Probate Timeline for Large Estates!
This video explains the California Probate process for estates over $166,250
(this is a new threshhold effective 1/1/2020)
Low Flat Fee for Full California Probate
Full Service (All Phases) – $3900.00
Full Service (Phase 1, 2 or 3) – $1500.00
Phase 1 Documents Only – $750.00
Our Full Service includes document preparation, facilitating all court filings, case management, and ongoing support services.
The Three Phases of California Probate
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Phase One
- Determine if there is a Will
- Prepare and file Petition for Probate
- Publication in Newspaper
- Notice all Interested Parties
- Review Probate Notes prior to Hearing
- File Supplement, if necessary
- Attend Probate Hearing
- Obtain conformed copy of Order
- Obtain certified copy of Letters

Phase Two
- Establish Estate Bank Account
- Provide Notice to Creditors
- Probate Notice to Government Agencies
- Appoint Probate Referee
- Notify County Assessor
- Inventory and Appraisal
- Reject and/or Pay Creditor Claims
- File Tax Returns
- Sell Assets, if necessary, with Notice

Phase Three
- Prepare/File Petition for Final Distribution
- Waivers of Final Account
- Notice Hearing
- Check Probate Notes
- File Supplements
- Attend Hearing
- Distribute Assets and Obtain Receipts
- Record Order of Distribution
- File Final Discharge