Public Trustee


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Fees

Will Making:

Fee

Non Complex Will - Naming Public Trustee as Executor

$44.00

Complex Will

$126.50

Concession Holder

$11.00

Change to Existing Will
Previously prepared by Public Trustee

$22.00

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

$506.00

Trust Management:

 

Capital

1.1%

Income

6.6%

Storage - Personal Effects:

 

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

$104.50
per inspection

Storage – per month per m3 or part

 

               >5 m3

$7.70

              < 5 m3 and  > 1 m3

$6.60

                 1 m3 and  < 1 m3

$5.50

Miscellaneous:

 

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

$60.50

Rent collected by Public Trustee

3.3%

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

$253.00 or 5.5% whichever greater

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

 

$60.50

- Asset value >$5,000.00

$126.50

Note: All fees GST inclusive