Services
At Marin Fiduciary Services, we offer a full range of professional fiduciary support tailored to your needs. As Trustee, we manage and protect assets with diligence and transparency. As your Advanced Healthcare Directive Agent, we ensure your medical wishes are honored exactly as you intend. Through Power of Attorney representation, we handle financial and legal matters on your behalf when you're unable to do so yourself. And with our ongoing Financial and Healthcare Support Services, we provide steady, informed guidance to help you and your family navigate day-to-day decisions with confidence. Whatever the need, you can count on us to act with compassion, discretion, and unwavering commitment to your best interest.
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As Trustee, we manage and administer trust assets with diligence, transparency, and unwavering fidelity to your wishes. From investment oversight to distributions and record-keeping, we handle every detail with professionalism and care, ensuring your beneficiaries are protected and your intentions are carried out exactly as you planned, now and for generations to come.
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As your Advanced Healthcare Directive Agent, we act as your dedicated advocate for medical decision-making when you're unable to speak for yourself. We work closely with your healthcare providers to ensure your treatment preferences, values, and end-of-life wishes are honored exactly as you've outlined, providing you and your family peace of mind during some of life's most difficult moments.
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As your Power of Attorney Representative, we act on your behalf to manage financial, legal, and personal matters when you're unable to do so yourself. From paying bills and managing accounts to handling contracts and important decisions, we ensure your affairs are managed responsibly and in strict accordance with your wishes, giving you and your family confidence and continuity, even during difficult times.
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We provide ongoing Financial and Healthcare Support for individuals who need consistent, hands-on guidance managing day-to-day affairs. This includes bill pay, budgeting, and financial oversight, as well as coordinating care, communicating with providers, and helping navigate healthcare decisions. Our goal is to offer steady, reliable support so you and your family can focus on what matters most, with confidence that the details are being handled with care.
Fee Schedule
Professional Fiduciary Services
Effective January 1, 2026
Professional Fiduciary Services are customized to meet the unique needs or complexity of each client. Marin Fiduciary Services fee schedule reflects average compensation and is provided to ensure transparency.
Getting Started
Initial Consultation: FREE
Additional Review & Consultation: $200 per hour
New Client Set-up Fee - change title and set up new accounts: $200 per hour
Hourly Fees
$200 per hour billed in 15-minute increments
Hourly fees may include but are not limited to:
Trust administration
Estate and settlement administration
Agent services under Power of Attorney
Agent for Advance Health Care Directive
Representative Payee for Social Security
Financial management, bill payment, tax returns, oversight of insurance and benefits
Coordination with attorneys, CPA’s, financial advisors, and medical professionals
Travel time to client appointments
Third-Party Costs
Potential additional Third-Party Costs, may include but are not limited to CPA/tax services, legal services, litigation expenses, investment advisory fees, insurance costs, mortgage fees, real estate brokerage fees and other third party professionals.
Support Staff Services
$100-$150 per hour billed in 15-minute increments
Under fiduciary supervision, our support staff assist with scheduling, record keeping, routine bill payment, document organization, and other day-to-day essentials.
Trust Settlement Administration
Trustee fee alternative to hourly fees. Calculated annually based on fair market value of assets. Following the trustor’s passing, we administer the trust: settling debts, filing taxes, distributing assets, and closing it out with care.
Minimum Annual Fee: $5,000
1% per year on first $5M
0.75% per year on next $5M
0.50% per year on next $10M
Ongoing Trust Administration
Trustee fee alternative to hourly fees. Managing trust assets and distributions for a living beneficiary, balancing their ongoing needs with a long-term focus on preserving and growing the estate.
Minimum Annual Fee: $5,000
All Assets: 0.70% per year
Real Estate Administration Fee
Fiduciary services relating to the sale, purchase, refinance, or disposition of real property may be billed at the applicable hourly rate or, at the fiduciary’s discretion, through a Real Estate Administration Fee of 1% of the gross transaction value.
