Your Fee is Based on Your Complexity Score
A proprietary, AI-powered forensic filter that objectively measures your case risk across 8 dimensions and produces a normalized 0–100 Complexity Score
The Velocity Dividend
We Don't Spend Inheritance — We Recover and Protect It
Traditional estates stall for 36 months, bleeding carrying costs every day. Our AI-amplified system closes in 14–18 months — saving families an average of 18 months of carrying costs on every engagement.
5.3:1
Documented ROI
Estate of Alice Maine — $80K recovered on a $15K engagement
18 mo
Average Time Saved
vs. traditional 36-month estate administration
100%
Court Acceptance Rate
Zero surcharge motions sustained against us
$272.95/hr
Optimized Efficiency Rate
Our 5-tier squad model delivers an optimized blended rate of $272.95/hr — below the $300/hr local solo fiduciary average
$17,216
Saved Per Estate
Our Delegation Strike and AI integration deleted $17,216 from the last estate we optimized — a 17% total fee reduction
"For every dollar in fees, we create at least $9 in documented, measurable value for the estate — and we can prove it in court."
How We Calculate Your Complexity Score
We evaluate your case across 8 risk dimensions. Each answer is weighted and normalized to produce a final score of 0–100
Estate Size & Asset Diversity
Number and type of assets, business interests, investment portfolios
Beneficiaries & Relationships
Number of beneficiaries, family dynamics, cooperation level
Legal & Tax Complexity
Disputes, litigation, tax issues, regulatory compliance
Geographic Dispersion
Multiple states, international assets, jurisdictional complexity
Litigation Risk
Active disputes, hostile parties, potential lawsuits
Timeline Constraints
Court deadlines, urgent requirements, time pressure
The Formula
Complexity Score = Normalized 0–100
8 risk dimensions, weighted by severity
Score delivered instantly via Sovereign Case Diagnostic™
This data-driven approach ensures your fee is fair, defensible, and aligned with California Rules of Court factors for reasonable compensation.
The Integrated Value Engine™
The Sovereign Score Trilogy™
Three scores govern your entire billing relationship. Each score has one job. Together, they certify PC §16040 compliance.
Intake
CLS
Case Level Score
The Entry Filter. Your Complexity Score determines the engagement tier and sets the global fee expectation before any work begins.
Engagement Tiers:
Execution
TVS
Task Value Score
The Price Engine. Each of our 100 catalog tasks has a fixed price determined by its complexity, risk, and recovery leverage — not by the hour.
TVS Drives:
• Fixed price per task (no hourly billing)
• Staff delegation (TVS 1–10 → Admin/AI)
• Court justification for each line item
Extraordinary
SVU™
Strategic Value Unit
The Strategic Trigger. When a task escalates beyond the catalog due to litigation or conflict, SVU activates the $495/hr Strategic Rate and proves the ROI.
5 Evidence Categories:
• Cost Reduction • Revenue Generation
• Risk Mitigation • Time Savings
• Relationship Enhancement
Three Pillars of Transparent Pricing
Every fee falls into one of three categories — each grounded in the California Probate Code
Court-Mandated Rates
California Probate Code §10800 sets the fee. No negotiation, no ambiguity — the court decides.
Probate
Statutory rates per PC §10800 (4%/3%/2%/1%/0.5% cascading)
Conservatorship
Hourly billing subject to court approval
Trust (AUM)
1.25% cascading — or hourly, whichever is higher
Fees set by law. Paid at conclusion. Court-approved.
Fixed-Task Menu
Published fixed prices for the 100 most common fiduciary tasks. You know the cost before we start.
100+ Tasks
Published flat rates — no hourly surprises
Tax Services
TAX-01 ($900), TAX-02 ($675), TAX-EXP (~$1,500 pass-through)
Court Filings
Fixed per filing type — GC-400, DE-160, petitions
Price certainty from day one. No billing for inefficiency.
Forensic Restoration
High-conflict estates with active misconduct. Flat-fee forensic engagement — no hourly clock running.
Forensic Restoration Apex™
$18,500 flat fee — full forensic scope
Documented ROI
5.3:1 recovery ratio (Estate of Alice Maine)
Court-Ready
Surcharge motions, asset tracing, enforcement
The harder the case, the more we are needed.
How Our Rates Work
Three-Tier Squad Model
High-level expertise is reserved for strategy. Administrative volume is handled at or below market averages.
