Fee Schedule

Effective January 1, 2027, for new clients

Professional fiduciary services are tailored to the needs and complexity of each matter. The following fee schedule provides an overview of our rates and billing practices.

Professional Fiduciary Services

$250–$300 per hour

Services may include:

• Trust administration

• Estate and settlement administration

• Agent services under Power of Attorney

• Financial management and bill payment oversight

• Oversight of investments, insurance, and benefits

• Coordination with attorneys, CPAs, financial advisors, and medical professionals

• Care coordination and client advocacy

• Oversight of real property, vendors, and household matters

• Review and maintenance of records

• Preparation of reports and ongoing client support

Support Staff Services

$165–$185 per hour

Support staff work under fiduciary supervision. Their services may include scheduling, communications with service providers, document organization, record-keeping, routine bill payment processing, and day-to-day household financial administration.

Real Estate Administration Fee

Fiduciary services relating to the sale, purchase, refinance, or disposition of real property may be billed at the applicable hourly fiduciary rate or, at the fiduciary’s discretion, through a Real Estate Administration Fee of up to one percent (1%) of the gross transaction value.

When a percentage-based fee applies, it may be charged in place of hourly billing for services associated with that transaction, unless otherwise agreed in writing or subject to required approval.

Billing Practices

• Hourly services are billed in 15-minute increments.

• Travel time is billed at the applicable hourly rate.

• Services may be delegated to support staff when appropriate.

• Rates within the published ranges depend on the nature and complexity of the matter.

• Compensation is subject to the governing documents, applicable agreements, and law.

This fee schedule is subject to periodic review and modification.