Our Fees
Browse our Fee Schedule
Prices effective Oct 1, 2021
Northern Arizona Fiduciaries, Inc. charges hourly fees at different rate levels depending upon the service being provided, the expertise needed to accomplish the service, the amount of time to complete all aspects of the service, etc. Some tasks have a set amount of time assigned based on many prior years of performing the same routine function and calculating the amount of time such task will take, such as paying bills, reconciling accounts, opening/sorting/logging/distributing client’s mail, etc. Set time for routine billing is periodically reviewed for continued accuracy. Minimal billing is in 1/10 increments with billing statements prepared and sent monthly.
In-House Expenses
Licensed Principal Fiduciary $165-$200/hr.
Manages and supervises all financial activities and decisions to include, but not limited to, supervise the work of all licensed fiduciaries, estate administrators, and support staff. Testify in court. Meet and communicate with clients, beneficiaries, families, attorneys, trustees, and financial advisors. Reviews court accountings, bonding orders, guardian and financial reports. Directs administration of assets and estate management plans.
Licensed Supervisory Fiduciary $145/hr.
Under supervision and direction of principal fiduciary, to include, but not limited to, meet with clients, beneficiaries, families and staff regarding client’s needs. Prepare and generate guardian reports. Timely and accurate case administration with research and fact gathering for informed decision making. Communication with providers regarding scheduled appointments and current treatment plans.
Fiduciary Assistants $125/hr.
Under supervision and direction of principal and supervisory fiduciary, to include, but not limited to, assists with the coordination of client appointments and providing items to clients for continued care. Assists with property inventories and maintaining file integrity. Communicates with clients, providers, beneficiaries and families. Assist with dual control for marshaling; securing of and inventory of personal property.
Estate/Tax Administrator $125/hr.
Under supervision and direction of principal and supervisory fiduciaries, to include, but not limited to, secure, recover and develop inventory of assets; manage banking/investment accounts; reconcile financial accounts; reconcile financial statements; review and pay upcoming client bills; prepare financial status reports; prepare court accountings; estate management plans and budgets. Review tax documents, organize, generate letter for principal fiduciary approval and route to professional tax preparer.
Ancillary Services $60/hr.
Under supervision and direction of principal and supervisory fiduciaries, to include, but not limited to procuring routine medical items, shopping and delivery of groceries and personal items
Flat Closing Fee/Transfer of Case $3,000 – $5,000
Termination of case administration: A flat fee will be charged to cover additional services after the filing of the final account such as, attorney fees and tax liabilities after final distributions are calculated. The flat fee closing is calculated based on case history, case dynamics, and the amount of work anticipated after the final account.
Minimum Billing Rate $60/hr.
Maximum Billing Rate $200/hr.
After Hours Services, Weekends and Holidays up to $200/hr.
Professional Consultation Services $165/hr.
Reimbursed Expenses
Mileage IRS RATE
Copies $0.50
Postage USPS or carrier rate
Filing Fees Billed at cost
Advanced Fees Billed at cost
Attorney Compensation $300-500/hr.
NORTHERN ARIZONA FIDUCIARIES, INC
An Arizona Supreme Court Licensed Fiduciary Business, #20198
FEE STATEMENT AND BASIS FOR COMPENSATION PURSUANT TO A.R.S. §14-5109
EFFECTIVE 10/01/2021
*Flat Fee closing fees are assessed to a case at the time Northern Arizona Fiduciaries, Inc’s Final Account is prepared for transfer or closing of a case. This fee includes all additional services after the filing of the final account such as, review and response of additional court documents, review and response of communications from attorneys, successor fiduciary, family, etc, acceptance and forwarding of mail, maintenance of the file after closing, review and responses to any court or tax authority, and any other case time provided after the final account. The flat fee closing is calculated based on case history, case dynamics, and the amount of work anticipated after the final account.