Services include:

  • Professional Executor
  • Professional Trustee
  • Professional Power of Attorney
  • Professional Committee
  • Agent for Executor, Attorney, Trustee or Committee


  • Executor fees: 3% of the first $1,000,000, 1.5% of balance (lower fees available for larger estates).
  • Power of Attorney, Committee and Ongoing Trustee fees: 0.3% of assets under management, with a minimum annual fee of $5000.