Types of Guardianship for Minors in California

By Sandra McCarthy|March 30th, 2021|Family Law|

When establishing guardianship for minors in California, it is important to understand the different options available and how each affects the legal rights of all parties. Read on to learn more about informal and legal guardianship, how to obtain each, and how A People's Choice can help.

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California Living Trust Checklist

By Sandra McCarthy|March 4th, 2021|Estate Planning|

With our living trust preparation checklist, a DIY trust is possible! Plus, by working with a registered legal document assistant such as A People's Choice, you can avoid high attorney's fees for help drafting your trust. Read on for our complete California living trust checklist and to learn more about the necessary actions that come along with writing a trust.

Should I make a California living trust?

By Sandra McCarthy|February 25th, 2021|Living Trust FAQs|

Many individuals choose to create a living trust so their estate can avoid probate upon their death. Oftentimes, probate is an expensive and complicated process that your family has to take care of after you pass. Plus, if you create a living trust, you can make it revocable. In other words, you have the option [...]

California Proposition 19: How Will Estate Planning Change in February 2021?

By Sandra McCarthy|February 13th, 2021|Estate Planning|

Children inheriting property from their parents will face significant financial consequences once California Proposition 19 (Prop 19) comes into effect on February 16, 2021. California voters approved Prop 19 on November 3, 2020, through the Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire or Natural Disasters Act. The law has two [...]

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Intestate Succession in California: What Happens When There’s No Will?

By Sandra McCarthy|February 11th, 2021|Succession, California Courts|

Intestate succession in California is a critical legal process that comes into play when an individual passes away without a valid will. Governed by specific state statutes, these laws dictate the distribution of a decedent's property to surviving heirs. This guide offers a comprehensive overview of how California's intestate succession laws function, outlining the [...]

Revocable Trusts in California: An Estate Plan for Every Budget

By Sandra McCarthy|February 7th, 2021|Estate Planning|

When you hear about trusts in the context of estate planning, you probably think about trust fund babies and about sums of money that are so big that they cannot logically belong to individuals, much less to young people. Surprisingly, revocable trusts, also known as living trusts, can also offer many benefits to the 99%. If the value of your property is high enough that you do not qualify for any of the California simplified probate alternatives, then you could probably save your family members a lot of money by setting up a revocable trust. The good news is that revocable trusts in California do not have to be expensive to set up! You can save yourself a lot of money by having a California non-attorney legal document assistant prepare your revocable trust documents, instead of an estate planning lawyer.

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What Is A California Legal Document Assistant?

By Sandra McCarthy|February 7th, 2021|

California Legal Document Assistant vs. Paralegal What is a Legal Document Assistant (LDA)? On September 30, 1998 former Governor Pete Wilson signed California State Senate Bill SB1761, regulating the legal document preparation profession in the State of California, and creating a new formal title, Legal Document Assistant. Today, the legal document assistant profession [...]

What is a Living Trust and How to Easily Set It Up in California

By Sandra McCarthy|February 3rd, 2021|

A living trust allows a person to put their property under the control of a trustee who holds legal title to the property on behalf of a beneficiary. Many individuals choose to create a living trust so their estate can avoid probate upon their death. However, in some cases, a trust may not provide adequate legal protection. If you're wondering if a living trust is right for you, read on to learn more.

What happens at the first hearing in probate court?

By Sandra McCarthy|January 26th, 2021|Probate Column 1, Probate FAQs|

Although only about 20% of all probate filings get approved at the first hearing, if your case is one of the lucky ones and all goes well, the Order for Probate will be approved. At that point, the Court Clerk can issue the Letters. "Letters" is the document of authority that starts the probate timeline [...]

Filing a California Heggstad Petition

By Sandra McCarthy|January 13th, 2021|Probate|

A Heggstad petition is used to legally declare that property listed on a trust schedule is nevertheless a trust asset, despite being formally omitted from the trust. If you need to transfer property to beneficiaries and want to save the estate from being fully probated, you may want to file a California Heggstad petition.

How to Obtain Conservatorship in California

By Sandra McCarthy|December 2nd, 2020|Probate|

One of the first steps of obtaining conservatorship in California is understanding the process. Then, you must complete complicated petition documents. Need help with this step? Be sure to contact A People's Choice for low cost, attorney-free assistance.

Our California Estate Planning Services

By Sandra McCarthy|October 4th, 2020|

California Estate Planning Documents: Living Trust, Will, Directive and Other Estate Planning Services Planning for your estate with properly prepared estate planning documents is important for everyone, from the single mother with a young child, to the mature couple who have the opportunity to enjoy life a little more leisurely. Start My Estate Plan [...]

The Problems Walt Disney’s Grandson Faces With Inheritance & Probate Court

By Sandra McCarthy|September 20th, 2020|Probate|

Did you know that one of Walt Disney's grandchildren has been fighting for over 15 years to collect his inheritance? Read on to learn why the court is holding his money, and how YOU can prevent issues with probate court.

