Serving as Trustee and wondering what you may charge?
Start the free role checkHow California approaches the number
- Trust terms first. If the instrument specifies compensation, the Trustee is entitled to what it says — though a court may allow more or less if the duties turn out substantially different from those contemplated, or the specified amount is unreasonably low or high.
- If the Trust is silent: compensation reasonable under the circumstances. There is no statutory percentage for California Trustees — courts weigh things like the size of the Trust, the work actually performed, the skill required, and customary charges.
- Other services count separately: a Trustee who renders services beyond the trustee role may be allowed reasonable compensation for those in addition. Professional fiduciaries often publish fee schedules; family Trustees commonly charge modestly or waive — choices, not requirements.
- Don't confuse it with the attorney's fee. The Trustee's own compensation is governed by Prob. Code §15681; the attorney the Trustee hires is paid the fee they agree — California sets no presumptive attorney fee for trust administration.
The governing provisions
Reasonable compensation where the instrument is silent
Prob. Code §15681 ↗Clear, simple explanation; the verbatim statute text is not yet attested in our library. See the official statute via the link above.
Duty of loyalty
Prob. Code §16002 ↗Clear, simple explanation; the verbatim statute text is not yet attested in our library. See the official statute via the link above.
Absolute, sole or uncontrolled discretion
Prob. Code §16081 ↗Clear, simple explanation; the verbatim statute text is not yet attested in our library. See the official statute via the link above.
Why paying yourself needs care
- Paying yourself is a self-interested act by a fiduciary — the duty of loyalty (Prob. Code §16002) is in the room. Document the basis, the rate, the time, and the work before the money moves.
- If you are also a beneficiary, the line between compensation and distribution matters: Prob. Code §16081 limits self-dealing discretion, and compensation that looks like a disguised distribution invites challenge.
- Beneficiaries will see it: compensation appears in the Trust accounting (Prob. Code §16062). A number that surprises them there is how disputes start.
- TrusteeClear treats paying yourself as a gated action — the record is assembled before the payment, and a firm-supervised matter routes it to the attorney first.
General information about California law, not legal advice.
Frequently asked questions
- How is a California trustee paid?
- If the trust instrument provides for the trustee's compensation, the trustee is entitled to it, and a court may fix greater or lesser compensation on the showings Prob. Code §15680 describes; if the instrument is silent, the trustee is entitled to reasonable compensation under the circumstances (§15681). Expenditures properly incurred are repaid from the trust (§15684). California sets no schedule for a private trustee.
- Can a California trustee pay themselves?
- A trustee may take the compensation the instrument provides or, where it is silent, reasonable compensation (Prob. Code §15681) — but paying yourself is a self-interested act to document carefully: the duty of loyalty (§16002) and the limits on self-dealing (§16004) apply, and the compensation appears in the account (§16063(a)(3)). A trustee who is also an attorney takes either the trustee's or the attorney's compensation, not both, unless §15687's approval is obtained.
- What makes trustee compensation "reasonable" in California?
- The statute sets no percentage and no schedule: it entitles the trustee to reasonable compensation under the circumstances where the instrument is silent (Prob. Code §15681), and a court may fix, allow or review the reasonableness of a trustee's compensation on petition (§17200(b)(9)). The probate percentages of §§10800 and 10810 belong to a personal representative and that representative's attorney, not to a private trustee.
General information about California law, not legal advice.