Service Areas
ConservaTrust Fiduciary Services, Inc. focuses on six general areas:
- Assist families, individuals, and professionals with Trust and Estate Administration
- Choosing A Fiduciary
- A Concierge Touch
- Conservatorships
- Aid to Surviving Spouse
- Household Management
We invite you to learn more about how we can help in each of these areas.
Fees
The current hourly rates for licensed professional fiduciaries at ConservaTrust Fiduciary Services, Inc. range from $95.00 – $395.00 and are based upon the task being performed. The hourly rates for support staff range from $95.00 – $150.00 and are dependent upon skill level and experience of the staff member performing the task. Detailed fee schedules are included in introductory packets provided during initial consultation meetings with prospective clients.
Trust & Estate Administration
For court appointments or clients who prefer not to designate family, friends or business associates, we can be the safety net and serve to oversee care for them and their assets when they can no longer do so.
Choosing A Fiduciary
Estate planning attorneys often advise their clients to utilize the services of professional fiduciaries.
A Concierge Touch
In addition to managing complex financial matters, at ConservaTrust we are proud to provide hands-on, concierge-type services when clients are in need.
Conservatorships
Conservatorships are appointed by the court when an individual does not have capacity and no one has legal authority to act on his or her behalf.
Aid To Surviving Spouse
Assist surviving spouse during their time of need and adjustment.
Household Management
Maintaining a home can sometimes be a burdensome task as a person ages or other complications arise.