Fee Structure
As fiduciaries, we are committed to putting your interests first. Our fee structure is thoughtfully designed to align with your goals and to reflect the value and quality of the services we provide.​
Trustee services may be billed on a percentage of estate assets pursuant to statute or as agreed upon between the parties.
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Transaction fee on the sale or transfer of real estate is usually limited to 1% of the transaction.
General Terms
​Business Hours & Additional Fees
Regular business hours are from 9:00 a.m. to 4:00 p.m., Monday through Friday. Calls outside these hours may be billed at $200 per hour.
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Payment Terms & Late Fees
Payment for monthly billing is due 10 days after submission. Any outstanding fees after 30 days will incur a 1.5% interest charge per month.
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Billing Policies
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Contract service providers will be billed directly to clients when appropriate.
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Direct out-of-pocket expenses will be billed as applicable; regular postage and mileage are not charged unless extraordinary.
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Travel time is billed portal-to-portal.
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Documents are retained for 3 years after the completion of a matter, after which paper files will be shredded.
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Fees may vary for more complex cases, reflecting the additional time and expertise required.