Schedule of Fees
INTERESTED IN BOUTIQUE LIFE PLANNING?
~ Ordinary service provided Extra-Ordinarily ~
BOUTIQUE CLIENT
SCHEDULE OF FEES
True Fiduciary Service
Fee Schedule Effective: November 15, 2024
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, nights (barring emergencies).
Advance Billing
True Fiduciary Service requires 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.
On-Boarding Charge
THIS ONE-TIME FEE COVERS THE COLLECTION OF PERTINENT CLIENT INFORMATION, THE REVIEWING OF CLIENT DOCUMENTS AND THE ESTABLISHMENT OF AN ACTIVE FILE
COUPLES RECEIVE 25% OFF ON ONE PARTNER
Agent on the Advanced Health Care Directive – $500 (Couples – $875)
Conservator of the Person – As Determined by The Court
Trust Administrator – $500
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
Boutique Life Planners – $120
Patient Advocates – $120
Registered Nurses – $165
Conservator of the Person Under a Trust – As Determined by Court
Financial & Estate Affairs:
Financial Power of Attorneys – $175
Successor Trustees – $175
Account Managers – $160
Asset Manager – $180
Trustees/Executors – $200
Trust Administrators – $200
Other Ordinary Hourly Rates:
Contractor Coordinators – $120
Administrative Staff – $110
Travel time (door to door) – $75
Complex Rates
Billed at $200 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, Preparation for Sale of Business, Home or Property, and Routine Evictions.
Extra-Ordinary Rates
Billed 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.
Housing and Life Arrangements: Family, Friends and Pets.
Situational: Specific Duties Requested.
Special Clients: Financial Hardship
Transaction Fees
BOUTIQUE CLIENTS
Boutique Life Planning
Daily Plans
Weekly Plans
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 contractors outside of True Fiduciary Service and are paid directly from Client funds. The Trust, Conservatorship, Estate, Client, Corporation, or other Legal Entity directly bears these costs. These fees and expenses are not part of this firm’s compensation and will be passed on at cost.
Any family member working with TFS is salaried, therefore, not paid with client funds.
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
P.O. BOX 329 NORTH SAN JUAN, CA, 95960
office@truefiduciaryservice.com www.truefiduciaryservice.com
APPOINTMENT ONLY 204 W. Main St. #111, Grass Valley, CA 95945