Services / Probate
Probate Document Preparation
Professional probate document preparation for self-represented individuals in California. Whether it's a small estate affidavit, a Heggstad petition to avoid full probate, or a full probate administration — we prepare the paperwork at your direction for a fraction of attorney fees.
What We Prepare
Small Estate Affidavit
For estates valued under $184,500 (as of 2026). If the decedent's assets fall below this threshold, probate may not be required. We prepare the affidavit to transfer assets directly to heirs.
Heggstad Petition
When a trust exists but an asset was never formally transferred into it, a Heggstad Petition (Probate Code §850) asks the court to confirm the asset belongs to the trust — avoiding full probate. This is one of the most common probate-avoidance tools we prepare.
Spousal Property Petition
Transfer property to the surviving spouse without a full probate administration. Available when the surviving spouse is entitled to community or separate property.
Petition for Probate
Full probate administration documents when court supervision is required. Includes Petition for Letters, Letters Testamentary, and Letters of Administration.
Letters of Administration / Testamentary
The formal court document authorizing the administrator or executor to act on behalf of the estate — collect assets, pay debts, and distribute to heirs.
Notice of Petition to Administer Estate
Required notice to heirs, beneficiaries, and creditors as part of the probate process. Must be published and served according to California law.
How It Works
Free Consultation
We discuss the estate — what assets exist, how they were titled, whether a trust was created, and who the heirs are. This helps determine whether a small estate affidavit, Heggstad petition, or full probate is appropriate.
Document Preparation
We prepare all required probate forms based on the estate information you provide. Every document is prepared at your specific direction.
Court Filing Instructions
We provide clear instructions for filing with the Superior Court, serving required notices, and navigating the probate process timeline.
Important: We are not attorneys. We cannot advise on probate strategy or represent you in probate court. We prepare documents at your direction. Probate fees, court filing fees, and publication costs are separate from our document preparation fees.
Frequently Asked Questions
How do I know if I need probate or can use a small estate affidavit?+
In California, if the total value of the decedent's assets subject to probate is under $184,500 (as of 2026), a small estate affidavit may be used to transfer assets without court proceedings. This threshold is adjusted periodically. During your consultation, we'll help you understand which path applies to your situation — and then prepare the appropriate documents at your direction.
What is a Heggstad Petition and when is it used?+
A Heggstad Petition (named after the California court case Estate of Heggstad) is used when the decedent had a living trust but one or more assets were never formally transferred into it. The petition asks the court to confirm the asset belongs to the trust, allowing it to pass to beneficiaries without full probate. It's often far faster and less expensive than a full probate administration.
How long does probate take in California?+
A full probate administration typically takes 9-18 months. Small estate affidavits and Heggstad petitions can resolve much faster — often within 1-3 months. The timeline depends on court availability in your county, whether creditors file claims, and whether any heirs contest the estate.
Do I need an attorney for probate?+
While complex estates benefit from attorney guidance, many Californians handle probate themselves — especially with properly prepared documents. As an LDA, we prepare the exact same forms an attorney would use, at your direction, for a fraction of the cost. If your case requires legal advice or court representation, we can refer you to a licensed probate attorney.
What are the costs associated with probate?+
Attorney fees in a full probate are set by California statute as a percentage of the estate's value — often thousands of dollars. Our document preparation fees are a flat rate based on what documents you need. Additional costs include court filing fees (typically $435+), publication fees for the Notice of Petition (~$200-$500), and certified copy fees. We provide a clear, upfront quote during your consultation.
Related Services
Need Probate Help?
Schedule a free consultation to discuss your probate situation — we'll identify the right documents and prepare them at your direction. Response within 24 hours.