How We Work
EverPath provides planning, coordination, and ongoing oversight. In some circumstances—and only when it improves day-to-day stability and long-term plan continuity—we may serve in formal fiduciary roles (e.g., Representative Payee; limited/administrative co-trustee) case-by-case, after conflict checks, with counsel’s advice, and subject to applicable law and court approval. In licensed group homes, the provider agency typically serves as Representative Payee; in those cases EverPath coordinates rather than serves in that role.
We do not provide legal or tax advice. We work closely with your attorney and tax professional.
We focus oversight and management on three integrated service domains, ensuring that the financial, legal, and care systems already in place for your loved one remain organized, responsive, and effective. We meet families where they are, offering practical support without adding complexity.
Our Three Service Areas:
1. Financial & Legal Navigation
We work alongside your attorney, financial advisor, and other professionals to help ensure that existing plans—such as trusts, benefit arrangements, and legal documents—continue to function as intended.
Key Supports:
- Plan Monitoring: Track key dates, renewals, and compliance requirements so nothing is missed.
- Documentation Review: Coordinate with your attorney/financial advisor; prepare questions and summaries for meetings.
- Information Relay: Provide clear updates to families on any changes or required actions.
Key Areas
- Special Needs Trust Alignment: Confirm practical alignment with benefits and daily realities.
- ABLE/Rep Payee/Benefits Calendar: Gentle reminders for renewals and reporting.
- Version Control: Avoid outdated instructions and fragmented files.
2. Health & Care Plan Monitoring
We maintain regular contact with your loved one’s healthcare providers and service teams to help ensure that care plans are being followed, updated when necessary, and meeting intended goals.
Key Supports:
- Care Plan Oversight: Verify that established healthcare and support plans are implemented as designed.
- Provider Coordination: Communicate with service providers to address concerns and ensure smooth transitions.
- Resource Trackings: Keep families informed of available programs, benefits, and services in their area.
Key Areas
- Transitions: Pediatric to adult care, provider changes, or school-to-adult services.
- Insurance Authorizations: Track requests and outcomes so tasks don’t stall.
- Safety & Crisis Plans: Keep a current plan on file and update after events.
Fiduciary Options (Case By Case)
Representative Payee (SSI/SSDI):
Available when the individual lives independently and requests support with monthly budgeting, petty cash management, and resource-limit compliance (e.g., monitoring the $2,000 countable-asset limit for SSI). In licensed group homes, the provider agency is typically assigned Rep Payee; EverPath coordinates in those settings.
Trustee / Co-Trustee (limited/administrative):
Considered when a narrowly-tailored trustee role enables better plan maintenance, documentation flow, and communication with all “prime movers” of the estate plan. Requires counsel’s advice, conflict checks, and formal appointment documents.
(Co)-Guardianship:
- North Carolina: Co-guardianship is rarely granted; EverPath typically coordinates with the court-appointed guardian.
- California: Determined case-by-case with counsel; any guardianship role is subject to court approval.
Extended EverPath Fee Schedule for Estate Management Services
EverPath does not provide legal advice or representation. We work in coordination with licensed attorneys and estate professionals to help facilitate estate management and planning decisions. Clients are encouraged to seek independent legal counsel for specific legal matters.
1. Intake Fee
Description: One-time fee for initial assessment, client intake, and setup, including review of medical, financial, and legal documentation.
Fee: $500 (3 hours
2. Estate Plan Coordination Fee
Description: Fee for assisting clients in understanding and coordinating estate planning needs, including liaising with legal partners for will execution, trust administration, and other legal documentation. EverPath does not provide legal services but can help clients navigate and communicate with licensed professionals.
Fee: $150 - $250 per hour
This fee may be subject to change based on complexity or partner law firm rates.
3. Accountancy Services (Periodic and As Needed)
Description: Fee for financial review and management services, including oversight of a special needs trust, ABLE accounts, and periodic audits of the Client’s financial situation to ensure compliance and safeguard against fraud.
