Our Services
Please complete our contact form and we will be in touch to discuss which of our services are right for you or your loved one.
Fiduciary Management & Fee Schedule
RKM Fiduciary Services is a “person-centered” professional fiduciary practice that offers a range of advocacy services for you and your family. As licensed fiduciaries, we can serve any one or more of the following roles:
Conservator of the Person, Estate or Both
LPS Conservator
Trustee
Executor of a Will
Estate Administrator
Benefits Payee
Guardian
Agent Under Power-of-Attorney for Finances
Agent Under Power-of-Attorney for Healthcare (Advanced Healthcare Directive)
Fee Schedule as of August 1, 2023 :
Licensed Fiduciary Rate $165/hour
Case Manager/Office Administrator Rate $115/hour
File Clerk/Office Assistant Rate $50/hour
$250 one-time intake fee
Guardianships and Conservatorships
As a Guardian/Conservator, I am legally appointed to manage an estate and/or person. A Conservatorship is a tool that provides management for the financial and/or personal affairs of individuals deemed by the court to be physically or mentally incapacitated. A person is determined by the court to be incapacitated when he or she lacks sufficient understanding or "capacity" to make or communicate responsible decisions concerning his or her daily living needs. It is my responsibility to report to the court and receive the court's approval in managing the Conservatee's livelihood.
Case Management
We provide care and case management services for individuals who need assistance with such tasks as getting to doctor's appointments, ensuring daily living essentials are supplied (groceries and household items), and any other tasks requested by individuals or family members.
Trust Administration
Like probate and estate administration, trust administration involves the management of a trust and transfer of the property held within it. Trusts are often created to eliminate the need for court supervision, which can add complexity and cost to managing an individual's affairs following their death. By serving as a neutral, independent party, we are also able to mitigate disruption or disagreement among beneficiaries. We serve as trustees during a client's lifetime and following their death. Our work helps ensure the security of a client's assets, such as securing adequate home insurance coverage, conducting property checks on a vacant home, assisting with healthcare decisions and placement, and other practical considerations to assist a client through varying life stages.
Power of Attorney for Finance & Healthcare
A power of attorney document allows a client to designate an agent to perform specific transactions on their behalf. When given power of attorney, we are able to make important financial and healthcare related transactions, such as paying for housing and caregiving costs for our clients, as well as facilitating in carrying out a client's final wishes.
Probate & Estate Administration
Probate is the process of collecting and transferring an individual's assets following their death. RKM Fiduciary Services may be named as executor by a client in their will, or appointed by the court as an administrator of the estate, if the decedent passed without having a will. In either case, the probate process is court-supervised. Our role is to conduct an appraisal and inventory of the decedent's assets, prepare and file necessary tax returns, pay off debts, maintain or sell property, and distribute remaining assets to surviving beneficiaries.