Skip to content
Probate & More LogoProbate & More Logo

Tel: 916-243-0311

Step 1 of 17

5%

EZ Estate Planning Virtual Worksheet

Welcome to our EZ Start Estate Planning worksheet. This secure online interface allows you to provide the information our office needs to prepare your California estate planning documents.

This worksheet may be used to begin:

  • âžś Revocable Living Trust
  • âžś Will
  • âžś Healthcare Directive
  • âžś Financial Power of Attorney
  • âžś Specialty Trusts, including Special Needs Trusts

Not Sure Which Estate Planning Documents You Need?

Before completing the worksheet, we recommend reviewing our Estate Planning resources. These guides explain the differences between trusts and wills, how powers of attorney work, and how proper planning can help your family avoid unnecessary court proceedings.

Review Our Estate Planning Resources Here

The EZ Start worksheet walks you through clear and simple questions so we can prepare your paperwork accurately. You may complete it on your phone, tablet, laptop, or desktop computer.

There is no obligation to proceed. You only move forward with payment if you decide our service is right for you.

Need help along the way? Click the round phone icon, call 916-243-0311, or email matters@probateandmore.com . We are here to guide you.

Not ready to proceed yet?
Select “I am not ready to proceed, but would like a phone call” and submit the form. We will contact you promptly to answer your questions.

Your Contact Information

Please provide some basic contact information. If you are not going to be a Petitioner in this case, that's OK. You'll have a chance to enter that information later.
Your Name(Required)
Ready to get started?(Required)
Admin Contract

We see you aren't ready to tackle our quick and easy interview. That's OK. If you have questions before you start, give us a call at 916-243-0311.

You can also enter your email, then hit the Submit button at the bottom of your screen and someone will reach out to you to answer your questions.

Select Your Estate Planning Package
 
Please select the package that matches the estate planning documents you'd like us to prepare. If you're unsure which package fits your situation, review our Estate Planning Resources page before making a selection, or contact our office at 916-243-0311 and we can walk you through the differences. Pricing shown reflects document preparation fees only; any additional services or costs (such as real property deeds, rush processing, or court filing fees) will be itemized separately later in this worksheet.
 
Services - Estate Planning

INTERVIEW

The questions following will allow you to provide details about your estate plan and selection any additional optional services you may need. Please take your time when answering these questions.

Trust Estate Planning Documents

Are we preparing a new trust or a restated trust?(Required)
Please enter the desired name for your Trust, if this is a restatement of an existing trust, the existing trust name. Most people use their own name when naming their Revocable Trust. For example, John Smith and Sally Smith might name their trust, “The John Smith and Sally Smith 2020 Revocable Living Trust,” or simply “The Smith Family Trust”.
The most critical part of a trust is properly FUNDING THE TRUST. For most purposes, funding a trust simply means listing and re-titling assets in its name. In this regard, a trust allows you to transfer title of your real property into your trust and avoid probate. If you have real property that you want to put in the name of your trust, you will need to prepare a new deed for each property. In addition to preparing the required deeds, Probate & More also offers electronic recording with the Recorder's Office for an additional fee. County recording fees will vary.
Real Properties Owned
Please check one
Real Property Deed Preparation(Required)
Please check one
Please select the number of California properties for which you require new deed (to put into your trust.)
Price: $200.00
Please select the number of Timeshare properties for which you require new deed (to put into your trust.)
Price: $250.00
Please select the number of out-of-state properties for which you require new deed (to put into your trust.)
Price: $275.00
Current Titles on Real Property(Required)
Our office will require a copy of the current Grant Deed (not the deed of trust) for all real properties you own. You can either upload the current deed through this interview or, if you do not have them, we can order them for you for an additional fee. Please check one of the following:
Addresses of Real Properties Owned(Required)
Please list each of your real properties below.Click + to add additional lines
Type of Property (land, condo, house, timeshare, mineral rights, etc)
Address
Assessor's Parcel No (APN)
Order Deed? Yes/No
 
Looking at your entry above, how many properties did you check YES under the column "Order Deed"?
Price: $75.00
Previous Trust(Required)
Has previous trust been amended?
Date of Trust and Amendments(Required)
Please identify the date your trust was created as well as all dates of amendment to the previous trust. Click the + to add additional dates
Original Trust(Required)
Please check one
Date of death of spouse(Required)

PARTIES

Information for Paperwork

The following information will be reflected on your estate documents.

