Fee Schedule
Standard Fiduciary Fees
For standard fiduciary services, a standard hourly fee of $175 is applied.
Services offered and provided include, but are not limited to :
Standard administrative, financial monitoring, case management, and bill pay Services.
For more complex/extraordinary services, rates may be raised up to $230 per hour.
Services offered and provided include, but are not limited to :
Estate Investigation and marshalling of assets, care management, real estate management, real property sales and transactions, tax matters, mediation, sale of complex assets under management, legal/court appearances
Real Property Sales : 1% of Sales Price, which includes all activities, meetings, time, and coordination associated with sale
Travel fees are billed door to door.
Initial one-time set up fee : $850
Rates are charged at 1/10 of an hour
Trust Administration
For standard and ordinary trusts, fees are calculated based on percentage of asset value :
Estates up to $10,000,000 : 1% of Estate size (Fair market value of Assets under management) per annum
(Rates may be Hourly subject to complexity of services provided)
Estates above $10,000,000 : Rates are negotiable
Real Property Sales : 1% of Sales Price
Minimum Annual Fee : $5,000
Initial one-time set up fee : $850
Hourly rates may be applied in addition for extraordinary administration matters on an ad-hoc basis with prior notice to client(s)
Probate / Estate Administration
Fees payable to the Professional Fiduciary as the Personal Representative for customary services are authorized under Probate Code §10800 and, pursuant to Probate Code §10800 are computed on a fee base comprised of gross assets, plus receipts and gains, less losses,
as follows :
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 §10801, extraordinary fees can be requested for services such as, but not limited to, tax issues, real property sales and litigation. Though fees for extraordinary services are subject to court approval, extraordinary services are charged at the following hourly rates:
For Special Administration :
- Hourly base rate of $175
- Complex/Extraordinary services : Up to $230
Agent under Durable Power of Attorney for Finance / Advanced Healthcare Directive
For standard fiduciary services, a standard hourly fee of $175 is applied.
Services offered and provided include, but are not limited to :
Standard administrative, financial monitoring, case management, and bill pay Services.
For more complex/extraordinary services, rates may be raised up to $230 per hour.
Complex services offered and provided include, but are not limited to :
Estate Investigation and marshalling of assets, care management, real estate management, real property sales and transactions, tax matters, mediation, sale of complex assets under management, legal/court appearances
Real Property Sales : 1% of Sales Price, which includes all activities, meetings, time, and coordination associated with sale
Travel fees are billed door to door.
Initial one-time set up fee: $850
Rates are charged at 1/10 of an hour