Fee Schedule


Trustee Fees

Professional Fiduciary fee range for usual and customary duties/services as Trustee are computed as follows:
1% per annum maximum for usual and customary services subject to the size of the Trust, type, complexity and value of assets and services to provided. Fee rates decline below 1% as asset values increase.

Probate Administration Fees

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: Current hourly rate: $230

Agent Under Power of Attorney for Financial Management/Healthcare/Personal Care Management

Professional Fiduciary hourly rate: Currently $230 per hour.