"Your Trusted Partner: Expert Fiduciary Services with Loyalty, Experience, and Your Best Interests at Heart"

Fee Schedule for 2024

Probate Court Administration:

(Per California Statutes)

As of 2023, the statutory probate fees in California are as follows:

  • 4% on the first $100,000
  • 3% on the next $100,000
  • 2% on the next $800,000
  • 1% on the next 9,000,000
  • 0.5% on the next $15,000,000
  • For all amounts above $25,000,000, the court will determine a reasonable compensation amount.

On Decedent Estates I receive a statutory fee and am entitled to request extraordinary compensation in certain situations.

Trust, Assets Under Management, Estate and Conservatorship Administration:

Conservatorships, Guardianships, POAs, Trust Administration, Extraordinary Services for Decedent Estates and Assets Under Management:

$130 per hour for licensed professional services

$75 per hour for financial transactions and clerical services

In most matters I will be compensated at the above hourly rates, a minimum annual fee of $6,000 is applied. In some cases I will be compensated at a percentage rate if the trust instrument directs such compensation or if there is an agreement with the beneficiaries.

General Billing Practices:

❖ Changes to this fee schedule are typically done once per year, although I reserved the right to change this fee schedule at any time with 30 day notice

❖ All fee percentages are based on an annual fee and prorated for the relevant period.

❖ Hourly rates are billed in minimum increments of 1/10th of an hour (six (6) minute increments)

❖ The professional fiduciary is not financially responsible for third party charges. These charges are paid by the trust , estate, conservatorship or client as necessary. Some charges include, but are not limited, to insurance, notary, tax return filings, accountings, investment management fees, real property management fees, valuations, shipping, and attorney fees.

❖ Travel time is billed at the standard hourly rate, and mileage is calculated and charged according to the IRS standard business mileage rate for the applicable year.

❖ I do not provide legal or tax advice. These services will be handled by a licensed professional when necessary.