The Estate Representative’s Share

The estate’s representative is often entitled to take a share of the estate’s total value. California has a list of statutory fees for estate representatives, which varies based on that value.

For example:

  • If an estate is worth $100,000, the personal representative may take 4% of the first $100,000, plus a statutory fee of $4,000
  • If an estate is worth $200,000, a personal representative may take 3% of the next $100,000, plus a statutory fee of $7,000

California has more fee calculations for almost every estate with a value up to $20 million. If the estate is worth more than $25 million, the court will determine the personal representative’s fees.

An Attorney’s Role in Probate Administration

If you do not already have a probate attorney, it’s important to contact one if you are trying to settle a California estate. A probate attorney can help personal representatives set their fees and recoup any losses or expenses made through probate administration. Beyond that, a probate lawyer will also know how to close out an estate and can even do the hard work of inventorying assets, filing court paperwork, and settling the estate’s debts.



Philip J. Kavesh
Nationally recognized attorney helping clients with customized estate planning guidance for over 40 years.