Fees

Marion Austin Private Fiduciaries, Inc. charges hourly fees at different rate levels depending upon the service being provided, the expertise needed to accomplish the service, the amount of time to complete all aspects of the service, etc.

Some tasks have a set amount of time assigned based on many prior years of performing the same routine function and calculating the amount of time such task will take, such as paying bills, reconciling accounts, opening/sorting/logging/distributing client’s mail, etc. The current monthly bookkeeping fee is $100.  Set time for routine bookkeeping is periodically reviewed for continued accuracy.

Manages and supervises all financial activities and decisions, supervises the work of all support staff. Testify in court. Consult with medical professionals regarding care decisions.  Meet and communicate with clients, beneficiaries, families, attorneys, trustees, accountants, and financial advisors. Reviews court accountings, bonding orders, conservatorships, and financial reports. Directs administration of assets and estate management plans.