Services by the Licensed Professional Fiduciary are billed at the hourly rate unless governed by law or Court Order.
- Fiduciary rate $185 - $225 per hour. Admin support staff fees range $75 - $125 per hour. Travel time is billed at standard hourly rate.
- Court appearance or after office hours emergency fee is $225 per hour.
Real Property sales are 1% of Net Sale amount.
Probate Administration fees for ordinary services shall be based on the value of the estate accounted for by the personal representative as follows:
• 4% on the first $100,000
• 3% on the next $100,000
• 2% on the next $800,000
• 1% on the next $9,000,000
• 0.5% on the next $15,000,000
• Court discretion after $25,000,000
* The court may allow additional compensation from the funds of the estate for extraordinary services such as employing or retaining tax counsel, auditors, accountants or other tax experts which may be necessary for the final determination and payment of taxes.

Liz is a professional fiduciary with over 15 years of experience in the senior living industry, shaped by both caring for her father and operating a senior placement agency for the past eight years. She brings extensive, hands-on knowledge of the senior care and assisted living landscape, giving her clients a distinct advantage when care
Liz is a professional fiduciary with over 15 years of experience in the senior living industry, shaped by both caring for her father and operating a senior placement agency for the past eight years. She brings extensive, hands-on knowledge of the senior care and assisted living landscape, giving her clients a distinct advantage when care transitions become necessary. Passionate about helping families navigate life’s most complex moments, Liz became a fiduciary to provide trusted guidance, clarity, and steady oversight every step of the way.

Lena is an experienced attorney with over a decade of practice in contract, business, and transactional law. She serves clients in a fiduciary capacity, bringing strong analytical skills, attention to detail, and a deep understanding of complex documentation to the management and protection of their personal and financial affairs. Her bac
Lena is an experienced attorney with over a decade of practice in contract, business, and transactional law. She serves clients in a fiduciary capacity, bringing strong analytical skills, attention to detail, and a deep understanding of complex documentation to the management and protection of their personal and financial affairs. Her background enhances the level of diligence, structure, and thoughtful oversight our clients receive.



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4140 Oceanside Blvd 159-360, Oceanside, CA, USA
Main: 858-519-5997 Fax: 442-273-5351
Open today | 09:00 am – 05:00 pm |
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