The Process
The Process:
Step 1: We schedule an up to 30-minute phone or Zoom consultation to discuss your need and to determine if we are a good fit. This initial consultation is free of charge.
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Step 2: If you decide to use my services, you complete my intake form and we execute the service agreement. You contact your attorney to begin the process of creating or updating your estate plan. It is best that your attorney send me a draft for review prior to your signing.
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Step 3: Your attorney sends me complete, signed copies of your documents.
Step 4: A $350 onboarding fee will be charged at the time I receive your estate plan and the service agreement. If you request an in-person meeting, it shall take place at your home or a mutually-agreed upon venue and the onboarding fee will cover this meeting, provided it is within Marin County. Please note I have a home office and do not take meetings at my office.​​
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Step 5: We stay in contact over time in case you have any changes to your life or estate plan.
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IMPORTANT NOTE: I am not able to take on the role of co-trustee or joint agent under POA. Professional fiduciaries carry Errors & Omissions insurance, which does not cover us for joint actions.
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Trust Administration | Agent Under Power of Attorney | Healthcare Agent​
2025 Rates effective Feb. 1, 2025
Level 1: Support services (banking and bill pay, travel time) $95.00 per hour
Level 2: Professional Services $175.00 per hour
Level 3: Court Appearances/Depositions on behalf of the client $250.00 per hour
Onboarding Fee: Up to 1/2 hour initial consultation free of charge. $350.00 (two-hour) onboarding fee charged at time of client visit or receipt of estate plan or signed services agreement.
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Probate Administration (applies ONLY to estates that are subject to probate, i.e. client has a will instead of a trust, or died without leaving a will, or held assets outside their trust in excess of the Small Estate limits. If you have a TRUST that will not be subject to court supervision, the statutory fees will NOT apply.)
Statutory fees authorized under Probate Code §10800 are computed on a fee base of gross assets, plus receipts and gains, less losses, as follows:
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4% of the first $100,000
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3% of the next $100,000
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2% of the next $800,000
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1% of the next $9,000,000
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0.5% of the next $15,000,000
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Court discretion after $25,000,000
In addition to statutory fees, extraordinary fees can be requested for services such as, but not limited to, tax issues, real property sales and litigation. Extraordinary fees are subject to court approval and are billed at the fiduciary's Level 2 rate as described above. If hourly fees are less than the statutory fee, fiduciary MAY choose to charge hourly fee at her discretion.
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Fees will change from time to time. Revisions to fees will be posted to this site and the posted fee schedule will apply to all services at the time they are provided. Active clients will not be charged until 60 days after the posting of the fee increase and will be given advance notice with their monthly invoice.