Effective January 1, 2022
|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|
|CALIFORNIA LICENSED PROFESSIONAL FIDUCIARY, Base rate||$120 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|
- 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.