Home›Fee schedule
Fee schedule
Effective January 1, 2026, for new clients.
Every matter is different, so here is exactly how we charge.
Professional fiduciary services
$220 per hour*
Work Shannon does personally, which may include:
- Trust administration
- Estate and settlement administration
- Power of attorney services
- Financial management and bill payment
- Oversight of investments, insurance, and benefits
- Coordination with attorneys, CPAs, advisers, and doctors
- Care coordination and advocacy
- Oversight of property, vendors, and household matters
- Record keeping
- Reports and ongoing client support
Support staff services
$165 per hour*
Supervised by the fiduciary: scheduling, paperwork, correspondence, record keeping, and routine bill payment.
Real estate administration fee
Property sales, purchases, refinancing, or transfers may be billed hourly or, at the fiduciary’s discretion, as a fee of up to 1% of the gross transaction value.
When the percentage fee applies, it replaces hourly billing for that transaction, unless agreed otherwise in writing or required by law.
Billing practices
- Billed in 15-minute increments
- Travel is billed at the hourly rate
- Some work may be handled by support staff
- Rates may vary with complexity or extraordinary circumstances
- All fees are subject to your engagement agreement and the law
This schedule may be revised from time to time.
Rates subject to higher fee for after hours, weekends, and/or emergencies.
A written estimate before anything begins
You’ll get a written estimate of scope and cost before anything is signed.
FAQs
Questions about cost
What families want to know first.
What is a professional fiduciary?
A professional fiduciary is a licensed, bonded individual appointed to manage money, property, and care decisions for someone else, serving as trustee, conservator, executor, or agent. The role carries a legal duty of loyalty: decisions must serve the person or the beneficiaries, never the fiduciary.
In California, professional fiduciaries are licensed and regulated by the Professional Fiduciaries Bureau, which requires qualifying education, an examination, a background check, and ongoing continuing education.
When should a family hire one instead of naming a relative?
Name a professional when no relative is available, when the relative lives far away or lacks the time, when family conflict would make any relative’s decisions suspect, or when the estate is complex enough that a mistake would be costly. Serving as trustee is real work carrying real liability, and many families choose to spare a relative from it.
What is the difference between a trustee and a conservator?
A trustee’s authority comes from a trust document and reaches only the assets held in that trust. A conservator’s authority comes from a court order and can reach a living person’s finances, their care, or both. Trusteeship is usually private; conservatorship is supervised by the court, with inventories and accountings filed for review.
Are you licensed and insured?
Yes. Fedora Fiduciary holds California professional fiduciary license #1701. Where a court appointment requires a bond, one is obtained in the amount the court sets. Client funds are held separately from firm operating accounts and reconciled monthly.
CLPF #1701
CGC #16760
COMM. NO. 2495043
NCG #15009