• File Probate in Marin County

How to File Probate in Marin County

There are three ways to file probate in Marin County –  hire an expensive attorney, hire a probate document assistant, or try to do it on your own. Many people are unaware they can file probate without an attorney. If you did not know this, you are not alone! Therefore, if you need to file probate in Marin County, consider contacting A People’s Choice for more information about how to file for probate without a lawyer. Moreover,  our experienced staff can help you file and manage the entire probate case. Read on to learn more about the California probate process.

Probate involves the court supervised process of administering the contents of a deceased person’s estate. This includes paying any outstanding debts and taxes before distributing any remaining assets to beneficiaries and heirs. Most probate matters are resolved within a year of filing.

What our Clients Say...
“I can’t say enough about the level of service and professionalism I received working with A People’s Choice. Emails were always responded to quickly and thoughtfully. They really care about the process and helping you get the best result with no up-selling. Of course they can’t provide legal advice, but I was referred to an attorney when I needed some questions answered who was very reasonable and easy to get a hold of as well. The process played out according to plan and I ended up saving a lot of money by going with A People’s Choice over an attorney.”
M. Rice
“I am writing to give A People’s Choice my utmost recommendation. I live in New England and found them on the web. After speaking with a staff member on the phone I had the confidence to give them my business. A People’s Choice handled my probate case with great professionalism and knowledge. My case turned out to be more complicated than originally believed and the staff walked me through each step. They always responded promptly to my email questions. In the end, their service was exactly what I hoped for; they saved me thousands of dollars and allowed me to do it from across the country. They were truly a pleasure to work with.”
K. Levenson
“A People’s Choice helped us throughout our entire year-long probate making the process very easy and manageable while at the same time saving us thousands of dollars in lawyer’s fees. Not only were they extremely friendly and fast to respond to our questions but they made the process simple enough that we hardly ever had to contact the courthouse directly and we even had a hearing done without an appearance. Would highly recommend A People’s Choice to anyone!”
A. Vuckovich
“A People’s Choice is a very responsible and effective company, staff there is very nice and replied to all my questions by email quickly. With their help, I accomplished the probate in 8 months successfully and saved at least $10,000.00 in attorney fees, so I strongly recommend everybody to contract with A People’s Choice and let them to help you with your legal documents. You will be very satisfied with their work as I did!!!!”
C. Chiu
“A People’s Choice walked me through the entire probate process. They are so professional and helpful. Thank you to the staff for your guidance and patience to talk me through such difficult time. You made the process very smooth for me. I am so glad that I found you.” 
Sandie K.
“The staff at A People’s Choice made a scary Probate pretty much stress free. I would send an email with a question I had thought of over the weekend with the expectation that I would get an answer on Monday. Lo and behold, I often got an answer within minutes! We are very pleased and will be referring our friends/family to A People’s Choice!”
L. Garrett
“Thanks to A People’s Choice I was able to get through a probate matter very smoothly. I had not one issue with the Courts. They guided me through the whole probate until the very end. I live up north but that didn’t matter, A People’s Choice did an excellent job keeping me informed with everything that I needed to do. I saved THOUSANDS of dollars by going with A People’s Choice. You can’t go wrong, no matter what your needs are. I saved a lot of money by not having to pay out a percentage to any attorney. I want to thank the staff at A People’s Choice for the great help they give to everyone in their times of need. Like I was! Thank You.”
R. Leonard
When my father passed away without a will, we needed help handling the transfer of his assets. Since there weren’t significant assets, I didn’t want to spend too much on the legal paperwork. A People’s Choice offered just the right service we needed. In particular, the staff was very responsive to our document filing needs, helping to turn around corrections almost immediately. They helped to ease a tough situation.
Michael C.
“I used A People’s Choice for help with a probate matter. My grandfather died Christmas of 2016. He had a living trust but no one was able to find it. We went to A People’s Choice and we were able to do a probate affidavit to get what was left of my grandfather’s estate. Took two days for the documents to be prepared and the bank accepted them without any questions. Sandy was the one who assisted us and we really appreciate the help that was provided. A+ service.”
David R.
“I needed help understanding and filling out legal documents but I didn’t have enough money to pay for an attorney. I searched the internet for a short period of time looking for help and when I found A People’s Choice, I was relieved to know that I would get the exact service that I needed at an affordable price. The staff was very professional and helpful with my legal documents. They worked around my schedule and responded to my emails on a timely manner. They took care of all the paperwork and filing and kept me posted. I would highly recommend A People’s Choice for your legal documents as you will get outstanding service at an affordable price. “
Sharon B.

We Can Help You File Probate in Marin County!

  • or call 1-800-747-2780

Important Money Saving Tip!

