Do I Need a Fiduciary?
Sometimes, its not clear what we do. We wear many hats and perhaps we might have the right hat for you.
Common Questions
Life is complicated, and so is our work. There are a lot of common questions we would love to answer.
The Team
See the great people supporting you.
Common Questions
I have 2 children, should they be joint Fiduciaries? –Rarely do we advise co-trustees. Many times the family dynamics can be complicated. One sibling may be jealous of the other. Money changes people. By naming someone that is not a beneficiary and not a family member as Fiduciary, Successor Trustee and Executor of the Estate can minimize the potential family dysfunction. We know that most parents want their children to have strong, loving and devoted relationships. Professional fiduciaries are keenly aware and do their best to help the family communicate with one another.
My family member just died and I was named as the Executor of the Estate, what do I do? – Many times, a family member names someone that they love and trust to be the Executor, thinking that it would be an honor. Yet most people do not realize how complicated and stressful it can be. We can work with you through this process.
Would you work with my attorney? – Absolutely we will work with your attorney. We can come to their office and meet with you or we can have a phone consultation. Whatever works best for either of you.
LGBT
We stand by you
Discrimination - Not allowing LGBT into Residential Care Homes.
Isolation - No family contact leaving the potential for Undue Influence from strangers.
Neglect - Individuals providing home care services Physically and Mentally abuse this portion of society at a higher rate.
Hiring a Professional Fiduciary that understands these concerns and issues are vital to this community.
Supporting You
We go beyond to help in everyday needs
“Being the Fiduciary of a person is not just a business. Our clients are important to us. We look at each client as if they are part of our family. The decisions we make in your behalf are extremely important. We don’t take this responsibility lightly.”
HEALTH TIPS FOR SENIORS:
You need to move as much as possible
Drink lots of water
Eat less sugar
For Joint Pain try 1/4 tsp TUMERIC in warm water each morning
Eat less meat
Eat less Carbs
Eat more fruits and vegetables
Eat Coconut oil daily for memory
Stay away from processed foods
For heart health add Cayenne Pepper
Coconut Oil is also good for gum health, swish in your mouth daily and spit out
Eggs are not as bad as you think
By posting these tips, we are not giving medical advice, speak with your doctor if you have serious health concerns.
Fee Schedule
Trustee Services: The greater 1% of FMV of assets under management per annum (Trusts > $2,000.000) or time spent billed hourly rate of $200.
Attorney in Fact Services: $175 - $200 per hour
Care Management Service: $150 - $175 per hour
Executor Services: $275 per hour
Professional Fiduciary: $200 - $275 per hour
Support Staff Services: $150 - $175 per hour
* All fees are subject to change with reasonable & required notice
Fees payable to the Professional Fiduciary as the Personal Representative for customary services and authorized under Probate Code 10801 are computed on a fee base comprised of gross assets, plus receipts and gains, less losses, as follows:
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
0.5% of the next $15,000,000
Court discretion after $25,000,000
