Strategy · fiduciary exposure

What a breach finding comes to.

Stack the surcharge for loss to the estate or trust, double damages under Probate Code §859, and prejudgment interest into a single exposure figure — what counsel can put on the table at mediation. Every default is editable; confirm the §859 predicate before asserting it.

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Build the claim

Damagesthe compensatory base

Prejudgment interest

Annual rate — you enter this for your jurisdiction

Accrual period

From

Through

Method

Day-count

Rate authority — optional, prints on the statement

Interest accrues on the compensatory damages above. Most prejudgment interest is simple — use compounding only where the statute requires it.

Penalties & enhancementsstatutory, multiplier, or flat

Flat $ adds a fixed amount. % of damages and × damages are computed on the compensatory base (e.g. treble damages = × 2 on top of the base). Confirm every multiplier and statutory penalty against controlling law.

Fees & costsoptional

Attorney's fees — if fee-shifting applies

Costs — filing, experts, etc.

Matter / client

Prepared for

Statement of exposure

Total exposuredamages + interest + penalties + fees

$0.00

This worksheet is a strategy and calculation aid, not legal or financial advice and not a prediction of any award. It assembles components you supply — damages, an interest rate, penalties, multipliers, and fees — into a single figure for negotiation. Availability of prejudgment interest, statutory penalties, enhanced or multiplied damages, and fee-shifting varies by claim and jurisdiction and is often discretionary or capped; confirm each component and its basis against controlling authority before asserting it.

Prepared with JuraSum