Our Services

At Vantage Fiduciary we provide a suite of services
tailored to your specific needs.

At Vantage Fiduciary we provide all traditional fiduciary services including:

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Trustee

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Conservator

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Guardian

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Agent Under Advance Health Care Directive

 

We specialize in:

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Estate Administration

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Executor/Administrator of probate estates

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Executor services for seniors without family or spouse

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Attorney-in-Fact Under Power of Attorney

Along with our fiduciary services, we have a trusted network of advisers to assist with all legal, investment, accounting, real estate, and even home repair needs. We surround ourselves with the best of those in the San Diego community and hold them to the same high standard of honesty and integrity we at Vantage Fiduciary hold ourselves to.

 

Fees

All services provided by the Vantage Fiduciary are billed hourly unless otherwise governed by law or Court order. Our hourly rate is $190/hour for professional fiduciaries and $125/hour for support staff.

Probate Administration fees for ordinary services shall be based on the value of the estate accounted for by the personal representative as follows:

      • 4% on the first $100,000
      • 3% on the next $100,000
      • 2% on the next $800,000
      • 1% on the next $9,000,000
      • 0.5% on the next $15,000,000
      • Court discretion after $25,000,000

Let us be your vantage point and one-stop-shop for all needed services!

What is a Fiduciary
and why do I need one?

We are here for you!

Vantage Fiduciary is here to help. We are honest and reliable trusted advisers who will provide you with the utmost care.

You are not alone on this journey!