California sets attorney and executor fees by statute — a percentage of the gross estate value. For a $2M San Francisco home, that's over $40,000 in fees for each party. Here's exactly how the math works and what you can do about it.
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One of the most significant financial realities of California probate is the cost. Unlike most states where attorney fees are negotiated privately, California Probate Code §§10800 and 10810 set statutory fees for both the probate attorney and the executor — calculated as a percentage of the gross estate value. For estates that include San Francisco or Marin County real property, these fees can amount to tens of thousands of dollars, and understanding how they are calculated is essential for executors and beneficiaries planning for the estate's expenses.
The statutory fee schedule applies to both the attorney and the executor separately — meaning both parties are entitled to the full fee based on the gross estate value. The schedule is as follows:
| Estate Value | Fee Rate |
|---|
|---|---|
| First $100,000 | 4% |
|---|
| Next $100,000 | 3% |
|---|
| Next $800,000 | 2% |
|---|
| Next $9,000,000 | 1% |
|---|
| Above $25,000,000 | Reasonable amount |
|---|
For a San Francisco estate with a single property valued at $2,000,000, the statutory fee for the attorney is calculated as: 4% of $100,000 ($4,000) + 3% of $100,000 ($3,000) + 2% of $1,800,000 ($36,000) = $43,000. The executor is entitled to the same amount — another $43,000. Combined, the statutory fees for a $2 million estate total $86,000.
For a $3 million Marin County estate, the combined statutory fees exceed $100,000. These are not hypothetical figures — they are the actual fees that California law authorizes, and they are among the most significant costs of probate administration.
The statutory fee is intended to compensate the attorney for ordinary probate services: preparing and filing the petition, attending court hearings, handling creditor notices, preparing the inventory, and filing the final accounting and petition for distribution. It does not cover extraordinary services — work that goes beyond the ordinary scope of probate administration.
Extraordinary services, which are billed separately with court approval, can include: handling a contested will or beneficiary dispute; managing complex tax issues; dealing with business interests or unusual assets; litigation against creditors or third parties; and handling real property sales that involve unusual complications. Executors should ask their probate attorney at the outset to identify any aspects of the estate that are likely to require extraordinary services and to provide an estimate of those additional costs.
Yes — but only by agreement. The statutory fee is a maximum, not a minimum. An executor can agree to accept less than the full statutory fee, and an attorney can agree to charge less than the statutory rate. In practice, many executors who are also beneficiaries choose to waive their fee entirely, since the fee is taxable income while the inheritance is not. Attorneys may also agree to reduced fees for straightforward estates or for clients with whom they have a long-standing relationship.
Executors should have a frank conversation with their probate attorney at the initial consultation about fee expectations. Some attorneys charge a flat fee for routine probate matters; others charge the full statutory rate. Understanding the fee structure upfront avoids surprises at the end of the administration.
Attorney and executor fees are the largest single cost of probate, but they are not the only cost. Additional expenses include: court filing fees (currently $435 for most petitions); publication costs for required newspaper notices (typically $200–$400); probate referee fees (typically 0.1% of appraised asset value); bond premiums (if the court requires a bond); accounting fees; and real estate commissions on property sales.
For a $2 million estate, total probate costs — including all of the above — typically range from $90,000 to $120,000. This is a significant reduction from the estate's gross value, and it is one of the primary reasons that estate planning attorneys recommend living trusts as an alternative to probate for high-value estates.
The most effective ways to minimize probate costs are: establishing a living trust before death (which avoids probate entirely for trust assets); requesting full IAEA authority to avoid the additional cost of court confirmation hearings; working with a probate attorney who offers competitive fees; and selling estate real property efficiently to minimize carrying costs during administration.
For real property specifically, working with a Certified Probate & Trust Specialist who understands the probate process — and who can price and market the property to achieve a quick, competitive sale — directly reduces the estate's carrying costs (mortgage, insurance, property taxes, maintenance) during the administration period. Every month the property sits unsold is a month of carrying costs that reduces the net distribution to beneficiaries.
If you are administering an estate in San Francisco or Marin County and have questions about costs, a free consultation with a Certified Probate & Trust Specialist can help you understand the full picture and identify strategies to protect the estate's value.
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Oliver Mossi is a Certified Probate & Trust Specialist with 20+ years of experience in San Francisco and Marin County real estate. He specializes in estate property sales, executor guidance, and attorney partnerships.
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