Life Management Services® Fees

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

 

  • Linkage to needed services
  • Report preparation
  • Advocacy
  • Purchases
  • Expenditure approval
  • Budgeting

 

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

 

  • Review of bank statements
  • Preparation of estate and trust accountings
  • Semi-annual review of investment strategy

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.