$495/hr
Strategic Tier (SVU-Triggered)
Activated only for extraordinary services: litigation, IRS/FTB controversy, heir conflict, forensic recovery (PC §10801)
$250/hr
Tactical Tier
Case operations, stakeholder mediation, technology architecture, and fiduciary accounting (CPA level)
$125–$150/hr
Utility Tier
Financial data operations, reconciliations, logistics, mailing, clerical filing, and high-volume data entry
The squad model ensures you only pay the strategic rate when strategic work is required. Routine tasks are handled by specialized team members at rates 47\u201379% lower than the principal rate.
Performance Pillar — Highlighted Tasks
Fixed-Task Performance Menu
A sample from our 100 published tasks. Every fee is fixed before the engagement begins.
| Task Code | Description | Fixed Fee | Notes |
|---|---|---|---|
| #25 | Fiduciary Form 1041 Oversight & Review | $900 | Phase II — Oversight fee. BPM CPA prepares, Brown Management reviews |
| #21 | BPM CPA Liaison & Data Synthesis | $1,350 | Phase II — Monthly coordination with institutional tax partner |
| EXP | BPM CPA Preparation (Pass-Through) | ~$1,500 | Direct estate expense — paid to BPM, not Brown Management |
| #81 | Form GC-400 Court Accounting Preparation | $3,000 | Phase V — Full accounting period, court-ready format |
| #62 | Eviction/Squatter Removal Coordination | $3,000 | Phase IV — Full coordination through resolution |
| #1 | Initial Case Intake & System Setup | $2,000 | Phase I — Complete onboarding and case architecture |
100+ tasks available in the full Performance Menu. All fees subject to court approval in supervised matters. TAX-EXP is a direct estate expense paid to BPM CPA, not a Brown Management fee.
Your Score Determines Your Path
Take the 8-minute Sovereign Case Diagnostic™ and receive your Complexity Score instantly. Your score routes you to the right engagement — no guesswork, no sales call required.
Standard Engagement
Score 0 – 39
Cooperative beneficiaries, clear documentation, no suspected misconduct. Standard hourly or AUM-based billing applies. Predictable timeline of 14–18 months.
Elevated Engagement
Score 40 – 69
Multi-beneficiary tension, disputed assets, or prior fiduciary concerns. Enhanced oversight, Strategic Value Unit™ (SVU) billing, and court-ready documentation. Each SVU entry documents measurable estate benefit and serves as evidentiary support for extraordinary compensation petitions under PC §10801.
Critical — Forensic Restoration
Score 70 – 100
Active heir misconduct, asset diversion, or multi-party conflict requiring forensic reconstruction and court enforcement. The Forensic Restoration Apex™ engagement applies.
Service-Specific Fee Structures
Detailed breakdown of how fees are calculated for each service type
Trust Administration: AUM Rates
For trusts, we charge either AUM-based fees or hourly rates, whichever is higher. Minimum monthly advance: $800, reconciled annually.
| Total Assets | Liquidating Trusts | Ongoing Trusts |
|---|---|---|
| First $2,500,000 | 1.75% | 1.25% |
| $2,500,001 to $5,000,000 | 1.25% | 1.00% |
| $5,000,001 to $10,000,000 | 1.00% | 0.75% |
| $10,000,001 to $20,000,000 | 0.75% | 0.70% |
| Over $20,000,000 | 0.70% | 0.65% |
Additional Fees: Set-up/Initial Intake: $5,000 • Account Closure/Off-boarding: $4,000 plus hourly rate
Probate: California Statutory Rates
Probate fees follow California statutory rates, paid at conclusion of probate. No minimum annual fee.
| Estate Value Range | Statutory Rate |
|---|---|
| First $100,000 | 4% |
| Next $100,000 | 3% |
| Next $800,000 | 2% |
| Next $9,000,000 | 1% |
| Next $15,000,000 | 0.5% |
Note: These rates apply to the personal representative (executor) fee only. Your probate attorney charges separate statutory fees.
