Fee Schedule

Fiduciary Fee Structure

Effective: January 1, 2025

Trust Administration

$

1% of Gross Value $1,000,000 to $5,000,000

$

.75% of Gross Value $5,000,000 to $10,000,000

$

.50% of Gross Value $10,000,000 to $15,000,000

$

.25% of Gross Value $15,000,000 and above

**Fixed fee matters such as Trust or estate administration will be charged a fixed fee percentage of the aggregate estate or trust value with respect to the total assets under supervision.

For All Other Services

$

Professional Fiduciary Services, Conservatorship, Accounting: Standard Rate: $200 per hour.

$

Bookkeeping (Paying bills): $100 per hour

Fees are invoiced monthly and paid from client funds. Fees paid from decedent estates or Conservatorship funds are pursuant to Probate Code Section 2643, those periodic payments will instead be collected as per probate requirements..