FEES
Fee Schedule
Fees are set by written agreement or court order and may be lower than shown below, depending on the matter.
Trust Administration (Annual)
First $5,000,000
1.00%
Next $5,000,000
0.75%
Next $10,000,000
0.50%
Above $20,000,000
by agreement
Minimum: $5,000. Billed quarterly. Real property valued annually.
Hourly billing available for smaller trusts by agreement.
Hourly Rates
Fiduciary services
$225/hr
Administrative support
$120/hr
Billed in 6-minute increments.
Probate Administration (Cal. Probate Code §10800)
First $100,000
4.0%
Next $100,000
3.0%
Next $800,000
2.0%
Next $9,000,000
1.0%
Next $15,000,000
0.5%
Above $25,000,000
by court order
Conservatorship & Power of Attorney
Billed hourly at rates above, subject to court approval.
Travel
Local travel time is billed at the administrative rate. Extended travel time and related expenses (mileage, airfare, lodging, parking) are billed at cost, with time and expense terms specified in the engagement agreement.
New Engagement Fee
$500
Other Costs
Third-party costs (attorneys, CPAs, appraisers, brokers, property managers, court fees, etc.) are paid from the trust or estate.