Public Trustee



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Fees

Will Making:

 

Non Complex Will – Naming Public Trustee as Executor

$118.00

Complex Will

$295.90

Concession Holder

$24.00

Change to Existing Will prepared by the Public Trustee within the previous 10 years

$59.40

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

$592.00

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

$178.20
per inspection

Storage – per month per m3 or part

$8.80

Miscellaneous:

 

Rent collected by Public Trustee

3.3%

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

$592.00 or 5.5%
whichever greater

Transfer asset to surviving joint tenant:

 

- Asset value <$5,000.00

$118.80

- Asset value >$5,000.00

$236.50

Note: All fees GST inclusive