Professional Fiduciary Fees

Hourly Rate

  • Hourly rate is $150, unless governed by law or court order.

  • Total fees depend on size, nature, and difficulty of the matter.

Non-Court Supervised Trust Administration 

  • Billed at hourly rate for all usual and customary trustee services.

  • Additional trustee fees may be charged at hourly rate for unusual/extraordinary services such as, but not limited to, complex tax issues, complex real property sales, and litigation.

Agent Under Power of Attorney/Agent Healthcare Directive  

Services billed at hourly rate.

Guardianship/Conservatorship of the Person/Estate

Services billed at hourly rate. Guardian/Conservator fees are subject to court approval.

Probate Administration 

Fiduciary fees for serving as a Personal Representative/Administrator are governed by Probate Code §10810 and 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, extraordinary fees may be requested under Probate Code §10811 for services like tax issues, real property sales, and litigation. These fees are billed at the $150 hourly rate.

General Fee Provisions

  • All fees are subject to periodic adjustment.

  • Telephone calls, electronic communications, and travel time are billable.

Reimbursements and Third-Party Fees

  • Includes reasonable costs and expenses incurred while carrying out fiduciary responsibilities.

  • Third-party professional fees (e.g., Attorneys, CPAs, Tax Professionals, Realtors) will be passed directly to the client at cost.

This fee schedule is subject to annual revisions and adjustments with a minimum 30 days written notice. Time billed in 1/10 hour increments.