Trust Administration Fee Agreement

What’s Included:

✔ Scope of Legal Services – Clearly outlines the attorney’s role in assisting the trustee with trust administration.
✔ Fee Structure & Payment Terms – Defines legal fees, including flat fees, percentage-based fees, or hourly rates, based on estate value.
✔ Trustee Responsibilities – Sets expectations for trustee cooperation, record-keeping, and compliance with trust terms.
✔ Grant of Lien (Optional) – Provides language granting the attorney a lien on trust assets, if applicable.
✔ Mediation & Arbitration Clause – Establishes a dispute resolution process to protect both parties.
✔ Customizable Format – Available in Word and PDF for easy editing to suit your firm’s needs or adapt for other jurisdictions.

Why You Need This Agreement:

✅ Ensure Legal Compliance – Fully references California trust administration laws for fee transparency.
✅ Avoid Fee Disputes – A well-documented agreement protects both attorney and trustee by outlining expectations.
✅ Save Time – Use a ready-to-go, professional template instead of drafting agreements from scratch.
✅ Adaptable for Other States – While tailored to California, this agreement can be modified for use in other trust administrations.

📥 Instant Download – Fully Editable & Ready to Use
Set clear expectations for trust administration—Download your Trust Administration Fee Agreement today!