Effective March 1, 2026
| Agent Under Power of Attorney/Agent Healthcare Directive | |
| Professional Fiduciary | $165-190 per hour |
| Case Manager/Fiduciary-in-training | $150 per hour |
| Associate | $110-125 per hour |
| Guardianship/Conservatorship of the Person (Guardian/Conservator fees are subject to court approval) |
|
| Professional Fiduciary | $165-190 per hour |
| Case Manager/Fiduciary-in-training | $150 per hour |
| Associate | $110-125 per hour |
| Guardianship/Conservatorship of the Estate (Guardian/Conservator fees are subject to court approval) |
|
| Professional Fiduciary | $165-190 per hour |
| Case Manager/Fiduciary-in-training | $150 per hour |
| Associate | $110-125 per hour |
| Trustee Fees | |
| Professional Fiduciary hourly rate | $165-190 per hour |
| Case Manager/Fiduciary-in-training | $150 per hour |
| Associate | $110-125 per hour |
| New Client Set Up Fee | |
| Client profile creation. Review of estate planning documents. Yearly check-in phone calls. | $200 one-time fee |
| Probate Administration Fees Fees payable to the Professional Fiduciary as the Personal Representative for customary services are authorized under Probate Code §10800 and, pursuant to Probate Code §10800 are computed on a fee base comprised of gross assets, plus receipts and gains, less losses, as follows:
In addition to statutory fees, pursuant to Probate Code §10801, extraordinary fees can be requested for services such as, but not limited to, tax issues, real property sales and litigation. Though fees for extraordinary services are subject to court approval, extraordinary services are charged at the following hourly rates: |
|
| Professional Fiduciary hourly rate | $165-190 per hour |
| Case Manager/Fiduciary-in-training | $150 per hour |
| Associate | $110-125 per hour |
GENERAL NOTES: Fees are charged hourly in 5-minute increments. Invoices are generated monthly.
Elizabeth Dean Fiduciary Services does not provide legal, tax, or investment advice.