Hourly Rate

• $150/hour (unless governed by law or court order)

• Billed in 1/10th hour increments

• Fees reflect time, complexity, and scope of service

Client Onboarding and Set-up Fee (Trust Administration and/or Healthcare Agent)

• If you choose to move forward, a one-time onboarding and case setup fee will apply, billed at the standard rate of $150/hour, with a minimum charge of $150.

• This fee covers document review, intake planning, record setup, and communication protocols to ensure a smooth start.

• Onboarding fee applies to all non-court supervised matters.

For court-supervised matters (e.g., probate or conservatorship), fees follow applicable court guidelines.

Non-Court Supervised Trust Administration 

• Flat fee: 1% of trust estate value Minimum fee: $3,000

• For trusts valued under $500,000, billing may revert to the hourly rate if appropriate.

• Comfort Fiduciary reserves the right to determine whether the flat fee or hourly billing model will apply at the time of engagement, based on the size, structure, and anticipated needs of the trust.

• Extraordinary services (e.g., litigation, complex tax filings, real property sales) may be billed separately at the hourly rate. For certain trusts requiring ongoing management and oversight, Comfort Fiduciary may apply an annual flat fee, with a minimum of $3,000 per year.

• The first year’s annual fee is earned in full at the start of administration. In following years, the fee may be prorated based on the level of ongoing involvement. This annual fee generally covers routine administration, including:

  • Communication with beneficiaries and professionals

  • Asset oversight and reporting

  • Coordination of tax and legal needs

  • Travel and after-hours responsibilities (when reasonably necessary)

  • Extraordinary situations, such as litigation, audits, contested matters, or significant time spent managing family dynamics may require additional time beyond what is covered by the annual fee. When this occurs, such time may be billed at the standard hourly rate of $150/hour, with clear documentation and communication provided in advance when possible.

Agent Under Power of Attorney/Agent Healthcare Directive  

• Billed at $150/hour

  • Applies to both financial and medical decision-making roles:

    • A financial power of attorney allows me to manage your finances if you're unable to do so yourself. This can include tasks like paying bills, managing bank accounts, handling investments, or working with tax professionals—always with your best interest and instructions in mind. A POA is required.

    • As your healthcare agent, I step in to make medical decisions on your behalf if you're unable to communicate your wishes. This includes speaking with doctors, coordinating care, and ensuring your values and preferences guide all healthcare decisions. An AHCD form is required.

Guardianship/Conservatorship of the Person/Estate

Services billed at hourly rate. Guardian/Conservator fees are subject to court approval.

Probate Administration 

Fiduciary fees for serving as a Personal Representative/Administrator are governed by Probate Code §10810 and computed on a fee base comprised of gross assets, plus receipts and gains, less losses, as follows:  

• 4% of the first $100,000  

• 3% of the next $100,000  

• 2% of the next $800,000  

• 1% of the next $9,000,000  

• 0.5% of the next $15,000,000  

• Court discretion after $25,000,000  

In addition to statutory fees, extraordinary fees may be requested under Probate Code §10811 for services like tax issues, real property sales, and litigation. These fees are billed at the $150 hourly rate.