Will and estate management fees

Will making Fee
Non complex will - naming Public Trustee as executor $118
Complex will $295.90
Concession holder $24
Change to existing will prepared by Public Trustee in last 10 years$59.40
 Estate management Fee
Tiered commission rate charged on the total value of estate assets  
$0 to $200,000 4.4%
$200,001 to $400,0003.3%
$400,001 to $600,0002.2%
Greater than $600,0001.1%
Minimum charge for administration of a deceased estate $592
  Trust management Fee
Capital with defined maturity rate1.1%
Capital with undefined maturity rate 2.2%
Income 6.6%
  Storage - personal effects  Fee
Inspecting, reporting on and collecting personal property from estate of deceased person$178.20 per inspection
Storage - per month per cubic metre or part $8.80
Rent collected by Public Trustee 3.3%
Locate next-of-kin, beneficiaries or owner of unclaimed property$592 or 5.5%, whichever is greater
Transfer asset to surviving joint tenant 
  • Asset value < $5,000
  • Asset value > $5,000

Note: all fees are GST inclusive

Last updated: 28 November 2017