1% for trusts valued from $1 million to $5 million
.75% for trusts valued from $5 million to $10 million
.50% for trusts valued from $10 million to $15 million
.25% for trusts valued from $15 million and above
Special needs Trust Administration
Hourly rate for Special Needs Trust Adminstration to be determined based on complexities and situation of each client.
Professional Fiduciary Hourly Rate Range
$195 - $225 per hour
Professional Fiduciary Consulting Services
$250 per hour
Probate Administration Fees
Fees payable to the Professional Fiduciary as the Personal Representative for ordinary 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:
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 starting at $215 per hour.
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
** Agreed upon contract provides additional information fees & services.
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