Standard Fee Schedule
For all non-trust and non-probate related services, the following fee schedule will apply.
Our standard hourly fee is $150. For more complicated projects, this fee may increase to $200 - $250 per hour.
For certain projects, a flat fee may be negotiated.
Travel time will be billed at $50 per hour.
Out-of-pocket expenses are billed to the client at cost.
Trust Administration Fee schedule
For standard and ordinary trust administration services fees are calculated based on a percentage of the estate’s assets.
Assets up to $5,000,000: 1.00%
Assets $5,000,001 - $10,000,000: 0.85%
Assets $10,000,001 - $15,000,000: 0.75%
Assets $15,000,001 - $20,000,000: 0.60%
Assets greater than $20,000,000: Negotiable
probate estate statutory fee schedule
When appointed by the court to serve as the personal representative for an estate, fees are calculated based on a percentage of the estate’s assets, as governed by 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 to be determined by the court
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.