Fee: $100 - $175 per hour
For regular financial oversight, the fee may be assessed quarterly or annually depending on needs.
4. Tax Preparation and Filing
Description: Fee for preparing and filing the Client’s annual tax return, including special considerations for individuals with special needs and applicable exemptions.
Fee: $200 - $400 per return
Dependent on the complexity of the return and the need for specific documentation.
5. Representative Payee for Supplemental Security Income
Description: Monthly fee for acting as the representative payee for the Client’s Supplemental Security Income (SSI), managing and ensuring the proper distribution of funds in accordance with SSI regulations.
Fee: $50 - $100 per month
6. Trustee Services
Description: Annual fee for overseeing trust administration logistics, coordinating with legal and financial professionals, and ensuring the proper execution of trust-related tasks. EverPath does not act as a license fiduciary or provide legal trust services directly but facilitates communication and operational oversight.
Fee: $1,500 - $3,000 per year
Fee is typically assessed annually, depending on the complexity and size of the trust.
7. Co-Guardian Services
Description: Annual fee for acting as co-guardian, which includes overseeing the Client’s well-being, decision-making in line with their Medicaid waiver, and other regulatory matters, in partnership with the family or primary guardian.
Fee: $2,000 - $4,000 per year
This can vary depending on the level of involvement and complexity of the guardianship arrangement.
8. Assistance with Home and/or Support Services Needs
Description: Hourly fee for providing ad-hoc support services as needs arise, which may include coordination or direct assistance with home care, personal assistance, or coordinating with the support network.
Fee: $75 - $150 per hour
This fee is assessed when assistance is required on an unscheduled or emergency basis.
9. Monthly In-Person Visits & Check-Ins to Support Network
Description: Monthly fee for in-person visits to the Client’s residence or service location, which includes coordination with their primary physician, allied health professionals, and participation in the annual individual service plan (ISP) or Tailored Plan review for Medicaid waiver supports.
Fee: $250 - $500 per visit
This includes the cost of the visit, professional coordination, and preparation of necessary documentation for the ISP meeting.
10. General Administrative and Document Management Fee
Description: Monthly administrative fee for documentation organization, record-keeping, communication with service providers, and other necessary administrative tasks associated with managing the Client’s care and estate plan.
Fee: $100 - $200 per month
Discounts and Payment Plans
1. A. Multi-Service Package Discount: A 10% discount is available when a Client signs up for multiple services at once (e.g., combining trustee services, guardianship, and monthly check-ins).
2. B. Payment Plans: EverPath offers flexible payment plans for clients who require them, with options to pay monthly, quarterly, semi-annually, or annually.
3. Sliding Scale: In situations of documented financial hardship, EverPath may offer a sliding scale fee structure. Eligibility is based on household income in relation to eighty percent (80%) of the median income for the client’s county of residence. Fees may be adjusted proportionally according to how far the household income falls below this threshold.
The sliding scale fee option is available only when ten (10) or more clients are actively enrolled and served at a given site under the standard full fee schedule.
Important Notes
• Mileage & Travel Fees: If services require travel beyond a 25-mile radius from the Client’s home location, additional mileage charges may apply at $0.50 per mile.
• Emergency Services: For any services rendered outside of standard office hours or in emergency situations, an additional surcharge of 20% will be added to the base hourly rate.
• Additional Charges: Fees may be adjusted based on the complexity of individual cases, including but not limited to additional legal or financial consultations, court appearances, or urgent service needs.
Payment Terms
Invoices will be issued monthly for services rendered, with payments due within 30 days of receipt.
Late Payments: A 5% late fee will be charged on all outstanding balances over 30 days.
Ready to Begin?
Download our PDF intake form to start your personalized journey with EverPath. This brief form helps us understand how to best support you and your family—no sensitive health or legal details required.
Start the NC Intake Process (PDF)
When you've completed the form, please submit to intake@everpath.life
Full details and fees: see the Client Intake Packet (state-specific) or ask us for guidance.