Conservatorship: Hourly Rates
Conservatorships use hourly billing only. No minimum monthly advance. All fees subject to court approval.
| Team Member | Published Rate | Tier |
|---|---|---|
| Keenan Brown, CLPF #790 — Principal Fiduciary | $495/hr | Strategic |
| Sherwin Estonilo — Lead Financial Specialist | $250/hr | Tactical |
| Jan Alan Rosimo — IT & Technology Manager | $250/hr | Tactical |
| Josie Noriega — Executive Assistant, Client Success | $150/hr | Tactical |
| Latriesha Shelton — Executive Assistant, Client Success | $125/hr | Utility |
| Marwin Humilde — Financial Operations Specialist | $150/hr | Tactical |
| Alma Vidal — Senior Case Manager | $225/hr | Tactical |
Brown Management charges a single published rate regardless of case complexity. Extraordinary services under PC §10801 are petitioned based on additional hours documented, not rate escalation. We don't upcharge for difficulty — the harder the case, the more value we deliver at the same rate. Time is recorded in 10ths of each hour for fiduciary staff and 1/4 of each hour for administrative staff. All conservatorship fees are subject to court approval.
SVU™ Compensation: The Five Triggering Categories
SVU™ (Sovereign Value Units) is Brown Management's proprietary framework for documenting and justifying extraordinary compensation under California Probate Code §10801. Extraordinary fees are not a volume play — they are triggered by complexity. Each of the five categories below has a specific triggering condition, a documented dollar range, and a statutory anchor.
Category 1 — Asset Marshalling
Triggering condition: Estate contains real property, business interests, or out-of-state assets requiring active management beyond standard inventory
- → Multi-property portfolio coordination
- → Business interest preservation during administration
- → Out-of-state asset transfer and liquidation
Category 2 — Business Continuity
Triggering condition: Estate includes an operating business, LLC, or professional practice requiring ongoing management decisions during administration
- → Operating business oversight
- → LLC membership interest management
- → Professional practice wind-down or sale coordination
Category 3 — Hostile Heir / Surcharge Recovery
Triggering condition: An heir, beneficiary, or prior fiduciary has diverted assets, contested the estate, or obstructed administration — requiring forensic documentation and surcharge motion
- → Surcharge motion preparation and filing
- → Forensic asset tracing
- → Court-admissible documentation of diversion
- → Estate of Alice Maine: 5.3× ROI
Category 4 — Jurisdictional Complexity
Triggering condition: Estate involves assets, beneficiaries, or legal proceedings in multiple states or countries, requiring coordination across jurisdictions
- → Multi-state real property coordination
- → Foreign asset repatriation
- → Ancillary probate proceedings
Category 5 — Litigation Support
Triggering condition: Estate is subject to pending or threatened litigation — will contests, creditor disputes, conservatorship challenges, or beneficiary claims
- → Will contest defense documentation
- → Creditor claim analysis and response
- → Expert witness preparation
- → Deposition support
Attorney note: SVU™ compensation is documented using the Four-Pillar Recovery Framework and submitted to the court as a Supplemental Declaration of Extraordinary Services. All fee requests are anchored to specific Probate Code sections and supported by immutable time records. Brown Management has a 100% court acceptance rate on extraordinary fee petitions.
Southern California Hourly Rate Comparison
Published 2026 data across 8 SoCal counties. The industry charges $145–$350/hr with no published task menu and no fee cap. Brown Management publishes every rate and offers flat-fee alternatives for the 100 most common tasks.
| County | Conservatorship | Extraordinary Fee | Trust Admin |
|---|---|---|---|
| Los Angeles | $200–$300/hr | $200–$300/hr | 0.5%–2.0% or $200–$300/hr |
| Orange | $190–$260/hr | $190–$260/hr | 0.5%–4.0% or $190–$260/hr |
| San Diego | $190–$350/hr | $190–$350/hr | 0.5%–1.5% or $100–$250/hr |
| Ventura | $240–$295/hr | $240–$280/hr | 1.0% or $240–$280/hr |
| Santa Barbara | $240–$280/hr | $240–$280/hr | 1.0% (tiered) or $6,000/yr min |
| Riverside | $175–$250/hr | $190–$275/hr | 1.0%–2.0% or $175–$250/hr |
| San Bernardino | $190–$250/hr | $190–$250/hr | 1.0%–2.0% |
| San Luis Obispo | $145–$300/hr | $175–$300/hr | 0.5%–2.0% or $175–$250/hr |
| Brown Management | $495/hr Strategic Rate (SVU-triggered only) | Court-petitioned per PC §10801 | AUM tiers or flat-rate menu |
The $300 Ceiling
Top-tier SoCal rates cluster at $280–$300/hr. Brown Management's $495/hr Strategic Rate is above this ceiling — but it only activates for SVU-triggered extraordinary work (litigation, forensic recovery). The Fixed-Price Catalog handles routine administration, eliminating open-ended billing risk entirely.
