1111 Exposition Blvd., Bldg. 100, Sacramento, California 95815, United States

JAN FIDUCIARY SERVICES Care Management & Fiduciary Services

Fees

Fee Structure

Fees are based on role involved on your file:

Karen Jan - Licensed Professional Fiduciary CLPF # 1185

$160.00/Hour

Research, marshal Assets, Fiscal Stewardship, Documentation, Oversee fiduciary accountings, reports, oversight of professional services (e.g., tax prep, realtor, investment advisor), Power of Attorney duties, care of the person tasks (e.g. oversight of care management providers, residential/medical arrangements), distributions.

Care Management Consultant

$150.00/Hour

A Care Management Consultant provides guidance to individuals or families to help them navigate the complexities of the healthcare system and ensure that appropriate care, services and support is received. Care Managers can assess and recommend a plan of care to an individual while providing advocacy, support, education, monitoring, follow up and more.

Administrative duties

$80.00/Hour

Work performed by an " office associate " , copy client documents, file client records, set up appointments, prepare mailing, etc...

Accounting/Bookkeeping

$125.00/Hour

Fiduciary Accounting, data entry for clients accounts, reconciling client bank and investment portfolio accounts, bookkeeping services.

Probate (Executor of Will or Administrator of Estate)

Statutory Fees (California Probate code 10800)

In the absence of a compensation formula in a Will, fees for probate " Personal Representative" (PR) services are established by the state (CA Probate Code 10800) The Probate Code also provides for similar fees for the PR's Attorney.

When requirements of the case are significantly greater that " usual and customary ", additional fees may be appropriate (See CA rules of Court 7.703).

In some circumstances the Fiduciary hourly rate may be pre-arranged.

Assets under Management for Trust(s)

1.5% on first Million, .75% thereafter

When assets under management exceed $1M, the parties may negotiate a compensation based on a per-annum calculation.

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