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California Estate Planning (a Video)

By Sandy McCarthy|2018-03-25T00:08:48-07:00March 24th, 2018|Estate Planning, Videos|0 Comments

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About the Author: Sandy 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, and has co-authored numerous legal publications and written hundreds of self-help legal articles. Sandy is dedicated to the expansion of affordable, low-cost, self-help document preparation.

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DISCLAIMER: A People’s Choice is a Registered Legal Document Assistant’s Office. We are not attorneys and cannot select legal forms. The information presented on our web site is general, factual, published information obtained from court provided self-help legal publications, legal statutes or other sources believed to be accurate and reliable. This information should not be considered legal advice as it is general in nature. It is always recommended to seek legal advice from an attorney before filing legal proceedings. Many attorneys offer free consultations.

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Estate Planning Services and Fees

  • Will Documents

  • Trust Documents

  • Individual Estate Documents

  • Will Documents

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

  • Trust Documents

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
Revocable Trust or Restatement of Revocable Trust (Couple) Trust or Trust Restatement only (you must have an existing trust) $375
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 ($100 discount w/trust pkg)
Trust Transfer Deed (Out-of-State property) $275 ($150 discount w/trust pkg)
Trust Transfer Deed (Timeshare) $275 ($150 discount w/trust pkg)

  • Individual Estate Documents

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
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Conservatorship Services and Fees

Conservatorships Services We Offer Price
Standard Conservatorship of Person AND/OR Estate (1 Petitioner) with or without Dementia Orders $1500
Limited Conservatorship for Developmentally Disabled $1200
Add-on Fees for Emergency Ex Parte Conservatorship (limited or standard) +$300
Additional co-petitioner fee to any Conservatorship Petition +$200
Standard preparation time is 10-14 business days. Rush preparation of all documentation is available for additional fee $350+
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Probate Services and Fees

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) $225
Simplified Probate Proceeding to Transfer Real Property Not Exceeding $55,425 (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 all court filings, arranging publication, administrative notices, and ongoing case management services $3900**
Probate Phase 2 or Phase 3 Full Service $1500.00/phase
Notice of Proposed Action (up to 5 notices) $250
Supplements to Petitions $250 min. and up
Other Probate Services Call for quote
*In these alternative small estate probate proceedings, if estate has more than 1 real property or 2 Co-Petitioners, additional fees will based on the following: +$75/each Petitioner over 2; +$150/each additional real property over 1. **In full probate proceedings, the following additional fees will apply, if applicable: +$250/each additional real property over 1; +$250/co-Petitioner; +$100/each beneficiary over 5. Fee covers all standard documents for routine proceeding but does not cover specialty services that may be required in some proceedings. Probates must be completed within 12 months from date interview completed or an annual surcharge fee of $500 will be assessed for each year the case remains open.
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Business Services and Fees

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
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
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Copyright Services and Fees

Copyright Services Price
Federal Copyright Application $150
Government Filing Fee $45-$65
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Agreements and Stipulations Services and Fees

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

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

Paternity Matters Price
Paternity Petition only $300
Stipulation and Order only $275
Paternity Petition with Stipulated Judgment $575
Paternity Petition with Request for Order/Motion for custody, visitation, support $775
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Termination of Marriage Services and Fees

