Effective January 1, 2026
-
- $295.00 per hour for professional fiduciary services for Patricia Keefer, President, Coast Fiduciary Services, Inc.
- $265.00 per hour for professional fiduciary services for Tiffany Van Wingerden, Vice President, Coast Fiduciary Services, Inc.
- Free 15 minute phone consultation. $350 per hour for in person consultation with Tiffany Van Wingerden which includes in office meeting, trust review and additional phone consultations (if necessary).
- Case Management Services – $215.00 per hour
- Office Administrator – $195.00 per hour
- Accounting Manager – $180.00 per hour
- Office Assistant – $135.00 per hour
- 1% of sale price at close of escrow (Trust Administration)
- TBD for any contracted independent vendor as needed on behalf of Coast Fiduciary Services, Inc.
- Costs Advanced
- Postage at Cost
- Other at Cost
Please note the minimum charged per month is $530 or the equivalent of two hours of the Fiduciary’s time.
