Public Trustee


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Fees

Will Making:  
Non Complex Will – Naming Public Trustee as Executor $114.00
Complex Will $284.00
Concession Holder $23.00
Change to Existing Will
prepared by the Public Trustee within the previous 10 years
$57.00
Estate Management:  
Tiered rate of commission charged on the total value of assets of an estate:

 

$0 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 $570.90
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 an estate of a deceased person $171.60 per inspection
Storage – per month per m3 or part $7.70
Miscellaneous:  
Rent collected by Public Trustee 3.3%
Locate next-of-kin, beneficiaries, or owner of unclaimed property $570.90 or 5.5% whichever greater
Transfer asset to surviving joint tenant:  
- Asset value <$5,000.00 $114.40
- Asset value >$5,000.00 $227.70
Note: All fees GST inclusive