For informational purposes only; not legal or tax advice. Always confirm with your trust document and a qualified professional.
How this is calculated
- 1
Choose your state
Select the state where the trust is administered. Each state uses either a statutory percentage schedule or a customary market range.
- 2
Enter estate size
Enter the total value of the trust assets the trustee manages. This is the base the fee percentage applies to.
- 3
Pick a fee basis
Most trustees charge a percentage of assets. Some charge hourly or a flat annual fee. We cover all three.
- 4
Review the estimate
We show the annual fee, a range where applicable, and cite the relevant state rule so you know where the number comes from.
Frequently asked questions
How are trustee fees calculated?
Trustee fees depend on state law and the trust document. Some states set a statutory percentage of trust assets (for example, California allows 1% annually under Probate Code Section 15680). Most states use a reasonable-compensation standard, where a customary 0.5% to 1% of assets is common. Always check your trust document for a specific fee provision.
Do trustees get paid automatically?
No. A trustee generally earns compensation only if the trust document provides for it or state law authorizes it. If there is no provision, the trustee must petition the court or have the beneficiaries agree. Document the agreed fee in your trust minutes.
What is a reasonable trustee fee?
For most states without a statute, 0.5% to 1% of trust assets per year is the customary range. Larger trusts often use a tiered rate that decreases as assets grow. An hourly or flat fee is common for smaller or more active trusts.
Should I document the fee in trust minutes?
Yes. Recording the compensation basis and amount in your meeting minutes is strong evidence you acted reasonably and transparently, which protects you if beneficiaries later challenge the fee.
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