Passage Planning

Logistics Management for Seniors and Caregivers

Aging in Place Services for Seniors

(client resides in private home, condominium, apartment, assisted living accommodations) 

A client centered approach to development of a daily logistics strategy. This should include the client and existing caregivers/family members including: 

Connecting Seniors to Their Community 

-Social engagement in community classes, programs, development of friendships, places of worship

-Accompany client to appointments (medical, social, vendors)

-Transportation strategies

-Development of interests/hobbies/group interactions

Finances and Technology Access

-Technology use/minimization/simplification and security against digital fraud (phone, tablet, computer and online applications)

-Financial access and potential stumbling blocks

-Daily Bill Paying, Credit Analysis, Debt Management and Budgeting

-Financial Management Monitoring (independent supervised spending)

Home and Wellness

-Medication review and pharmacy troubleshooting; follow up with client access to medical team

Interface with other professionals including geriatrician, internist, case managers, nurses, medical social workers, real estate professionals, housing staffing, therapists, home care aids and caregivers

-Reviewing general client and home care (Hygiene, basic tasks, yard care and safety)

-Observing client in home for possible referral to therapeutic aids (physical, occupational, emotional and spiritual support)

-Facilitating Family and friend connection, travel arrangements

-Support of specific nutrition/physical exercise plans

-Daily Bill Paying, Credit Analysis, Debt Management and Budgeting

-Financial Management Monitoring (independent supervised spending)

Trust Administration, Executor Duties and Executor Support

Serve as the named Successor Trustee, Estate Executor and/or professional assistant to a named Executor/Successor Trustee in completion of their duties. 

Executor Duties: 

The Executor makes sure all debts are paid, all taxes paid, all assets cared for, then distributes the remaining assets to the beneficiaries in accordance with law and the Will.

If legal action is brought against the estate, the Executor is in charge of defending. Further, if the Estate (or the testator) has a legal claim against a third party, the Executor is obligated to consider filing suit.

If the Executor contests a claim against the assets, there is a formal procedure for rejecting the claim and contesting it in court if necessary.

Other typical duties:

• Locating all assets of the estate and caring for them.

• Paying expenses necessary to maintain the assets.

• Paying continuing expenses that are necessary to keep the assets secure such as mortgage payments, utility bills insurance.

• Paying income taxes that may become due. Pay any other taxes rightfully due.

• Handling day to day details such as terminating leases and other outstanding contracts, notifying banks and governmental agencies, etc.

• Setting up the estate bank account and brokerage accounts as necessary to keep income flowing during the life of the estate.

• Paying any estate taxes.

• Locating heirs and keeping them advised of the progress of the estate. Filing requisite notices.

• Supervising the distribution of the assets and filing the necessary petitions with the court.

Executor for Seniors without a Partner or Family

• Particularly helpful where family is at a great distance or unable to serve due to age, personal demands or capacity.

• Serve as the Healthcare Representative (AHCD agent) and Power of Attorney or Agent of the Power of Attorney.

• Develop a strategy for home transition--house organization, estate clean outs, management of donations and auction sales, home improvements and deferred maintenance. 

• Develop a care plan with additional professionals to maximize mobility, general health and community/family engagement.

Fiduciary Services

Fee Schedule for Services and Payment Policies

 Planning Fee Schedule 

(revised December 1, 2024)

Consultation/Assessment 

Please note that a complimentary 15 minute phone/in person meeting is welcome.  Passage Planning additional time to set client goals and begin a working relationship will require a paid, scheduled appointment for an Intake Consultation (see below)

Intake Consultation with New Clients (1 hour in person)** $175.00/hour (Flat Fee)

Initial information gathering, discussion of client goals and obstacles, preliminary plan for services development. 

**Intake Consultation to occur in client's home or at Passage Planning office space. Zoom/phone conference available upon request. 

Private Professional Fiduciary (California License #1383) 

Private Professional Fiduciary Services $200/hour

Work as Trustee, Conservator, Agent of Power of Attorney, Power of Attorney, Executor, Attorney in Fact. 

Duties may include: investigation of assets, real estate transactions, preparation of supporting documents at request of legal counsel and tax professionals, client communications, creation of inventories of assets, extraordinary estate representative services, including but not limited to pre-tax preparations and returns, asset and investment management, doctor appointments, case and care management, all client communications, including communications with family members, counsel, accountants, care managers, trust beneficiaries, intestate heirs, financial planners/advisors, banking institutions, facility administrators, doctors, dentists, and other professional communications.

Personal Property Task Management: $75/hour

Sort, Downsize, Categorize personal property for future use, storage, donation or auction.

Trust/Court Accountings: $165/hour

Preparation of in-house accountings, including organization and review of relevant statements, account support, etc. 

Staff Administrative Rate: $125/hour

Staff rate for various staff-related tasks, including but not limited to, shopping for clients, post office trips for overnight or certified mailings, scanning and organization of documents, etc. 

Bookkeeping: $100/hour

Reconciling accounts, monthly reports, accounts receivable if necessary, bill pay and bank deposits. 

Court Appearances/Consulting: $250/hour

Attending hearings, including testifying in court.

Personal Property Task Management: $85/hour

Sort, downsize, categorize personal property for future use, storage, donation or auction.

Staff Personal Property Task Management: $35-60/hour

Owner supervised staff labor related to sort, downsize, categorize personal property for future use, storage, donation or auction. Shopping for client

**Fees based on 1% of assets, rather than hourly rates optional at client’s discretion on high balance trusts. 

Payments to Passage Planning accepted via:

-Personal check, Estate account check, Venmo business account  @Passage-Planning

-Credit card (additional 2.9% convenience fee for credit card payments will apply.)