Heritage Business & Fiduciary Services

 

Honest, professional assistance to our clients

 

             
   
Fees
 

  • Hourly rate at $175

  
   

Trust Administration
 
  • 1% of the estate value up to $5,000,000.  
  
  • Amounts over $5,000,000 at %.75.
  

 

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San Diego Office:
P.O. Box 897
Valley Center, CA  92082
(760) 855-5969