Private Professional Fiduciary
P.O. Box 3805
Los Altos, CA 94024
ph: 650-383-8348
fax: 650-383-5199
alt: 650-619-8261
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Fiduciary Services $225/hour
Associate Fiduciary Services $140/hour
Court Appearances $200/hour
Bookkeeper/Clerical $130/hour
Personal Assistant $85/hour
Monthly minimum billing $300/mo
Annual account maintenance fee $200
Trustee services may be billed on a percentage of estate assets pursuant to statute or as agreed upon between the parties.
Transaction fee on sale or transfer of real estate usually limited to 1% of transaction.
General Terms:
Payment for monthly billing due 10 days after submission. Interest will be charged at 1-1/2% per month on fees outstanding after 30 days.
Contract service providers are billed directly to client when appropriate.
Direct out-of-pocket expenses will be billed as appropriate. No fee for regular postage or mileage (except extraordinary).
Travel time is billed portal to portal.
Regular business hours are 9:00 a.m. to 5:00 p.m. Monday through Friday. Telephone calls initiated outside regular business hours may be billed at $250/hour.
Document retention policy: Documents will be scanned and retained for a period of three years from completion of a matter (deemed to be final distribution of a trust or court order terminating a conservatorship matter) after which all paper files will be shredded.
Please contact me using the form below. Or feel free to contact me via fax, phone, mail or email.
Copyright 2010 VernaFiduciary. All rights reserved.
P.O. Box 3805
Los Altos, CA 94024
ph: 650-383-8348
fax: 650-383-5199
alt: 650-619-8261
dj