Trusted One Fiduciary Fee Schedule

Private Fiduciary Services

  • Power of Attorney

  • Guardianship/Conservator of the Estate

  • Trustee

  • Successor Trustee

  • Executor of the Estate

Each of the above services are billed at an hourly rate of $175 to $225 for a Professional Fiduciary.

Support staff services are billed at a rate of $100 per hour. These rates are effective 1/1/24 and may change upon 90 days notice.

Probate Administration Fees

Fees payable to the Professional Fiduciary as the Personal Representative for customary 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:

  • 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, 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 rates are $175-$225 for a Professional Fiduciary and $100 per hour for support staff (effective 1/1/2024).