Peninsula Fiduciary Services

“Infusing the process with care and compassion”

PROFESSIONAL FIDUCIARY FEE SCHEDULE

Professional Fiduciary hourly rate $230.00 per hour for all services

Probate Administration Fees
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  $220.00 per hour

A professional fiduciary has the goal, the expertise, the commitment, and the responsibility of looking out for your best interests when you are unable to do that for yourself. Peninsula Fiduciary Services can help you plan for these kinds of events and then execute those plans according to your wishes when they occur. We care about each and every client, and we work hard to make sure that your wishes are realized just the way you envision them when the time comes for us to step in as your representative and advocate.

Services include:

• Executor/estate administration
  
• Private and Court appointed trust administration
  
• Private professional conservatorships (individuals and estates)
• Probate administration
  
• Durable power of attorney for finance
  
• Durable power of attorney for healthcare
  
• Private bill payments
  
• Representative payee for Social Security and VA
• Trustee for irrevocable life insurance trust
  
• We do not administer Special Needs Trusts