Lion Pride Fee Schedule

Effective January 1, 2023

Annual trust administration fees are based upon gross fair market value (FMV) of the Trust:
Lunch with Storm

Complimentary

fiduciary trust estate administration Lion Pride Kevin Mein
fiduciary trust estate administration Lion Pride Kevin Mein

1.00% 0.75% 0.50% 0.25%

Hourly Fiduciary Rate

$ 200 / hour, charged in 10 minute increments

  • For trusts under $600k, a minimum annual fee of $6,000 will be charged.

  • Fees are charged on a monthly basis.

  • Fair Market Value (FMV) of assets to be determined upon date the trusteeship begins and reassessed annually at end of each calendar year.

  • Similar to California Probate Code §10811(a) for probate estates; for trust administrations with unusual assets, litigation, complex tax matters or running businesses may be assessed hourly charges on top of administration fees. We work with licensed property managers to manage rental property.

  • For the inventory and appraisal of personal and/or real property, we may work with the appropriate estate organizer and/or appraiser.

Trust Administration

Trust administration fees are based on either the schedule below or the stated hourly rate - whichever is the greater of the two.

Pursuant to California Probate Code §10800 and California Probate Code §10801(a), the Probate Estate Administration fees are based upon size of estate.

Probate & Estate Administration

$600K $ 5M... $ 5M $ 10M... $ 10M $ 15M... $ 15M+ ...

fiduciary trust estate administration Lion Pride
fiduciary trust estate administration Lion Pride
fiduciary trust estate administration Lion Pride
fiduciary trust estate administration Lion Pride
fiduciary trust estate administration Lion Pride Kevin Mein
fiduciary trust estate administration Lion Pride Kevin Mein
fiduciary trust estate administration Lion Pride
fiduciary trust estate administration Lion Pride