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Areas of Practice

Practices: Service
Vintage Compass

 

 

Trust & Estate Management

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Life Care Management
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We step in to help you or a loved one manage life. Maybe someone is struggling to make sound health care, personal or financial decisions due to diminished capacity (mental or physical). Where do you go from here? A Professional Fiduciary may be the answer.

Elder woman and her caretaker

List of

Fiduciary Services

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Trust and Probate Administration

Special Needs Trust Administration

Conservatorship

Trust Litigation Neutral Party

Family Consultation

Daily Money Management

Durable Power of Attorney

VA Federal Fiduciary

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We serve by private agreement

or court appointment.

Private Agreements may include:

Trustee, Executor, Powers of Attorney for Financial or Health Care,

Daily Money Manager,

Bill Pay & Banking

Court Appointments may include:  Administrator, Conservator,

Trustee or Guardian

 Fees

We bill in 10th-of-an-hour increments. Our current hourly rates for licensed fiduciary services range from $135-$185. Hourly rates for non-fiduciary services range from $60-$100.

A detailed fee schedule is provided

as part of an introductory packet for clients.

Probate Administration fees 

are pursuant to CA Probate Code §10800,

Click here for details.

Do you have a legal issue not addressed here? Contact us to find out more. 

Have Professional Fiduciary needs in Southern California? Click here.

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