Transparent fees. No surprises.

Legacy Guided believes in complete transparency around fees from the very first conversation. The appropriate fee structure for each engagement is discussed during the initial consultation and outlined in a written engagement agreement before any work begins. All fees are consistent with California professional fiduciary standards.

TRUST ADMINISTRATION & POA FEES

Annual fee schedule based on assets under management

For trust administration and financial power of attorney engagements, Legacy Guided charges an annual fee calculated as a percentage of total assets under management (AUM), assessed on the fair market value of assets at the time of appointment and annually thereafter.

Annual Fee Schedule:

  • 1.00% on the first $3,000,000
  • 0.80% on assets between $3,000,001 and $5,000,000
  • 0.75% on assets between $5,000,001 and $10,000,000
  • 0.50% on assets exceeding $10,000,000

Minimum engagement threshold: $2,000,000 in assets under management.

Fees are calculated annually based on the then-current fair market value of gross trust assets.

Fees listed on this page are subject to change. Fee structure and billing cadence will be confirmed in your written engagement agreement prior to commencement of services.

ONE-TIME ONBOARDING FEE

$1,000

per engagement

Applied to all new non-probate engagements. Covers the substantial upfront work of gathering, organizing, and documenting client information ensuring Legacy Guided is fully prepared to serve from day one.

HOURLY SURPLUS FEE

$200

per hour

Charged for services outside the standard scope of fiduciary management as described in the service agreement.

PROBATE & ESTATE SETTLEMENT FEES

Statutory fees governed by California law

Probate administration fees are set by California law and are not subject to negotiation. They are calculated based on the gross value of estate assets and are subject to court oversight and approval throughout the process.

Statutory Fee Schedule:

  • 4.0% of the first $100,000
  • 3.0% of the next $100,000
  • 2.0% of the next $800,000
  • 1.0% of the next $9,000,000
  • 0.5% of the next $15,000,000
  • Court discretion for amounts exceeding $25,000,000

Fees are computed on a base comprised of gross assets, plus receipts and gains, less losses. Probate fees are governed by California law and will be outlined in full in your engagement agreement.

A NOTE ON EXTRAORDINARY SERVICES

For complex probate matters requiring services beyond routine administration such as real property sales, litigation, or tax issues additional compensation may be requested and is subject to court review and approval. This will always be discussed transparently before any additional fees are incurred.

How It Works

A clear, guided process
from first call to full engagement.

Every Legacy Guided engagement begins with a conversation — and proceeds only when both parties are confident it's the right fit. Here's what to expect:

01

Complimentary Consultation — 30 Minutes

A confidential, no-obligation conversation to understand your situation, answer your questions, and determine whether Legacy Guided is the right fit. This can take place in person, by phone, or via video — wherever is most convenient for you.

02

Engagement Agreement

If both parties agree to move forward, a written engagement agreement is prepared outlining the scope of services, applicable fee structure, and billing terms. No work begins until this agreement is signed by all parties.

03

Onboarding

Legacy Guided conducts a thorough review and organization of all relevant financial accounts, legal documents, asset records, and estate planning documents. This is the foundation of every successful engagement — and where the one-time onboarding fee is applied.

04

Active Management & Reporting

Ongoing fiduciary services commence according to the agreed scope — with regular reporting, transparent accounting, and consistent communication with clients, beneficiaries, and professional advisors throughout the engagement.

05

Billing

Invoices are issued monthly or quarterly depending on the engagement type, with a full itemized summary of services rendered, any surplus hours, and reimbursable expenses. Payment is due within 30 days of the invoice date.

Explore Professional Fiduciary Services

Learn how tailored estate and trust services can provide dependable oversight and peace of mind.