Information about the First Party

Please provide information about whose estate documents are being prepared.
Name(Required)
What is the full name of the party whose estate documents are being prepared? This will be the name as it appears on the estate planning documents.
Other Names Used
Click the + sign to add additional names (aka's) used.
First Name
Middle Name
Last Name
 
Gender(Required)
Date of Birth(Required)
Marital Status(Required)
Separation or Divorce Proceedings(Required)
Please check one

Information about the Other Party

Please provide information about the parties to this action.
Name(Required)
What is the full name of the other party whose estate documents are also being prepared? This will be the name as it will appear on the estate documents.
Other Names Used by Other Party
Click the + sign to add additional names (aka's) used.
First Name
Middle Name
Last Name
 
Gender of Other Party(Required)
Date of Birth of Other Party(Required)

Mailing and Residence Information

Address(Required)
In what city will you be signing your documents? If you are not sure, enter "not sure".

FAMILY INFORMATION

Family of First Party

The following questions are directed to the First Party identified in this interview.
Number of living children(Required)

Minor children(Required)
Are any children under the age of 18?
Do you have any predeceased children?(Required)
Check the best answer.
Information about your deceased children(Required)
First Name
Middle Name
Last Name
Date of Death
Survived by Children?
 

Blended Families

Children with Spouse/Partner/(Required)
Are any of your children born with the spouse/partner in this interview?
Treatment of Children
Are all children of you and your spouse/partner to be treated equally?

Guardian for Minor Children
If you have minor children: (1) the Guardian is the person in charge of the Custody and Financial matters of minor children if both parents have passed away (2) be prepared to name one primary Guardian and a substitute, in case the first appointed person is unable or unwilling to act.

If you have minor children: (1) the Guardian is the person in charge of the Custody and Financial matters of minor children if both parents have passed away (2) be prepared to name one primary Guardian and a substitute, in case the first appointed person is unable or unwilling to act.
Nominated Guardians(Required)
Please provide the first choice nomination for guardian for your child/children. Click the + to add a second named individual as an alternate if your first choice cannot act.
Name of Minor Child
Name of Guardian for Minor
Address of Proposed Guardian
Telephone No.
 

Identification of Children

Names of all your Living Children(Required)
Please identify all of your individual children and any joint children with your spouse (if applicable) Please click the + to add additional children. For blended families, identify whose child by indicating name of Parent.
First Name
Middle Name
Last Name
Age
 

Family of Other Party

The following questions are directed to the Spouse/Partner or Other Party identified in this interview.
Number of living children of other party(Required)

Names of all Additional Living Children of Party Two
Please identify all children of Party Two from PREVIOUS marriages or relationships. Please click the + to add additional children.
First Name
Middle Name
Last Name
Age
 
Minor children of Party Two(Required)
Are any children of party two under the age of 18?
Nominated Guardians for Children of Party Two(Required)
Please provide the first choice nomination for guardian for Party Two's child/children. Click the + to add a second named individual as an alternate if your first choice cannot act.
Name of Minor Child
Name of Guardian for Minor
Address of Proposed Guardian
Telephone No.
 
Does the other party have any predeceased children?(Required)
Check the best answer.
Information about other party's deceased children(Required)
First Name
Middle Name
Last Name
Date of Death
Survived by Children?
 

