Estate Services

The Orange County Public Administrator Accounting Unit manages the processing of estate/trust financial transactions including daily receipts, disbursements, bank deposits, general ledger, revolving fund payments, trust and bank reconciliations, income and fiduciary tax filings, and court accounting reports.  Court accountings are prepared and completed in accordance with probate and trust rules.  The Accounting Unit also provides vault services which include the intake, storage, and release of estate valuables such as jewelry items, precious metals, stock and bond certificates, rare coin/tokens, etc.

The OC Public Administrator also has an in-house investment ad hoc committee with participating members from County Counsel, County Treasurer, and other stakeholders.  The investment committee sets investment policies, provide investment guidelines, oversight, and assists program deputies with the development of clients’ investment plan and investment policy statement.    

Fees:

The Public Administrator (PA) manages the affairs of deceased residents of Orange County who at the time of death left no known heirs, no will, no named executor, or a named executor who is ineligible or unwilling to handle the estate.  PA fees are comprised of statutory and extraordinary fees.  Statutory fee is computed based on a statutory percentage of the total value of the estate in accordance with Probate Codes §§ 10800, 10810. 

Extraordinary fee or additional professional fee is comprised of:  1) attorney fees resulting from legal representation on litigation matters concerning an estate or trust, 2) tax preparation fees (returns prepared in-house by PA staff), and 3) fee for sale of real properties (sales by PA real estate broker).   The hourly rates for PA deputies and professional staff are computed by the County Auditor Controller.