Donna J. Verna

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.