Effective March 1, 2023
- $245.00 per hour for professional fiduciary services for Patricia Keefer, President, Coast Fiduciary Services, Inc.
- $220.00 per hour for professional fiduciary services for Tiffany Van Wingerden, Vice President, Coast Fiduciary Services, Inc.
- Case Management Services – $150.00 per hour
- Office Administrator I & II – $110.00 – $160.00 per hour
- Accounting Manager – $150.00 per hour
- Office/Business Management Assistant Services for $90.00 – $120.00 per hour
- CFS reserves the right to charge a minimum of 2 hours of the fiduciary’s time monthly (excludes Conservatorships).
- TBD for any contracted independent vendor as needed on behalf of Coast Fiduciary Services, Inc.
- Costs Advanced
- Postage at Cost
- Other at Cost
Experienced. Dedicated. Trustworthy.
We are committed to carrying out your wishes, giving our clients peace of mind that their affairs will be handled according to their directives, with personal oversight and great care. We are licensed and qualified to serve as administrator, executor, trustee, “special needs trust” trustee, conservator, guardian, agent under a Durable Power of Attorney, or as a representative payee, and we’ll work with your attorneys and advisers. Because trust is not just given, it’s earned.