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

Click to See How Much An Attorney Would Charge

Our Full Service includes document preparation, facilitating all court filings, case management, and ongoing support services.

Click Here for Description of Full Service Probate Services

Click Here for Description of Documents Only

The Three Phases of California Probate

Tap to Explore Options

phase 1 probate petition and letters
Phase One - The Probate Petition and Letters

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 - Inventory, Appraisal and Notices

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 - Distribution, Receipts, Closing

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

See how easy it is to get started. We now offer customers instant access to our online interview. Try before you buy and see how is the easiest and most cost-effective way to prepare and complete your California Probate! We offer a solution for every budget – from full-service with document preparation, court filings and case administration to a low-cost “documents only” service. Choose what’s best for your budget.