Executor and deceased estate fees
Our executor fees are regulated and fair, and they cover the work required to obtain a grant of probate or administration, and the work to administer and distribute the estate.
Fees are deducted from your estate and based on the value of the assets that are solely owned by you.
Joint assets, such as bank accounts, or a house, will not attract a fee (except a minimal charge to ensure a house is registered in the name of the joint tenant/owner).
Fees (including GST) |
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|---|---|
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One-off executor fee |
Based on asset values: 4.4% on the first $100,000 3.85% on the second $100,000 2.75% on the third $100,000 1.65% any amounts over $300,000 (Minimum fee of $220) |
|
Estate management |
0.77% per year on value of assets held |
|
Account keeping |
$132 per year |
|
Investment |
0.165% per year of value of Primary Portfolio and 0.385% of Growth portfolio invested in NSW Trustee & Guardian (fees are GST inclusive). |
Indicative fees
View one-off executor fees
This table shows the one-off executor fee charged on solely owned estates. It does not cover disbursements or other fees and charges.
| Estimated Value of Estate | One off executor Fee (including GST) | Fee as a percentage (%) of the Estate Value |
| $50,000 | $2,200 | 4.40% |
| $75,000 | $3,300 | 4.40% |
| $100,000 | $4,400 | 4.40% |
| $125,000 | $5,363 | 4.29% |
| $150,000 | $6,325 | 4.22% |
| $175,000 | $7,288 | 4.16% |
| $200,000 | $8,250 | 4.13% |
| $225,000 | $8,938 | 3.97% |
| $250,000 | $9,625 | 3.85% |
| $275,000 | $10,313 | 3.75% |
| $300,000 | $11,000 | 3.67% |
| $325,000 | $11,413 | 3.51% |
| $350,000 | $11,825 | 3.38% |
| $375,000 | $12,238 | 3.26% |
| $400,000 | $12,650 | 3.16% |
| $425,000 | $13,063 | 3.07% |
| $450,000 | $13,475 | 2.99% |
| $475,000 | $13,888 | 2.92% |
| $500,000 | $14,300 | 2.86% |
| $525,000 | $14,713 | 2.80% |
| $550,000 | $15,125 | 2.75% |
| $575,000 | $15,538 | 2.70% |
| $600,000 | $15,950 | 2.66% |
| $625,000 | $16,363 | 2.62% |
| $650,000 | $16,775 | 2.58% |
| $675,000 | $17,188 | 2.55% |
| $700,000 | $17,600 | 2.51% |
| $725,000 | $18,013 | 2.48% |
| $750,000 | $18,425 | 2.46% |
| $775,000 | $18,838 | 2.43% |
| $800,000 | $19,250 | 2.41% |
| $825,000 | $19,663 | 2.38% |
| $850,000 | $20,075 | 2.36% |
| $875,000 | $20,488 | 2.34% |
| $900,000 | $20,900 | 2.32% |
| $925,000 | $21,313 | 2.30% |
| $950,000 | $21,725 | 2.29% |
| $975,000 | $22,138 | 2.27% |
| $1,000,000 | $22,550 | 2.26% |
| $1,050,000 | $23,375 | 2.23% |
| $1,100,000 | $24,200 | 2.20% |
| $1,150,000 | $25,025 | 2.18% |
| $1,200,000 | $25,850 | 2.15% |
| $1,250,000 | $26,675 | 2.13% |
| $1,300,000 | $27,500 | 2.12% |
| $1,350,000 | $28,325 | 2.10% |
| $1,400,000 | $29,150 | 2.08% |
| $1,450,000 | $29,975 | 2.07% |
| $1,500,000 | $30,800 | 2.05% |
Additional fees that may apply (including GST) |
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|---|---|---|
| Lodgement of tax return |
$297 first hour $253 additional hourly rate (charged in 15-minute blocks) |
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| Tax investigation without lodgement |
$148.5 first hour $253 additional hourly rate (charged in 15-minute blocks) |
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View all additional fees and services.
When do I pay the fees?
There are no up-front fees. executor fees are paid from your estate after you pass away.
How to appoint us as your executor?
Request an appointment to make or update your Will to appoint us as your executor