SE Fiduciary Services Fee Schedule

SE Fiduciary Services shall be reimbursed for all reasonable costs and expenses incurred in performing fiduciary duties, at the direct rate of the cost or expense incurred. 

The Hourly Rate does not cover the costs associated with third-party professionals who render services for the Client. (See below)

Support Services are administrative duties that do not require a license; i.e. copying or scanning documents, courier services, and scheduling, to name a few responsiblities.

• An annual fee of one percent (1%) is applied for standard services, depending on the size of the trust, the type and complexity of the assets, and the services required.
• Fee for Real Property sales is equal to 1% of the sales price.
• Extraordinary Trust Administration services are billed at $225 per hour, in increments of tenths of an hour (.1=6 minutes), rounded to the next tenth.
• The annual minimum trustee fee is set at $5,000.00.

Compensation for standard services as outlined in Probate Code §10800 & §10801: 

The fee structure is based on the gross value of the estate, including receipts and gains, minus losses, and is calculated as follows:

- 4% on the first $100,000

- 3% on the next $100,000

- 2% on the following $800,000

- 1% on the next $9,000,000

- 0.5% on the subsequent $15M

- For estates exceeding $25M, fees are determined at the court's discretion

Extraordinary fees may be requested & require court approval.

The Licensed Fiduciary Hourly Rate does not cover the costs associated with third-party professionals who render services for the Client. 

This includes, but is not limited to, accountants, appraisers, attorneys, bookkeepers, care managers/providers, consultants, investment advisors, property managers, realtors, and tax professionals. 

Such fees will be billed directly to the Client. 

Conservator and Guardianships will be reviewed and considered on a case by case basis. 

Fees are typically mandated by court.