PROFESSIONAL FIDUCIARY FEE SCHEDULE

Trustee and Power of Attorney for Financial Affairs

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

Annual Compensation (deferred until the period when the Trustee is serving)

Fee rates by bracket	Resulting annual fee range
1% of $1MM-3MM	$10,000-$30,000
.8% of $3MM-6MM	$30,000-$54,000
.6% of $6MM-10MM	$54,000-$78,000
.4% of $10-$15MM	$78,000-$98,000

Fees for trusts above $15,000,000 fees are negotiated.

Probate Administration Fees

Fees payable to the Professional Fiduciary as the Personal Representative for ordinary services are authorized under California Probate Code §10800 and 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: Current hourly rate: $230

Health Care Agents, Care Management, Fiduciary Agents and Consultation

Professional Fiduciary hourly rate: currently $230 per hour.