Our Fee Schedule
Sonoma Fiduciary Services
Fiduciary Services Fee Schedule Effective 01/01/2025
Each client’s situation is unique. Therefore, my fee structure will be determined on a case-by case basis at the then current hourly rate and fee schedule. A Letter of Engagement will be prepared to confirm the specific agreement regarding fees. Please call if you have questions.
Call now
Regular Fiduciary Responsibilities: $175 per hour
May include, but are not limited to:
- Communicate with client
- Communicate with beneficiaries and family members
- Maintain financial records and accounts
- Banking
- File tax returns
- Manage investment portfolio with financial advisor
- Work with legal and accounting professionals
- Distribute trust assets on termination of trust and wind up an estate
- Supervise move to new residence
- Coordinate medical care
Staff Assistance: $100 per hour
- File management
- Bookkeeping
- General office work
Extraordinary Duties: $175 per hour
- Real property purchase or sale
- Ongoing management and maintenance of property
- Working with counsel in litigation
- Care coordination and medical decision making
Expense Reimbursement: Special
Travel time, mileage (charged at the current I.R.S. mileage rate), and other incidental costs incurred in the course of providing fiduciary services, such as copies and postage, will be billed to the client.
Additional fees may be paid to others, including but not limited to attorneys, accountants, tax preparers, agents, investment advisors, consultants, property managers and/or realtors.
Trust Administration Percentage Fee Schedule Effective 01/01/2025
$5,000 annual minimum fee, after which the following percentage rate applies:
1.00% on the first $ 2 million
.80% on the next $ 2 million
.60% on the next $ 2 million
.40% on the next $ 4 million
Quote if above $10 million
PLEASE NOTE that I will always log my actual billable time expended on the trust administration and will charge either the percent fee noted above, or hourly, whichever is greater.
Probate Administration Fees Effective 01/01/2025
Please call if you have questions. You can find answers to our most frequently asked questions here:
Call now
Contact us
Call Us
(707) 284-7969
Email Us
info@sonomafiduciary.com
Our Location
Santa Rosa, CA 95407