Trustee Fee Calculator
Estimate annual trustee compensation by state.
Use calculatorTrust Distribution Calculator
Split a distribution among beneficiaries after withholdings.
Use calculatorTrust Tax Deadline Finder
Find Form 1041 filing and estimated tax deadlines.
Use calculatorWhich calculator should I use?
Use the Trustee Fee Calculator when you need to set or review what a trustee earns for administering a trust — it shows statutory and customary ranges for all 50 states. Use the Trust Distribution Calculator when you are paying money out to beneficiaries and need to split the amount after reserve and tax withholdings. Use the Trust Tax Deadline Finder when you need the Form 1041 filing, extension, and estimated tax dates for a given year.
Once you have the numbers, learn how to record them properly. Read the Trustee Compensation Guide to justify a fee, see How to Write Trust Minutes to document decisions, and review Trust Distribution Minutes for distribution-specific language.
For informational purposes only; not legal or tax advice.
Related guides
These tools are for informational purposes only and do not constitute legal or tax advice.