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.
Professional Fiduciary Services Hourly Rate $225.00
Assets up to $3 million 1.25%
Assets $3 million to $7 million 1.00%
Assets over $7 million .80%
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.
1077 E. Pacific Coast Hwy 296, Seal Beach, CA 90740