Passage Planning Fee Range Schedule (revised January 1, 2024)

Consultation/Assessment 

One hour in person meeting with new clients* $175.00/hour

*Consultation to occur in the client's home if possible with the presence of caregivers if necessary. Zoom/phone conference available upon request. 

Strategic Planning/Logistical Concierge/Task Management for Seniors 

Strategic Planning/Logistical Concierge/Task Management for Seniors $75.00/hour

Private Professional Fiduciary (California License #1383) 

Private Professional Fiduciary Services $225-275/hour** (dependent upon estate complexity)

Support staff hourly rate $150/hour

Bookkeeping hourly rate $100/hour

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

Payments to Passage Planning
Payments 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.) 

Kathy Thielke Chen, CEP®

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A Certified Estate Planner™ has:

  • Completed a rigorous eight (8) module course of instruction in the field of estate planning,
  • Successfully passed a comprehensive examination process,
  • Shown a desire to associate with professional estate planning peers,
  • Agreed to comply with annual estate planning continuing education requirements, and
  • Ascribed to the practical guidelines and code of ethics of the NICEP.

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