Effective January 1, 2026

Professional fiduciary services are tailored to the needs and complexity of each matter. The following fee schedule reflects customary compensation for services provided and is intended to promote transparency regarding fiduciary administration.

Professional Fiduciary Services

$225 – $275 per hour

Professional fiduciary services may include, but are not limited to:

• Trust administration

• Estate and settlement administration

• Agent services under Power of Attorney

• Financial management and bill payment oversight

• Oversight of investments, insurance, and benefit-related matters

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

• Care coordination and client advocacy

• Oversight of real property, vendors, and household matters

• Review, organization, and maintenance of records and documentation

• Preparation of reports, summaries, and ongoing client support

Support Staff Services

$150 – $175 per hour

Support staff services are performed under fiduciary supervision and may include administrative coordination, document organization, scheduling, communications with service providers, assistance with recordkeeping, and processing routine bill payment and day-to-day household financial administration, including review of recurring expenses for accuracy and appropriateness.

Real Estate Administration Fee

Administration of real property transactions may constitute extraordinary fiduciary services due to the level of coordination, responsibility, and oversight required.

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

When applied, the percentage-based fee may be charged in lieu of hourly billing for services associated with the real property transaction, unless otherwise agreed in writing or where approval is required by applicable law.

Billing Practices

• 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

• Fees may vary based on complexity or extraordinary circumstances

• All fiduciary compensation remains subject to applicable agreements and applicable law

This fee schedule is subject to periodic review and modification.