Will and estate management fees
| Will making | Fee |
|---|
| Simple will - naming Public Trustee as executor | $145.00 |
| Complex will | $362.00 |
| Concession holder | $29.00 |
| Change to existing will prepared by Public Trustee in last 10 years | $72.00 |
| 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 | $725.00 |
| 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 | $218.00 per inspection |
| Storage - per month per cubic metre or part | $10.00 |
| Miscellaneous | Fee |
|---|
| Rent collected by Public Trustee | 3.3% |
| Locate next-of-kin, beneficiaries or owner of unclaimed property | $725.00 or 5.5%, whichever is greater |
| Transfer asset to surviving joint tenant | |
- Asset value less than $5,000
| $145.00 |
- Asset value more than $5,000
| $290.00 |
Note: all fees are GST inclusive.
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