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Quick Start Probate InterviewSandy McCarthy2019-05-11T12:51:19-07:00

Quick Start Probate Interview

Once any section below has been completed, you can easily return to it by using the numbered links below. If your browser is preventing the page from scrolling down, use your TAB button.
1 Start
2 The Petitioner
3 Confidential Information
4 Additional Petitioners
5 The Probate Case
6 The Decedent
7 Residency
8 Citizenship
9 Death
10 Personal Information
11 Will
12 Codicils
13 Executor
14 Location of Will
15 Personal Representative
16 Living Trust
17 Special Circumstances
18 Heirs
19 Other Beneficiaries
20 Spouse
21 Children Details
22 Estate Value
23 Waivers and Assignments
24 Minor Heirs
25 Special Notices
26 Unsecured Creditors
27 Contingencies/Taxes
28 Comments
29 Final Review
30 Services
31 Understanding Contract
32 Notice to Consumer
33 Contract
34 Payment
  • Welcome to our Quick Start Probate Interview Process

    This online interview will let you see how easy it is to provide our office with the required information to start your probate case. It's convenient and risk free. See how easy our interview is before you hire our services! This interview is for full probate proceedings that require Letters Testamentary or Letters of Administration. It is not designed for small estate administration proceedings. If you need help with a Small Estate Proceeding Click here!

    You can even save your work-in-progress and pick up on it at a later time!
    Just click on "save and continue later" which can be found at the bottom of every page.
  • PROBATE INTERVIEW

    This convenient quick-start online interview process will enable you to see how easy it is to provide the necessary information for your probate proceeding. Please take your time to carefully read each section and provide complete answers.

  • Your Contact Information

    Please provide some basic contact information. If you are not going to be a Petitioner in this case, that's OK. You'll have a chance to enter that information later.
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  • Information about the Petitioner

    The petitioner is simply the person that is starting the probate process. The petitioner is often the person(s) that will ultimately be responsible for the estate, but they don't have to be. Courts recommend that the petitioner be one of the following: surviving spouse, a child of the deceased, other next of kin, or a named executor (if there is a will).
  • There is no need for more than one petitioner. Recall that the petitioner simply starts the process. Having additional petitioners only increases the number of people that need to sign the documents, increases costs to prepare the documents, and could also make the process more cumbersome and complex. We recommend selecting "1 Petitioner" here.
  • Please identify the relationship of the petitioner to the decedent. This could be spouse, daughter, son, grandson, friend, niece, nephew, etc.
    Petitioner is decedent's:
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  • Confidential Information About Petitioner

    Please provide the following information for the required Confidential Statement required by the Court. This information will not be public record but will be maintained by the court.
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  • You indicated above there will be more than one Petitioner in this matter. Remember, there is no need for more than one petitioner. As mentioned above, having additional petitioners only increases the number of people that need to sign the document and could also make the process more cumbersome and complex. If you desire to change your eearlier answer, click the "Previous" button to return to your original selection to change your answer. Otherwise, please enter the information below.
  • Please complete the following information for each additional Petitioner.
    Name of Additional PetitionerRelationship to DecedentAddress, City, State, ZipDate of BirthDriver's Lic. No.State of DL#Social Security # 
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  • The Probate Case

  • Please select the California county where this proceeding will be or is already filed. This is typically either 1) the California county where the decedent resided or 2) if the decedent did not reside in California, where the assets or real property are located.
  • The court provides the case number number. It can be found in every court document pertaining to the case.
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  • The Decedent

  • Also Known As (AKA) - some people are recognized both legally and commonly by another name, often their middle name or a nickname. Example: Sandy is often Sandra, and Richard is often Dick. Some people use their first initial and full middle name: T. Robert Jones.
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  • Decedent's Residency

  • The deceased's primary legal residence is the place where they lived 50% of the time, where their car was registered, where tax bills and bank statements were mailed to, the address on their ID (passport, driver's license) and voter registration.Please check one:
  • Please choose the decedent's county of residency (where they lived).
  • How many years did the decedent live in the county selected above?
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  • Decedent's Citizenship

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  • Decedent's Death

  • Provide the date of death (from the death certificate).
  • If you have a copy of Decedent's Death Certificate, you can upload it here. This portal will only accept uploads in pdf (Adobe Acrobat) format.
    Accepted file types: pdf.
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  • Personal Information About Decedent

