Hello
Welcome to TruCare Fiduciary Services LLC, your partner for experienced and independent support for your estate planning and fiduciary needs. We offer tailored solutions to help you achieve your financial and estate planning goals.
About
TruCare Fiduciary Services, LLC
Who We Are
TruCare Fiduciary Services is an independent professional fiduciary practice. We serve individuals, families, and beneficiaries by accepting fiduciary appointments only when clear legal authority is granted.
How We Serve
TruCare may serve as Financial Power of Attorney, Trustee, Co-Trustee, or Personal Representative (Executor). Our work with clients will emphasize our disciplined administration, documentation, transparency, and coordination with legal and tax professionals.
Our Boundaries
TruCare does not provide investment management, does not sell financial products, and does not act beyond the authority granted.
Our Fiduciary and Consulting Services
Power of Attorney
TruCare may be engaged to administer financial affairs under a valid Financial Power of Attorney. Services may include bill payment, cash-flow management, financial recordkeeping, coordination with professionals, and reporting, strictly within the authority granted by the governing document.
Trustee / Co-Trustee
TruCare may be engaged to serve as Trustee or Co-Trustee of a valid Trust Agreement. Services may include professional trust administration, compliance, accounting, beneficiary communications, and coordination with legal and tax professionals, in accordance with the terms of the trust instrument.
Personal Representative
Personal Representative
TruCare may be engaged to serve as Personal Representative pursuant to appointment or court order. Duties include identifying, collecting and safeguarding all property and financial assets, managing estate accounts, coordinating professionals, and complying with probate court requirements.
Consultant Services
Personal Representative
TruCare may be engaged to provide fiduciary consulting services to individuals serving as Power of Attorney, Trustee, or Personal Representative. TruCare provides guidance, administrative support, and oversight consultation without accepting fiduciary appointment or decision-making authority.
Fiduciary Overview
TruCare shall provide professional fiduciary and financial administration services only to the extent expressly authorized in writing. Services may include acting as Agent under a Financial Power of Attorney, Trustee or Co-Trustee, Personal Representative, and related fiduciary administration and coordination.
Tax Preparation
Tax services are limited to preparation of income tax returns. TruCare does not provide tax planning or IRS representation unless separately agreed in writing.
Tax preparation is performed under a valid PTIN in accordance with IRS regulations.
Our Fiduciary and Consulting ServicE FEES
Power of Attorney Services
Standard Hourly Rate: $125 per hour
Ongoing Monthly Minimum (if structured periodically): $500
Initial Engagement Retainer: $1,000
Income Tax Preparation: separate agreement and additional fees (if elected)
Trustee / Co-Trustee Services
Standard Hourly Rate: $150 per hour
Ongoing Monthly Minimum (if structured periodically): $600
Initial Engagement Retainer: $1,500
Income Tax Preparation: separate agreement and additional fees (if elected)
Personal Representative Services
Standard Hourly Rate: $150 per hour
Estate Administration Minimum Fee: $2,000
Initial Engagement Retainer: $2,000
Income Tax Preparation: separate agreement and additional fees (if elected)
Consultant Services
Standard Hourly Rate: $100 per hour
Initial Engagement Retainer: $1,000
Billing: Monthly or as specified in the engagement agreement
Income Tax Preparation: separate agreement and additional fees (if elected)
Tax Return Preparation
Add on to FIDUCIARY AGREEMENT:
Standard Hourly Rate: $100 per hour
Initial Engagement Retainer: $100
Add on to CONSULTANT AGREEMENT:
Standard Hourly Rate: $100 per hour
Initial Engagement Retainer: $100
NO AGREEMENT:
Standard Hourly Rate: $200 per hour
Initial Engagement Retainer: $200
Secure Client Document Upload
Upload Documents Securely Using Link Below:
Examples of documents you may upload:
• Estate planning documents
• Trust agreements
• Financial statements
• Tax returns
• Court or probate documents
For your protection, TruCare does not accept sensitive financial or estate documents
through email. Please upload documents securely using our encrypted document portal.
