What Is Fair in a Second Marriage and Estate Planning?

Multiple marriages are often a fact of life. According [...]

By A People's Choice|October 13th, 2021|Categories: Estate Planning, Probate|Comments Off

Estate Planning Solutions: Your Complete Guide

Bestselling author Jen Lancaster said, “There’s nothing fun about [...]

By A People's Choice|October 11th, 2021|Categories: Estate Planning|Comments Off

What Exactly Is GRAT Estate Planning?

Archbishop Richard Cushing once said, “Always plan ahead. It [...]

By A People's Choice|October 6th, 2021|Categories: Estate Planning, Probate|Comments Off

The Basics of Estate Planning and Administration

According to author Henrietta Newton Martin, "To curtail complications [...]

By A People's Choice|September 29th, 2021|Categories: Estate Planning, Probate|Comments Off

What Is Probate Estate?

As a popular saying attributed to Japanese writer Haruki [...]

By A People's Choice|September 20th, 2021|Categories: Estate Planning, Probate|Comments Off

Start Planning with Our Easy California Estate Planning Questionnaire

Everyone needs an estate plan. It doesn’t matter if [...]

By A People's Choice|August 25th, 2021|Categories: Estate Planning|Comments Off

What If the Executor Does Not Probate the Will in California?

Most of us have no idea when we’re [...]

By A People's Choice|August 9th, 2021|Categories: California Courts, Estate Planning, Probate|Comments Off

How Long Does Probate Take in California?

If you know anyone who has gone through the California [...]

By A People's Choice|August 4th, 2021|Categories: Estate Planning, Probate|2 Comments

What Are Non-Probate Assets, and How Do They Affect Your Estate Planning?

Probate is no picnic to those who are [...]

By A People's Choice|July 28th, 2021|Categories: Estate Planning, Probate|6 Comments

The Difference Between Joint Tenancy and Community Property With Right of Survivorship

Right of survivorship is an important legal right that allows property owners to keep property in the event of the co-owner's death. Some states offer right of survivorship in the form of community property. However, community property with right of survivorship has additional restrictions and different tax implications than joint tenancy. Read on to learn more and determine which type of co-ownership is right for you.

By A People's Choice|April 7th, 2021|Categories: Estate Planning|53 Comments

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

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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