LEGACY FIDUCIARY SERVICES
Helping to Manage What Matters to You
Love C. Miller
(916) 905-2573
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.
List ofFiduciary Services
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.
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Licensed fiduciary services hourly rates range from $165-$185 (standard) and $190-$225 (complex/litigation)
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Non-fiduciary services hourly rates range from $60-$130
Fees for Trusts are based on an hourly rate
or calculated as a percentage of the
assets under management.
A detailed fee schedule is provided in an introductory packet for new 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.