Most Popular Option

Our full service is our most popular option and offers the most cost-savings. These Services include the standard document preparation for estates (with or without a will) for all three Phases of the California probate process. Also, we facilitate all court filings, arrange publication, handle administrative notices, provide ongoing support, and include hands-on case administration throughout the entire probate process.

Description of Full Service Probate: Preparation of Petition for Probate, Consent to Full Independent Authority, Declaration re Will or No Will, Nomination of Personal Representative and/or Declination to Act, if required, Notice of Petition to Administer Estate; Bond Waivers, Declaration re Known Creditors, Probate Cover Sheet, Order for Probate; Letters, Duties and Liabilities of Representative, Confidential Statement, Application to appoint Probate Referee, Notice to Franchise Tax Board and Healthcare Agency, Notification to County Assessor re Death of Real Property Owner, Inventory and Appraisal, Petition for Final Distribution and waiver of accounting; Scheduling and Noticing Hearing on Final Distribution; Preparation of Order for Final Distribution, Receipts, and Ex Parte Application to Relief Representative of Duties. NOTE: Any documents required by the client not specifically mentioned are not included in our base flat fee and may require payment of additional fees. Selection of forms per public service booklet. Services are contingent on all heirs waiving bond and accounting and all creditors paid in full prior to filing Petition for Final distribution. Probate cases must be completed within 12 months from completion of the initial interview or an annual fee of $500 will be automatically assessed for each year case remains open.