Channel Islands Fiduciary Group Schedule of Compensation
Successor Trustee, Estate and Trust Administration
- Marshall and manage assets
- Prepare Inventory & Appraisal
- Organize and supervise medical care
- Engage caregivers and/or arrange placement outside the home
- Pay bills and keep books
- File tax returns
- Manage property
- Preserve property
- Invest assets prudently
- Prepare Accountings as required by Court
- Distribute income and assets at Trust termination
Conservatorships and Powers of Attorney
- Marshal and manage assets
- Prepare Inventory & Appraisal
- Organize and supervise medical care
- Engage caregivers and/or arrange placement outside the home
- Pay bills and keep books
- File tax returns
- Manage property
- Preserve property
- Invest assets prudently
- Prepare Accountings as required by Court
- Serve as Agent for Durable Power of Attorney for Finances (DPOA)
- Serve as Agent for Advance Health Care Directive (AHCD)
Representative Payee – Social Security
| FIDUCIARY | $260/hour* |
| CASE MANAGER | $220/hour |
| FIDUCIARY ASSISTANT | $175/hour |
| EXECUTIVE ASSISTANT | $150/hour |
Real Estate Sales Facilitated (Trust Administration):
1% of sale price at close of escrow
Costs Advanced:
- Postage at cost
- Bookkeeping at cost
- Other at cost
- *Please note that the minimum billed per month is the equivalent of two hours of the Fiduciary’s time, or $520
