[WSBAPT] Trustee fee agreement?

Nicholas Pleasants nick at pleasantslaw.com
Tue Jun 9 23:16:53 PDT 2020


Are you just looking for an estimate of what are typical costs? Partners In Care posts their fee schedule online: https://www.pic.org/fee-schedule.htm
If you appoint a professional trustee in a Trust Agreement, there is not usually a fee agreement to execute, so I can’t recall reviewing one. If they are the PR, they can charge anything that is reasonable, subject to court review. Hopefully that addresses your question.
Best,
Nick

Nicholas Pleasants
Pleasants Law Firm, P.S.
2300 130th Ave NE, Suite A-101
Bellevue, WA 98005-1755
(425) 615-7070 tel.
(425) 497-0799 fax
nick at pleasantslaw.com<mailto:nick at pleasantslaw.com>
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Rachel Bender
Sent: Tuesday, June 9, 2020 12:53 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Trustee fee agreement?

Hi all,

Would anyone be willing to share their standard professional trustee/PR/fiduciary fee agreement? Or any terms that they specifically include? We're comparing for an estate planning client.


Rachel R. Bender | Member, Attorney

Bender Law PLLC
1001 Fourth Avenue | Suite 4400 | Seattle, WA 98154
Reception: 206.577.7987 | Direct: 206.389.1744 | Fax: 206.693.4365
www.bender-law.com<http://www.bender-law.com>

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