Fiduciary Fees

Fiduciary services are billed at an hourly rate of $225

per hour billed in 0.10 hour increments. Services provided

under this schedule include, but are not limited to:

Document review
Distribution requests
Meetings with beneficiaries, family and professionals
Site visitations

Fees for investment management, property management,

estate and trust accounting and tax filings are all billed at

cost.

John t. Strohecker, ctfa

Principal

John is an experienced trust professional with over 21 years in trust administration for Special Needs, Irrevocable, Life Insurance, and Revocable Living Trusts plus 20 years of experience in investment management, business leadership, and insurance planning. John also certifications as a:

Certified Trust and Fiduciary Advisor (CTFA)
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Chartered Advisor in Philanthropy (CAP)

Links

ESTATE PLANNING COUNCIL OF PORTLAND

www.epcportland.org

society of financial service professionals

www.financialpro.org