Fee Schedule

Trust Management

• Assets up to $5,000,000                                                          1%

• Assets from $5,000,001 - $10,000,000                                 0.85%

• Assets from $10,000,001 - $15,000,000                               0.75%

• Assets from $15,000,001 - $20,000,000                               0.65%

• Assets greater than $20,000,001                                            negotiable

Trust administration minimum annual fee - $8,000*

Probate Estate Management

Per California Probate Code §10800:

• 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

After $25,000,000, a reasonable amount will be determined by the court. 

Standard Hourly Fee

• $175.00 per hour 

• Out of pocket expenses are billed to the client

In addition to statutory fees, Probate Code §10801 allows for additional fees for extraordinary services such as, but not limited to, tax issues, real property sales and litigation. Fees for extraordinary services are subject to court approval and are charged at $200-$250 per hour.

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*Each trust is unique.  All fees are negotiable, with the exception of probate fees.