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Ancient Building

PROBATE FEES

Probate fees are based on the gross value of the decedent's estate as described in California Probate Code section 10810 which states:

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4% of the first $100,000;

3% of the next $100,000;

2% of the next $800,000;

1% of the next $9,000,000; and

0.5% of the next $15,000,000.

A reasonable amount is determined by the court for amounts above $25,000,000.

Extraordinary Fees may apply.

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The client will be responsible for costs such as court costs, court fees, and publication fees where applicable. 

An initial retainer of $2,500.00 to cover these fees will be required.

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Let's connect!

1000 Lakes Drive, Suite 450

West Covina, CA 91790

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11531 S. 6th Street, Suite 105

Ontario, CA 91762

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ESTATE PLANNING PACKAGES

Marble Steps

1

Basic Plan
protect your family from probate

 

BASIC ESTATE PLAN INCLUDES:

  • Temporary Will at time of Wishes

  • Living Trust

  • Certification of Trust

  • Assignment of Personal Property

  • Pour-Over Will

  • (1) Trust Transfer Deed of Primary Residence

  • Notary Cost Included

  • Recording Fee Included

  • Unlimited Calls/Meetings with the Attorney to Ask Questions About Your Living Trust

Individual (total)

$1950.00

Married Couple (total)

$2650.00

2

Premium Plan
protect your family from probate & conservatorship process

 

​PREMIUM ESTATE PLAN INCLUDES:

  • Temporary Will at time of Wishes

  • Living Trust

  • Certification of Trust

  • Assignment of Personal Property

  • Pour-Over Will

  • (1) Trust Transfer Deed of Primary Residence

  • Notary Cost Included

  • Recording Fee Included

  • Unlimited Calls/Meetings with the Attorney to Ask Questions About Your Living Trust

  • Durable Power of Attorney

  • Advance Health Care Directive

  • Unlimited Updates for 12 Months 

Individual (total)

$2250.00

Married Couple (total)

$2950.00

3

Platinum Plan
protect your family from probate & conservatorship process
+ UNLIMITED UPDATES

​PLATINUM ESTATE PLAN INCLUDES:

  • Temporary Will at time of wishes

  • Living Trust

  • Certification of Trust

  • Assignment of Personal Property

  • Pour-Over Will

  • (1) Trust Transfer Deed of Primary Residence

  • Notary Cost Included

  • Recording Fee Included

  • Unlimited Calls/Meetings with the Attorney to Ask Questions About Your Living Trust

  • Durable Power of Attorney

  • Advance Health Care Directive

  • UNLIMITED UPDATES!      

    (See Savings with Unlimited Updates)

Individual (total)

$3250.00

$2850.00

Married Couple (total)

$3950.00

$3550.00

Estate Planning Packages
Writing

How much are Amendments/Changes
to an existing Estate Plan?

New Power of Attorney or Advance Health Care Directive:   $150.00 each

New Last Will and Testament:   $175.00

Amendment/Restatement to Trust:   Starting at $950.00

Amendment
Suburb Houses

Own Additional California Properties?
Need to Remove Someone from title?

Each additional deed will cost the following:

Attorney Fee: $300.00

Notary Fee: $15 Per Signature

Recording Fee: $105.00

 

TOTAL COST

Approximately $420.00 (For 1 Signer)

TRUST ADMINISTRATION

Trust Transfer/ Grant Deed

Attorney Fee: $300.00

Notary Fee: $15 Per Signature

Recording Fee: $105.00

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Affidavit of Death of Trustee

Attorney Fee: $300.00

Notary Fee: $15 Per Signature

Recording Fee: $105.00

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Certification of Trust

Attorney Fee: $350.00

Notary Fee: $15 Per Signature

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Proposition 13/Proposition 19 Assessor Documents

Attorney Fee: $150.00

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Disclaimer of Interest/Waiving Inheritance

Attorney Fee: $500.00

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Settlement Agreement

Attorney Fee: $3,500.00

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Advising Trustee/Beneficiary

Attorney Fee: $350.00 per hour

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Keeping accounts
Law

OTHER SERVICES:

HEGGSTAD PETITION:     

                      Attorney Fee: $5,000 (+$2,000 for each additional property)

                      Court Cost: approximately $550.00

                      Recording Fee: $140.00 per property

SPOUSAL PROPERTY PETITION (Uncontested)                       

                        Attorney Fee: $5,000 (+$2,000 for each additional property)                                        Court Cost: approximately $550.00                     

                        Recording Fee: $140.00 per property

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