ABOUT
Christine R. Sacca
California Licensed Professional Fiduciary #1322
National Certified Guardian
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Since 1999, Christine has helped others plan and carry out their wishes, from the early stages of her client’s life to their end-of-life care. In her role, Christine focuses on being a champion for her clients, representing their healthcare and financial needs.
Before creating Sacca Fiduciary, Christine held several positions in hospice, palliative care, clinical genetics, and marketing. She successfully integrates this diverse experience to her role as a private professional fiduciary.
With over 20 years of experience working in partnership with families and providers, she is intimately familiar with both the challenges and opportunities in healthcare and finance.
“I see clients challenged by the complexity and/or the emotional fatigue as they struggle to execute their legal documents, plan for their end-of-life choices, administer their estate, access health care, tackle family dynamics, navigate assisted living, hire the proper support, and these types of things…. It is very unlikely most people have much experience with this. How could they? I have the experience. I then begin with active listening and the building of trust. I take the time to understand the unique challenges my clients are facing. Only after understanding those challenges, may I be of service.”
Christine received her bachelor’s degree from the State University of New York and holds a professional certification from California State University at Fullerton Professional Fiduciary Management for Trustees and Conservators.
She currently lives in San Diego.
FIDUCIARY SERVICES
Trust Administration
Estate Executor
Estate Administration
Conservatorship of the Estate
Conservatorship of the Person
Special Needs Trust Administration
Bill Payment Services
Power of Attorney for Finance
Power of Attorney for Healthcare
FEE SCHEDULE
Agent Under Power of Attorney/Agent Healthcare Directive
Hourly rates:
| Professional Fiduciary Rates | $150.00 per hour |
| Support Staff | $75.00 per hour |
Fiduciary fees for Real Property sales are 1% of Net Sale amount
Conservatorship of the Person & Estate/Guardianships
Hourly rates:
| Professional Fiduciary Rates | $150.00 per hour |
| Support Staff | $75.00 per hour |
(Fees are subject to court approval)
Fiduciary fees for Real Property sales are 1% of Net Sale amount
Probate Administration Fees
Statutory probate fees for customary services are authorized under Probate Code §10810, and are computed on a fee base comprised of gross assets, plus receipts and gains, less losses, on the
following 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
• Court discretion after $25,000,000
In addition to statutory fees, pursuant to Probate Code §10811, extraordinary fees can be requested for services such as tax issues, real property sales and litigation. Though subject to court approval, extraordinary services are charged at · the following · hourly rates:
| Professional Fiduciary Rates | $150.00 per hour |
| Support Staff | $75.00 per hour |
Fiduciary fees for Real Property sales are 1% of Net Sale amount
Trustee Fees
Annual Fee Schedule:
Hourly rates:
| Professional Fiduciary Rates | $150.00 per hour |
| Support Staff | $75.00 per hour |
Fiduciary fees for Real Property sales are 1% of Net Sale amount
Fees are as of 2024