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Professional Fiduciary fee schedule in compliance with AB 1194, Business & Professions Code §6563

PROFESSIONAL FIDUCIARY FEE RANGE SCHEDULE 

 

 

Agent Under Power of Attorney/Agent Healthcare Directive

 

Professional Fiduciary hourly rate range                         $0.00 - $175.00 per hour

 

Guardianship/Conservatorship of the Person 

(Guardian/Conservator fees are subject to court approval)

 

Professional Fiduciary hourly rate range                         $0.00 - $125.00 per hour

 

Guardianship/Conservatorship of the Estate 

(Guardian/Conservator fees are subject to court approval)

 

Professional Fiduciary hourly rate range             $0.00 - $125.00 per hour

 

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 are charged at the following hourly rates:

 

             Professional Fiduciary hourly rate range             $0.00 - $125.00 per hour

 

Trustee Fees

 

Professional Fiduciary fee range for usual and customary duties/services as Trustee are computed as follows: 

1% per annum for usual and customary services subject to the size of the Trust, type and complexity of assets and services to provided

Additional professional fiduciary fees may be charged at hourly rates ranging from $0.00 - $175.00 per hour for unusual/extraordinary services such as, but not limited to, complex tax issues, complex real property sales and litigation. 

 

OR 

 

Professional Fiduciary hourly rate range                         $0.00 - $175.00 per hour

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