Will and estate management fees
Will making | Fee |
---|
Simple will - naming Public Trustee as executor | $138.60 |
Complex will | $346.50 |
Concession holder | $27.50 |
Change to existing will prepared by Public Trustee in last 10 years | $69.30 |
Estate management | Fee |
---|
Tiered commission rate charged on the total value of estate assets | |
$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% |
Minimum charge for administration of a deceased estate | $694.10 |
Trust management | Fee |
---|
Capital with defined maturity date | 1.1% |
Capital with undefined maturity date | 2.2% |
Income | 6.6% |
Storage - personal effects | Fee |
---|
Inspecting, reporting on and collecting personal property from estate of deceased person | $209.00 |
Storage - per month per cubic metre or part | $9.90 |
Miscellaneous | Fee |
---|
Rent collected by Public Trustee | 3.3% |
Locate next-of-kin, beneficiaries or owner of unclaimed property | $694.10 or 5.5%, whichever is greater |
Transfer asset to surviving joint tenant | |
- Asset value less than $5,000
| $138.60 |
- Asset value more than $5,000
| $227.20 |
Note: all fees are GST inclusive
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