Fiduciary Services for individuals during lifetime
| Management of Personal Care, bill paying and Financial Management for individuals | $225.00 per hour |
| Conservatorship Person and/or Estate | $225.00 per hour |
| Agent of Power of Attorney | $225.00 per hour |
| Agent of Health Care Directive/HIPAA | $225.00 per hour |
| Guardian ad litem | $225.00 per hour |
| Litigated Matters | $225.00 per hour |
| Case Manager Fee | $100.00 per hour |
| Expert Witness | $375.00 per hour |
| Expenses | At Cost |
| New Case File/Admin Set up Flat Fee | Fee Included |
| Mileage charge | Fee Included |
| For accounts that are over $25 million, there is a 1% annual charge | Fee Included |
Probate Fees, CA statutory probate based on values of the estate
| 4% of the first $100,000 |
| 3% of the next $100,000 |
| 2% of the next $800,000 |
| 1% of the next $9,000,000 |
| 0.5% of the next $15,000,000 |
