We Help You Get Through Probate Like a Pro

If you’re the administrator of an estate, you will benefit greatly from having a qualified guide to help you navigate the court’s probate process. We’ll provide you with a step-by-step, customized plan enhanced by continuous support from our dedicated legal team to ensure you meet all your legal and financial responsibilities and successfully close your probate case.

These are just some of the probate requirements we help our clients accomplish:

  • Filing the petition for probate and letters of administration (often referred to as “letters testamentary”) with the court.
  • Notifying creditors and publishing legal notices.
  • Conducting and filing an inventory of the deceased’s assets.
  • Adhering to deadlines for all filings, notices, objections, and payments.
  • Appearing at court hearings on our client’s behalf.
  • Facilitating real estate or other property sales if necessary to pay debts or as desired before final distribution of assets.
  • Preparing and overseeing the transfer of assets from the decedent to the beneficiaries.
  • Maintaining the rights of beneficiaries and of creditors throughout the process.

THE KEY TO SUCCESS IS A CUSTOMIZED PLAN

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The Administrator can easily get overwhelmed with the many technical responsibilities and legal duties he or she must accomplish to successfully probate the estate. That’s where we come in; guiding the administrator, doing the heavy lifting, and making things as easy as possible for the administrator throughout the probate process. The bottom line is that we save our clients significant time, money, and stress all while protecting them from liability.

Both the administrator and the attorney are entitled to equal compensation under California Probate Code Section 10810. The formula for determining ordinary probate compensation is straightforward.

The Compensation in a probate case is calculated as follows:

4% of the first $100,000 of the gross estate value,
3% of the next $100,000 of the gross estate value,
2% of the next $800,000 of the gross estate value,
1% of the next $9,000,000 of the gross estate value,
½% percent of the next $15,000,000 of the gross estate value.

The probate court determines reasonable compensation for an estate valued at more than $25,000,000. Also, probate courts can – and typically do in more complicated cases – award additional compensation for extraordinary services performed during the course of probate process.

EXAMPLE: The statutory compensation for probating a California estate with a gross value of $500,000 is calculated as follows: 4% of the estate’s first $100,000 (which equals $4,000), plus, 3% of the estate’s next $100,000 (which equals $3,000), plus 2% of the estate’s remaining value of $300,000 (which equals $6,000). The sum total is $13,000 which means both the attorney and the administrator are both entitled to $13,000 in compensation at the end of the probate process.

We know you are busy and promise to make the process as simple and easy for you as possible.

NAVIGATING THE PROBATE PROCESS

Several urgent actions must be taken immediately after someone’s death. Take care of those things, and yourself, first.
We are there for you from the very first phone call you make to our office.
The probate case begins when a Petition for Probate is filed with the proper court (along with several other required filings and additional actions which must be completed to get the formal legal process started).
The probate case, in its simplest form, is all about two big court hearings. There are, however, well over 100 individual action items required to get to - and get through - each hearing successfully.
You're in the home stretch once the judge is satisfied you have fulfilled all your duties, the estate's bills and debts have all been settled, and the remaining assets are ready for distribution.
Your success is our success. We know you've been through a lot already. The loss of a loved one is never easy - especially when you're forced into probate on top of it. We are committed to getting you to the finish line with your sanity - and inheritance - intact.

THE KEY TO SUCCESS IS A CUSTOMIZED PLAN

MEDIA APPEARANCES ON THE PROBATE NATION PODCAST

THE KEY TO SUCCESS IS A CUSTOMIZED PLAN