LEGACY FIDUCIARY SERVICES
Helping to Manage What Matters to You
Love C. Miller
(916) 905-2573
Areas of Practice
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.
List ofFiduciary Services
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Trust and Probate Administration
Special Needs Trust Administration
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, Trustee
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. Depending on the specific arrangement, our fees may be based on an hourly rate or calculated as a percentage of
the assets under management.
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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.