Fee Schedule
Professional Fiduciary Services Fee Schedule
AI Fiduciary provides transparent fiduciary billing for trust administration, conservatorship matters, estate coordination, property oversight, and related fiduciary services. Fees vary depending on the complexity, scope, urgency, and level of service required for each matter.
This fee schedule is provided for informational purposes only. Court approval, governing documents, written agreements, and the facts of each engagement may affect final compensation.
Download Fee Schedule PDF| Service | Rate |
|---|---|
| Licensed Professional Fiduciary | $225/hour |
| Associate Licensed Fiduciary | $175/hour |
| Fiduciary Case Coordination | $135/hour |
| Administration Support | $85/hour |
| Extraordinary Services | $250-$275/hour |
| Emergency / Weekend / Holiday | 1.5x Standard Rate |
| Travel Time | 50% Standard Hourly Rate |
| Air Travel | $500/day + Expenses |
| Ongoing Administration Retainer | $600/month where applicable |
All services are billed in increments of one-tenth (.10) of an hour.
Rate Lock Provision
Client rates remain fixed for the duration of the engagement unless otherwise agreed in writing.
Ongoing Administration Retainer
Applicable to active matters requiring ongoing fiduciary oversight, administration, and availability.
Typical Services Include
- • Trust Administration
- • Conservatorship Support
- • Estate Administration
- • Bill Payment & Budgeting
- • Financial Oversight
- • Real Estate Coordination
- • Vendor Management
- • Asset Inventory
- • Beneficiary Communication
- • Property Preservation & Oversight
- • Court Reporting Coordination
- • Property Disposition Oversight
- • Care Coordination Support
- • Court Appearances
- • Mediation Participation
- • Probate Hearings
Third-Party Costs
The client, trust, or estate may also incur additional third-party costs including attorney fees, CPA fees, court costs, appraisal fees, contractor or vendor costs, postage/copying, filing fees, bond premiums, and property expenses. These expenses are billed separately from fiduciary compensation.
General Disclosures
- • Detailed billing records are maintained.
- • Invoices are generally provided monthly.
- • Court approval is obtained where applicable.
- • Retainers may be required depending on matter complexity.
- • AI Fiduciary is not a law firm and does not provide legal services.
- • Alternative compensation arrangements may be considered for select trust and estate engagements where appropriate.
Download the Full Fee Schedule
For a printable version of the fee schedule, download the PDF or contact AI Fiduciary to discuss the scope of your matter.