  • If unknown enter "unknown"
  • If unknown enter "unknown"
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  • Decedent's Will

  • Ok - so the decedent had a handwritten Will. In California, the court will need a copy of the handwritten Will as well as a TYPED VERSION of the handwritten will. Please TYPE the Will word-for-word in the space below.
  • Check to see if the will was witnessed. The witness typically signs their name at the bottom of the will as the witness, and there is often an additional affidavit under penalty of perjury along with their signature.
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  • Amendments or Changes to Decedent's Will

  • A codicil is a small change, added to the will in an additional signed and witnessed document. The codicil simply changes a portion of the will without negating the will entirely.
  • Date of Amendment/CodicilWitnesses (yes or no) 
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  • Named Executor in Will

  • The executor is a person appointed by a person in their will to carry out the terms of the will. Often there will be a "first choice" and then an alternate choice.
  • Name as referenced in WillStreet AddressCity, State, ZipPosition (first named, alternate named, etc) 
  • Have any of the above-named individuals declined to act as Executor?
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  • Location of Original Will

  • You have indicated that the ORIGINAL Will is lost. This may result in the decedent's estate being distributed under the laws of intestate succession.
  • Please upload a pdf version of the decedent's Will and any Codicils. this portal will only allow for uploads in pdf format.
    Drop files here or
    Accepted file types: pdf.
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  • Personal Representative of Estate

    When there is no executor or will, a personal representative of the estate will need to be appointed.
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  • Decedent's Living Trust

  • Please name ALL trustee's listed in decedent's Living Trust. This includes the original Trustees who created the trust and any designated co-trustees and/or alternate successor trustees. Click the + to make additional entries.
    Name of Trustee (as identified in Trust)Designation in Trust (original trustee, first successor, 2nd successor, co-successor)X Check if deceased 
  • If you have a copy of decedent's trust, you can upload a pdf copy and any Trust Amendments here.
    Drop files here or
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  • Special Circumstances

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  • Heirs and Devisees

  • Predeceased means someone who has died before (another person, typically someone related by blood or marriage
  • Tip: Issue of predeceased children are referring to grandchildren of the decedent and specifically grandchildren whose parent (son or daughter of the decedent) has died.
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  • Check the FIRST item that applies.
  • Please check only the FIRST item that applies.
  • Please provide the details about decedent's relatives (living or not) based on your answer above. Click the + to add additional individuals. You MUST include information pertaining to ALL of the individuals mentioned in the list above.
    Full NameRelationship to DecedentAgeIf Minor, Date of BirthResidence Address or Date of Death (if deceased) 
  • Please check one of the following:
  • Please check only the FIRST item that applies.
  • Please provide the following details for each non-family member named in decedent's will.
    NameDate of BirthStreet AddressCity, State, ZipAdult or Minor?Living or Deceased?Date of Death (if applicable) 
  • In view of your answers above, please provide a detailed outline of the decedent's family tree and how you determined the decedent's heirs (next of kin).
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  • Spouse's or Domestic Partner's Information

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  • Children

  • Please provide the following details for each child (include any deceased children)
    NameDate of BirthStreet AddressCity, State, ZipAdult or Minor?Living or Deceased?Date of Death (if applicable) 
  • You have indicated that a child of the decedent died before the decedent. If that deceased child had their own children, please provide the following details. In this regard, these children identifed below would be the grandchildren of the decedent whose estate will be probated.
    Name of GrandchildDate of BirthStreet AddressCity, State, ZipAdult or Minor?Living or Deceased?Date of Death (if applicable) 
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  • Value of Estate and Personal Property

    The following will allow you to provide the character and estimated values of the property of the estate based on the itemization on the previous page.
  • Please provide your best "guestimate" if the amount is not known at this time.
  • "Personal Property" refers to all non-real estate assets, such as vehicles, things in the home, financial assets (bank, investments), etc. Please provide your estimated value of what would be considered "personal property." Please enter the true sales value of the personal property, without deducting for existing loans on any of the property (such as a car loan).
  • Does any of dedecent's personal property generate income? If so, please provide the ANNUAL income received from personal property. If not, enter 0, or the amount of income generated on a yearly basis.
  • Does any of decedent's real property generate income? If so, please provide the ANNUAL income received from all real property (land, house, commercial building, etc.) If none, enter 0.
  • How many pieces of real property did the Decedent own in California?
  • Please provide the details regarding the gross value of any real property (land, house) in the estate and the total estimated balance of loans on this real property as of the date of decedent's death in the spaces allocated. These amounts can be your best "guestimate."
  • Enter the total balance of loans and mortgages on the real property.
  • This is the estimated Net Value of this Estate.
  • This figue should include all debt, credit cards, taxes, personal loans, etc. Do not include real estate debt. Please provide your "best guess" or enter "unknown"
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  • Waivers or Assignments of Inheritance

  • Please check one of the following, if applicable.

