John Balquist

Agent Under Power of Attorney/Agent Healthcare Directive

Professional Fiduciary hourly rate range: $185 – $225 per hour

Guardianship/Conservatorship of the Person
(Guardian/Conservator fees are subject to court approval)

Professional Fiduciary hourly rate range: $185 – $225 per hour

Guardianship/Conservatorship of the Estate
(Guardian/Conservator fees are subject to court approval)

Professional Fiduciary hourly rate range: $185 – $225 per hour

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 range: $185 – $225 per hour

Trustee Fees

Professional Fiduciary fee range for usual and customary duties/services as Trustee are computed as follows:

Professional Fiduciary hourly rate range: $185 – $225 per hour

OR

For trusts over $4M, the fee is the hourly rate or 1% (whichever is the greater of the two).