Fee Schedule

Effective January 1, 2026

  • $295.00 per hour for professional fiduciary services for Patricia Keefer, President, Coast Fiduciary Services, Inc.
  • $265.00 per hour for professional fiduciary services for Tiffany Van Wingerden, Vice President, Coast Fiduciary Services, Inc.
  • Free 15 minute phone consultation. $350 per hour for in person consultation with Tiffany Van Wingerden which includes in office meeting, trust review and additional phone consultations (if necessary).
  • Case Management Services – $215.00 per hour
  • Office Administrator – $195.00 per hour
  • Accounting Manager – $180.00 per hour
  • Office Assistant – $135.00 per hour
  • 1% of sale price at close of escrow (Trust Administration)
  • TBD for any contracted independent vendor as needed on behalf of Coast Fiduciary Services, Inc.
  • Costs Advanced
    • Postage at Cost
    • Other at Cost

Please note the minimum charged per month is $530 or the equivalent of two hours of the Fiduciary’s time.