SPECIAL NEEDS AND SPECIALTY TRUSTS

Name of Beneficiary(Required)
Gender of Beneficiary
Birthdate of Beneficiary
Special Needs Trust and Retirement Benefits
MediCal and VA Planning Trust
Please select one or both

Trustee Information

A trustee, who can either be the person creating the trust (the trustor) or another responsible party, is appointed while the trustor is still alive. A successor trustee is charged with administering a trust after the trustor or the appointed trustee (if they are different from the trustor) becomes incapacitated or dies. The parties creating this trust will be designated as the Trustees. The nominated Successor Trustee will take over the trust as Successor Trustee upon the Trustee(s) death(s).
Successor Trustee(s)(Required)
Co-trustees must jointly sign forms, unless the trust specifies they can act independently. This contrasts with a sole trustee who acts alone. Both co-trustees and trustees are tasked with trust management and administration, but co-trustees share the responsibility.
Please check one
Trustee signing options(Required)

First Successor Trustee

Name of First Successor Trustee(Required)
Example: Sister of (name of person)
First Successor Trustee's Address(Required)

Second Successor Trustee (or co-trustee, if applicable)

Name of Second Successor Trustee(Required)
Example: Sister of (name of person)
Second Successor Trustee's Address(Required)

Third Successor Trustee (or co-trustee or alternate, if applicable)

Name of Third Successor Trustee(Required)
Example: Sister of (name of person)
Third Successor Trustee's Address(Required)
Compensation of Trustee(Required)

Will and Named Executor

The Executor of the Will is the person who will enforce the terms of your Will after your death. If you have a trust, usually, the Executors are the same as the successor Trustee(s). You should name at least one primary Executor and a substitute, in case the first appointed person is unable or unwilling to act.  
Executor of Will(Required)
List names of Executor and Alternates in Order of priority(Required)
If you are married, your spouse is typically listed as the first Executor.
Name
Complete Address
Relationship to Me
Telephone #
 

Executor of Will of Second Party
List names of Executor of Second Party and Alternates in Order of priority(Required)
If you are married, your spouse will be listed as the first Executor.
Name
Complete Address
Relationship to Me
Telephone #
 

Beneficiaries of Estate

Most estate distribution plans are merely an equal division of the estate, as a whole, to specific individuals. Everything is put into a pot and allocated by percentage to specific beneficiaries. Some people, however, desire to identify specific gifts or amounts of money, or to make a charitable contribution. Specific gift designations in excess of 5 may incur an additional charge.
Specific Disinheritance(Required)
Are any individuals being disinherited?
People specifically being disinherited(Required)
Name
Relationship
 
Distribution of Estate(Required)
Distribution on FIrst Death
Since this is a couple's trust, will there be any distributions on the death of the first of you?
Distribution to one Individual(Required)
Please name the individual to receive 100% of your estate
Names of Beneficiaries to receive Equal Distribution of Total Estate(Required)
Please list the beneficiaries who are sharing 100% of the total value of the estate. Each of the beneficiaries will receive an equal division. Click on the + sign to add names
Unequal % Distribution to Beneficiaries(Required)
Please list the name of each beneficiary and the $ of the estate they are to receive. Click on the + sign to add names.
Name of Beneficiary
% of Estate
 

Specific Gifts and Distributions

Specific gift designations in excess of 5 may incur an additional charge.
Specific gifts you desire to include in your Estate Plan
Please check all that apply. Small personal bequests SHOULD NOT be listed here as you will be able to itemize those on a separate Schedule attached to your estate document.
Lifetime Estate Gift(Required)
Please press + to add additional lifetime estate gifts.
Address of Real Property
Lifetime Estate Beneficiary
 
Real Property Gifts(Required)
Please press + to add additional real property gifts.
Address of Real Property
Real Property Beneficiary
 
Personal Gifts(Required)
Please press + to add additional large personal gifts.
Description of Personal Gift
Name of Beneficiary
 
Cash Gifts(Required)
Please press + to add additional cash gifts.
Amount of Cash Gift
Name of Beneficiary
 
Please describe the distributions that should be made on the first death of one of you.
Please describe in detail your estate plan not covered by the above questions. Example, Special Method of Distribution: What will be the method of distribution of the assets to a beneficiary? Will the distribution of a beneficiary's share be delayed over a period by a number of years after death, or upon the beneficiary reaching a specific age?

