For all non-trust and non-probate related services, the following fee schedule will apply.
Standard hourly fee is $150. For extraordinary services, this fee may increase to $200 - $250 per hour.
Fees are billed in 1/10th hour increments.
- POA financial, POA healthcare and conservatorships have a yearly minimum of $5000
- Travel time will be billed at $50 per hour.
- Out-of-pocket expenses are billed to the client at cost.
Trust Administration Fee Schedule
For standard and ordinary trust administration, services fees are as follows:
- Assets less than $2,500,000: Hourly fee with a yearly minimum of $5000 + 1% of real property sales
- Assets $2,500,001 - $10,000,000: 0.75%
- Assets $10,000,001 - $15,000,000: 0.65%
- Assets $15,000,001 - $20,000,000: 0.55%
- Assets greater than $20,000,000: Negotiable
Probate Estate Statutory Fee Schedule
When appointed by the court to serve as the personal representative for an estate, fees are calculated
based on a percentage of the estate’s assets, as governed by California Probate Code §10800.
- 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
- After $25,000,000, a reasonable amount to be determined by the court
In addition to statutory fees, Probate Code §10801 allows for additional fees for extraordinary services such as, but not limited to, tax issues, real property sales and litigation. Fees for extraordinary services are subject to court approval and are charged at $200-$250 per hour.
This fee schedule is subject to change upon the earlier of: the statutorily-mandated notification period for an active appointment; or, the fee schedule then in effect at the time the Fiduciary accepts an appointment for a future appointment.