Our Services

• Trustee Services

• Estate Management

• Property Management

• Financial Management

• Marshalling of Assets

• Management of Family Conflict

• Tasks Not Able to Be Delegated Due to Level of Responsibility

• Case Management

• Care Coordination

• Housing

• Benefits Applications and Coordination

• Medical Care Management

• Accounting

• Insurance and Payroll Coordination

• Tax and Accounting Management and Coordination

• Court Appearances

• Banking

• Accounts payable processing

• Scanning

• Filing

• Receivables

• Client support

• General bookkeeping and data entry

• Reconciliations

• Processing of reimbursements

• Personal assistance

• Shopping for client

• Errands

• Extraordinary copying

• Mailing

• Online shopping

• Clerical support projects

Services Include:

• Necessary and/or requested online banking

• Bill pay

• Scanning

• Filing

• Client errands

• Routine correspondence

Note:
This rate is only used on accounts with minimal activity, where tracking and billing becomes more time-consuming than the activity itself.

Ramarao Digumarthi’s policy is to encourage family involvement, “Reasonable” communications will NOT be charged for family communications (email, phone calls) when the communication is short and related to the client.
Communication that becomes excessive and continuous or specifically related to the above tasks will be billed at the appropriate rate.

Premium rates of 150% of the regular fee may apply for after hours matters that cannot wait until normal working hours.

This does NOT apply to client emergencies. Normal hours are: Monday – Friday, 9am – 5pm.

All services will be charged at a minimum of one-tenth (0.10) of an hour. Fees will be billed for services which include, but are not limited to: travel, client visits, telephone calls related to client issues, letters, document review, preparation of documents, deposition and court preparation and attendance, consultation, and related administrative support. Travel time is billed door to door. Ramarao Digumarthi reviews and increases his billing rates periodically, upon written notice to his clients. The applicable hourly billing rates are those in effect at the time the services are performed.

The client will be responsible for the payment of all direct costs and expenses incurred on their behalf, including but not limited to long-distance telephone charges, copy charges, postage, etc., in addition to the payment of fees as set forth in the paragraphs above.

In addition, Ramarao Digumarthi is not an attorney, tax professional, financial advisor, real estate agent, or medical professional, and therefore cannot and will not provide legal or tax advice, professional financial management services, prepare legal documents or tax returns, list or sell real estate, or provide medical services in the matter. Ramarao Digumarthi specifically reserves the right to retain the services of such professionals as required, with the fees and costs for those services billed to the client as a cost in this matter. These costs are to be paid by the client from the client’s funds, to the extent they cannot or are not paid by Ramarao Digumarthi as trustee of a trust holding the client’s assets.