Client Service Coordination $115.00 per hour
This covers all work provided by the Client Services Coordinator,
including, but not limited to:
- Meetings
- On-site visits
- Telephone consultation
- Court appearances
- Service Plan development
- Review of support services
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- Linkage to needed services
- Report preparation
- Advocacy
- Purchases
- Expenditure approval
- Budgeting
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Client Account Management $90.00 per hour
All work involving the oversight and administration of client fiscal assets,
including, but not limited to:
- Invoice management
- Billing
- Check preparation
- Asset management
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- Review of bank statements
- Preparation of estate and trust accountings
- Semi-annual review of investment strategy
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Case Consultation $115.00 per hour
There is no charge for up to two hours of PACT service coordinator time when consulting on a prospective case. After that our regular Client Service Coordination fee is applied to any meeting, correspondence, documentation or other activity that involves a Life Management Services® coordinator.
Travel $.75 per mile
Out of Pocket Expenses Billed as incurred
Note: All rates are effective July 1, 2011. All fees are charged on an hourly basis, in 5 minute increments.
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