    WAIVER: When a beneficiary wants to waive inheritance rights. This allows distribution of that beneficiary's interest and share of the estate to proceed down the lines of intestate succession (as though that beneficiary predeceased the decedent.)

    ASSIGNMENT: When a beneficiary wants to transfer inheritance rights to specific person.
  • Please provide the following additional information regarding those beneficiaries who are ASSIGNING their inheritance.
    Name of BeneficiaryNames of Alternate Beneficiary 
  • Please provide the following additional information regarding those beneficiaries who are waiving their inheritance.
    Name of BeneficiaryNames of Beneficiaries in Succession (list one per line) 
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  • Heirs and Beneficiaries that are Minors

  • Please provide additional information regarding any person listed above that is a minor.
    Name of MinorName of Parent/GuardianAddress of Parent/GuardianAmount or Description of Inheritance (if applicable) 
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  • Special Notices that May Be Required

  • Special notice is required if an heir or beneficiary is or has previously served time in prison, jail or other facility under the jurisdiction of the Department of Corrections and Rehabilitation including city jail, road camp, industrial farm, or other local correctional facility. Please check one of the following:
  • Please provide the following detailed information for each heir or beneficiary that has been confined in jail or prison as referenced above.
    Full Name of Heir/BeneficiaryDate of BirthJail/Prison Location of IncarcerationCDCR/Booking # 
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  • Decedent's Unsecured Creditors and Debts

    Please provide information regarding all currently known unsecured creditors. An unsecured debt is an obligation or debt that does not have specific property—like a house or car—which is collateral for payment of the debt. ... A secured debt, on the other hand, has a piece of property such as a car or house which can be repossessed if the debt is not paid. Click the + to add additional creditors.
  • The estate is expected to be:
  • What efforts or actions did you take to make your decision about the financial condition of the estate? (check all that apply)
  • Please describe what other efforts you took to obtain information regarding decedent's financial status.
  • Please provide all information about decedent's secured and unsecured creditors here. If you do not know this information, you can skip this section and enter "unknown" in the first box.

    TIP: Secured creditors would be a mortgage or car loan. Unsecured creditors would typically be credit cards, personal loans, etc.
    Name of CreditorAddressAccount #BalanceDue Date Next PmtSecured or Unsecured 
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  • Contingent Liabilities and Estate Taxes

  • It is the personal representative's duty to make a review of the decedent's personal records. Please check each item that is a TRUE statement.

    Estate Tax: The federal estate tax exemption allows an estate less than $5.45 million (as of 2016) in value to be passed on tax-free. If you have questions about the federal estate tax exemption, you should contact a CPA or attorney for advice.
  • Please check each item that is a TRUE statement.

    TIP: A contingent liability is a potential liability that may occur, depending on the outcome of an uncertain future event. (example: if decedent was a defendant in a lawsuit)

  • What personal taxes do you expect the decedent to owe? You can guestimate this information as best you can or enter "unknown"
    State Income TaxFederal Income TaxReal Property & Personal TaxTOTAL ESTIMATED TAX DEBT
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  • If there are any other comments or information about the estate you feel are important, please provide that information below. If you would like to provide further explanation or clarification to our office regarding any of your responses in this interview or provide other information regarding this estate, please do so below.
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  • Final Review

    Below please find the details of the information you have provided. Probate documents are exacting. Therefore, it is important that you double check to make sure the information you provided is accurate and complete. If you need to revise any of your answers, simply hit the PREVIOUS button at the bottom of the page to return to the section needing revision.
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  • Great Job! You're Almost Done.

    Now that you have completed your interview we are ready to prepare your documents! You just need to decide what type of services fit your budget.
  • Selecting Your Probate Services

    A People's Choice offers 3 low-cost options for probate document services. Additional information regarding your selection will be displayed once you you choose one of the options.
  • Please select which probate services you are interested in. Our base fee is indicated with add-on charges for estates with more than one 1 real property, co-petitioners or estates with more than 5 heirs/beneficiaries.

