Professional Fiduciary Fees
Welcome to Comfort Fiduciary’s Fee Schedule.
A downloadable version including a resume is available at the bottom of the page.
Standard Fiduciary Fees
Hourly
Applies to fiduciary services including:
Trust Administration for estates <$3m: asset and account oversight, real property administration, beneficiary and professional coordination
Power of attorney financial and Healthcare agent services
Annual Minimum Fee
A minimum annual fee applies to engagements involving ongoing financial and health care agent fiduciary responsibility, including trustee services, healthcare and financial power of attorney roles. This minimum reflects the continuing oversight, responsibility, and availability required in these roles and will be billed in monthly increments.
Billable time will be applied towards the minimum. Any remaining balances owed will be calculated monthly.
Trust Administration Fees
This fee schedule governs fees for post-mortem trust administration. Services provided as Financial Agent under a Durable Power of Attorney or Advance Health Care Agent are subject to separate fee schedules.
Asset Tier
Minimum Annual Fee
First $5,000,000
Next $5,000,000
Next $7,000,000
Next $15,000,000
Travel (non-court-supervised)
Travel (court-supervised)
Annual Fee
$8,000
1.00%
0.70%
0.50%
0.25%
Please contact fiduciary for estates over $15,000,000.
Additional Fees
Assistant / paraprofessional
$85 per hour
$85 per hour
IRS Mileage Only
Routine administrative support under fiduciary supervision
First 30 min/trip included; remainder at $85/hr
No hourly charge; IRS business standard mileage rate
Reimbursements & Third-Party Costs
Reasonable out-of-pocket expenses will be reimbursed i.e. notary, certified mailings, etc.
Third-party professional fees (attorneys, CPAs, realtors, etc.) are passed through at cost
Probate
Administrator/Personal Rep
Fiduciary fees for serving as a Personal Representative/Administrator are governed by Probate Code §10810 and 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, extraordinary fees may be requested under Probate Code §10811 for services like tax issues, real property sales, and litigation. These fees are billed at the standard hourly rate.
Conservatorship
Billed hourly
Fees subject to court approval
Standard Hourly Rate
Annual Min Billed Monthly
$165 per hour
Time is billed in 1/10-hour increments.
A one-time onboarding and case setup fee will apply billed at the houry rate with 1-hr minimum; First 30-minute consult provided at no cost
$500 per month
No fee for being named in any estate documents; billing begins date legally appointed.
The annual fee is based on date of death values and re-evaluated monthly and billed monthly in arrears using the gross market value of assets under administration at each month-end.
Example:
$4 million trust
First $3M × 1.00% = $30,000
Next $1M × 0.70% = $7,000
Total annual fee = $37,000
Notes:
Certain services, including extraordinary matters, real property transactions, litigation support, or business operations oversight, may continue to be billed on an hourly basis
Fees may be reviewed periodically and may be adjusted effective August 1, with 60 days advance notice provided.
Fees adjusted as of 7/1/2026