For trusts requiring long-term administration, fees may be adjusted or negotiated to reflect the level of ongoing fiduciary responsibility, asset management oversight, beneficiary services, reporting requirements, and administrative support provided.

Fiduciary Services Hourly Rate

Licensed Professional Fiduciary Services——————————$295 per hour

Collaborate with legal, accounting, and financial professionals • Maintain accurate books and records • Organize records for tax preparation • Coordinate the inventory and appraisal of assets • Oversee distributions to beneficiaries • Develop and manage budgets • Prepare fiduciary accountings • Communicate with clients and beneficiaries • Facilitate the processing of insurance claims • Real Estate Transactions • Manage commercial/retail leases

Fiduciary Associate or Non-financial Services———————$100-$150 per hour

Manage bill payments and expense tracking • Provide general administrative and office support • Organize and maintain digital files and records

Case Management Hourly Rate—————————————————-$295 per hour

Coordinate housing and household management • Coordinate care providers and appointments • Arrange and manage transportation services • Support clients with personal care needs and management of personal belongings • Coordinate activities and travel arrangements

Setup Fee for all Trustee, Care Management and POA engagement: $1500

Assets Under Management (annual) Probate Administration Fees

• First $1M 1.5% • First $100,000 4.0% • Next $100,000 3.0% • Next $800,000 2.0%

• $1M-$5M 1.25% • Next $9,000,000 1.0% • Next $15,000,000 0.5% • After $25,000,000 Court discretion

• $5M-$10M 1.0%

• $10M-$15M .75%

• $15M+ .5%

 Rates are applied incrementally to each applicable tier.

• 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. • In addition to statutory compensation, the Personal Representative may petition the court for additional compensation for extraordinary services pursuant to California Probate Code section 10801.

• Extraordinary services may include, without limitation, matters involving tax issues, the sale of real property, and litigation. Compensation for extraordinary services is subject to court approval and will be calculated using the following hourly rate: $295 per hour

Billing and Fee Policies

  • Services are billed in one-tenth-of-an-hour increments.

  • Billable time includes all services performed for the client’s benefit, including client visits, telephone calls, emails, text communications, meetings, document preparation and review, research, court appearances, and travel.

  • A complex-services rate may apply to litigation, contested matters, complex tax issues, real estate transactions, and services performed after hours, on weekends, or on holidays.

  • Invoices are issued monthly and paid from available client funds.

  • Fees for conservatorship and decedent estate matters are paid upon court approval.

  • Conservatorship services may be billed through periodic payments on account, as authorized by the court.

  • When necessary, outside legal, financial, health care, or other professional services may be retained and paid directly from client funds at the fiduciary’s discretion, subject to court approval when required.

  • Reasonable out-of-pocket costs incurred in administering a trust, estate, or conservatorship will be itemized and submitted for reimbursement. These costs may include court fees, travel expenses, delivery charges, extraordinary copying or reproduction services, parking fees, tolls, and other related administrative expenses.

  • Fees may be negotiated based on the nature and scope of the engagement. Rates are subject to change upon reasonable notice and any notice required by law.