Incorporated Trust & Estate Fee Schedule (Effective January 1, 2005)
Fee Schedule
Fred Schoen
Fred Schoen - acting individually in a fiduciary capacity in a
Trust or Estate
$140.00
Trust and Estate administration will be charged on an hourly basis of::
Hourly Professional Fees for Support Staff:
Fred Schoen - President
$140.00
Kathy Kelley - Trust Officer
$120.00
Colin Slote - Trust Officer
$120.00
William Fasset - Office Manager
$110.00
Kathleen Jones - Accounting Services for Trusts
$105.00
Phil Thomas - Assistant to Fred Schoen
$75.00
Bookkeeping services
$50.00
Administrative Assistants
$45.00
There is a minimum annual fee of $1,500.00 on all trusts.
All accounts will be charged for costs advanced including photocopying, long distance charges, travel expenses, mileage, filing fees, messenger services, recording fees and the like.
