Costly, Not Expensive
Market-competitive rates. Exceptional value through optimization.
We charge professional market rates—but deliver superior outcomes through strategic 85/15 optimization. You get faster closure, higher quality, and lower total cost without sacrificing expertise.
What You're Really Paying For
You're not paying for hours worked. You're paying for certainty. Our fee purchases your Risk, Complexity, and Total Energy—and delivers Certainty, Velocity, and Peace of Mind.
Our Fixed Fee Buys Your Certainty.
You're not paying for hours worked. You're not paying for tasks completed. You're purchasing Certainty—every decision documented, defensible, and compliant with the Business Judgment Rule.
Our fee purchases three things from you: Risk (liability exposure),Complexity (bureaucratic execution), and Total Energy (cognitive load). In return, we deliver Certainty (BJR compliance), Velocity (12-18 month closure), and Peace of Mind (uninterrupted focus).
This is Value Arbitrage. The fee reflects what we purchase from you—not the time we spend executing it.
THE VALUE ARBITRAGE:
TRADING RISK FOR CERTAINTY
RISK
(Liability, Conflict)
LIABILITY
ARBITRAGE
CERTAINTY
(BJR Compliance)
COMPLEXITY
(Bureaucracy, Delay,
Uninsurable Stress)
VELOCITY
CAPITAL
VELOCITY
(50% Faster Closure)
TOTAL ENERGY
(Cognitive Load + Tedious,
Costly Time Drain)
COGNITIVE LOAD
ARBITRAGE
PEACE OF MIND
(Full Focus, Uninterrupted)
CLIENT INPUT
(THE BURDEN)
KOS ARBITRAGE
(THE MECHANISM)
KOS OUTPUT
(THE GAIN)
This is Full Cognitive Load Transfer.
We handle the process; you handle your life.
When you secure your Fixed Fee, you're trading complexity for clarity. Every court filing, every beneficiary communication, every financial reconciliation becomes our responsibility. Your focus shifts to what matters most.
The Keystone Operating System™ assumes the Total Energy of execution—the administrative details, the procedural requirements, the fiduciary oversight. We purchase that cognitive load and deliver Peace of Mind backed by BJR compliance and surety bond protection.
You don't manage the execution. You reclaim your time.
Liability Arbitrage
We assume legal, financial, and reputational risk backed by BJR compliance and surety bond protection.
You get: Certainty (BJR Compliance)
Velocity Capital
Our 85/15 AI optimization eliminates bureaucratic delay and delivers 50% faster closure.
You get: Velocity (12-18 months vs 24-36)
Cognitive Load Arbitrage
We take the mental burden off your shoulders so you can focus on healing and moving forward.
You get: Peace of Mind (Uninterrupted Focus)
This is Value Arbitrage: our fee is proportional to the risk, complexity, and energy we purchase from you—not the hours we work.
Start Your Free Clarity AuditTransparent Pricing from Start to Finish
Our three-step process ensures complete transparency: estimate upfront, bill as we work, and reconcile at the end.
Clarity Audit
Provides Scope of Work (SOW) with estimated total cost so all parties involved can make informed decisions
Task-Based Billing
Each task evaluated and billed at appropriate rate (Low/Medium/High) as work progresses
Reconciliation Report
We bill based on actual circumstances and data. Pricing adjusts both directions (up or down) as scope evolves—we document and explain all differences.
Hourly Rates
per hour
Each task evaluated and billed accordingly: Low ($125) • Medium ($176) • High ($350)
See full rate detailsTrust Administration
AUM annually
Ongoing trust management with quarterly reporting and full fiduciary oversight
Probate Fees
statutory schedule
Court-approved statutory fees based on estate value
Enter the total gross value of the estate (before debts)
California Statutory Fee Schedule
• 4% of the first $100,000
• 3% of the next $100,000
• 2% of the next $800,000
• 1% of the next $9,000,000
• 0.5% of the next $15,000,000
• 0.5% of amounts above $25,000,000
Based on California Probate Code § 10810. Fees are the same for all fiduciaries—the difference is in speed and service quality.
Our Fee Philosophy: Three Core Principles
"Costly, Not Expensive"
Professional fiduciary work is inherently costly—it requires expertise, carries risk, and demands accountability. But it shouldn't be expensive relative to the value delivered.
"Beyond Judicial Rebuke"
Every fee we charge meets the Beyond Judicial Rebuke standard—meaning it would withstand scrutiny from any court, beneficiary, or regulatory body.
"Results, Not Recipe"
We don't hide behind vague fee structures. You see the results—exactly what you'll pay and why— not a confusing recipe of variables and contingencies.
Why Our Pricing Delivers Superior Value
50% Faster Closure
12-18 months vs. 24-36 month industry standard = fewer billable hours
85/15 Optimization
AI handles 85% of work, human experts focus on 15% requiring judgment
Lower Total Cost
Market hourly rates but dramatically fewer hours = significant savings
9:1 Value-to-Fee Ratio
For every $1 you pay, we deliver $9 in value through efficiency gains
Discover Your Assigned Rate
Complete a free Clarity Audit to identify your case circumstances. We'll assign the appropriate pricing model based on your specific situation.