  • (Base fee $750) This option is when our more comprehensive services exceed your budget and you just want help with the paperwork for Phase 1 of the probate process. You will receive ready-to-file Phase 1 probate documentation. This option does not include any additional services or guidance other than written instructions. Customers who chose this option will be required to file the documents on their own, arrange publication and handle all other aspects of Phase 1 of the probate process.

    Description of Phase 1 Documents Only: 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 and Confidential Statement. No filing services or other administrative services are included. The client will be provided general instructions regarding publication, noticing and other steps that are required to complete Phase 1. NOTE: Any documents required by the client not specifically mentioned are not included in the flat fee and may require payment of additional fees. Selection of forms per public service booklet.
  • (Base fee $3900) 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. In addition, 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 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 initial interview or an annual fee of $500 will be automatically assessed for each year case remains open.
  • (Base fee $1500) This is an option for individuals that want to budget the probate cost over the 9-month process and allows a customer to pay on a "per Phase" basis of $1500/phase (there are 3 phases in a California probate.) Phase 1 includes full-service document preparation and case administration through Phase 1 of the probate process, up to the appointment of the Personal Representative, Order for Probate and Issuance of Letters. The cost-savings is not as high as when you pay for all three phases at one time.

    Description of Phase 1 Probate Services: 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. NOTE: Any documents required by the client not specifically mentioned are not included in the flat fee and may require payment of additional fees. Selection of forms per public service booklet.
  • Our Full-Service probate services cover estates with no real property or estate with one piece of real property. There is an extra surcharge per property for estates with more than one piece of property. Based on your earlier answers in this interview, fees quoted will be based on the following number of real properties in this estate.
  • Please confirm the number of Petitioners in this case. This should match your answer provided earlier during this interview.
  • Please select the total number of Heirs/Beneficiaries in this case. Our base fee includes up to 5 heirs/beneficiaries. Your selection should match the number of entries provided under Sections labeled HEIRS/BENEFICIARIES as well as a living spouse/domestic partner. For a quick review of your entries, click the previous button for a recap.
  • Enter it here to apply to these services
    please wait
  • Based on your selection of services, this is what our services will cost.
    $0.00
  • Ready to Get Started?

    If you are ready to start the probate process, click the NEXT button. Otherwise, you can click on "Save and Finish Later" and return to all of your saved information when you are ready... It's that easy!
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  • Understanding the Mandatory Notices and Contract

    Effective January 1, 2000, California implemented a statute which, for the first time in history, allowed a non-attorney to assist people with routine legal document preparation for many common legal services. Attorneys actively opposed the legislation and played an instrumental role in molding the new law to be a "restrictive" as possible, hoping that the law would fail and consumers would not be able to obtain low-cost legal services. With the activist efforts of CALDA, the California Association of Legal Document Assistants, the law did not fail, and for over 40 years A People's Choice has continued to successfully provide professional, low-cost non-attorney legal document preparation services for hundreds of thousands of consumers.

    The notices and contract we use are mandated under the California law. All legal document assistants must provide these notices and use the mandatory contract by the California Department of Consumer Affairs. At first glance, these mandated notices and contract appear "restrictive". Through the creative use of legal software and legal materials written and approved by attorneys, A People's Choice has successfully provided high-quality, professional, full-scope legal document preparation services to consumers within the confines of the law.

    Please hit NEXT to proceed through the required Notices and Contract.

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  • NOTICE TO CONSUMER

    DO NOT SIGN ANYTHING BEFORE YOU READ THIS PAGE

    • A People's Choice Inc. is not an attorney.
    • A People's Choice Inc. is not a law firm.
    • A People's Choice Inc. cannot represent you in court.
    • A People's Choice Inc. cannot advise you about your legal rights or the law.
    • A People's Choice Inc. cannot select legal forms for you.
    • A People's Choice Inc. is registered in Ventura County, and the Registration Number is 5.
    • A People's Choice Inc.'s registration is valid until November 30, 2020, after which it must be renewed.
    • To confirm that A People's Choice Inc. is registered, you may contact the Ventura County Clerk's office at 805-654-2263.
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  • You must scroll through the entire Contract to accept. A fully signed copy of this Contract will be emailed to you.

