Professional Fiduciary Fee Schedule

*All fees are billed on an hourly basis in increments of tenths of an hour, unless otherwise stated.

  • Professional Fiduciary hourly rate $150.00 per hour

  • Trustee - Professional Fiduciary Hourly Rate: $150.00 per hour

    OR

    Trustee - Percentage Service Fees:

    Heidi Steinke may bill a percentage of the Assets Under Management based on the estate’s gross value calculated at the beginning of each accounting period. The percentages are:

    • 1% of the first $2,000,000

    • .50 % of the next $3,000,000

    • .25% of the additional assets under management

    The percentage fees are a minimum. Work that exceeds the minimum will be billed at the current hourly rate.

  • 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 $150.00 per hour

  • Professional Fiduciary hourly rate $150.00 per hour