About Sandra McCarthy

Sandra M. McCarthy, founder of A People’s Choice, has worked exclusively in the legal field since 1976. She served as the 2004-2005 President of CALDA (California Association of Legal Document Assistants). She obtained a Paralegal Certificate from the University of California, Santa Barbara. During her career in the legal field, she has worked as a freelance paralegal, law office manager and paralegal studies teacher. She has co-authored numerous legal publications and written hundreds of self-help legal articles and is dedicated to the expansion of affordable, low-cost, self-help document preparation.

What is a Letter of Testamentary & How Do You Get One? 4-Step Guide

Becoming the executor of a will or settling an estate is an important responsibility that requires careful attention and a thorough understanding of the legal processes involved. One of the essential documents you'll need is a Letter of Testamentary, a legal document from the probate court that verifies your role as the court-appointed representative [...]

By Sandra McCarthy|July 22nd, 2024|Estate Planning, Probate|0 Comments

Complete Guide: Navigating Small Estate Probate in California

Losing a loved one is difficult, and managing the legal and administrative responsibilities that follow can add to the emotional burden. The tasks involved in settling an estate can feel overwhelming, but you don't have to navigate them alone. In California, the process for smaller estates valued under a certain dollar amount is more [...]

By Sandra McCarthy|July 3rd, 2024|Probate|0 Comments

How to Write a Will Without a Lawyer: Complete DIY Guide

A will is more than just a legal document; it's a declaration of your intentions, a testament to your wishes, and a safeguard for your loved ones. With a will, you not only ensure financial stability for those left behind but also guarantee that your assets are distributed as you desire. According to the [...]

By Sandra McCarthy|November 29th, 2023|Wills, Estate Planning|0 Comments

How to Probate a Will Without a Lawyer: Complete DIY Guide

Navigating the intricacies of the legal world can often feel daunting, especially when dealing with matters as sensitive as a loved one's last wishes. The question of how to probate a will without a lawyer is increasingly prevalent as individuals seek ways to streamline the process and retain more control. Probate is the formal process [...]

By Sandra McCarthy|October 10th, 2023|Probate|0 Comments

Different Types of Conservatorship in California

The probate process in California starts after someone dies. Depending on the size of the estate, the process of probating an estate can be surprisingly quick and simple to complete. For larger estates, probate may be lengthy and more complex. Here's what you need to know to start the probate process in California.

By Sandra McCarthy|September 26th, 2023|Conservatorship|0 Comments

What’s Conservatorship of the Estate vs. Conservatorship of the Person?

When setting up a conservatorship, one of the top questions people have is often, "What is conservatorship of the estate vs. conservatorship of the person?"

By Sandra McCarthy|September 14th, 2022|Conservatorship, California Courts|0 Comments

How to File for Divorce in Ventura County, CA

We have created this article to give you the best, easiest, and most reliable way you can file for divorce in Ventura county, California.

By Sandra McCarthy|September 12th, 2022|California Courts, Divorce, Family Law|2 Comments

Understanding Federal Estate and Gift Tax Rates in California

The federal gift tax is a tax by the government that applies to either assets left by a decedent at their death or assets given by an individual during their lifetime. In essence, whether you give your assets away while you are still living, or give them away when you die, they are subject to a tax. Gift tax applies to lifetime gifts; estate tax applies to assets left at death. Read on to learn about the federal estate and gift tax and how it may affect your estate.

By Sandra McCarthy|September 12th, 2022|Estate Planning, Probate|0 Comments

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Description of Will Documents (Notary fees additional)	Price
Will (individual)	$200
Codicil to Will	$125
Will package (individual) includes Will, Healthcare Directive and Financial Power of Attorney	$250
Will package (couple) includes 2 Wills, 2 Healthcare Directives and 2 Financial Powers of Attorney	$399
Other Services	Call for Quote

Description of Trust Documents (Notary fees additional)	Price
Revocable Trust or Restatement of Revocable Trust (Individual) Trust or Trust Restatement only (you must have an existing revocable trust)	$300
Revocable Trust or Restatement of Revocable Trust (Couple) Trust or Trust Restatement only (you must have an existing trust)	$400
Revocable Trust or Restatement of Revocable Trust Package (Individual) Includes Trust, Pour-over Will, Certificate of Trust, Healthcare Directive, Financial Power of Attorney and estate folder	$499
Revocable Trust or Restatement of Revocable Trust Package (Couple) Includes joint trust, 2 Pour-over Wills, Certificate of Trust, 2 Healthcare Directives, 2 Financial Powers of Attorney and estate folder	$650
Special Needs Trust Designed for beneficiaries with physical or mental disabilities.	$700
Irrevocable Medi-Cal and/or VA Planning Trust	$700
Trust Transfer Deed and Preliminary Change of Ownership (California property)	$200 ($50 discount w/trust pkg)
Trust Transfer Deed (Out-of-State property)	$275 ($50 discount w/trust pkg)
Trust Transfer Deed (Timeshare)	$275 ($50 discount w/trust pkg)