Marriage and Domestic Partnerships Proceedings Price
Short term Marriage/Domestic Partnership (no personal property, children or real property) $499
Marriage/Domestic Partnership with personal property (NO children, includes written Agreement) $624
Marriage/Domestic Partnership with children (Includes written Agreement) $624
Marriage/Domestic Partnership with 1 real property (Includes written Agreement $775
Summary Dissolution (Please check qualifications for Summary Dissolution) $499
Termination of Domestic Partnership through Secretary of State (Please check qualifications for Secretary of State procedure) $499
Petition Only OR Response to Dissolution $200-$300
Application to Serve by Publication $225
NEW "DOCUMENTS ONLY" SERVICE for Marriage and Domestic Partnerships Proceedings. Budget option for documents only. Services do not include any case management or filing services. Price
Preparation of standard dissolution or legal separation documents for short-term marriage or domestic partnership (no personal property, children or real property, with filing instructions). Includes all standard documents from Summons to Judgment. $250
Preparation of standard dissolution or legal separation documents for marriage or domestic partnership (with filing instructions.) Includes all standard documents from Summons and Petition through Judgment based on parties signing a drafted Marital Settlement Agreement (does not address any separate or community real property.) $350
Preparation of standard dissolution or legal separation documents for marriage or domestic partnership (with filing instructions.) Includes all standard documents from Summons and Petition through Judgment based on parties signing a drafted Marital Settlement Agreement which addresses separate or community real property division.) $450
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Family Law Motion Services and Fees

Motion/Contested Matters Price
Custody or Visitation Motion (RFO) $475
Custody, Visitation and/or Support Motion (RFO) $575
Emergency Custody or Visitation Motion (RFO) Includes request for temporary orders. $900 min. (incudes RUSH processing)
Emergency Custody, Visitation, Support Motion Includes request for temporary orders. $975 min. (includes RUSH processing)
Custody, Visitation and Support Motion with Paternity Petition $875
Ex Parte to Terminate Child Support at 18 $250
Motion for Change of Venue $575
Other motions with more than 2 issues $575 + $100/issue over 2
Motion for Bifurcation and Final Judgment documentation $825
Restraining Order- civil or domestic (no children) $400 min.
Restraining Order (with children) $575 min.
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QDRO Services and Fees

QDROs and Retirement Division Price
QDRO $499
Joinder only $250
QDRO with Joinder $749
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Guardianship Services and Fees

Guardianship Services Price
Guardianship Affidavit or Power of Attorney (non-court) $175
Guardianship of Person AND/OR Estate (1 Petitioner) $1200
Add-on Fees for Co-Petitioners (per additional petitioner) +$200
Add-on Fees for additional Minor(s) per minor +$400
Add-on fees for Temporary ExParte Guardianship Request +$300
Terminate Guardianship of Person and/or Estate $399
Other Guardianship Services Call for Quote
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Expungement Services and Fees

Expungement Services Price
California Expungements $399; +$200 ea. addtl. (same case #)
Felony to Misdemeanor reduction $399
Criminal Prop 47 Resentencing or Reduction $399; +$200 ea. addtl. (same case #)
Motion to Terminate Probation Early $575
Petition to Seal Record $499
Petition for Certificate of Rehabilitation $399; +$50 each additional felony
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Name Change Services and Fees

Name Change Services Price
Adult Name Change (individual) $399
Combo Adult Name Change with 1 child – If more than one child, add $100.00 for each additional $450
Name change for Minor Child – If more than one child, add $100.00 for each additional $399
Name change after Divorce (Certified copy of Order extra) $100
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Real Estate Document Services and Fees

Title Transfers Price
Grant Deed, Quitclaim Deed, Affidavit Death of Joint Tenant, Trust Transfer Deed, Transfer on Death Deed or other California deed Includes preparation of Preliminary Change of Ownership Report $200
Warranty or Out-of-State Deeds (Non-California Deeds) $275
Timeshare Deeds $275
Other Matters Price
Claim for Exclusion of Reassessment (parent/child or grandparent/grandchild) $125 (discounted to $100 if prepared with deed)
Promissory Note secured by Deed of Trust $325
Request for Special Notice re Deed of Trust $125
Order copy of last transfer document/deed $30
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Civil lComplaint Fees and Services

Civil Complaints and Answers Price
Small Claims Package
Includes preparation of claim, submission of documents to court, scheduling of hearing and arranging service of process		 $200 plus $25 each defendant over 1
Civil Complaint
Limited with 1 cause of action
Each additional cause of action 		$250
+$50
Response to unverified Civil Complaint with affirmative defenses $250
Response to verified Civil Complaint with affirmative defenses $350
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Civil Discovery Fees and Services