    (This form contract was prepared by the Department of Consumer Affairs and is required to be executed by all parties and before any legal paperwork can be prepared by a California registered legal document assistant, pursuant to Business and Professions Code Section 6410 which became in effect January 1, 2000)

     

    LEGAL DOCUMENT ASSISTANT
    CONTRACT FOR SELF-HELP SERVICES

     
    This is a contract between A People’s Choice Inc., and you, for the self-help services described in Part I below. I am the “legal document assistant” and you are the “client.”
     

    IMPORTANT NOTICES

     
    1. You should read and understand this entire contract before you sign it. You should understand the kinds of services that I can and cannot perform for you (see Part I below).
     
    2. I am not an attorney. I cannot perform the legal services that an attorney performs. I cannot engage in the practice of law.
     
    3. The county clerk has not evaluated or approved my knowledge or experience, nor the quality of my work.
     
    4. I cannot keep your original documents if you request that I return them to you. I cannot keep your original documents if you and I do not sign this contract or if this contract terminates (ends) for any reason. I cannot keep your original documents after all of the contract services have been provided (see Part I below). It is a violation of California law if I keep your original documents under any of these circumstances.
     
    5. It is a violation of California law if I make any false or misleading statement to you.
     
    6. I cannot obtain special favors from, and I do not have any special influence with, any court or any state or federal agency.
     
    7. As required by law, I have filed a bond or made a cash deposit and have registered as a legal document assistant in each county where I will perform services on your behalf.
     

    I - SELF-HELP SERVICES

     
    Kinds of services that I can perform for you: I can perform the following self-help services for you in connection with a legal matter in which you are representing yourself: I can type or otherwise complete, as you specifically direct, legal documents that you have selected. I can provide you general published factual information that was written or approved by an attorney, to help you represent yourself. I can provide you published legal documents. I can file and serve legal forms and documents as you specifically direct.

    I cannot provide for you any other services. The above-mentioned services are the only kinds of services that I may perform for you. If you need additional services, then you require the services of an attorney.

    Kinds of services that I cannot perform for you: I cannot provide you any self-help service unless you are representing yourself in a legal matter and the self-help service relates to that legal matter.
     
    I cannot engage in the practice of law. This means that I cannot give you any kind of advice, explanation, opinion or recommendation about possible legal rights, remedies, defenses, strategies or options that you may have. I cannot give you any advice, explanation, opinion or recommendation regarding selection of forms.
     
    I will provide you all the following services:
     
    Description of Document Preparation Services:
     
    Typing documents and forms, at client’s specific direction, consistent with self-help brochure or other informational materials that have been written or approved by an attorney; and perform other associated administrative tasks as follows:
     


     
    Unless otherwise stated, most flat fee packages include specified allowances for routine communication by email. Cases are worked on in the order of generated activity.
    Timely client cooperation during all aspects of the case is required. Unreasonable delays as the result of client's inaction or multiple failures by client to respond to communications will result in the file being closed and fees forfeited.

    NOTICE: Court forms are updated periodically (1 or 2 times per year) by the Judicial Council of California. A form updated after form preparation may result in a small reprocessing fee. Proceedings extending beyond the normal processing time due to inactivity or delays by client may also require additional service fees.

    You are paying me only for those services listed above and no others. It is unlawful for me to make any guarantee or promise to you unless it is written in this contract and unless I have a factual basis for making the guarantee or promise.
     
    II - FEES AND EXPENSES
     
    You agree to pay me the following fees, costs and expenses:
     
    FEES: (payable on execution of contract by cash, check or credit card)
    a Flat Fee in the total amountof $0.00* for document preparation services to be paid as follows: 

    Fees: Fees are due and payable in full upon execution of this contract. Fees are for document preparation only and include limited communication by email and facilitating court filing of paperwork. Add-on services such as incoming phone calls, special appointments, reprocessing of documents, rush or expedited services and costs (see below) are not part of our flat fees. Any additional fees incurred will be required to be paid as incurred or prior to the conclusion of the case. Fees are non-refundable unless subject to the cancellation provisions of this contract.

    Costs: Your estimated costs will vary.Anticipated costs for a full probate include 2 Court filing fees of $465.00; Newspaper Publication Fee, Probate Referee Fee, Efiling fees, etc. (vary)

    Third party costs are not included in our document preparation fees unless specifically stated under Description of Document Preparation Services above. Costs may include recording fees, court filing fees, notary fees, postage, efiling fees and other third party costs that may be associated with your legal proceeding. Our fees include a minimal fax, scan and photocopy allowance. These allowances cover standard faxing and photocopying, however some clients may have needs that exceed these standard allowances. If your needs exceed these minimums, you will be notified of any additional costs before they are incurred.