Description of Individual Documents (Notary fees additional)	Price
Will	$200
Healthcare Directive	$125
Financial Power of Attorney	$125
Codicil to Will	$125
Trust Amendment	$200 and up
Trust Transfer Deed and Preliminary Change of Ownership (California property)	$200
Trust Transfer Deed (Out-of-State property)	$275
Trust Transfer Deed (Timeshare)	$275
Other Services	Call for Quote

Conservatorships Services We Offer	Price
Standard Conservatorship of Person AND/OR Estate (1 Petitioner) with or without Dementia Orders (Documents Only)	$1500
Limited Conservatorship for Developmentally Disabled (Documents Only)	$1200
Add-on Fees for Emergency Ex Parte Conservatorship (limited or standard)	+$450
Additional co-petitioner fee to any Conservatorship Petition	+$200
Add-on Fees for application for notice waivers and order	+$300
Add-on Fees for case management through Petition phase. Services include scheduling of any associated hearings, facilitating filing of documents with the court and other management services typically required to complete your Petition request	+$750
Standard preparation time is 10-14 business days. Rush preparation of all documentation is available for additional fee	$350+

Estate Administration Services	Price
Trust Administration (1 real property) each additional property +$200	$499
Probate Transfer by Affidavit (non-court, for estates with personal property only. This process cannot be used for estates with real property. Property must be valued under $166,250/$184,500)	$225
Simplified Probate Proceeding to Transfer Real Property Not Exceeding $55,425/61,000 (up to 2 Petitioners; 1 real property)	$649*
Simplified Probate Proceeding to Transfer Real Property Not Exceeding $166,425 (up to 2 Petitioners; 1 real property)	$799*
Spousal Property Petition (1 real property)	$749*
Heggstad Petition (1 Petitioner, 1 real property)	$1500**
No frills Probate Petition Documents Only for California Probate with Order of Probate and Letters of Administration or Letters Testamentary (document prep only with instructions. No court filing or additional support services.)	$750**
Phase 1 California Probate Petition (Full Service with court filing assistance, arranging publication, notices and case management) up to Order of Probate and Letters of Administration or Letters Testamentary	$1500**
Most Popular Full service, complete California Probate, facilitation of court filings, arranging publication, administrative notices, and ongoing case management services	$3900**
Probate Phase 2 or Phase 3 Full Service	$1500.00+/phase
Report of Sale and Petition for Order Confirming Sale Real Property (for matters with limited authority)	$1500.00 +costs
Notice of Proposed Action (up to 5 notices)	$250
Supplements to Petitions	$250 min. and up
Other Probate Services	Call for quote

About Sandra McCarthy

Will Documents

Trust Documents

Individual Estate Documents

Will Documents

Trust Documents

Individual Estate Documents

Business Services We Offer	Price
General Corporation Includes standard minutes, bylaws, resolutions, stock certificates and corporate folder. Secretary of State fee: $100.00	$275
S-Corporation (Includes S-Corp election) Includes standard minutes, bylaws, resolutions, stock certificates and corporate folder. Secretary of State fee: $100.00	$310
LLC Includes Operating Agreement and corporate folder. Secretary of State fee: $70.00	$399
Professional Corp Includes Bylaws. Secretary of State fee: $100.00	$499
Non Profit Corporation Includes standard minutes, bylaws and corporate folder. Secretary of State Fee: $30.00	$499
501(C)(3) Non Profit Federal Tax Application	$599
Dissolve Corporation	$200
Walk Through Service with Secretary of State (turn around time 7-10 days)	$165
Registered Agent for Service (Annual) Click here to sign up.	$175
IRS S-Corp Election only	$50
Obtain Tax ID Number	$50
Statement of Information	$50
Fictitious Business Name Includes facilitating processing and publication (filing fee and publication fees vary from county to county).	$175
Basic Partnership Agreement	$300
Business Sales Agreement	$300
Copyright Standard Application	$150
Other Business Services	Call for Quote

Copyright Services	Price
Federal Copyright Application	$150
Government Filing Fee	$45-$65

Agreements	Price
Marital Settlement Agreement only	$275+
Stipulation and Order	$350+
Stipulation/Order with Paternity petition	$624
Pre or postnuptial Agreement (basic)	$299
Nuptial Agreement with complex, custom clauses	$999

Pre and Postnuptial Agreements	Price
Pre or postnuptial Agreement (basic)	$299
Nuptial Agreement with complex, custom clauses	$999