Fiduciary Services

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Trustee Percent Fee Schedule

One-time onboarding fee covers the cost of setup, implementation, scope of work and other agreed-upon plans like other steps in the workflow.
Standard Rates:
$150/hour (Fiduciary)
$85/hour (Staff)		If assets are valued at< $2 Million
1.5% of Trust’s ValueIf assets are valued at> $2 Million

What's Included?

Fiduciary Accounting

  • Trust Administration
  • Personal Representative / Executor of the Estate
  • Power of Attorney for Finance
  • Property Management
  • Representative Payee for Social Security
  • Guardian for minor child
  • Developing beneficiaries
  • Agent under Advance Healthcare Directive
  • Safe Living Environment
  • Conservatorship
Court Appointed Rates:
4%On the first$100,000
3%On the next$100,000
2%On the next$800,000
1%On the next$9 Million
0.5%On the next$15 Million
Please note that the duty/obligation of the fiduciary services provider is to help with whatever the trustee requires.
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