Current Fee Schedule

Our current fiduciary rate is $150 per hour for all work performed by the fiduciary. This includes, but is not limited to: meetings, travel time, telephone calls, time spent reviewing and responding to emails, preparation of accountings, letter writing, bill payment tasks, reconciling accounts, etc.

US Fiduciary Services charges a one-time fee of $500 when named as a Successor Trustee. This one-time non-refundable fee is to review the Trust documents and establish a working file. A bill will be generated after receipt of the estate planning documents.

US Fiduciary Services Care Management Rate is currently $95.00 per hour. May also include travel expenses such as reimbursement for all miles of business use (business standard mileage rate). 

US Fiduciary Services Admin rate is billed at $65.00 per hour.

Our practice is to bill in units of .1 hours (6-minute increments) for tasks performed. Minimum time charge for all transactions is 6 minutes.

US Fiduciary Services will provide a detailed written statement for all hourly fee requests. The hourly bill shall include the date, activity performed, and time spent.

All fees are subject to periodic adjustment.