Services & Fee Schedule

Apex Health Advocates provides both project-based health advocacy services and ongoing Private Health Advisory engagements. Professional Fiduciary Services are available when formally appointed.

Health Advocacy & Crisis Support

For individuals and families facing a new diagnosis, hospitalization, care transition, or other complex healthcare challenge.

Fee Structure

  • 10-hour retainer: $2,500

  • Additional time: $250/hour

Services are provided on a project basis and may be utilized independently of ongoing Private Health Advisory engagements. Services include:

  • Medical record review

  • Provider coordination

  • Family meetings

  • Care transition support

  • Advocacy and decision support

  • Health system navigation

Professional Fiduciary Services (By Appointment)

When formally appointed as a Successor Trustee, Agent under Durable Power of Attorney, or Healthcare Agent, Apex may provide fiduciary oversight and administrative services in accordance with the scope of that appointment.

Fee Structure

  • Trust administration: 0.75%–1.00% of trust assets annually

  • Financial Oversight / Power of Attorney: $275/hour

Services may include:

  • Successor Trustee services

  • Agent under Durable Power of Attorney

  • Bill payment and financial management

  • Coordination with legal and financial advisors

  • Oversight of healthcare-related expenditures

  • Incapacity support and care transitions