Contact us for rates
The rate for services vary based on the need of the client, and we have options available. The standard fee is either 1.5% of trust assets (reviewed every two years) or $150 per hour. The exception is trusts under $500,000, which will be charged $500 per month. These prices are good until Dec 31, 2023. Please contact us for updated pricing for 2024.
Accounting is performed monthly, quarterly, or annually depending on each client's personal needs. Our team can arrange transportation for appointments, grocery shopping, and other personal needs. Clients come first, and we try to be as flexible as possible to provide the best services for all that you entrust to our care.
Book an appointment
Use the form below to tell us about your situation, and we will call or e-mail you back to schedule an appointment. Please be as detailed as possible. Please do NOT include any legal documents/social security numbers/bank statements at this time. You may also email or call us to make an appointment. Our general response time is one business day.
Office Hours
Monday - Friday
9AM - 4PM PST
☎ Contact
PJR@Myfiduciary.net
(951) 764-2779