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Which Probate Fees Go To Executors?

By Sandra McCarthy|September 16th, 2020|Probate|

Did you know personal representatives are entitled to financial compensation for administering their loved one's estate? Read on to learn just how much executors are paid, and how it affects the estate and beneficiaries.

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Stepparent Adoption of an Adult in California: Process and Forms

By Sandra McCarthy|September 1st, 2020|Adoption|

Once a child becomes an adult, they no longer require parental consent to agree to adoption by a stepparent. Thus, stepparents often adopt their adult children after a biological father refused to relinquish his parental rights over that child as a minor. Further, stepparent adoption is common for adults with life-long disabilities. Read on to learn about the process and forms required for stepparent adoption of an adult in California.

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Understanding California’s Transfer on Death Deed

By Sandra McCarthy|August 26th, 2020|Estate Planning|

Are you considering using a transfer on death deed to transfer real property to a beneficiary after your death? Believe it or not, a TOD deed is not always the best option for estate planning. In fact, it works best for people without minor children, whose real estate is their only asset. Read on to learn more about whether a TOD deed is right for you.

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The Downside of Holographic Wills in California

By Sandra McCarthy|August 25th, 2020|Estate Planning|

Holographic wills are estate planning documents that the testator writes and signs completely by hand. Furthermore, testators are not required to sign these documents in front of witnesses. As a result, probate courts often deem holographic wills invalid! That said, if you choose to create a holographic will, there are several elements you MUST include to ensure your estate is distributed according to your wishes.

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Dying Without a Will in California

By Sandra McCarthy|August 16th, 2020|Estate Planning|

Dying without a will in California subjects your estate to California intestate succession laws. In other words, the court will distribute your property depending on your living relatives. For example, your assets may go to a spouse or your children. However, if you want your property distributed in a certain manner, contact A People's Choice today. We can help you prepare a will or other estate planning documents to protect your assets upon your death.

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How a California Durable Power of Attorney Can Help You Plan for the Future

By Sandra McCarthy|August 16th, 2020|Estate Planning|

Did you know that a durable power of attorney is different from a power of attorney document? Believe it or not, a California durable power of attorney helps you plan for your future under different circumstances. Read on to learn more about the benefits of a durable power of attorney, what it means, and how A People's Choice can assist with your estate planning needs.

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How to Access a Safe Deposit Box in California Following a Loved One’s Death

By Sandra McCarthy|August 12th, 2020|Estate Planning, Probate|

When a loved one dies with a safe deposit box, it's important to check what's inside! Often, people store wills, trusts, or other important estate planning documents in their safe deposit boxes. If your loved one's belongings are located at a financial institution, be sure to bring a key, proof of death, and a driver's license when requesting access.

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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
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)

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

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)	+$300
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	+$250
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

*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. Fees are based on all heirs waiving bond, waiver of accounting by all beneficiaries, and all creditors paid in full prior to filing Petition for Final distribution. Phase 3 Petition for Final Distribution may have add-on fees based on extraordinary actions or requests by the administrator prior to distribution. Annual surcharge fee of $500 will be assessed for each year or partial year the case remains open after 12 months.

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

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

Paternity Matters	Price
Paternity Petition only	$300
Stipulation and Order only	$350
Paternity Petition with Stipulated Judgment	$575
Paternity Petition with Request for Order/Motion for custody, visitation, support	$875

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	$275

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.)	$400
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.)	$550

Motion/Contested Matters (does not include preparation of Orders After Hrg)	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
Motion for Gillmore Election	$775
Other specialty motions	$575+ requires quote
Motion for Bifurcation and Final Judgment documentation	$825
Restraining Order- civil or domestic (no children)	$400 min.
Restraining Order (with children)	$575 min.

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

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

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

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

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	$250 plus $25 each defendant over 1
Civil Complaint Limited with 1 cause of action Each additional cause of action	$250 +$75
Response to unverified Civil Complaint with affirmative defenses	$250
Response to verified Civil Complaint with affirmative defenses	$350 (1 cause of action)

Other Civil and Misc. Matters	Price
Propounding Discovery Interrogatories, Request for Admissions, Production of Documents	$500 up
Responding to Discovery Interrogatories, Request for Admissions, Production of Documents	$500 up
Motion to Set Aside Default Judgment	$575
Civil Restraining Order	$499; $25 each addtl. protected person
Renew Judgment	$350
California Sister State Judgment	$300
Other Collection Proceedings	Call for quote
Expungement	$399
Other Services	Call for quote

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

QDROs and Retirement Division	Price
QDRO	$499
Joinder only	$350
QDRO with Joinder	$825

QDROs and Retirement Division	Price
QDRO	$499
Joinder only	$350
QDRO with Joinder	$825

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