FINANCIAL POWER OF ATTORNEY

This section pertains to a Durable Power of Attorney for management of property and personal affairs. A California durable power of attorney is similar to a healthcare power of attorney, however, it only relates to financial decisions and does not have any control over healthcare decisions. When you sign a general power of attorney for finance, you authorize someone to manage financial matters on your behalf in the event that you are unable to do so yourself.
Enter your name as it should appear on the Power of Attorney(Required)
Powers granted to your Power of Attorney(Required)
Please check ALL powers you wish to grant to your Power of Attorney for Finances
Number of Agents(Required)
Most individuals select one agent with one or 2 alternative agents.
Agents Nominated(Required)
Please click the + sign to add agents based on your selection above.
Full Name of Agent
Address of Agent
Relationship to You
 
Please select one of the following
When Power of Atorney Becomes Effective(Required)
Please select one

Financial Power of Attorney - Party Two

Enter name of 2nd Party as it should appear on the Power of Attorney(Required)
Powers granted to 2nd Party's Power of Attorney(Required)
Please check ALL powers you wish to grant to your Power of Attorney for Finances
Number of Agents for 2nd Party(Required)
Agents Nominated for 2nd Party(Required)
Please click the + sign to add agents based on your choices above, in sequential order.
Full Name of Agent
Address of Agent
Relationship to You
 
Please select one of the following
When Power of Atorney Becomes Effective for 2nd Party(Required)
Please select one

HEALTHCARE DIRECTIVE

An "Advance Healthcare Directive" is a legal document in which the client can specify what actions should be taken for his/her health if he/she is no longer able to make his/her own decisions because of illness or incapacity.

A "living will" is one part of the Advance Directive which provides instructions for providing or withholding treatment under different circumstances. Another part of the Advance Directive is a specific type of power of attorney or health care proxy, by which the client authorizes someone (the "Agent") to make health care decisions on his/her behalf when incapacitated.
Enter your Name as it should appear on your Healthcare Directive(Required)
Right to Die(Required)
Please check one of the following:
Healthcare Options(Required)
Please select all that apply

Healthcare Directive - 2nd Party

Enter Name of 2nd party as it should appear on their Healthcare Directive(Required)
Right to Die - 2nd Party(Required)
Please check one of the following:
Healthcare Options - 2nd Party(Required)
Please select all that apply

FINAL DETAILS FOR YOUR ESTATE PLAN

Please generally describe your estate planning goals.
Please provide any other information you want to share regarding the paperwork we will be preparing.
If there are any documents you wish to provide to our office, you can upload them here. For example, if you are preparing a living trust and own real property, our office will require a copy of your Grant Deed. If you cannot locate your Grant Deed, our office call usually order it for an additional fee.
Drop files here or
Accepted file types: pdf, Max. file size: 256 MB.

    REVIEW OF YOUR INFORMATION

    You are almost done. Please review your entries below. If there are any changes or revisions required, you can use the PREVIOUS button to return the the appropriate section to revise your answers.
    {all_fields}

    You Are Almost Done!

