Finding the right trustee begins with identifying a responsible person who will provide practical solutions to individual needs. My clients benefit from the services of one who not only administers their trust assets, but who also considers the unique and personal situations of each client.
I am impartial when carrying out terms of the trust document. I provide detailed reporting and regular communication with beneficiaries. I am known for my accurate and attentive manner.
I am absent from the emotions family members may have towards other family members.
Assets up to $3 million 1.25%
Assets $3 million to $7 million 1.00%
Assets over $7 million .80%
Professional Fiduciary Services Hourly Rate $175.00
Trustee Fee invoices will not be pro-rated for a short year. (e.g. the full fee shall apply even when the professional services rendered were for less than a full year.)
When needed, I will hire financial advisors, attorneys, accountants, and other professionals to assist me and I will use trust/conservatorship assets to pay their invoices.
When needed, I will hire financial advisors, attorneys, accountants, and other professionals to assist me in administering the trust and I will use trust assets to pay their bills. When utilizing special skills or when unusual or extraordinary services are requested or required, reasonable additional charges will be assessed based upon the duties and responsibilities involved and the total time spent. detailed documentation will be provided.
2872 Coast Circle, Huntington Beach, California 92649, United States