Who we are:   We are Client Centered and Team Oriented Trust/Estate Professionals that work in Partnership with our Clients and their Advisory Team of Attorneys, Investment Managers, Tax Professionals, Care Managers, Property Managers and Others in order to Serve and Protect our Clients and also to Prudently and Efficiently manage their assets both for them and for future beneficiaries.


Services Provided:   Trustee, Attorney in Fact, Agent, Administrator or in other Fiduciary Capacities as needed


Professional Services Rates:   The greater of either the following Annual Percentage Fees or the sum total of the below hourly fees, costs shall apply, with the Annual Percentage Fees calculated & billed monthly in arrears on the monthly Fair Market Value of Assets (FMVA):

               Percentage Fees:   0.75% of FMVA for the first $10 Million;     0.50% for FMVA of the next $10 Million;                                                        0.25% for the FMVA above $20 Million


               Hourly Fees:    ​​$225/hour California Licensed Professional Fiduciary and National Certified Guardian Rate

                                       $145/hour  Senior Client Account Manager, Fiduciary Accounting Services Rate

                                       $115/hour Client Account Managers Rate

                                       $95/hour  Office Manager and Project Manager Rate


Costs:  Postage, Shipping, Scanning, Document Duplication, Historical File Archiving, Electronic Conversion, Storage, Insurance, Travel, Bonding & Other Out of Pocket costs will be itemized & passed through to the client at cost or paid directly from client funds.


Specialized Services - Where Applicable or Needed:

    $325/hour International Fiduciary Services Rate

    $425/hour Complex, Litigation, Testimony, Tax, Real Estate Fiduciary Services Rate

    Transactional Services: In addition to the above rates, a one-time risk based fee of one percent (1%) for the Fair

    Market Value of a completed transaction shall be charged for:  The Sale or Purchase of Real Estate &

    Business Entities; Settlement of Litigation Matters; Securing Patents, Royalties, Loans, Leases, Intellectual Property,

    Foreign Assets or Similar Complex Maters.


Document Retention/Destruction Policy:  Four(4) years after the closure of a client matter, all client's records, correspondence & files be they physical, electronic or in any other format, shall be securely deleted, shredded, erased or otherwise destroyed & not recoverable.


Limits of Liability, Acts of God, Disclaimer & Waiver:  This office will take the best possible care in performing its duties, however by retaining this firm & its personnel, it is agreed & understood that certain matters are beyond our control, including but not limited to delays due to acts of God, weather, power outages, interruption of telephone & internet service, computer malfunctions and delays caused by others. Provided that this office exercises ordinary care in its fiduciary and related duties, clients & their successors waive any claims for damages resulting from any acts or omissions, except for damage or injury resulting from gross negligence or willful misconduct.


Address for Meetings, FedEx/UPS and courier mail:  901 Campisi Way, Suite 330, Campbell CA 95008


Legal Disclaimers:   This company is NOT a Law Office, Tax Office, or Investment Advisory Firm.  Consequently no information contained on this page or provided by anyone from this firm is to be used or acted upon as legal, tax or investment advice .  All Fiduciary capacities in which members of this firm serve in require an Attorney be retained to represent them. Other professionals such as Tax Advisers, Investment Managers, Geriatric Care Managers, Doctors, Caregivers, Nurses and other professionals will be retained as required.  Professional Fiduciaries may be required to be bonded for the liquid assets under management if so requested by the Client, the Court or the Client's attorney. The cost of the bond will be paid directly from the client's account (trust, estate or other).


LICENSING NOTICE TO CONSUMERS:       Mr. Mircea Dragomir (License #188) & Mrs. Brenda Dragomir  (License #655) are Professional Fiduciaries licensed by the Professional Fiduciaries Bureau with the California Department of Consumer Affairs.   Telephone (916) 574-7340;  Website: www.fiduciary.ca.gov