EFFECTIVE January 1, 2024
Administrative Services
Decedent Estate Administration |
|
– Ordinary/Statutory Services |
4% as set by statute |
– Extraordinary Services |
$175 per hour |
Conservatorship Services |
$175 per hour |
Trustee Services |
$175 per hour |
Accounting/Court Related(Time expended gathering required information and preparing an accounting to go to the lawyer; and, additional time required to address and clarify issues brought up in the probate notes.) |
$90 per hour |
Bookkeeping Services (General)(Monthly Bookkeeping; bill payments; reconciliation of Checking/Savings/Time Deposit Accounts; review status of accounts; and, provide monthly status report to fiduciary) |
$75 per hour |
Bookkeeping Services (Specialized)(Monthly Bookkeeping; entry and reconciliation of Investment Account activity; review status of accounts; and, provide monthly status report to fiduciary) |
$75 per hour |
Correspondence/Communications(Includes incoming and outgoing phone calls and creation or review of incoming or outgoing communications made by letter, electronically or fax. Face time with staff, attorneys & other professionals, clients, and third-parties involved in this case.) |
$75 per hour |
Support Services
Care Management |
$150 per hour |
|
Case Management |
$150 per hour |
|
Financial Management |
$150 per hour |