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
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+ ...