Fiduciary Services
trust administration
As directed by your trust, we administer and safeguard the assets held in the trust. We report to the beneficiaries, file tax returns and make distributions per the instructions in the trust. We prepare court accountings and take responsibility for the investable assets. We take responsibility for all the trust assets, including investable assets and real property.
Court appointed conservator of the estate and/or person
As conservator, we locate, manage and protect personal and financial assets of the conservatee, oversee living and medical care needs, and prepare and file accountings reviewed and approved by the court. We maintain accurate, detailed fiduciary records of all transactions and the decision-making process. We advocate on behalf of our clients in their best interest.
Decedent estate administration
When appointed, we are responsible for finalizing the affairs, paying the debts and taxes, and assembling and distributing the remaining assets and/or property to the persons or organizations outlined in the decedent’s estate plan or will.
Who is Prime Fiduciary Services?
Founded in 2005, we have been serving as trustee, power of attorney, conservator of the person and/or estate and handling decedent estate administration for clients primarily in Santa Clara and San Mateo Counties.
We provide professional fiduciary services to the elderly, persons with disabilities, capable persons who don’t want to manage their affairs and minors. We are strong advocates for our clients and ensure their best interests come first.
Since 2008 Professional Fiduciaries in California must be licensed by the Department of Consumer Affairs, under the Professional Fiduciaries Bureau.
Our team of competent, caring professionals are:
California Licensed Professional Fiduciaries (CLPF)
National Guardian Association Members
General Members of the Professional Fiduciary Association of California (PFAC)
Non-attorney members of the Silicon Valley Bar Association
Prime Fiduciary Services Fee Range Schedule
Trustee Fees
Professional Fiduciary hourly rate range $215.00 - $275.00 per hour
Support Staff hourly rate $175 per hour
Fees based on 1% of assets, rather than on hourly rates, is an option at client’s discretion, on high balance trusts (>/ $5,000,000 asset value).
Agent Under Power of Attorney/Healthcare Directive Agent Fees
Guardianship/Conservatorship of the Person or Estate Fees
(Guardian/Conservator fees are subject to court approval)
Professional Fiduciary hourly rate range $215.00 - $275.00 per hour
Support Staff hourly rate $175 per hour
Probate Administration Fees
Fees payable to the Professional Fiduciary as the Personal Representative for customary services are authorized under Probate Code §10800, and pursuant to Probate Code §10800 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:
Professional Fiduciary hourly rate range $215.00 - $275.00 per hour
Support Staff hourly rate $175 per hour
Fee Schedule updated: 1/1/2024
