Services

As the Executor of Estate I act on behalf of that estate. When appointed, I am responsible for finalizing the affairs, paying the debts and taxes, assembling and distributing the remaining assets and/or property to the persons or organizations outlined in the decedent’s estate plan or will. The fiduciary as the Administrator of the Estate is a person appointed to act on behalf of the estate when a person dies without a will or living trust, or when a person dies with a will, but the named executor is unable to execute their duties, declines the appointment as executor, or is removed by the court.

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                $140 –  $250 per hour

One common type of Trust that I often handle are Special Needs Trusts (SNT’s). SNT’s are designed to protect the public benefits of the beneficiary while providing for those who have special physical, mental health, emotional or other disabilities or requirements. As directed by your trust, we professionally manage, administer, and safeguard the assets held in the trust. As a licensed California fiduciary, offering SNT fiduciary services, I report to the beneficiaries, file tax returns and make distributions per the instructions in the trust. I prepare court accountings and take responsibility for the investment assets.

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

1% – 2 % 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 $140 – $250 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                         $140 –  $250 per hour

Conservator of the Estate – A Conservator is appointed by the probate Court to handle the financial affairs of a person who can no longer do so. As a Conservator of the Estate, I will locate and take control of assets, including opening bank, brokerage and other investment accounts, and managing investments, accessing safe deposit boxes, and dealing with judgments and creditors. I will also maintain accurate, detailed fiduciary records of all transactions and the decision-making process.

Professional Fiduciary hourly rate range                        $125 –  $175 per hour

Or as determined by the court’s local rules