary Associate: $140-$150/hr.
Special Projects assigned, etc.
Case Manager: $140-$150/hr.
· Site visit with client
· Attend doctor appointments
· Assist with Public Benefits
· Purchase clothing, etc.
Account Specialist: $115/hr.
· Prepare accountings, etc.
Accounts Manager: $120/hr.
· Accounts Payable and Receivable
· 1099s
· Prepares tax documents for CPA, etc.
Maintenance/Handyman Service: $50/hr.
· Maintain on-site storage units
· Prepares items for auction or sale
· Client home repairs and clean up, etc.