Other Civil and Misc. Matters Price
Propounding Discovery Interrogatories, Request for Admissions, Production of Documents $250 up
Responding to Discovery Interrogatories, Request for Admissions, Production of Documents $250 up
Motion to Set Aside Default Judgment $375
Civil Restraining Order $400
Renew Judgment $350
California Sister State Judgment $300
Other Collection Proceedings Call for quote
Expungement $250
Other Services Call for quote
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Adoption Pricing and Services

Adoption Services We Offer
 Price
Uncontested Stepparent Adoption - one minor child
(for each additional minor child add $150)		 $499*
Petition to Terminate Parental Rights of unknown father $599
Petition to Terminate Parental Rights (Willful Failure to Support or Abandonment) $599
Adult Adoption - 1 adoptor & 1 adoptee
(add $150 if there are 2 co-adoptors)		 $499
Independent Adoption $650*
Other Adoption Services Call for Quote
*Adoptions involving children with Native American ancestry will have higher fees.
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Family Law Fees and Pricing

Marriage and Domestic Partnerships Proceedings – (Full Service) Price
Short term Marriage/Domestic Partnership (no personal property, children or real property) $499
Marriage/Domestic Partnership with personal property (NO children, includes written Agreement) $624
Marriage/Domestic Partnership with children (Includes written Agreement) $624
Marriage/Domestic Partnership with real property (Includes written Agreement) $775
Summary Dissolution (Please check qualifications for Summary Dissolution) $499
Termination of Domestic Partnership through Secretary of State (Please check qualifications for Secretary of State procedure) $499
Petition Only OR Response to Dissolution $200-$300
NEW “DOCUMENTS ONLY” SERVICE for Marriage and Domestic Partnerships Proceedings. Budget option for documents only. Services do not include any case management or filing services. Price
Preparation of standard dissolution or legal separation documents for short-term marriage or domestic partnership (no personal property, children or real property, with filing instructions). Includes all standard documents from Summons to Judgment. $250
Preparation of standard dissolution or legal separation documents for marriage or domestic partnership (with filing instructions.) Includes all standard documents from Summons and Petition through Judgment based on parties signing a drafted Marital Settlement Agreement (does not address any separate or community real property.) $350
Preparation of standard dissolution or legal separation documents for marriage or domestic partnership (with filing instructions.) Includes all standard documents from Summons and Petition through Judgment based on parties signing a drafted Marital Settlement Agreement which addresses separate or community real property division.) $450
Motions Price
Custody or Visitation Motion (RFO) $475
Custody, Visitation and/or Support Motion (RFO) $575
Emergency Custody or Visitation Motion (RFO) Includes request for temporary orders. $875 min. (add $250 for 24 hr. RUSH preparation)
Emergency Custody, Visitation, Support Motion Includes request for temporary orders. $975 min. (add $250 for 24 hour RUSH preparation)
Custody, Visitation and Support Motion with Paternity Petition $875
Ex Parte to Terminate Child Support at 18 $250
Motion for Change of Venue $575
Other motions with more than 2 issues $575 + $100/issue over 2
Motion for Bifurcation and Final Judgment documentation $825
Restraining Order (no children) $400 min.
Restraining Order (with children) $575 min.
Agreements Price
Marital Settlement Agreement only $300+
Stipulation and Order $275+
Paternity petition with Stipulated Judgment $624
Pre or postnuptial Agreement (basic) $299
Nuptial Agreement with complex, custom clauses $999
Grandparent Visitation Price
Petition for Grandparent Visitation within existing Active Family Law Case $850
Petition for Grandparent Visitation without Active Family Law Case $1000
Misc. Documents/Services Price
QDRO $499
Joinder only $250
QDRO with Joinder $749
Preliminary or Final Disclosure Package $325
Application to Serve by Publication $225
Guideline Support Calculations (3 report variations) $100
Trial Brief for family law trial (summary of issues only) $500 min. (depending on issues)
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