The Support Staff Arbitrage
Competing firms charge up to $230/hr for support staff. Brown Management publishes $125/hr (admin) and $225/hr (senior case manager) — visible, competitive, and impossible to inflate invisibly.
The Black Box Problem
Across all 8 counties, the hourly model creates a black box. Clients don't know the final cost until the invoice is submitted to the court months later. The flat-rate task menu is the solution.
Our Technology Advantage
Delivering faster results with uncompromising quality
Cyber Fiduciary OS™
Brown Management uses proprietary technology to enhance efficiency, accuracy, and transparency in estate administration. All work is performed under the direct supervision of licensed professionals, with human review and approval of all decisions. This technology allows us to deliver results 60% faster than traditional firms while maintaining the highest standards of care.
The Brown Management Difference
Exceptional value through innovation and expertise
Speed & Efficiency
- 14-18 month timelines for most estates
- Proprietary technology accelerates results
- Streamlined processes reduce delays
Transparency & Trust
- Clear pricing based on Complexity Score
- Quarterly value reports show measurable outcomes
- 9:1 value commitment documented and tracked
Expertise & Credentials
- Licensed professional oversight (EA, CLPF #790)
- Specialized team with advanced credentials
- Court-approved methods and documentation
Innovation & Care
- Data-driven decisions optimize outcomes
- Personalized service for every client
- Proactive communication keeps you informed
Our Commitment: Speed + Transparency + Expertise + Care
How We Compare to Every Alternative
There are four types of fiduciaries in California. Most families choose one by default. Here is what each option actually costs — and what they don’t tell you upfront.
Family Member
Highest Hidden RiskCourts can order family members to repay the estate out of pocket for errors. Attorney fees when disputes arise: $300–$500/hr.
Public Guardian
Last Resort — LA CountyAvailable only when no willing family member or private fiduciary exists. Government agency hours. Minimal individualized attention.
Bank / Trust Company
Corporate FiduciaryAUM fees compound over time. Add investment management, custody, and tax prep fees. High relationship manager turnover.
CLPF Peers
Private Professional FiduciaryMost do not publish rates. You receive the bill after the work is done. Minimum retainers: $1,500–$5,000.
Brown Management — The Transparent Standard
Licensed California Professional Fiduciary | CLPF #790Rate Structure
Published. Fixed. Court-disclosed.
100-task Fixed-Price Catalog (TVS-weighted)
Strategic Rate: $495/hr (SVU-triggered XO only)
Minimum Threshold
None.
No AUM percentage. No asset minimum. Every family qualifies.
High-Conflict Estates
$18,500 flat fee
Forensic Restoration Apex™ — no hourly surprises
E&O Insurance
✅ Yes
Published Rates
✅ Always
Court-Disclosed
✅ PC §§10800–10801
Asset Minimum
✅ None
Fee Cap Option
✅ Flat-fee available
| Category | Annual Cost ($500K Estate) | Published Rates | Asset Minimum | Key Risk |
|---|---|---|---|---|
| Family Member | $0 + unlimited liability | No | None | Personal liability; no insurance |
| Public Guardian | Up to $14,500/yr | No | None (assigned) | 50–200 cases/deputy; no choice |
| Bank / Trust Co. | $5,000–$10,000/yr | Partial | $500K–$2M | AUM compounds; impersonal |
| CLPF Peers | $30,000–$80,000/yr | Rarely | $1.5K–$5K retainer | No cap; unpredictable |
| Brown Management | Published. Predictable. | ✅ Always | None | Court-tested. Court-disclosed. |
Statutory Authority
Every Fee Is Grounded in California Law
Our billing architecture is not based on industry custom or market rates. It is anchored to specific sections of the California Probate Code.
| Common Objection | Statutory Defense | Authority |
|---|---|---|
| "Why hire BPM? Do taxes yourself." | A fiduciary has a duty to delegate functions a prudent person would delegate. Not hiring expert tax counsel is the breach. | PC §16007 / §16047 |
| "$495/hr is too high." | The $495/hr Strategic Rate is SVU-triggered \u2014 it activates only for extraordinary services. Compensation is based on difficulty, skill required, and documented value delivered (tracked across 5 SVU categories), not time. | PC \u00a710801 / \u00a715681 |
| “Delegation to BPM is abdication.” | Delegation to a qualified expert is prudence, not abdication. The fiduciary retains oversight responsibility. | PC §16006 |
| “I want a cheaper fiduciary.” | The standard of care is competence, not cost. “Cheap” fails the prudent-person test. | PC §16040 |
The Defensive Script
"I don't bill the estate $495 per hour to type numbers into a tax form \u2014 that work is priced through our Fixed-Price Catalog. The $495 Strategic Rate activates only when extraordinary conflict demands forensic intervention. I bill for the strategic oversight that ensures every return is correct, timely, and defensible \u2014 and I hire a Top-50 national CPA firm to do the preparation because that is what a prudent fiduciary does under California law."
