+1 707-328-5535 [email protected]

Fee Schedule    orange-line

This fee schedule is subject to change with reasonable and required notice. 

Trust Administration

[$125 per Hour]

Trust Fee by Percentage

[1% per Year]

High valued or complex trust fees are calculated at 1%

Care Manager

[$125 per Hour]

Medical care coordination, attendance to medical appointment, housing, and benefit procurement and management

Agency Agreement

[$125 per Hour]

Acting as agent under Power of Attorney for Finance or Healthcare.

Money Management

[$90 per Hour]

Home or in office money managements services, client file maintenance, administrative phone inquiries, receipts, review and payments of bills, client banking transactions, processing incoming and outgoing mail, document scanning, fax transmissions, and photo copying.