Fee Structure

Hourly fees for management, pay bills, communication with beneficiaries

Complex Trusts — including real estate, investments: $250 per hour

Simpler Trusts — including mostly savings, cash: $195 per hour

Trust Accountings: $150 per hour

Statutory Estate Probate Fees charged according to Code 10800

4% of first $100,000

3% of next $100,000

2% of next $800,000

1% of next $9,000,000

.5% of next $15,000,000

General Trust Administration Fixed Fee Schedule

A fixed fee is applied when it is more appropriate than an hourly fee.

This is usually the case in an Irrevocable Life Insurance Trust (ILIT) where the activity does not vary year to year. The fixed fee is usually $3,000 per year for ILIT

This is usually the case where there is a residence where insurance, repairs and property taxes are paid annually. The fixed fee is usually $3,000 per year per residence.

Extraordinary fees: Should work be required outside of the above scope, such as litigation historical tax issues, or sale of real property, work assigned to these efforts will be deemed extraordinary fees and separate from the fixed fees at hourly rates varying $195 to $250 per hour, depending on the complexity.

Outside services

Gregory W. Honegger may at times engage the services of outside professionals, including but not limited to, a CPA and/or financial advisor, and outside cousel for the purposes of advising the fiduciary. Every attempt will be made to limit the costs incurred.