Schedule of Fees
SCHEDULE OF FEES
True Fiduciary Service
Fee Schedule Effective: June 1st, 2025
THE FIRST CONSULTATION IS FREE OF CHARGE
-Fees are billed by the hour in six-minute increments-
Off-Hour Rates
Fees are billed at one and a half times the ordinary daily rate, for any unscheduled holidays, weekends, and nights.
Advance Billing
True Fiduciary Service may require advance payment of one month’s projected billing amount for all services rendered. Any overage or unused advanced billing amount will be added or deducted on the following month’s advance billing amount. Once TFS services are completed and no further services are needed, any unutilized advance payment will be refunded to the Client.
Onboarding Charge
THIS ONE-TIME FEE OF $500 COVERS THE REVIEWING OF CLIENT DOCUMENTS AND THE ESTABLISHMENT OF AN ACTIVE FILE
Financial Fiduciary Services:
For financial fiduciary services, we require that we be assigned all three of the following roles:
Financial Power of Attorney
Successor Trustee
Executor
The fee for onboarding all three together is $500.
Ordinary Hourly Rates
Health and Well-Being:
Agent on the Advance Health Care Directive – $165
Care Managers – $140
Case Manager – $120
Boutique Life Planners – $120
Patient Advocates – $120
Fiduciary Intern – $120
Registered Nurses – $225
Conservator of the Person Under a Trust – As Determined by Court
Meal Planner / Private Chef – Ad hoc
Financial & Estate Affairs:
Financial Power of Attorneys – $165
Successor Trustees – $165
Account Managers – $165
Asset Manager – $165
Trustees/Executors – $165
Trust Administrators – $165
Consultants – $250
Mediators – $350 – $1000
Fiduciary Intern – $120
Other Ordinary Hourly Rates:
Contractor Coordinators – $120
Administrative Staff – $110
Transitional Coordinator – $85
Transitional Domestic – $55
Court Advocate – As Determined by Court
Marshaling Assets Manager – $200
Marshaling Asset Custodian – $180
Complex Rates
Billed at $180 per hour
Financial Management: Accountings Review, Tax Returns, Tax & Accounting Management and Coordination, Asset Investigations, Brokerage Account Reconciliation, Asset and Investment Management and Decision Making
Real Estate Transactions: Sales, Purchases, Refinancing, Loans, Property Management, Security & Surveillance, Preparation for Sale of Business, Home or Property, Asset Investigations, and Routine Evictions
Extraordinary Rates
Billed at $200 per hour or at Fiduciary Discretion
Demanding Real Estate Transactions: Sales, Purchases, Refinancing, Loans, Property Management, Preparation for Sale of Business, Home or Property, and Complex Evictions
Special Trusts: Purpose, Special Needs, Charitable, etc.
Higher Risk/Threat of Bodily Harm – Client care involving TFS Staff
Housing and Life Arrangements: Family, Friends and Pets
Situational: Specific Duties Requested
Special Clients: Financial Hardship
Transaction Fees
Sale or Purchase of Real Estate
.5% on Purchase/Sale Price on Residential Real Estate
1% on Purchase or Sale Price on Commercial Real Estate
Alternate Fee Schedules
FEES MAY BE PAID WEEKLY FROM CLIENT FUNDS
Annual Percentage Fees:
1% on the first $2MM
.75% on Next $2MM
.5% on Next $2MM
.25% thereafter
Probate Fee Schedule
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
For estates exceeding $25 million, the court determines a reasonable fee.
BOUTIQUE CLIENTS
Boutique Life Planning
Daily, Weekly, and Intermittent Plans
Monthly Base Rate
*Additional Costs Associated with Duties Requested by Client — e.g., travel shots, special attire, special training, travel time, air travel expenses etc. — will be billed at the discretion of the fiduciary, charged in advance monthly depending on complexity, estate value or the percentage of assets managed.
Other Information
Notes and Disclaimers
Please note that in the capacities that we will be retained to serve, we may be required to engage the services of an independent attorney or other professionals to assist us.
Some services are performed by independent contractors outside of True Fiduciary Service and are paid directly from the Client’s funds. The Trust, Conservatorship, Estate, Client, Corporation, or other Legal Entity directly bears these costs. These fees and expenses are separate from this firm’s compensation and may include an additional surcharge.
If the Trust, Conservatorship, Estate, Client, Corporation, or other Legal Entity does not self-fund, this firm may advance the necessary funds. These advances may incur additional charges, including interest, per the terms agreed upon at the time of advance.
Any family member working with TFS is salaried.
Fees are invoiced and paid from Client’s advanced monthly billing.
Fees paid from Conservatorship funds are only paid upon court approval.
Conservatorship invoices will be paid 40% before court approval (Rule 11 V. (4)).
If the court previously granted periodic payments on account of conservatorship fees pursuant to Probate Code Section 2643, those periodic payments will instead be collected.
Fees charged may vary case-by-case, depending on circumstances. This fee schedule is subject to change with reasonable notice.
TFS MAILING ADDRESS
204 W. Main St. Ste. 106 Grass Valley, CA 95945
office@truefiduciaryservice.com www.truefiduciaryservice.com
APPOINTMENT ONLY 204 W. Main St. Ste. 106 Grass Valley, CA 95945