The average house value in Marin County is $1,089,800 and values are predicted to increase about 4.5% within the next year. Probate attorneys charge statutory fees based on the gross value of the estate, starting at 4%, on a tiered scale. For example, attorneys fees for a $1,000,000 estate filed in Marin County would be $23,000! By using the flat fee services of an experienced probate legal document assistant, the estate can save thousands of dollars.

Click here to see how much you can save!

How to File Probate in Marin County

Estates valued for less than $100,000 may not need to go through the full probate process. In this regard, some estates may avoid probate altogether and be administered outside of the standard statutory requirements. To file probate in Marin County, the decedent must have considered Marin County their residence or owned property in Marin County.

Probate commences by the estate executor or close family member filing the will at court along with the petition. The court will appoint an executor or representative to carry out the many steps of the probate process. The representative is responsible to notify all interested parties (creditors and beneficiaries) about the probate. The representative is charged with performing an inventory and appraisal of all non-monetary estate assets. The probate referee will value all non-monetary assets. Assets may be liquidated to pay outstanding creditors. All remaining assets can then be distributed to beneficiaries and heirs as the will instructs or by California’s intestate succession laws.

Once the personal representative distributes all the decedent’s assets, the representative can petition to be relieved of their duties and formally close the probate. Contact A People’s Choice for more information about how to file probate in Marin County. 

Where to File Probate in Marin County

The Marin County Probate Court oversees the division of property for a person who has passed away. The probate court has jurisdiction over the following types of legal matters:

  • The decedent’s estate and trust
  • Guardianships
  • Conservatorships
  • Establishment of the fact of birth

In this regard, the court hears probate matters at the following place:

Marin County Superior Court
Civic Center, Hall of Justice, Room 113
3501 Civic Center Drive
San Rafael, CA 9493

You can contact the probate court by phone: (415) 444-7040 or email to probate@marincourt.org

Marin County Probate Rules

Chapter 5 of the Marin County Probate Rules provides rules and procedures for Marin County probate cases. The personal representative is responsible for understanding the rules and regulations required by the Marin County court. Moreover, if the personal representative fails to follow a rule or procedure, the probate case can be significantly delayed.

Adjudicated Newspapers for Marin County

The person represented is charged with publishing notice of the probate filing in a newspaper that is approved to provide adequate notice to interested parties. Please refer to this online list of legally adjudicated newspapers of general circulation for probate in Marin County.

Role of the Marin County Probate Examiner

The probate examiner will check the documents filed in the probate case and point out any deficiencies, contradictions or questions in their probate notes. Correspondingly, these probate examiner notes are posted along with the tentative rulings on the court’s website. Unfortunately, tentative probate rulings are typically not available until the day before the hearing.  This posting delay makes it difficult to timely file a supplement to correct any deficiencies or provide the court with additional information before the hearing.

Marin County Probate Referee

There are now two probate referees that value Marin county estates. They are:

Andrew Rask, P.O. Box 1621, Novato, CA  94948; Phone: (415) 892-2988; FAX: (415) 892-7122; e-mail: andrewrask@gmail.com

Helen Young, P.O. Box 2063, Sausalito, CA  94966; Phone: (415) 331-6676; FAX: (415) 331-6676; e-mail: helen_young@sbcglobal.net

The probate referee’s job is to value all the non-cash assets in the estate. Be sure to use the local Order form so the court can appoint the probate referee.

Useful Tools to File Probate in Marin County

Marin County provides online access to a Register of Actions for probate cases. Additionally, access to the court calendar is available by case name. Lastly, tentative rulings in Probate cases are also posted on the court’s website and are available after 12:00 p.m. on the court day before the hearing date.

Contact A People’s Choice for more information on how to file probate in Marin County. Using our non-attorney probate services will undoubtedly save the estate thousands of dollars, putting more money into the pockets of the beneficiaries and heirs.

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Do You Need an Attorney to File Probate in Marin County?

Despite common misconceptions, you do not need to hire an attorney to file probate in Marin County. Attorneys receive statutory fees for probating estates. Specifically, the gross value of the estate determines the attorney’s fee. In other words, the attorney’s fee may be high despite performing limited work. For example, an attorney will earn a higher amount to probate an estate valued at $1 million in comparison to a $700,000 estate despite performing the same amount of work.

Hire an experienced legal document preparer as an alternative. A People’s Choice can help you draft and file a probate petition, appraise your loved one’s assets and debts, and finalize the probate for a fraction of the costs. We also provide our customers with case management related services. Call today at 800-747-2780.c

By | 2018-03-17T17:23:42+00:00 March 11th, 2018|Probate|0 Comments

About the Author:

Sandra M. McCarthy, founder of A People’s Choice Inc., 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. As a registered Legal Document Assistant, Sandy is dedicated to providing affordable, low-cost, self-help document preparation services for California consumers in all 58 counties.

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