Fiduciary Services Hourly Rate
| Licensed Professional Fiduciary Services | $225-$300 per hour |
Maintain books and records
Organize records for tax preparation
Inventory and appraisal of assets
Oversee beneficiary distributions
Budget development
Prepare accountancy
Communicate with client and beneficiaries
Process insurance claims
| Fiduciary Associate or Non-financial Services | $100-$150 per hour |
General Office work
Digital Organization
Case Management Hourly Rate
| Case Manager | $225-$300 per hour |
Assist with Care Providers and Appointments
Assist with Transportation Management
Assist with Client Personal Care Needs and Effects
Assist with Scheduling Activities and Travel
Case Management Hourly Rate
| Case Manager Assistant | $100-$150 per hour |
Transportation
Companion
Assets Under Management (annual)
| First $1M, then | 1.5% |
| $1M-$5M, then | 1.25% |
| $5M-$10M, then | 1.0% |
| $10M+ | .5% |
Probate Administration Fees
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, as follows:
| First $100,000 | 4.0% |
| Next $100,000 | 3.0% |
| Next $800,000 | 2.0% |
| Next $9,000,000 | 1.0% |
| Next $15,000,000 | 0.5% |
| After $25,000,000 | Court discretion |
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:
$225 – $300 per hour