California Licensed Professional Fiduciary & National Certified Guardian · License #1080 (408) 498-9822|Mon–Fri, 9 am – 5 pm
Kiriaki FiduciaryServices, LLC
Fees

Schedule of fiduciary fees

Clear, hourly rates for professional fiduciary services. Effective December 2025.

ServiceRate

Professional Fiduciary Rate

A California-licensed professional fiduciary and National Certified Guardian serving as Trustee, Conservator, Estate Administrator, Executor and Agent under Power of Attorney. Services include, but are not limited to:

  • Communicating with clients by phone, text, Zoom and email
  • Managing investments, assets and property
  • Conducting budget analysis
  • Hiring care managers and caregivers and making healthcare decisions
  • Coordinating with the Certified Public Accountant on tax documents for client tax preparation and related filings
  • Reviewing, preparing and finalizing accountings
 $180/hr

Sale or Transfer of Real Property

Includes negotiating the realtor's commission, reviewing and signing the listing agreement and disclosures, evaluating offers and counteroffers, signing final seller documents, and addressing post-sale risks and liabilities.

 1%

Associate Fiduciary & Project Management

  • Account support and management, drafting correspondence and assisting the fiduciary with a variety of tasks
  • Reconciling investment and bank accounts, recording deposits and expenses, calculating securities gains and losses, and entering asset values into the accounting system
 $160/hr

Administrative Assistant

Mail handling, invoicing, bill payment processing, document organization and other clerical support.

 $140/hr

Court Appearances

Attending hearings and providing testimony.

 $210/hr

Court approval. All conservatorship fees are subject to court approval under the California Probate Code and/or local court rules. Extraordinary probate fees for estate representatives also require court approval. Statutory probate fees will not be paid unless and until ordered by the court.

Trustee fees. Trustee fees may be paid from trust assets unless a specific court order requires prior court approval. For complex trusts that require extensive management, fees may be negotiated as a percentage of the annual market value of assets under management.

Questions about fees? Call (408) 498-9822 or send us a message.

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