Helping you and your loved ones prepare for the future
Services
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Trust administration
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Act as Private Trustee or Fiduciary
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Draft Power of Attorney documents and Advance Healthcare Directives
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Coordinate with estate planning, financial planning, and insurance professionals
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Manage personal finances including paying bills when acting under a Power of Attorney or as Trustee
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Assist with short term and long term care planning
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Evaluate living arrangements and analyze senior care options
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Assist with sale of real estate
Fee Schedule:
KM Advisors LLP provides services on an hourly basis unless otherwise negotiated. Effective as of January 1, 2023, rates range from $300/hour to $450/hour depending on the types of services provided and scope of the engagement. Rates are reviewed periodically and are subject to change upon written notification to client.
In addition to hourly fees, invoices will include expenses incurred in connection with the performance of services. Such expenses commonly include notary fees, long distance telephone charges, delivery fees, postage, photocopying fees, faxes, travel time and expenses and any other similar charges incurred on behalf of client.
Transaction fees for the sale of real estate are billed at 1% of sales price.
Clients are billed on a monthly basis and payments are due within 30 days of invoice. When billed separately, out of pocket expenses are billed on a monthly basis and payments are due upon receipt.
Hours:
Regular business hours are 9:00am – 5:00pm Monday through Friday (except holidays).
Our Team
Brooke Kernick, Partner
Brooke graduated from Santa Clara University School of Law after receiving her BA from the University of California, San Diego. After graduating from law school, Brooke practiced law for a Bay Area law firm and was in-house counsel at Hewlett-Packard and Agilent Technologies. After leaving Agilent Technologies, Brooke and Mary continued to provide legal support to clients as founding partners of KM Law Partners. Brooke and Mary are now excited to launch their next venture, KM Advisors LLP, in order to help individuals and families with their life planning decisions as well as act as private professional trustees or provide trust administration services. Brooke is an active member of the State Bar of California and is a licensed Professional Fiduciary.
Mary Mastrobattista, Partner
Mary graduated from the College of William & Mary, Marshall-Wythe School of Law in Williamsburg, Virginia, after receiving her BA from William & Mary. After graduating from law school, Mary worked as an attorney for the federal government and was in-house counsel at Hewlett-Packard and Agilent Technologies. After leaving Agilent Technologies, Mary and Brooke continued to provide legal support to clients as founding partners of KM Law Partners. Mary and Brooke are now excited to launch their next venture, KM Advisors LLP, in order to help individuals and families with their life planning decisions as well as act as private professional trustees or provide trust administration services. Mary is an active member of the State Bar of California and is a licensed Professional Fiduciary.
CONTACT US
KM Advisors LLP
855 El Camino Real, Ste 13A-411, Palo Alto CA 94301