All fees of the Yuma County Public Fiduciary are subject to approval of the Superior Court, with notice of the requested fees and the hearing date given to relatives and other interested parties as required by law. Ordinarily, no fee will be taken until it has been approved by the Court. In certain instances, however, good cause exists to take a fee prior to Court approval, such as to minimize an estate’s tax liability in a given year, or to spend down the estate to qualify for governmental benefits. In these instances, if the fee taken is not subsequently approved by the court in whole or in part, then the portion not approved will be reimbursed to the estate. Expenses of administration are an expense against the estate. Deferment is made on the basis of indigency, special circumstances, or medical need.
Fees shall be charged according to the following schedule:
|Professional Time: *Hourly Rate|
|Public Fiduciary & Deputy Public Fiduciary||$100.00|
Contract or “out-sourced” services (those services not performed by an employee of the fiduciary) provided to the ward or protected person for such things as accounting services, investment management, inventorying, case management, and bookkeeping shall be billed to the ward in the same amount as paid by the fiduciary for each such service.
Referral/Investigation, Petition Request & Set Up Fee
|2.||Annual Accounting or Final Accounting||$350.00|
|4.||Annual Administrative Fee||$500.00|
|5.||Fee in lieu of bond||$ 25.00 plus 1/4 of 1% of estate greater than $10,000 - but not if client on SSI.|
|6.||Annual Banking Operation Services Fee||$100.00|
|7.||Vehicle & Personal Property Storage Monthly Fee||$25.00|
|10.||Final Distribution Fee||$100.00|
COSTS AND SUPPLIES:
|2.||Phone - Long Distance Charge Flat Rate||$5.00/call|
|3.||Facsimile Flat Rate||$4.00/ fax|
|5.||Postage||$.55 each piece|
GLOSSARY - Public Fiduciary Fee Schedule
- Referral & Investigation are charged and relate to identifying the need for fiduciary services.
- Accounting Fees are the fees charged to meet the statutory requirements of a conservator. Fees include the preparation of the Charge and Discharge Statement.
- Termination Fee contributes to the costs involved in closing a case due to the transfer of responsibility to a successor fiduciary, or to the ward who has recovered from legal disability or the estate no longer needing fiduciary services. Documents are prepared for closing and storage.
- Annual Fee for Guardianship/Conservatorship caseworker minimal contact required quarterly. In practice, most wards are seen more frequently to assure that their personal, financial, and medical needs are being met. This fee is charged to contribute to the time and valuable services in these personal visits.
Yuma County Public Fiduciary
3007 S. Pacific Ave.
Yuma, Arizona 85365
Office Hours: 8 am to 5 pm Monday-Friday
Phone: (928) 373-1145 Fax:(928) 373-1144
On-Call (928) 373-1145, 24 hrs/Day, 7 Days/Week for emergencies