Public Trustee


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Fees

Will Making:

Fee

Non Complex Will - Naming Public Trustee as Executor

$110.00

Complex Will

$277.20

Concession Holder

$22.00

Change to Existing Will
Previously prepared by Public Trustee

$55.00

Estate Management:

 

Tiered rate of commission charged on the total value of assets of an estate:

 

First                   $1,000

$165.00

$1,001      to      $200,000

4.4%

$200,001  to      $400,000

3.3%

$400,001  to      $600,000

2.2%

Greater than      $600,000

1.1%

Note:   Minimum charge for administration of a deceased estate

$554.40

Trust Management:

 

Capital with defined maturity date

1.1%

Capital with undefined maturity date

2.2%

Income

6.6%

Storage - Personal Effects:

 

Inspecting, reporting on and
collecting personal property
 from estate of deceased person

$166.10
per inspection

Storage – per month per m3 or part

$7.70

            

 

           

 

                

 

Miscellaneous:

 

Enduring Power of Attorney (does
not include Land Title registration)

$110.00

Rent collected by Public Trustee

3.3%

Locate next-of-kin, beneficiaries,
or owner unclaimed property

$554.40 or 5.5% whichever greater

Transfer asset to surviving joint tenant:
- Asset value <$5,000.00

 

$110.00

- Asset value >$5,000.00

$221.10

Note: All fees GST inclusive