Will and estate management fees

Will makingFee
Non complex will - naming Public Trustee as executor $121
Complex will $303.60
Concession holder $24.20
Change to existing will prepared by Public Trustee in last 10 years$60.50
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 $607.20
Trust managementFee
Capital with defined maturity rate1.1%
Capital with undefined maturity rate 2.2%
Income 6.6%
Storage - personal effectsFee
Inspecting, reporting on and collecting personal property from estate of deceased person$182.60 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$607.20 or 5.5%, whichever is greater
Transfer asset to surviving joint tenant 
  • Asset value < $5,000
$121
  • Asset value > $5,000
$242

Note: all fees are GST inclusive

Last updated: 01 July 2018

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