    How Fast Do You Need Your Paperwork Prepared?(Required)
    Our standard turn-around time for preparing your paperwork after receipt of a completed interview is 7 to 10 BUSINESS days. Please note that this RUSH fee only pertains to the preparation of the initial documents by our office and DOES NOT pertain to any other services or processing on a rush basis. Clients have the option of having their documents prepared within 1 to 3 business days from when they complete their interview by paying a Rush Processing fee. Fees for 1-day Rush are an additional $250. Fees for 3-day rush are an additional $175. Please check one of the following:

    RUSH PREPARATION

    Preparation Time(Required)

    Understanding the Mandatory Notices and Contract

    Starting January 1, 2000, California passed a law that allowed non-attorneys to help people prepare common legal documents for the first time in history. Attorneys were not happy about this law and worked hard to make it as "restrictive" as possible, hoping it would fail and prevent consumers from accessing affordable legal services. Thanks to the efforts of CALDA, the California Association of Legal Document Assistants, the law remained in place, allowing legal document assistants in California to provide professional and affordable legal document preparation services.

    The notices and contract we use are required by California law. All legal document assistants must provide these notices and use the mandatory contract set by the California Department of Consumer Affairs. While these notices and contracts may seem "restrictive" at first, Probate & More has been able to provide high-quality, professional legal document preparation services by creatively using legal software and materials approved by attorneys, all while staying within the law.

    <

    NOTICE TO CONSUMER

    DO NOT SIGN ANYTHING BEFORE YOU READ THIS PAGE

    • Probate & More is not an attorney.
    • Probate & More is not a law firm.
    • Probate & More cannot represent you in court.
    • Probate & More cannot advise you about your legal rights or the law.
    • Probate & More cannot select legal forms for you.
    • Probate & More is registered in Sacramento County, and our Registration Number is {LDA#:690} as displayed on our website and can be confirmed through the Sacramento County Clerk's Office.
    • Probate & More’s registration is up-to-date and is consecutively renewed every 2 years.
    • To confirm that Probate & More is registered, you may contact the Sacramento County Clerk's office at (916) 874-1645.
    CONTRACT REVIEW
    Scroll text below or click FULL SCREEN option for easier review.

    (This form contract was prepared by the Department of Consumer Affairs and is required to be executed by all parties and before any legal paperwork can be prepared by a California registered legal document assistant, pursuant to Business and Professions Code Section 6410 which became in effect January 1, 2000)

     
    LEGAL DOCUMENT ASSISTANT
    CONTRACT FOR SELF-HELP SERVICES
     
    This is a contract between PROBATE & MORE and you, {Your Name (First):3.3} {Your Name (Last):3.6} for the self-help services described in Part I below. I am the "legal document assistant," and you are the "client."
     
    IMPORTANT NOTICES
     
    1. You should read and understand this entire contract before you sign it. You should understand the kinds of services that I can and cannot perform for you (see Part I below).
     
    2. I am not an attorney. I cannot perform the legal services that an attorney performs. I cannot engage in the practice of law.
     
    3. The county clerk has not evaluated or approved my knowledge or experience, nor the quality of my work.
     
    4. I cannot keep your original documents if you request that I return them to you. I cannot keep your original documents if you and I do not sign this contract or if this contract terminates (ends) for any reason. I cannot keep your original documents after all of the contract services have been provided (see Part I below). It is a violation of California law if I keep your original documents under any of these circumstances.
     
    5. It is a violation of California law if I make any false or misleading statement to you.
     
    6. I cannot obtain special favors from, and I do not have any special influence with, any court or any state or federal agency.
     
    7. As required by law, I have filed a bond or made a cash deposit and have registered as a legal document assistant in each county where I will perform services on your behalf.
     
    I - SELF-HELP SERVICES
     
    Kinds of services that I can perform for you: I can perform the following self-help services for you in connection with a legal matter in which you are representing yourself: I can type or otherwise complete, as you specifically direct, legal documents that you have selected. I can provide you general published factual information that was written or approved by an attorney, to help you represent yourself. I can provide you published legal documents. I can file and serve legal forms and documents as you specifically direct.

    I cannot provide for you any other services. The above-mentioned services are the only kinds of services that I may perform for you. If you need additional services, then you require the services of an attorney.

    Kinds of services that I cannot perform for you: I cannot provide you any self-help service unless you are representing yourself in a legal matter and the self-help service relates to that legal matter.
     
