Standard Fees

• For ongoing administration: $175 – $250 per hour (including transportation time), with a minimum billing increment of one-tenth (0.1) of an hour for each task performed.

• For real property transactions (real estate, business sales, etc.): Administration equals a percentage of the transactions ranging from 0.45%–1.35% of gross sale value (depending on size).

• For post-mortem / estate settlements: Trust administration equals a percentage of assets ranging from 0.45%–1.35% of gross estate value (depending on the size of the estate).

Probate Administration

Fees payable to the Professional Fiduciary as the Personal Representative for customary services are authorized under Probate Code §10810 and, pursuant to Probate Code §10810 are computed on a fee base comprised of gross assets, plus receipts and gains, less losses, 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

• Court determination over $25,000,000

Other

In addition to statutory fees, pursuant to Probate Code §10811, 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: $175 – $250 per hour (including transportation time), with a minimum billing increment of one-tenth (0.1) of an hour for each task performed.