This response addresses the four most common fee objections in a single statement: rate justification, delegation authority, institutional partnership, and statutory compliance.
2026 Market Intelligence
How We Compare: LA/OC Fiduciary Rates
Based on current fee schedules from statewide and local Southern California firms.
| Role Tier | Statewide Average | LA/OC Premium | Brown Management |
|---|---|---|---|
| Principal (CLPF) | $175\u2013$350 | $300\u2013$400 | $495 (SVU Strategic Rate) |
| Senior Case Lead | $125\u2013$175 | $175\u2013$295 | $250 |
| Admin / Logistics | $85\u2013$125 | $115\u2013$180 | $95 |
| Expert Witness | $400\u2013$550 | $500\u2013$750 | Included (EA/CLPF) |
$101,852
Pre-optimization total fees (100 tasks)
$84,636
After Delegation Strike + AI migration
$17,216 saved
Per estate \u2014 17% total fee reduction through squad optimization
Sources: Professional Fiduciaries Bureau fee schedules, TAD Executive Fiduciary, PF Services (Los Angeles), and local CLPF rate disclosures. Rates current as of April 2026.
Structural Efficiency
The Architecture Behind the Savings
Three metrics that prove our squad model is not just cheaper — it is structurally superior.
$1,898.75
Technology Dividend
Fees removed by AI-powered automation. These are hours that were deleted entirely — not shifted to a cheaper human, but eliminated from the estate's bill.
26%
Principal Loading
You only pay for the Architect when you need an Architect. 74% of case hours are delegated to lower-cost specialist tiers. Compare to 100% loading at a solo fiduciary.
PC §16040
Certified Architecture
Our billing model is designed to meet the California Probate Code §16040 Standard of Care. Every delegation decision, every AI migration, and every rate assignment is defensible under judicial review.
Interactive Tool
Estimate Your Technology Dividend
See how our squad model and AI integration translate into real savings for your estate.
Estimated Estate Value
Select the range that best describes the estate
Your Projected Savings
Total Fee Reduction
$17,216
17% less than pre-optimization fees
Technology Dividend
$1,899
Fees eliminated by AI automation
100
Est. Tasks
$272.95
Blended Rate
26%
Principal Loading
Estimates based on the Brown Management squad-weighted billing model. Actual fees depend on case complexity, court requirements, and scope of services. All fees subject to court approval for supervised matters. Blended rate of $272.95/hr vs. $300/hr local solo fiduciary average.
In compliance with 2026 California Professional Standards (AB 1939, AB 586), Brown Management maintains a public, tiered fee schedule. We utilize a squad-weighted billing model to ensure that estates are only billed for high-level forensic expertise when required, maintaining a project-wide blended rate that remains market-competitive while providing institutional-grade results.
Frequently Asked Questions
How do you calculate my Complexity Score?
Your Complexity Score is calculated by the Sovereign Case Diagnostic™ — 8 risk-weighted questions covering heir conflict, missing assets, jurisdictional complexity, prior fiduciary misconduct, asset liquidity, litigation exposure, estate value, and urgency. Each answer is weighted by severity and normalized to a 0–100 scale. Your score determines your engagement pillar: Statutory (0–39), Performance (40–69), or Apex (70–100).
What determines whether I pay hourly, AUM-based, or statutory fees?
The fee structure depends on your service type: Conservatorships use hourly billing only. Trusts use either AUM-based fees or hourly rates, whichever is higher. Probate uses California statutory rates. Your Complexity Score determines which pillar you fall into, and the pillar determines your fee range within that structure.
What is the minimum monthly advance for trusts?
For trusts and estates, we require an $800 minimum monthly advance, reconciled annually against the actual fee (either hourly or AUM-based, whichever is higher). Conservatorships are billed hourly only with no minimum advance.
What's the difference between liquidating and ongoing trusts?
Liquidating trusts are settled within 14-18 months (selling assets, paying debts, distributing to beneficiaries). Ongoing trusts continue indefinitely (managing assets for minor children, special needs, or multi-generational wealth). Ongoing trusts have lower AUM rates because the relationship is long-term.
