Call (626) 587-0009 or click here to schedule a consultation!
***Consultation Fee is Applicable***
P R O T E C T I N G L E G A C I E S
A California Estate Planning & Inheritance Rights Law Firm
PROBATE FEES
Probate fees are based on the gross value of the decedent's estate as described in California Probate Code section 10810 which states:
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4% of the first $100,000;
3% of the next $100,000;
2% of the next $800,000;
1% of the next $9,000,000; and
0.5% of the next $15,000,000.
A reasonable amount is determined by the court for amounts above $25,000,000.
Extraordinary Fees may apply.
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The client will be responsible for costs such as court costs, court fees, and publication fees where applicable.
An initial retainer of $2,500.00 to cover these fees will be required.
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Let's connect!
1000 Lakes Drive, Suite 450
West Covina, CA 91790
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11531 S. 6th Street, Suite 105
Ontario, CA 91762
ESTATE PLANNING PACKAGES
1
Basic Plan
protect your family from probate
BASIC ESTATE PLAN INCLUDES:
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Temporary Will at time of Wishes
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Living Trust
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Certification of Trust
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Assignment of Personal Property
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Pour-Over Will
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(1) Trust Transfer Deed of Primary Residence
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Notary Cost Included
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Recording Fee Included
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Unlimited Calls/Meetings with the Attorney to Ask Questions About Your Living Trust
Individual (total)
$1950.00
Married Couple (total)
$2650.00
2
Premium Plan
protect your family from probate & conservatorship process
​PREMIUM ESTATE PLAN INCLUDES:
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Temporary Will at time of Wishes
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Living Trust
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Certification of Trust
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Assignment of Personal Property
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Pour-Over Will
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(1) Trust Transfer Deed of Primary Residence
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Notary Cost Included
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Recording Fee Included
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Unlimited Calls/Meetings with the Attorney to Ask Questions About Your Living Trust
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Durable Power of Attorney
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Advance Health Care Directive
Individual (total)
$2250.00
Married Couple (total)
$2950.00
3
Additions to Plans
Special Needs Trust For
Disabled Beneficiary within Living Trust
$750.00
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Gun Trust in Living Trust
For California Gun Collectors
$350.00
Pet Trust in Living Trust
$150.00
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Additional Residential or Commercial Properties Trust Transfer Deed
$400.00 per property
Additional Cost:
Notary Fee: $15 Per Signature
Recording Fee: $106.00
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Additional Inter-Spousal Deed
$400.00 per property
Additional Cost:
Notary Fee: $15 Per Signature
Recording Fee: $106.00
How much are Amendments/Changes
to an existing Estate Plan?
New Power of Attorney or Advance Health Care Directive: $150.00 each
New Last Will and Testament: $175.00
Amendment/Restatement to Trust: Starting at $950.00
Own Additional California Properties?
Need to Remove Someone from title?
Each additional deed will cost the following:
$400.00
Additional Cost:
Notary Fee: $15 Per Signature
Recording Fee: $106.00
TRUST ADMINISTRATION
Trust Transfer/ Grant Deed
$400.00
Additional Cost:
Notary Fee: $15 Per Signature
County Recording Fee: $106.00
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Affidavit of Death of Trustee
$400.00
Additional Cost:
Notary Fee: $15 Per Signature
County Recording Fee: $106.00
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Certification of Trust
Attorney Fee: $400.00
Notary Fee: $15 Per Signature
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Proposition 13/Proposition 19 Assessor Documents
Attorney Fee: $175.00
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Disclaimer of Interest/Waiving Inheritance
Attorney Fee: $750.00
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Settlement Agreement
Attorney Fee: Starting at $3,500.00
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Advising Trustee/Beneficiary
Attorney Fee: $400.00 per hour
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OTHER SERVICES:
HEGGSTAD PETITION:
Attorney Fee: $5,500 (+$2,500 for each additional property)
Additional Court Cost: approximately $550.00
Additional Recording Fee: $140.00 per property
SPOUSAL PROPERTY PETITION (Uncontested)
Attorney Fee: $5,500 (+$2,500 for each additional property) Court Cost: approximately $550.00
Recording Fee: $140.00 per property
CONSERVATORSHIP - PROBATE OR LIMITED
Conservatorship of Person (Uncontested)
Attorney Fee: $6,500
Court Cost, Filing Fees, and Mailing are additional.
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Conservatorship of Estate (Uncontested)
Attorney Fee: $8,500
Court Cost, Filing Fees, and Mailing are additional.
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Conservatorship of Person & Estate (Uncontested)
Attorney Fee: $10,500
Court Cost, Filing Fees, and Mailing are additional.