Fee Schedule

Professional Fiduciary: $140-$150/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: $130-$140/hr.
Special Projects assigned, etc.

Case Manager: $130-$140/hr.
· Site visit with client
· Attend doctor appointments
· Assist with Public Benefits
· Purchase clothing, etc.

Account Specialist: $100-$110/hr.
· Prepare accountings, etc.

Accounts Manager: $100/hr
· Accounts Payable and Receivable
· 1099s
· Prepares tax documents for CPA, etc.

Maintenance Service: $35/hr
· Maintain on-site storage units
· Prepares items for auction or sale
· Client home repairs and clean up, etc.