Flat fees. No hourly surprises.
| What’s included | Settlement Roadmap See what your estate needs Free free account · no payment Start free | No-hearing affidavits One asset to transfer from $200 no court hearing See below ↓ | Simplified court petitions Heggstad · spousal · succession $700–$1,400 + court filing fee See below ↓ | Trust or Estate Settlement Assets already in a trust — we settle it all $1,800 one flat fee — asset search included Get started | Full Probate No simplified path fits — we prepare every filing $3,000 + court filing fee & publication See below ↓ |
|---|---|---|---|---|---|
| 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 | Add-on | ||||
| Compile what we surface into your inventory | |||||
| Order the probate-referee Inventory & Appraisal (DE-160/161) | As needed | As needed | |||
| We settle the whole trust or estate | |||||
| Serve the trustee's 60-day §16061.7 notice | As needed | ||||
| Open the trust or estate's tax ID (EIN) | |||||
| Prepare the certification of trust | |||||
| Prepare the affidavit of death of trustee to clear title | As needed | ||||
| File the Prop 19 exclusion and retitle the home | |||||
| Retitle the accounts and move the funds | |||||
| Tell you what each bank and the county needs, step by step | |||||
| Prepare the final accounting, distribute & close | |||||
| Track both clocks before you distribute | |||||
| We prepare the whole court-supervised probate | |||||
| Open the estate and obtain Letters (DE-111) | |||||
| Publish notice and run the 4-month creditor claim period | |||||
| Prepare and file for every hearing your case requires | |||||
| You attend the hearings — we prepare everything you file | |||||
| 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 | Email or phone |
- 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
- +Order the probate-referee Inventory & Appraisal (DE-160/161) — as needed
- 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
- +Order the probate-referee Inventory & Appraisal (DE-160/161) — as needed
- 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
- 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
- Compile what we surface into your inventory
- +Serve the trustee's 60-day §16061.7 notice — as needed
- Prepare the certification of trust
- +Prepare the affidavit of death of trustee to clear title — as needed
- Tell you what each bank and the county needs, step by step
- Track both clocks before you distribute
- A named expert you can contact
- Response time — Email or phone
- 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
- +Search accounts, policies & unclaimed property — add-on
- Compile what we surface into your inventory
- Order the probate-referee Inventory & Appraisal (DE-160/161)
- Open the trust or estate's tax ID (EIN)
- File the Prop 19 exclusion and retitle the home
- Retitle the accounts and move the funds
- Prepare the final accounting, distribute & close
- Track both clocks before you distribute
- Open the estate and obtain Letters (DE-111)
- Publish notice and run the 4-month creditor claim period
- Prepare and file for every hearing your case requires
- You attend the hearings — we prepare everything you file
- A named expert you can contact
- Response time — Email or phone
A real California LDA reviews every filing — big or small.
Whether it’s a single $200 affidavit or a whole trust or estate, 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).
Move the slider to see how attorney fees change with estate value.
No-hearing affidavits
Each one transfers a single asset. Pay only for the transfer you need.
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 accounts and other personal property when the decedent's California estate is under the 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
Clears a deceased spouse off the title of community property held with right of survivorship.
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 the decedent's California real property when all of it together is under the small-value limit — filed with the court (no hearing), then recorded, without full probate.
Learn more →Court petitions
The three simplified petitions are each a single petition and hearing, with no ongoing administration, creditor claims or court accounting. Full probate is the complete court-supervised administration. Your registered California Legal Document Assistant prepares the petition; you sign it, and they file and serve it.
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 Primary Residence
Transfers a primary residence under the California limit through a simplified court petition.
Learn more →Full Probate
The complete court-supervised process, start to finish — open the estate, inventory and creditor claims, then final accounting and distribution. For estates no simplified path can reach.
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.
One flat fee. No surprises.
Not sure which of these applies to you? Answer 5 questions to see each path's published requirements next to your answers, so you can decide — or ask a registered California LDA about the process and pricing.