Our Services

We’re Dedicated to Providing Personalized And Customized Fiduciary Services for the Elderly and Individuals with Special Needs

Trust & Estate Management

Our personal fiduciary services provide an expert touch, offering custom tailored solutions to meet each individual's specific needs.

DURABLE POWER OF ATTORNEY

Overseeing financial decisions, evaluating estate plans and tax implications, monitoring investments and bank accounts.

PERSONAL FINANCE MANAGEMENT

Our fiduciary services with a supportive team of experts provide comprehensive and customized financial advice that is tailored to meet the individual needs of our clients.

HEALTHCARE MANAGEMENT

We provide comprehensive healthcare management, taking into account all relevant legislation, with a particular focus on maximizing the well-being of our clients.

PROBATE ADMINISTRATION

Our fiduciary team offers comprehensive probate services, ensuring that the estate is properly handled in accordance with state law.

CONSERVATOR & GUARDIAN

We provide the highest levels of trust, care, and oversight to meet the roles of a conservator or a guardians according to all relevant laws and regulations.

Service Fees and Rates

Base rate: $150 / hour

Includes Trustee Services, Estate, Property, 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.

Bookkeeping/Clerical: $135 / hour

Banking, accounts payable processing, scanning, filing, receivables, client support, general bookkeeping and data entry, reconciliations, processing of reimbursements.

Non-Routine, Non-professional services: $150 / hour

Personal assistance, shopping for client, errands, extraordinary copying, mailing, online shopping, clerical support projects.

No Charge Fees: No charge when reasonable

Our 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: 1.5 times the regular rate

Premium rate 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, 08:00 – 17:00.

Initial Account Set-up Fee: $300

Monthly Minimum Fee: $150 / month (not combined with hourly rates)

Services Include: Necessary and/or requested Online banking, Bill pay, scanning, filing, client errands, routine correspondence. Note: This rate only used on accounts with minimal activity where tracking and billing becomes more time consuming than the activity itself.

General Terms

Ramarao Digumarthi is NOT an attorney, a tax professional, financial advisor, real estate agent, and/or medical professional and will contract services of appropriate professionals, as needed, which will be billed to the client and paid by client funds.

All services will be charged at a minimum of one-tenth (.10) of an hour. Fees will be billed for services, which include, but is 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 its clients. The applicable hourly billing rates are those in effect at the time that the services are performed.

Client will be responsible for the payment of all direct costs and expenses incurred on behalf of client, 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.

The following services are specifically excluded and will be billed to Client as necessary:
Legal advice and representation, Tax advice and preparation, Professional financial investment management fees.

Over 4 Years Reputation for Excellence

We have over four years of experience helping families with custom fiduciary solutions. We put our emphasis on helping our clients do what is in their best interest and our clients needs always come first.

UNDERSTAND

Our first goal is to understand you and your loved one's current situation, as well as your challenges in the present and future.

ESTABLISH

We'll work with you to develop a plan that fits the available resources and desired goals, as well as implementing a strategy.

Manage

We'll manage the process for your loved one and continuously monitor the plan to make sure it stays on course.

Why Choose Us

OUR ADVANTAGES

EXPERIENCED PROFESSIONALS

Our fiduciary has rich experience helping individuals with their financial, legal, and health decisions. As a team, we specialize in all of those areas and we can provide total life management.

PERSONALIZED SOLUTIONS

Our professional advisors will work with you to review your current situation and your needs to provide a personalized strategy that really suits you.

TOP-RATED CUSTOMER SERVICES

At our company, you’re not just a client. We will be your long-term partner and take care of your future needs so that you can have a simplified day to day life.

LET'S GET IN TOUCH

If you have any question regarding our services, we encourage you to schedule an appointment or phone consultation with one of our fiduciary services experts. We are pleased to offer all types of fiduciary services for your specific needs.

OUR ADDRESS

2625 Middlefield Rd. #462
Palo Alto, CA 94306

CALL US

+1 (650) 796-1039

EMAIL US

info@fiduciaryservicesbayarea.com