Estate Planning and
Probate Services

Specify your wishes and make things easier for your loved ones.

Definitely a great experience, Valarie helped me with my father's estate. Saved me much frustration.
Sam Stewart

What is probate?  When someone dies in California, they may have real or personal property that needs to pass to their heirs. Probate is the court supervised process by which those assets get transferred to those heirs.  We can assist you with the following:

Petition for Probate:

For estates exceeding $150,000 in value. ($2,500)

Spousal Property Petition:

To confirm property passing to surviving spouse. ($375)

Petition to Determine Succession to Real Property Under $150,000:

For real estate  not exceeding $150,000 in value at time of death. ($475)

Affidavit Re Real Property Under $50,000:

For real estate not exceeding $50,000 in value at time of death.  ($275)

Small Estate Affidavit for Personal Property under $150,000:

For personal property only not exceeding $150,000 in current value.  ($125)

Easy and Affordable Probate Services

Estate Services

Estate plans are not one size fits all, but everyone needs one. We can provide information so that you can decide what’s best for you.

Simple Wills and Trusts:

Everyone needs some type of estate plan.  If  you have a small estate, we can help you set up a simple Will or a Trust.  If you have a large estate, we can refer you to an attorney who can advise you on the best option for your situation.

Trust Amendment:

If you have created your Trust and you need to make a change. ($125)

Certification of Trust:

An abbreviated version of your Trust. ($125)

Trust Transfer Deed:

Transfers real property from individual to Trust. ($125)

Transfer on Death Deed:

Transfers real property to designated grantee upon the death of the Grantor. ($125)

Heggstad Petition:

A petition filed with the court for an  order declaring that property listed in the Trust is a Trust asset despite the fact that title was not formally transferred to the Trust. ($500)

You're just steps away from piece of mind

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