    I cannot engage in the practice of law. This means that I cannot give you any kind of advice, explanation, opinion or recommendation about possible legal rights, remedies, defenses, strategies or options that you may have. I cannot give you any advice, explanation, opinion or recommendation regarding selection of forms.
     
    I will provide you all the following services:
     
    Description of Document Preparation Services:
     
    Typing documents and forms, at client's specific direction, consistent with self-help brochure or other informational materials that have been written or approved by an attorney; and perform other associated administrative tasks as follows:
     
    Preparation of estate planning documentation as follows based on package selected: {Services-Estate Planning:171:value} Preparation of Real Property Deeds: {Total Deeds Being Prepared:186} Order Deeds: {Order Copies of Current Deeds:28.3} {Preparation Time:163:value}
     
    Fee packages include reasonable allowances for routine communication by email. Cases are worked on in the order of generated activity.     Timely client cooperation during all aspects of the case is required. Unreasonable delays as the result of client's inaction or multiple failures by client to respond to communications will result in the file being closed and fees forfeited.
    NOTICE: Court forms are updated periodically (1 or 2 times per year) by the Judicial Council of California. A form updated after form preparation may result in a small reprocessing fee. Proceedings extending beyond the normal processing time due to inactivity or delays by client may also require additional service fees.

    You are paying me only for those services listed above and no others. It is unlawful for me to make any guarantee or promise to you unless it is written in this contract and unless I have a factual basis for making the guarantee or promise.
     
    II - FEES AND EXPENSES
     
    You agree to pay me the following fees, costs and expenses:
     
    FEES: (payable on execution of contract by cash, check or credit card)
    a Flat Fee in the total amount     of     {Total:148}* for document preparation services to be paid as follows: Due on Contract execution.  
    Fees: Fees are for document preparation only and include reasonable communication by email and facilitating court filing of paperwork. Add-on services such as incoming phone calls, special appointments, reprocessing of documents, expedited services and costs (see below) are not part of our flat fees. Any additional fees incurred will be required to be paid as incurred or prior to the conclusion of the case. Fees are non-refundable unless subject to the cancellation provisions of this contract.
    Costs: Estimated costs are difficult to predict and are NOT included in our document preparation fees. Costs may include recording fees, court filing fees, notary fees, postage, efiling service fees, probate referee fees, postage, scanning services, photocopying and other non-preparation costs that may be associated with your legal proceeding.
     
     *If contract is cancelled during cancellation period, (see III below) services for which we are entitled to compensation shall be calculated as follows: Pre-cancellation appointment and telephone time and/or other work performed prior to receipt of cancellation charged at the hourly per staff rate of $100/hour (legal assistant) in addition to a fee of $100.00 for opening file. If documents are substantially completed during the 24-hour period following execution, no refund will be due.  

    NOTICE TO CLIENT: A    ll or the majority of the above-referenced documents may be substantially prepared at your appointment or within the first 24 hours after the receipt of your signed contract (see cancellation/refund clause.) Please make inquiry as to the expected time for completion based on our current case load.
     
    III - CANCELLATION
     
    You may cancel this contract for any reason within 24 hours after we both have signed it. If you cancel the contract, I must immediately refund any fees which you have paid me. The only fees that I may keep are fees for services which I have actually, necessarily and reasonably performed on your behalf during the 24-hour period. I cannot keep any fees for services performed during the 24-hour period unless you knew that I would perform those services and you agreed in this contract that I would perform them.
     
    To cancel this contract, send me a written notice stating that you are canceling the contract. Mail the notice by first-class mail with the correct postage and send it to me at my address (see Part V below). Cancellation takes effect on the date of the postmark on the notice. You can also cancel this contract by delivering a written notice of cancellation to my address within the 24-hour period.
     
