Will and estate management fees

Will makingFee
Simple will - naming Public Trustee as executor $124.30
Complex will $311.30
Concession holder $24.20
Change to existing will prepared by Public Trustee in last 10 years$61.60
Estate managementFee
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 $622.60
Trust managementFee
Capital with defined maturity date1.1%
Capital with undefined maturity date 2.2%
Income 6.6%
Storage - personal effectsFee
Inspecting, reporting on and collecting personal property from estate of deceased person$187 per inspection
Storage - per month per cubic metre or part $8.80
MiscellaneousFee
Rent collected by Public Trustee 3.3%
Locate next-of-kin, beneficiaries or owner of unclaimed property$622.60 or 5.5%, whichever is greater
Transfer asset to surviving joint tenant 
  • Asset value less than $5,000
$124.30
  • Asset value more than $5,000
$248.60

Note: all fees are GST inclusive

Last updated: 01 July 2019

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