Estate and Trust Settlement:
  • date of death inventory of estate and trust assets
  • assist with distributions to beneficiaries
  • prepare accounting for probate court and beneficiaries

Conservatorship:
  • collect income and pay bills
  • coordinate medical care
  • provide court accounting

Life Insurance Trust Maintenance:
  • collect gifts
  • issue Crummey Letters
  • pay premiums and maintain files

Household Management:
  • collect income and pay bills
  • reconcile bank accounts
  • monitor caregivers

Trust Administration:
  • inventory trust assets
  • re-title assets
  • assist with preparation of tax returns
  • act as agent for trustee or as trustee

Fees

The rate for services is $140.00 per hour, except for Trustees fees.

For Probate and Conservatorship accounts, a fiduciary fee of $1,000 per annum will be assessed. An asset disposition fee of ½% will be charged upon the sale of assets valued over $50,000. A fee of 1% will be charged for the sale of real property.

For Trust accounts, statutory fees (HRS §607-18) will apply as follows:

Inception Fee: 1% on asset value at time of inception

Annual Fees:
  • Income fees:
    • 7% on first $5,000
    • 5% thereafter
  • 5/10 of 1% upon all assets at the end of the calendar year, less bookkeeping and clerical services

Other Fees:
  • 2 ½% on Principal cash received after inception
  • 2 ½% on Principal distributions prior to termination
  • Reasonable fees for services performed in sales or leases of real estate, contested or litigated claims, tax returns & maintaining decedent’s business

Termination Fees: 1% on asset value at time of termination

All fees are subject to 4.712% Hawaii General Excise Tax.

Fees are determined after an initial consultation and case review. When appropriate, an initial one hour consultation is complimentary.

Services and fees are effective as of July 2008 and are subject to change at any time.

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Copyright 2000 Estate Administrative Services
1100 Alakea Street, Suite 1600, Honolulu, HI 96813
tel: 808-550-0800 fax: 808-523-0032
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