    You may also cancel this contract at any time if I:
    • Fail to give you a copy of this contract before providing any services to you, or
    - Fail to specify in the contract the services which I will perform and the costs of those
    services, or
     â€˘ Fail to give you a copy of the contract in English and in any other language that you understand and that was principally used in any oral sales presentation or negotiation leading to execution of the contract.
      
    If you cancel this contract for any of these reasons, I must immediately refund in full any fees which you have paid me.
     
    You may also cancel this contract at any time if you have legal cause.
     
    IV - ATTORNEY'S FEES AND COSTS
     
    In the event of suit or damages arising from this contract or to enforce any of its provisions, the court may award the prevailing party his or her reasonable attorney's fees and costs.    The venue for any disputes about this contract is the county where you live in California.

    V - DESCRIPTION OF THE PARTIES
    Full Name of Legal Document Preparer: PROBATE & MORE INC
    Business Name: PROBATE & MORE
    Street address of Business: (corporate) 2108 N ST #12055
    City, State, Zip Sacramento, CA, 95816
    Telephone Number: 916-243-0311
    Fax Number (if any): 805-628-5825
    Registration # in County where services will be provided: LDA #{LDA#:182}. (Sacramento)
     
    Date of Expiration: {LDA Expiration:183}
    County: Sacramento
     
    Name of Client: {Your Name (First):3.3} {Your Name (Last):3.6}
    Street address: {Address (Street Address):51.1} {Address (Address Line 2):51.2}
    City, State, Zip: {Address (City):51.3}, {Address (State / Province):51.4} {Conservator Address (ZIP / Postal Code):85.5}
    Your Telephone Number: {Your Phone Number:5}
    Your IP Address: 18.97.14.89
    Your Email: {Your Email:4}
     
    Title or brief description of the legal matter in which the client is representing himself or herself, if applicable: Estate Planning Services -{Services-Estate Planning:171}
     
    VI - SIGNATURES
     
    Executed at Sacramento County, California.    Date:  10/16/2026

    Probate & More Inc and {Your Name (First):3.3} {Your Name (Last):3.6}

    (Signature will be captured electronically below)

    Notices to Client
     
    You may obtain information from the local bar association or a legal aid or legal services office regarding free or low-cost representation by a lawyer. You may contact the local police, sheriff, district attorney or legal aid or legal services office if you believe that you are the victim of fraud, unauthorized practice of law or other injury.
     

    THIS CONTRACT IS NOT VALID OR BINDING UNTIL THE LEGAL DOCUMENT ASSISTANT HAS GIVEN ALL CLIENT PARTIES A FULLY EXECUTED COPY OF IT, INCLUDING AN ACCURATE TRANSLATION OF IT IN ANY LANGUAGE OTHER THAN ENGLISH THAT THE CLIENT UNDERSTANDS AND THAT WAS PRINCIPALLY USED IN ANY ORAL SALES PRESENTATION OR NEGOTIATION LEADING TO EXECUTION OF THE CONTRACT.
     
    NOTE: Authority cited: Section 6410, Business and Professions Code. Reference: Sections 6401.6, 6402, 6405, 6408, 6409, 6410, 6411, Business and Professions Code.     Date Executed: 10/16/2026
    California Mandatory Contract Terms of Service(Required)

    You must scroll through the entire Contract to accept. A fully signed copy of this Contract will be emailed to you.

    (This form contract was prepared by the Department of Consumer Affairs and is required to be executed by all parties and before any legal paperwork can be prepared by a California registered legal document assistant, pursuant to Business and Professions Code Section 6410 which became in effect January 1, 2000)

     

    LEGAL DOCUMENT ASSISTANT
    CONTRACT FOR SELF-HELP SERVICES

     
    This is a contract between PROBATE & MORE and you, for the self-help services described in Part I below. I am the "legal document assistant," and you are the "client."
     

    IMPORTANT NOTICES

     
    1. You should read and understand this entire contract before you sign it. You should understand the kinds of services that I can and cannot perform for you (see Part I below).
     
