Other Fiduciary Services
In addition to our pooled trust services, JLA Trust also provides limited private fiduciary services for clients seeking them.
JLA Trust is starting to provided limited full-service, personalized trust management and conservatorship services to a small number of clients. Our experience running a pooled trust has given our staff a deep insight of the complex topics special needs beneficiaries can face. We work hard to develop an in-depth understanding of each beneficiary and their circumstances. Informed by the situations of those we serve, our California-licensed fiduciaries on staff exercise sound judgment to diligently and discreetly manage the trusts under our care.
Currently, our private fiduciary services lean towards conservatorship clients.
If you’d like to learn more about our private fiduciary services, please contact us.
Fees
Hourly Fees (billed in one-tenth hourly increments)
| Services | Hourly Rates |
| Administrative Services | $180 |
| Distance Travel Time | $90 |
| Staff | $100 |
Assets Under Management Fees. Estates under $200,000 will be billed at the hourly rates listed above. For estates larger than $200,000 but less than $1,000,000, annual fees will be 1.5% of the fair market value of the estate or the total hourly fees, whichever is greater. For estates larger than $1,000,000 the annual fee will be 1% of the fmv of the estate or the total hourly fees, whichever is greater.
Outside Professionals. JLA Trust may from time to time engage the services of outside professionals, including but not limited to attorneys, CPAs, care managers, caregivers, financial advisors, when required to properly administer the estate. Professionals will be paid at their standard rates directly from the estate.
Fees are subject to change annually upon 30 days written notice.
Ron Parks, CLPF #1227, and Michelle K. Wolf, CLPF #1276 are licensed professional fiduciaries. Licensed professional fiduciaries are regulated by the Professional Fiduciary Bureau. The Bureau can be reached by telephone at (916) 574-7340 or on the web at www.fiduciary.ca.gov.
Effective January 1, 2022.