We serve individuals and families navigating complex financial and personal matters requiring structure, oversight, and experienced judgment.

Our role often involves acting as the central point of coordination across advisors, assets, and obligations—ensuring alignment, organization, and effective execution across all aspects of the work.

Our fees reflect the level of responsibility and accountability inherent in this role and are structured based on the scope, complexity, and level of involvement required.

For clients requiring ongoing involvement, fees are often structured as an annual fee based on assets under administration or oversight.

• Typically ranges from 0.25% – 0.75% annually
• May be tiered based on complexity and scope

This structure reflects continuous oversight, including financial organization and oversight, detailed accounting and reporting, coordination across advisors, and ongoing administrative responsibility.

Fees for trust administration and estate settlement may be structured as:

• A percentage of estate or trust value
• A hybrid of asset-based and hourly billing
• Or hourly, depending on the engagement

Typical range:

• Approximately 0.50% – 1.00% of gross value, depending on complexity and scope.

Additional fees may apply for extraordinary services.

• Professional Fiduciary: $325 – $395 per hour
• Support Staff: $125 – $250 per hour

Hourly billing is generally used for limited-scope or project-based work.

These engagements vary significantly depending on the complexity of the estate, existing planning, and level of coordination required.

Fees may be structured on an hourly, fixed, or hybrid basis depending on the nature and scope of the work.

Fees for probate administration are governed by California Probate Code and are based on the gross value of the estate, 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

Where fiduciary services involve the coordination or disposition of real property, additional compensation may apply.

This is commonly structured as a percentage of the transaction value (often around 1%), depending on the scope of fiduciary involvement, and is disclosed in advance.

Minimum fees may apply depending on the scope and nature of the engagement.

Fees are typically billed on a monthly basis. All arrangements are clearly outlined at the outset.

Our work is often engaged in matters requiring clarity, structure, and experienced judgment—particularly where financial, legal, and personal considerations intersect.

We work closely with clients and their advisors to ensure decisions are made thoughtfully, responsibilities are met, and complex situations are managed with care and precision.