Fee Schedule

License/Education/Training

 Heather Fisher is a licensed professional fiduciary with California Professional Fiduciary License number 763.

Ms. Fisher received a Bachelor of Science degree in Management from San Francisco State University in 2001 and is owner of Fisher Fiduciary Services, Inc..

Ms. Fisher received training as a professional fiduciary interning with Dr. Fred Isaacs of Isaacs Fiduciary Services beginning in October of 2013. She continued to work with Dr. Isaacs until his retirement, at which time, she took over his practice. In addition to managing her own clients, Ms. Fisher works with other professionals providing case management, consultation, and accounting services.

Prior to becoming a professional fiduciary, Ms. Fisher obtained substantial experience as a subrogation specialist negotiating settlements for a major rental car company and was a manager and national trainer with Restaurants Unlimited and with the Darden Corporation.

Ms. Fisher earned her paralegal certificate with honors from the Center for Advanced Legal Studies in 2010, and currently holds the CGC certificate in Special Needs Trust Administration.

Ms. Fisher is the former President of the Professional Fiduciaries Association of California (PFAC) and of the Stanislaus County Estate Planning Council (SCEPC), and remains as a board member on both and is also a member of the National Guardianship Association (NGA).

Following are the fees for usual and customary duties/services provided by Fisher Fiduciary Services, Inc., and its staff:

 Agent Under Power of Attorney/Agent Healthcare Directive

$210 per hour

Guardianship/Conservatorship of the Person and/or Estate

(Guardian/Conservator fees are subject to court approval)

$210 per hour

Receiverships

$300 per hour.

Probate Administration Fees

Fees payable to the Professional Fiduciary as the Personal Representative for customary services are authorized under Probate Code §10800 and, pursuant to Probate Code §10800 are computed on a fee base comprised of gross assets, plus receipts and gains, less losses, as follows

4% of the first $100,000                                              1% of the next $9,000,000

3% of the next $100,000                                              0.5% of the next $15,000,000

2% of the next $800,000                                              Court discretion after $25,000,000

In addition to statutory fees, pursuant to Probate Code §10801, extraordinary fees can be requested for services such as, but not limited to, tax issues, real property sales and litigation. Though fees for extraordinary services are subject to court approval, extraordinary services are charged at the minimum allowable county rate

Trustee Fees

The fee range for standard, non-court supervised trust matters are as follows based on the total value of the assets of the estate:

Under $500,000 – 2%                                   $1,000,000 - $4,999,999 – 1%

$500,000 - $999,999 – 1.5%                      Over $5 million – .75%

*The above percentages do not include extraordinary trustee services which are billed separate and at the hourly rate of $210 billed in addition to the percentage fee schedule identified above. Extraordinary services may Include but are not limited to those related to real property disputes including evictions, civil actions and litigation, and extended travel.

All Court Supervised Trust Administrations, Special Needs Trusts, and Complex Trust matters are billed at the greater of the maximum allowable county rate or $210 per hour.

For those trusts, including all Special Needs Trusts, that are billed at the hourly rate, Trustee reserves the option, at the death of the trustor(s) and/or primary beneficiary(ies), to cease billing at the hourly rate and convert to a the percentage fee base outlined above.

Description of Services

When billed on an hourly rate, all services provided by Fisher Fiduciary Services, Inc. and its staff are billed at one rate, practicing under a very simple pass through of operations approach unless otherwise specified. Time is billed in tenths of an hour with a starting minimum of .20 for all tasks.

Usual and customary services may include, but are not limited to: correspondence, including phone calls and emails; bookkeeping; accounting; bill paying; and other administrative tasks; communicating with doctors and care givers; making medical and personal care decisions; evaluating and determining appropriate residence; communicating with investment and financial advisors; and reviewing tax returns.