Davis Office  530-564-8295

Schedule of Fiduciary Fees

Effective January 1, 2022

Services Provided Fee
Elizabeth Dean, CLPF, Fiduciary License #842, Base rate $150 per hour
Complex services: Review of accountings, tax returns, asset investigations. Real Estate transactions (i.e. sales, purchases, loans, evictions). Asset and Investment management. Tax matters. $150 per hour
CASE MANAGER, Base rate $100 per hour
Personal assistance, shopping with client, routine companion services $80 per hour
Shopping on behalf of client, errands (not with client) $45 per hour
ADMINISTRATIVE ASSISTANT, Base rate $90 per hour
Tax and Accounting Management and Coordination. Brokerage account reconciliation. Complex accounting preparation coordination. $90 per hour
New Client Set Up Fee
Client profile creation. Review of estate planning documents. Yearly check-in phone calls.
$200 one-time fee

General Notes

  • Fees are charged hourly in 5-minute increments.
  • Invoices are generated monthly.
  • A 5% Overhead Fee is charged on power of attorney or bill payment service services. The fee compensates for postage, mail pick up and drop off services.
  • Elizabeth Dean Fiduciary Services does not provide legal, tax, or investment advice.