     

     *If contract is cancelled during cancellation period, (see III below) services for which we are entitled to compensation shall be calculated as follows: All appointment, telephone time and/or other work performed prior to receipt of cancellation charged at the hourly per staff rate of $150/hour (legal assistant) or $75/hour (support staff) plus a fee of $150.00 for opening file. If documents are substantially completed during the 24-hour period following execution, no refund will be due.  

    NOTICE TO CLIENT: All or the majority of the above-referenced documents may be substantially prepared at your appointment or within the first 24 hours after the receipt of your signed contract (see cancellation/refund clause.) Please make inquiry as to the expected time for completion based on our current case load.


     
    III - CANCELLATION
     
    You may cancel this contract for any reason within 24 hours after we both have signed it. If you cancel the contract, I must immediately refund any fees which you have paid me. The only fees that I may keep are fees for services which I have actually, necessarily and reasonably performed on your behalf during the 24-hour period. I cannot keep any fees for services performed during the 24 hour period unless you knew that I would perform those services and you agreed in this contract that I would perform them.
     
    To cancel this contract, send me a written notice stating that you are canceling the contract. Mail the notice by first-class mail with the correct postage, and send it to me at my address (see Part V below). Cancellation takes effect on the date of the postmark on the notice. You can also cancel this contract by delivering a written notice of cancellation to my address within the 24-hour period.
     
    You may also cancel this contract at any time if I:

    • Fail to give you a copy of this contract before providing any services to you, or
    • Fail to specify in the contact the services which I will perform and the costs of those
    services, or
     • Fail to give you a copy of the contract in English and in any other language that you understand and that was principally used in any oral sales presentation or negotiation leading to execution of the contract.

      
    If you cancel this contract for any of these reasons, I must immediately refund in full any fees which you have paid me.
     
    You may also cancel this contract at any time if you have legal cause.
     
    IV - ATTORNEY’S FEES AND COSTS
     
    In the event of suit or damages arising from this contract or to enforce any of its provisions, the court may award the prevailing party his or her reasonable attorney’s fees and costs.
    The venue for any disputes about this contract is the county where you live in California.

    V - DESCRIPTION OF THE PARTIES

    Full Name of Legal Document Preparer: A PEOPLE’S CHOICE LEGAL DOCUMENTS INC..
    Business Name: A PEOPLE’S CHOICE
    Street address of Business: (corporate) 5755 Valentine Road. Suite 302
    City, State, Zip Ventura, California 93003
    Telephone Number: 805-648-5540
    Fax Number (if any): 805-244-9206
    Registration # in County where services will be provided: LDA #121, (Ventura)

     
    Date of Expiration: 1/29/2022
    County: Ventura

     

    Name of Client:
    Street address:
    City, State, Zip: ,
    Your Telephone Number:
    Petitioner's Telephone Number:
    Your Email:
    Petitioner's Email:

     
    Title or brief description of the legal matter in which the client is representing himself or herself, if applicable: Estate of


     

    VI - SIGNATURES
     
    Executed at Ventura County, California.    Date:  03/31/2023

    A PEOPLE’S CHOICE INC.
     

    Notices to Client

     

    You may obtain information from the local bar association or a legal aid or legal services office regarding free or low-cost representation by a lawyer. You may contact the local police, sheriff, district attorney or legal aid or legal services office if you believe that you are the victim of fraud, unauthorized practice of law or other injury.
     

    THIS CONTRACT IS NOT VALID OR BINDING UNTIL THE LEGAL DOCUMENT ASSISTANT HAS GIVEN ALL CLIENT PARTIES A FULLY EXECUTED COPY OF IT, INCLUDING AN ACCURATE TRANSLATION OF IT IN ANY LANGUAGE OTHER THAN ENGLISH THAT THE CLIENT UNDERSTANDS AND THAT WAS PRINCIPALLY USED IN ANY ORAL SALES PRESENTATION OR NEGOTIATION LEADING TO EXECUTION OF THE CONTRACT.
     
    NOTE: Authority cited: Section 6410, Business and Professions Code. Reference: Sections 6401.6, 6402, 6405, 6408, 6409, 6410, 6411, Business and Professions Code.


    Date Executed: 03/31/2023

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