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â¢ testamentary continuing trusts, from the time the trust is established, and. â¢ all other trusts, from the date when the trust is committed to PTCo's administration. Example â a trust established in a clientâs will (testamentary trust) with assets valued at $5,000,000. The annual fee charged is $68,750.Where PTCo previously administered the clientâs estate an establishment fee is not payable..30% of the gross value of assets of the estate over $1.000,000 up to $3,000,000. 2.20% of the gross value of assets of the estate over $3,000,000 up to $5,000,000. 1.65% of the gross value of assets of the estate over $5,000,000. A minimum capital fee of $19,800 applies.
Typical Trustee Fees. The trustee fee arrangement varies depending on the state fee schedules for trustees and the specific terms and conditions written out by the trustor. Professional trustees rarely charge less than a 1% of the total worth of the estate as a fee.or example, if the trustee fee is set at 1%, but the estate ends up tied up in taxes and the situation drags on for years, with challenges or court actions, with the trustee putting in hours and hours of work above and beyond the usual than the trustee may petition the court to allow for a greater fee.