Flat fees. No hourly surprises.
A fraction of a lawyer’s $7,500+ — settle the whole trust, or pay for just the one filing you need.
Paid from the trust, not your own pocket. It’s a reimbursable cost of settling the estate.
| What’s included | Settlement Roadmap See what your estate needs Free free account · no payment Start free | Non-court affidavits One asset to transfer from $200 no court involved See below ↓ | Court petitions Heggstad · spousal · succession · probate from $700 + court filing fee See below ↓ | Most chosen Full Settlement We settle it all, for you $1,800 one flat fee — asset search included Get started |
|---|---|---|---|---|
| We get you oriented | ||||
| Map your California roadmap and deadlines | ||||
| Remind you before each deadline comes due | ||||
| Organize your asset inventory | ||||
| We do the paperwork | ||||
| Review your case and prepare the documents | ||||
| Record the deed with your county recorder | ||||
| Make corrections and refile if anything is rejected | ||||
| Sign off on every filing — a registered California LDA | ||||
| Serve notice on every required party | ||||
| E-file with the superior court | Add-on | |||
| Track court status and hearing dates | Add-on | |||
| We find the assets | ||||
| Search accounts, policies & unclaimed property | ||||
| Build the estate's full inventory for you | ||||
| We settle the whole trust or estate | ||||
| Serve the beneficiary & heir notices (§16061.7) | ||||
| Open the trust's tax ID (EIN) | ||||
| Prepare the certification of trust & creditor notices | ||||
| Prepare the deed, file Prop 19 & retitle the home | ||||
| Retitle the accounts and move the funds | ||||
| Prepare the accounting, distribute & close | ||||
| We answer your questions | ||||
| A named expert you can contact | ||||
| Response time | Email · within 72 hrs | Email · within 48 hrs | Email · within 48 hrs | Email or phone same day, no extra charge |
- Map your California roadmap and deadlines
- Remind you before each deadline comes due
- Organize your asset inventory
- Response time — Email · within 72 hrs
- Map your California roadmap and deadlines
- Remind you before each deadline comes due
- Organize your asset inventory
- Review your case and prepare the documents
- Record the deed with your county recorder
- Make corrections and refile if anything is rejected
- Sign off on every filing — a registered California LDA
- A named expert you can contact
- Response time — Email · within 48 hrs
- Map your California roadmap and deadlines
- Remind you before each deadline comes due
- Organize your asset inventory
- Review your case and prepare the documents
- Record the deed with your county recorder
- Make corrections and refile if anything is rejected
- Sign off on every filing — a registered California LDA
- Serve notice on every required party
- E-file with the superior court
- Track court status and hearing dates
- A named expert you can contact
- Response time — Email · within 48 hrs
- Map your California roadmap and deadlines
- Remind you before each deadline comes due
- Organize your asset inventory
- Review your case and prepare the documents
- Record the deed with your county recorder
- Make corrections and refile if anything is rejected
- Sign off on every filing — a registered California LDA
- Serve notice on every required party
- +E-file with the superior court — add-on
- +Track court status and hearing dates — add-on
- Search accounts, policies & unclaimed property
- Build the estate's full inventory for you
- Serve the beneficiary & heir notices (§16061.7)
- Open the trust's tax ID (EIN)
- Prepare the certification of trust & creditor notices
- Prepare the deed, file Prop 19 & retitle the home
- Retitle the accounts and move the funds
- Prepare the accounting, distribute & close
- A named expert you can contact
- Response time — Email or phone, same day, no extra charge
Every price is a flat fee. Affidavits are detailed under Non-court affidavits; Heggstad, spousal, succession & full probate under Court petitions. Petitions can be added to Full Settlement — quoted up front.
A real California LDA reviews every filing — big or small.
Whether it’s a single $200 affidavit or a full settlement, a registered, bonded California Legal Document Assistant reads your case and signs off before anything is filed.
What would a lawyer charge for your estate?
California sets statutory attorney fees by estate value (Prob. Code §10810). Slide to see the difference.
Move the slider to see how attorney fees change with estate value.
Non-court affidavits
Sometimes only a single asset has to be transferred. If that’s all you need, pay only for that.
Home already in the trust
Records you as successor trustee so a home already held in the trust can be sold or transferred.
Learn more →Small Estate Affidavit
Collects bank and personal accounts under the California small-estate limit — no court, no probate.
Learn more →Jointly-owned home
Clears a deceased co-owner off the title of a home held in joint tenancy.
Learn more →Affidavit of Death of Spouse
Confirms a surviving spouse's title to community property held with the person who passed.
Learn more →TOD Deed Affidavit
Completes a recorded transfer-on-death deed so the home passes to the named beneficiary.
Learn more →Real Property Affidavit
Transfers real property under the California small-value real-property limit without full probate.
Learn more →Court petitions
Add any of these to Full Settlement, or buy one on its own. Some transfers need a judge — your registered California Legal Document Assistant prepares the petition, you sign it, and they file and serve it. Still a flat fee, still no lawyer’s office.
Heggstad Petition
Brings an asset that was left out of the trust — an account, an investment, or the home — back into it by court order.
Learn more →Spousal Property Petition
Confirms property passing to a surviving spouse without a full probate case.
Learn more →Succession to Real Property
Transfers a primary residence under the California limit through a simplified court petition.
Learn more →Full Probate
The full court process when no simplified path fits — prepared and guided end to end.
Prices are flat service fees. Government and third-party costs — county recording, court filing, certified mailing, and any required publication — are separate and passed through at cost. You’ll see the estimate before you pay.
You’ll see your exact price before you pay anything.
One flat fee. No surprises.
Answer 5 questions — get your roadmap and your exact price before anything is due.
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