Appointing the right person to manage your estate plan (trust) in the event of incapacity or death is essential. A reliable trustee ensures your wishes are respected and carried out. If your chosen trustee is unavailable or unwilling to serve, Professional Fiduciaries East Bay is here to step in with expertise and care.

We meticulously review your estate plan, ensuring every detail is honored—from notifying beneficiaries and managing assets to handling taxes and distributing the estate according to your wishes. Our commitment to the Probate Code guarantees that your estate planning efforts are upheld with integrity.

​If you're looking for trustworthy management of your trust, let’s talk about how we can help ensure your plans are executed with the care and precision they deserve. We’d love to hear from you.

Trustee Fees

Trustee duties can be complex and time-consuming. If your trust document doesn't specify fees, compensation is negotiable and guided by the California Probate Code and County local rules, ensuring "reasonable compensation" based on your specific circumstances.​

Professional Fiduciary East Bay - Fee Structure

Trust Administration (Non-Court Supervised):

• Minimum Fee: $4,000 annually for trusts under $750,000.
• Hourly Rate: $215, billed in six-minute increments.

Asset-Based Annual Fees:

• 1% for assets between $750,000 - $5 million
• 0.75% for assets between $5 million - $10 million
• 0.5% for assets between $10 million - $15 million
• 0.25% for assets over $15 million

Court-Supervised Trusts:

• Billed at the allowable county rate, in six-minute increments.

Complex Matters (including contested issues, litigation, and special circumstances):

• Hourly Rate: $275, billed in six-minute increments.

Travel:

• Standard travel time is billed at the regular hourly rate.

Additional Information:

• Fees are invoiced monthly and deducted from client funds.
• Fees are subject to change with prior notice.

Get In Touch 

CONTACT    
​(510) 940-8399
[email protected]

​    ​MAILING ADDRESS      
1090 "B" Street, PMB 170 
Hayward, CA 94541

In California, a professional fiduciary license is required if someone is appointed as:

• Trustee of three or more trusts or powers of attorney, or
• Conservator for two or more individuals, or
• Executor for two or more probates.

A Professional Fiduciary adheres to a strict code of ethics, ensuring confidentiality, avoiding conflicts of interest, and acting with compassion. They manage their clients' estates with trust, integrity, and transparency.

For more detailed information, refer to the
​California Professional Fiduciary Bureau's official website at www.fiduciary.ca.gov.