Joanna — (909) 240-7871

  Jacob — (909) 240-1147

 

Welcome to Averett Fiduciary Services

About Joanna Averett


Joanna Averett

Joanna Averett, MBA, CFP®, AEP®, is a Past President of the National Association of Estate Planners and Councils (NAEPC is a 50-year-old leading multidisciplinary professional organization for estate planners, serving over 230 affiliated local councils and their 27,000 credentialed professional members.), and Past President of the NAEPC Education Foundation.

Joanna has been serving the Inland Empire of Southern California over 20 years in the investment management and estate planning fields.

She received her Bachelor of Business Administration degree from California Baptist University and her MBA from the University of Redlands. She is also an Accredited Estate Planner.

Joanna is active in various local professional and community organizations, some of which include serving as a Past President of the Inland Empire Planned Giving Roundtable Association, Past President of the Riverside Estate Planning Council and Past President of the Pomona Valley Estate Planning Council.

Joanna resides in Redlands with her husband, Mark, where she enjoys her family time, physical fitness training and a fun healthy lifestyle.

About Jacob Averett


Jacob Averett

Jacob Averett is a dedicated and experienced Professional who began his career in August 2016. Specializing in Trust Administration, Probate Administration, Conservatorships, and Special Needs Trust Administration, Jacob brings a wealth of knowledge and practical expertise to his role. He holds both a Bachelor's and a Master's Degree in Business from Western Governor's University, which provides a solid foundation in business and finance for his fiduciary responsibilities.

Prior to becoming a Professional Fiduciary, Jacob spent eight years working diligently in the background of Trust Administration. This extensive experience has equipped him with a deep understanding of the intricacies involved in managing trusts and estates, allowing him to effectively navigate the complexities of such administration.

Outside of his professional life, Jacob is passionate about physical fitness, dedicating his free time to maintaining a healthy and active lifestyle. He also enjoys spending quality time with his wife and their one-year-old son, embracing the joys and challenges of parenthood.

Jacob's unwavering commitment to his clients is evident in his goal to always deliver the best possible service, ensuring that he takes care of his clients and their families with the utmost care and integrity. Whether navigating the complexities of Trust and Estate matters or managing the challenging probate processes, Jacob is dedicated to serving his clients with professionalism and compassion.

Services


Court-appointed guardian

Estate representative

Trustee

Safeguard estate assets

Investment of trust assets

Court appointed Conservator

Agent under power of attorney

Asset management

Representative payee

Act as attorney-in-fact for healthcare decisions

Newsletter


Twice a month, I put together an email newsletter full of entertaining and inspiring content. Think of these as lifestyle articles you'd find in magazines. I share similar content through my social channels as well. And if you need to get in touch, my contact information is at the bottom of each page. Thanks for visiting and enjoy!

Schedule a Consultation


Fee Schedule


Trustee Administrative Fees

Value of Assets Annual Trustee Fee
First $1,000,000 of Trust Assets 1.25%
Next $1,000,000 of Trust Assets 1.0%
Next $3,000,000 of Trust Assets 0.750%
Next $5,000,000 of Trust Assets 0.50%
Balance of Trust Assets Negotiable

Annual Minimum Trustee Fee: $5,000

Extraordinary Fees

Additional compensation for extraordinary services necessary to administer the account or special assets will be charged at a rate of $200 per hour plus out of pocket expenses.

Estate Settlement Fees

When acting as personal representative, executor or trustee of an estate trust the account will be charged 2% of the value of the estate or the estate trust. Extraordinary fees may apply for extraordinary services necessary to settle the estate at a rate of $200 per hour plus out of pocket expenses.

2017 Averett Fiduciary Services

Mailing Address:

1752 E. Lugonia Avenue, Suite 117-300
Redlands, CA 92374

 Joanna — (909) 240-7871

  Jacob — (909) 240-1147