Mary Makler Professional Trustee

Mary Makler Professional TrusteeMary Makler Professional TrusteeMary Makler Professional Trustee

Mary Makler Professional Trustee

Mary Makler Professional TrusteeMary Makler Professional TrusteeMary Makler Professional Trustee
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About Me

Serving as

  • Trustee
  • Successor Trustee
  • Executor
  • Agent Under Powers of Attorney
  • Probate Administrator
  • Representative Payee
  • Conservator

Personal Fiduciary Work

Finding the right trustee begins with identifying a responsible person who will provide practical solutions to individual needs.  My clients benefit from the services of one who not only administers their trust assets, but who also considers the unique and personal situations of each client.




Loyal and Accountable

I am impartial when carrying out terms of the trust document.  I provide detailed reporting and regular communication with beneficiaries.  I am known for my accurate and attentive manner.


I am absent from the emotions family members may have towards other family members.



Licenses and professional associations

Licensed California Professional Fiduciary

Professional Fiduciary Association of California

Pro Visors

OC Bar

Senior Specialist Group

Price List

File Set Up Fee

$450.00

Annual Trustee Fee based on the value of all trust assets

     Assets up to $3 million   1.25%                 

     Assets $3 million to $7 million   1.00%

     Assets over $7 million    .80% 


Conservatorship Fees

Professional Fiduciary Services Hourly Rate $175.00

Trustee Fee invoices  will not be pro-rated for a short year. (e.g. the full fee shall apply even when the professional services rendered were for less than a full year.)

Minimum Annual Fee

$2000.00

Other Fees

When needed, I will hire financial advisors, attorneys, accountants, and other professionals to assist me and I will use trust/conservatorship assets to pay their invoices.

When needed, I will hire financial advisors, attorneys, accountants, and other professionals to assist me in administering the trust and I will use trust assets to pay their bills. When utilizing special skills or when unusual or extraordinary services are requested or required, reasonable additional charges will be assessed based upon the duties and responsibilities involved and the total time spent. detailed documentation will be provided.

Contact Me

Mary Makler Professional Trustee

2872 Coast Circle, Huntington Beach, California 92649, United States

562 810 8341 mary@privatefiduciary.services

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