Call (626) 587-0009 or click here to schedule a consultation!
***We are not accepting any additional litigation cases at this time.***
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:
​
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.
​
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.
​
Let's connect!
1000 Lakes Drive, Suite 450
West Covina, CA 91790
​
11531 S. 6th Street, Suite 105
Ontario, CA 91762
ESTATE PLANNING PACKAGES
1
Basic Plan
protect your family from probate
BASIC ESTATE PLAN INCLUDES:
-
Temporary Will at time of Wishes
-
Living Trust
-
Certification of Trust
-
Assignment of Personal Property
-
Pour-Over Will
-
(1) Trust Transfer Deed of Primary Residence
-
Notary Cost Included
-
Recording Fee Included
-
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:
-
Temporary Will at time of Wishes
-
Living Trust
-
Certification of Trust
-
Assignment of Personal Property
-
Pour-Over Will
-
(1) Trust Transfer Deed of Primary Residence
-
Notary Cost Included
-
Recording Fee Included
-
Unlimited Calls/Meetings with the Attorney to Ask Questions About Your Living Trust
-
Durable Power of Attorney
-
Advance Health Care Directive
-
Unlimited Updates for 12 Months
Individual (total)
$2250.00
Married Couple (total)
$2950.00
3
Platinum Plan
protect your family from probate & conservatorship process
+ UNLIMITED UPDATES
​PLATINUM ESTATE PLAN INCLUDES:
-
Temporary Will at time of wishes
-
Living Trust
-
Certification of Trust
-
Assignment of Personal Property
-
Pour-Over Will
-
(1) Trust Transfer Deed of Primary Residence
-
Notary Cost Included
-
Recording Fee Included
-
Unlimited Calls/Meetings with the Attorney to Ask Questions About Your Living Trust
-
Durable Power of Attorney
-
Advance Health Care Directive
-
UNLIMITED UPDATES!
(See Savings with Unlimited Updates)
Individual (total)
$3250.00
$2850.00
Married Couple (total)
$3950.00
$3550.00
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:
$420.00
Includes:
Notary Fee: $15 Per Signature
Recording Fee: $105.00
TRUST ADMINISTRATION
Trust Transfer/ Grant Deed
$420.00
Includes:
Notary Fee: $15 Per Signature
Recording Fee: $105.00
​
Affidavit of Death of Trustee
$420.00
Includes:
Notary Fee: $15 Per Signature
Recording Fee: $105.00
​
Certification of Trust
Attorney Fee: $350.00
Notary Fee: $15 Per Signature
​
Proposition 13/Proposition 19 Assessor Documents
Attorney Fee: $150.00
​
Disclaimer of Interest/Waiving Inheritance
Attorney Fee: $500.00
​
Settlement Agreement
Attorney Fee: Starting at $3,500.00
​
Advising Trustee/Beneficiary
Attorney Fee: $350.00 per hour
​
OTHER SERVICES:
HEGGSTAD PETITION:
Attorney Fee: $5,000 (+$2,000 for each additional property)
Court Cost: approximately $550.00
Recording Fee: $140.00 per property
SPOUSAL PROPERTY PETITION (Uncontested)
Attorney Fee: $5,000 (+$2,000 for each additional property) Court Cost: approximately $550.00
Recording Fee: $140.00 per property