What if my case becomes more complex during the engagement?
We re-run the Sovereign Case Diagnostic™ at each major case milestone — typically quarterly or when a material event occurs (lawsuit filed, asset discovered, fiduciary removed). If your score crosses a pillar threshold, we discuss any fee adjustment in advance. Our goal is always transparency and predictability.
How do you prove your 9:1 value-to-fee ratio — documented across five SVU categories?
We track the value we create across 5 Strategic Value Unit™ (SVU) categories: Cost Reduction, Revenue Generation, Risk Mitigation, Time Savings, and Relationship Enhancement. We provide quarterly IMPACT Reports that detail the SVU delivered in each category — the quantified basis for our 9:1 value-to-fee ratio. Each SVU entry also serves as court-admissible evidence of measurable benefit to the estate, the evidentiary foundation for extraordinary compensation petitions under California Probate Code §10801. Try our interactive Value-to-Fee Calculator at /elias-ratio to see how the ratio applies to your situation.
Do you charge for consultations?
No. The Fiduciary Risk & Complexity Assessment and initial consultation are completely free. You only pay when you decide to engage us.
What is an XO fee — and how is it different from my standard fee?
Brown Management charges a single published rate regardless of case complexity. Your base fee covers routine administration: managing accounts, filing court accountings, distributing assets, paying bills. It is predictable, disclosed upfront, and based on your service type — hourly for conservatorships, AUM-based for trusts, or statutory under California Probate Code §10800 for probate. An XO fee — short for extraordinary compensation, also called a Documented Completion Bonus — is a court-approved performance bonus for work that goes significantly beyond routine administration. The distinction is simple: base fees are ongoing and billed periodically for expected work. XO fees are earned at case milestones and paid only after court approval for extraordinary results. Under our unified rate model, extraordinary services are petitioned based on additional hours at the same published rate — not rate escalation. Every XO petition we file is supported by a Strategic Value Unit™ (SVU) IMPACT Report — a five-category evidence package quantifying the measurable benefit delivered to the estate. In Estate of Alice Maine (PROVA2300073), our $15,000 engagement recovered $80,000 in diverted assets, supporting a court-approved extraordinary compensation award. The XO fee is not a surprise. It is disclosed in your engagement agreement, triggered only by documented extraordinary results, and approved by the court before it is paid.
Transparent Billing for Every Audience
Whether you're a family navigating estate administration or a professional making a referral, our billing model is designed for complete transparency and peace of mind.
From Financial Anxiety to Financial Clarity
No surprises. Ever. Just predictable fees and measurable value.
Watch: How We Deliver Predictable Fees & Measurable Value (4 min)
Complexity Score
Your financial fingerprint determines a predictable budget range
85/15 Rule
85% AI handles routine work, 15% human experts focus on strategy
9:1 Value Ratio
For every $1 in fees, we create $9 in tangible value for you
Calculate yours →Real-World Example: Estate of Alice Maine
A hostile heir had diverted $160,000+ in estate assets. Brown Management’s forensic documentation recovered the full amount, saved $47,000 in unnecessary legal fees through task-based billing, and achieved court approval on the first submission. Total documented value: $207,000 against $39,000 in fees — a 5.3:1 ratio in a single case.
Read the full case study →De-Risk Every Referral
That pit in your stomach after handing off a client? Gone.
Watch: How We Protect Your Reputation Through Transparent Billing (6 min)
Complexity Score (CLS)
Objective scoring slots cases into clear fee tiers—price certainty from day one
Task Value System
Fixed prices for all standard tasks—no billing for inefficiency
Strategic Value Unit™ (SVU)
High-impact work quantified and pre-approved before execution. Each SVU entry documents measurable estate benefit — the evidentiary basis for extraordinary compensation (PC §10801) and the foundation of the 9:1 value-to-fee ratio — documented across five SVU categories.
RIDE Framework
Legal backbone justifying every dollar (Responsibility, Intensity, Danger, Effect)
Beyond Judicial Rebuke (BJR)
Our immutable audit trail records every decision and its rationale, creating pre-built legal armor that protects the fiduciary, the client, and most importantly—you.
Past results do not guarantee future outcomes. Every estate, trust, and conservatorship is unique. The recoveries, ratios, and outcomes referenced on this page are from specific cases with specific circumstances. Your results will depend on the facts and complexity of your individual matter.