How to Prepare a Supplement to Clear Probate Notes

Do you need to prepare a supplement to clear probate notes? Probate notes provide an overview of the matter set for hearing and highlight errors and deficiencies in the probate petition. Here is information you will need prepare a supplement to clear probate notes so the court can approve your upcoming probate hearing.

By Sandra McCarthy|May 3rd, 2018|Categories: Probate|Comments Off

Understanding California Probate Examiner Notes

Understanding the role a probate examiner plays in the probate process, as well as what their notes mean, can help save you time and money during probate. In fact, maintaining an active role in the note process can buy you time to obtain any supplemental materials the court requires to settle the estate as quickly as possible.

By Sandra McCarthy|April 28th, 2020|Categories: Probate|2 Comments

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

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

By Sandra McCarthy|August 9th, 2021|Categories: California Courts, Estate Planning, Probate|Comments Off

How to Close a Probate Estate in California

There are many steps in the California probate process, the [...]

By Sandra McCarthy|December 29th, 2016|Categories: Probate|4 Comments

Sales of Real Property in Probate: What You Need to Know

Probate administration can be stressful, costly, and generally not [...]

By Sandra McCarthy|October 20th, 2021|Categories: Probate|Comments Off

Definitive Explanation for California Probate Court

The loss of a loved one brings immense grief [...]

By Sandra McCarthy|May 5th, 2021|Categories: Probate|Comments Off

The Most Effective Way to Navigate California Probate and Family Court

Losing a loved one is a sad and difficult [...]

By Sandra McCarthy|April 23rd, 2021|Categories: Probate, Family Law|Comments Off

What Is a Probate Bond & When Do You Need One?

In California, the probate process often takes a long time. During the average 9 to 12 months of probate, someone must pay bills, sell assets when appropriate, and protect property from theft. The estate must trust that "someone," the executor, to handle the process wisely and well. In order to protect against mismanagement, you may need a probate bond. Learn about the options you may have as a personal representative of an estate.

By Sandra McCarthy|July 21st, 2019|Categories: Probate, California Legal Documents|Comments Off

How to Lodge a Will in California and File Probate

Most Executors have a hard time giving up possession of a decedent's original will. However, by law, the custodian of an original will must lodge the will with the Superior Court within 30 days of learning of the testator’s death. This is a statutory requirement under California Probate Code Section 8200. Keep in mind, the custodian can face legal penalties if they do not lodge a will in a timely fashion.

By Sandra McCarthy|July 11th, 2018|Categories: Probate, Estate Planning|Comments Off

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Standard Conservatorship of Person AND/OR Estate (1 Petitioner) with or without Dementia Orders (Documents Only)	$1500
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Standard preparation time is 10-14 business days. Rush preparation of all documentation is available for additional fee	$350+

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Trust Administration (1 real property) each additional property +$200	$499
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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

How to Prepare a Supplement to Clear Probate Notes

Understanding California Probate Examiner Notes

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

How to Close a Probate Estate in California

Sales of Real Property in Probate: What You Need to Know

Definitive Explanation for California Probate Court

The Most Effective Way to Navigate California Probate and Family Court

What Is a Probate Bond & When Do You Need One?

How to Lodge a Will in California and File Probate

Notice Requirements in Probate

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