Pricing

Trust Administration Pricing

Trust administration costs depend on your estate’s size and complexity.

What Affects the Cost?

  • Estate size — How much money and property are we managing?
  • Number of beneficiaries — More people = more communication and complexity
  • Complexity — Business interests, real estate, investments, or special beneficiaries
  • Disputes — Are beneficiaries fighting? Will we need to mediate?
  • Tax issues — How complex are the tax returns?

How We Price

Trust administration projects are usually handled on a fixed rate basis, not hourly. This gives you certainty and predictability.

We discuss your specific situation and provide a clear fee agreement before we begin work.

Get Your Fee

Call us for a free consultation to discuss your situation.

Tell us about your estate and what you need. We’ll explain what’s involved. We’ll discuss fees based on your specific circumstances. You’ll have a clear price before we start.

Phone: (916) 659-8188

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