SCHEDULE OF FEES

Minimum Service Charge – $150/month

(Does not apply to court-supervised accounts)

Hourly fees – billed in .10/hour (6 minute) increments:
 
Trust Administration – $150/hr
Services include but not limited to:

Client consultations – no charge for initial (one hour) consultation
Vendor contract review and negotiation
Marshalling assets and inventory preparation
Disbursements
Correspondence – letter, fax, telephone or email
Legal consultation
Items requiring Trustee review and signature

Trust Operations – $100/hr
Services include but not limited to:

Contacting vendors
Review and pay bills/invoices
Expedite vendor payments
Collections
Expedite securities liquidation, transfer, and distribution
Correspondence – letter, fax, telephone or email

Clerical – $50/hr
Services include but not limited to:
Filing
Trust bank operating account reconciliation
Bank deposits
Errands (e.g. purchasing and picking up personal items for clients)
Retrieve, log, scan, review and route incoming correspondence

Set Up – $150/hr
Services include but not limited to:

Time associated with review of estate docs, consultation with drafting and fiduciary attorneys, Completion of in-house paperwork required to set-up asset, liability, vendor and client informational records.