Schedule of Services and Fees
Estate Settlement (One-time fee for Probate or Trust Termination process):
4.0% on the
first $ 100,000 3.0% on the next $ 100,000 2.0% on the next $ 800,000 1.0% on the next $ 9,000,000 0.5% on the next $
15,000,000
Trust
Administration (Ongoing
trustee services for continuing trusts):
1% per year based on the trust market value
Advisory
and Consulting Services (Including
Agent for Trustee or Agent Under Durable Power of Attorney):
$125.00 per hour, plus expenses
incurred on behalf of the client
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