Areas of Practice
Trust & Estate Management
Life Care Management
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.
Trust and Probate Administration
Special Needs Trust Administration
Daily Money Management
Durable Power of Attorney
VA Federal Fiduciary
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
We bill in 10th-of-an-hour increments. Our current hourly rates for licensed fiduciary services range from $125-$185. Hourly rates for non-fiduciary services range from $45-$85.
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.