Legal Document Assistance

Estate Planning

Wills/Trust

Probate

Flat Rate

$500.00 - $3000.00

Completed by registered LDA who specializes in Wills, Trusts, and Estates.

~ rates may differ per provider ~

* cost varies depending upon case

Wills and Trust Document Prep - $250

Probate Partial Service w/ Estate Assets total value less than $184,500 - $500

Probate Partial Service w/ Estate Assets total value more than $184,500 - $1000

Wills and Trust Document Prep

Probate Partial Service less than Estate Value

Probate Partial Service more than Estate Value

Wanna Get Started, the Deposit is only 1/4th the total price!

That's only 25% to initiate the Process

* Currently outsourcing to colleagues.

Schedule a Free 30 minute Consultation Call here

Estate Planning / Wills / Trust / Probate

Estate Planning - Wills / Trust / Probate

There are approximately 52 California Judicial Court forms associated with Estate Planning / Wills / Probate such as Petition for Probate, Waiver of Bond by Heir or Beneficiary, Notice of Hearing on Petition to Determine Claim to Property, Notice of Hearing - Decedent's Estate or Trust, Attachment to Notice of Hearing Proof of Service by Mail, Proof of Personal Service of Notice of Hearing-Decedent's Estate or Trust, Attachment to Notice of Hearing Proof of Personal Service, Notice of Petition to Administer Estate, Attachment to Notice of Petition to Administer Estate-Proof of Service by Mail, Citation-Probate, Summons (Probate)...+ 42 more.

With Wills, the document preparation consists of the LDA assisting the client with preparing the document according to the client's interests accurately and clearly. This is very important so that the "Will" will have a reduced chance of challenge. LDA's can not decide what needs to be included in the client's Will. If the client does not know what to put in the Will, the client is advised to seek the legal advice of a Licensed Attorney or conduct "Estate Planning for Wills" research prior to the start of the document preparation service.

With Trusts, the document preparation consists of the LDA assisting the client with preparing documents related to the type of Trust the Client desires, i.e. the type of Trust which could consist of Revocable, Irrevocable, Special Needs, Testamentary, Charitable, Life insurance, Asset protection, Credit Shelter, Grantor Retained Annuity, Spendthrift, Charitable remainder unitrust, Generation-skipping, Marital, Qualified Terminable Interest Property, Qualified Personal Residence, Charitable Lead, Blind trust, Bypass trust, Dynasty trust, Irrevocable life insurance trust (ilit), A/B trusts, and/or more...

With Probate, the document preparation consists of the LDA assisting the client with preparing the Petition for Probate. The client will need additional forms with accurate information included with the petition. All forms will be filed in the court of the county where the decedent person resided or the county in which the property is located.

The LDA can assist the client with arranging a notices to family members, and a notice to be published in a newspaper of general circulation in the city where the person who died lived.

If the client requires legal guidance, the LDA can provide Licensed Attorney references and/or the Question Form and Instruction for assistance in the Elias Referral Network.

*Wills, Trust, Probate Document Prep - $500

If Estate Assets total value > $184,500, Probate Court is required to open a probate case.

If Estate Assets total value < $184,500 , Probate Court is not required.

*Probate Partial Service w/ Estate Assets total value < $184,500 - $1000

*Probate Full Service w/ Estate Assets total value > $184,500 - $2000

*Expedited Filing - $200 (within 24hrs)

* Fees do not include "mandatory" superior court "filing fee" of $425.00 - $435.00

* Card Authorization Form used to cover filing when requesting filing.

*Trusts are not filed or registered with the Court.

*Trusts can be filed with the County Recorder at the Secretary of State Office; for a small fee.

*Click here to see County Recorder Fee Schedule.

* Credit Card use is In-Person Only at County Recorder's Office.

*Important Information: required signage with a notary or 2 witnesses who are not involved in your estate for a majority of the documents you need.