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DRAGOMIR FIDUCIARY SERVICES INCORPORATED

dba Dragomir Trust & Estate Services

Company Info:   We are a privately owned Silicon Valley -Santa Clara County based firm, located in Campbell, California, dedicated exclusively to providing Trust, Estate and related Probate Administration Services.

Client Centered and Team Oriented Trust & Estate Professionals:    We are committed to working in partnership & harmony with our  clients and their team of advisers that often include Attorneys, Certified Financial Planners, Wealth Advisers, Insurance Agents, CPAs,  Enrolled Agents, Care Managers, Bank Trust Officers and Other Professionals in order to preserve & protect client assets and also best  serve the needs of clients, their children & beneficiaries of the respective Trusts or Estates, often involving multiple generations of clients.

Capacities served by our Licensed California Professional Fiduciaries and National Certified Guardians include:

  • Trustee, Executor, Attorney in Fact, Agent for Health,Corporate Officer and other Fiduciary Capacities as needed
  • Ability to be appointed to serve as Successor Fiduciary (Trustee, Executor & other) for future client needs

Additional areas of knowledge & skill includes:

  • Complex & Litigated Trust, Estate, Corporate Administration Services Including Negotiations & Settlements
  • Special Needs Trust (SNT) Administration, Incapacitated Persons & Minors Compromise Settlements involving Personal Injury Litigation Matters, Structured Settlements, Third party SNTs, Medi-Cal/Medic-Aid SNTs, and Medicare Set Aside SNTs
  • Ability to serve as Trustee or Other Fiduciary Capacities in Foreign or Out of State Jurisdictions as permitted by Law
  • Foreign Language ability that includes staff fluent in Spanish, French, German and Romanian.
  • Additional languages are available via outside consultants

Please contact us to schedule a free consultation to determine how our team can help you: 

Mailing Address:  Dragomir Trust & Estate Services  Post Office Box 111387 Campbell CA 95011-1387    

Phone:  (408) 978-8101     Fax:  (408) 978-8044    Email:    trustee@dfstrust.com  

Office Address:    Dragomir Trust & Estate Services  901 Campisi Way, Suite 330, Campbell CA 95008

Legal Disclaimer:    This company is not a Law or Tax Office and none of their firm's staff or members are Attorneys, CPAs or Enrolled Agents.  Consequently no information contained on this page or provided by anyone from this firm is to be used or acted upon as legal or tax advice.   Additionally this firm does not provide investment management services and only does so through the services of Licensed Outside Investment Managers, Certified Financial Planners, Registered Investment Advisers or other Licensed & Qualified Persons as directed by the client.   Furthermore most fiduciary capacities in which members of this firm are asked to serve in will require that an Attorney be retained to represent them.  Other professionals such as Certified Public Accountants, Enrolled Agents, Geriatric Care Managers, Doctors, Caregivers, Nurses and other professionals may need to be retained for the client's benefit on a case by case basis.

Licensing Notice to Consumers:  Mr. Mircea Dragomir (License #188) and 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

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

     Annual Percentage Fees:    0.75% of Fair Market Value of Assets for the first $10 Million; 

                                                   0.50% of Fair Market Value of Assets for the next $10 Million;  

                                                   0.25% of Fair Market Value of Assets above $20 Million

     Hourly Fees:      $250/hour  California Licensed Professional Fiduciaries, National Certified Guardians

                                $145/hour  Senior Client Account Managers, Fiduciary Accounting    $115/hour  Client Account Managers

                                $115/hour  In house Foreign Language Translation Services                $95/ hour  Office Manager, Project Manager

                                $350/hour  International Fiduciary Services                                          $450/hour  Litigation, Testimony, Complex Matters

Out of Pocket Expenses:  Postage, Shipping, Scanning, Document Duplication, 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. 

Costs:  An amount equal to 6% of the total fees incurred will be charged as an agreed upon rate for direct costs for routine: copying, printing, faxes, filing, in office storage, mileage, postage, information technology support, telephone services and charges. 

Other professionals that may need to be retained:  Attorneys, CPAs, Investment Managers, Care Managers, Doctors, Realtors or other Professionals are contracted with outside of this office and paid directly from the Client’s funds or passed through at cost to the Client.

Transactional Services Rate (where applicable): In addition to the above hourly 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 current and future risk and liability assumed personally by members of this firm only for: The Sale or Purchase of Real Estate and Business Entities; Settlement of Litigation Matters; Securing Patents, Royalties, Loans, Leases, Intellectual Property, Foreign Assets or resolving Similar Complex Maters.

Document Destruction Policy:   Four(4) years after the closure of a matter all records, correspondence & files be they in physical, electronic, online or any other format, will be securely deleted, shredded, erased or otherwise destroyed & deemed to be unrecoverable.

Informational Notices:  Payment for services is due within 30 days of receipt; outstanding balances will be subject to a 1% per month (12% per year) late charge. Fees for court supervised matters are to be paid only upon the Court’s approval. 

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 & delays caused by others. Provided that this office exercises ordinary care in its fiduciary & 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.

Legal Notice & Mediation Agreement Disclosure:  This entire Agreement is subject to the State of California & unless otherwise provided herein, its validity, construction & all rights hereunder shall be governed by the laws of that state. With the exception of arbitration & mediation matters, if any legal action or other proceeding is hereafter brought by any party to enforce or to interpret any of the terms of this Agreement, the prevailing party shall be entitled to reasonable attorneys’ fees & costs, in addition to any other relief to which such party may be entitled. If any provision of this Agreement is unenforceable, the remaining provisions shall nevertheless be carried into effect.  If any dispute arises between us, all parties agree to first try in good faith to settle the dispute by mediation under the Commercial Mediation Rules of the American Arbitration Association (AAA). All unresolved disputes shall then be decided by final & binding arbitration in accordance with the Expedited Commercial Arbitration Rules of the AAA.  Fees charged by any mediators, arbitrators, or the AAA shall be shared equally by all parties.  In agreeing to arbitration, we both acknowledge that in the event of a dispute over fees, each of us is giving up the right to have the dispute decided in a court of law before a judge or jury, & instead are accepting the use of arbitration for resolution.  

Retrention Agreement Disclosure:  By retaining this office and its fiduciaries and support staff, you agree that the terms of this agreement override any prior fee agreements & terms including any fee agreements or limits previously incorporated in your trust & estate documents.  Photographic, Scanned, Electronically Transmitted or Faxed copies of this signed document may be used in lieu of the original. If you do not understand any of the terms of this contract you are advised to review it with your attorney first before retaining this firm.

 

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