Fiduciary Services
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.
| Table Header | Table Header | Table Header |
|---|---|---|
Standard Rates: | ||
$150/hour (Fiduciary) $85/hour (Staff) | If assets are valued at | < $2 Million |
1.5% of Trust's Value | If assets are valued at | > $2 Million |
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 |
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
Fiduciary Health/Support
- Agent under Advance Healthcare Directive
- Safe Living Environment
- Conservatorship
Please note that the duty/obligation of the fiduciary services provider is to help with whatever the trustee requires.
