Our Fees

Professional Fiduciary

Necessitating legal authorization or specific expertise

$ 300

Accounting & Money Management

Financial and accounting services requiring technical knowledge and expertise

Tasks that demand efficiency, discretion, and familiarity with your case, without specific technical expertise.

Sale of Real Property

1% of sale of real property value

Administration

$ 125

Hourly Rates

Fixed Fees

$ 200

Each project is quoted based on complexity, transaction volume and the completeness of records.

Hourly rates range from $125-$300, depending on the activity. Hourly rates are usually appropriate for short term or lower volume work.

For ongoing support, our services can be offered on a monthly retainer, tailored to the level of attention, time, and ongoing support required. This approach ensures your matters receive the dedicated focus they deserve while providing clear and predictable costs.

Fiduciary Accounting Services

Expatriate Contingency Planning

Contact for a consultation of your needs

Trustee fees are tailored to the nature of each engagement, as trusts vary significantly in their administrative requirements, asset mix, beneficiary relationships, and overall complexity.

Fees are generally structured on an hourly basis during the initial transition and assessment period. Once administration has been stabilized and the scope of ongoing services is better understood, fees may move to a fixed monthly, retainer, asset-based, or hybrid arrangement, as appropriate.

All scope, fee, and billing arrangements are discussed and agreed upon before services begin and documented in the engagement letter.

Trust administration engagements are subject to a minimum annual fee of $10,000. This minimum reflects the ongoing fiduciary responsibilities, oversight, availability, and administrative obligations inherent in serving as a professional trustee.

The ongoing trustee fee arrangement does not apply to extraordinary matters, including post-death administration, trust termination, litigation, tax controversies, business operations, or significant real property transactions, unless expressly agreed in writing.

Trust Administration

Executor compensation is governed by California Probate Code §10800, which sets statutory fees based on the gross value of the estate. These fees are not set by Presidio Private — they are established by California law and apply uniformly to all executors, professional or otherwise.

In addition to statutory fees, extraordinary compensation may be requested for work outside the ordinary course of administration — such as controversy management, real property sales, or litigation — and is subject to court approval.

We work closely with supervising counsel throughout the probate process. Hourly rates for extraordinary services are consistent with the professional fiduciary rates published on this page.