Fee Schedule

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

Serving as a Steward to Protect the Elderly and Disabled