    2. I am not an attorney. I cannot perform the legal services that an attorney performs. I cannot engage in the practice of law.
     
    3. The county clerk has not evaluated or approved my knowledge or experience, nor the quality of my work.
     
    4. I cannot keep your original documents if you request that I return them to you. I cannot keep your original documents if you and I do not sign this contract or if this contract terminates (ends) for any reason. I cannot keep your original documents after all of the contract services have been provided (see Part I below). It is a violation of California law if I keep your original documents under any of these circumstances.
     
    5. It is a violation of California law if I make any false or misleading statement to you.
     
    6. I cannot obtain special favors from, and I do not have any special influence with, any court or any state or federal agency.
     
    7. As required by law, I have filed a bond or made a cash deposit and have registered as a legal document assistant in each county where I will perform services on your behalf.
     

    I - SELF-HELP SERVICES

     
    Kinds of services that I can perform for you: I can perform the following self-help services for you in connection with a legal matter in which you are representing yourself: I can type or otherwise complete, as you specifically direct, legal documents that you have selected. I can provide you general published factual information that was written or approved by an attorney, to help you represent yourself. I can provide you published legal documents. I can file and serve legal forms and documents as you specifically direct.

    I cannot provide for you any other services. The above-mentioned services are the only kinds of services that I may perform for you. If you need additional services, then you require the services of an attorney.

    Kinds of services that I cannot perform for you: I cannot provide you any self-help service unless you are representing yourself in a legal matter and the self-help service relates to that legal matter.
     
    I cannot engage in the practice of law. This means that I cannot give you any kind of advice, explanation, opinion or recommendation about possible legal rights, remedies, defenses, strategies or options that you may have. I cannot give you any advice, explanation, opinion or recommendation regarding selection of forms.
     
    I will provide you all the following services:
     
    Description of Document Preparation Services:
     
    Typing documents and forms, at client's specific direction, consistent with self-help brochure or other informational materials that have been written or approved by an attorney; and perform other associated administrative tasks as follows:
     
    Preparation of estate planning documentation as follows based on package selected: Preparation of Real Property Deeds: Order Deeds:

     
    Fee packages include reasonable allowances for routine communication by email. Cases are worked on in the order of generated activity.     Timely client cooperation during all aspects of the case is required. Unreasonable delays as the result of client's inaction or multiple failures by client to respond to communications will result in the file being closed and fees forfeited.

    NOTICE: Court forms are updated periodically (1 or 2 times per year) by the Judicial Council of California. A form updated after form preparation may result in a small reprocessing fee. Proceedings extending beyond the normal processing time due to inactivity or delays by client may also require additional service fees.

    You are paying me only for those services listed above and no others. It is unlawful for me to make any guarantee or promise to you unless it is written in this contract and unless I have a factual basis for making the guarantee or promise.
     
    II - FEES AND EXPENSES
     
    You agree to pay me the following fees, costs and expenses:
     
    FEES: (payable on execution of contract by cash, check or credit card)
    a Flat Fee in the total amount of * for document preparation services to be paid as follows: Due on Contract execution.  

    Fees: Fees are for document preparation only and include reasonable communication by email and facilitating court filing of paperwork. Add-on services such as incoming phone calls, special appointments, reprocessing of documents, expedited services and costs (see below) are not part of our flat fees. Any additional fees incurred will be required to be paid as incurred or prior to the conclusion of the case. Fees are non-refundable unless subject to the cancellation provisions of this contract.

    Costs: Estimated costs are difficult to predict and are NOT included in our document preparation fees. Costs may include recording fees, court filing fees, notary fees, postage, efiling service fees, probate referee fees, postage, scanning services, photocopying and other non-preparation costs that may be associated with your legal proceeding.

     

     *If contract is cancelled during cancellation period, (see III below) services for which we are entitled to compensation shall be calculated as follows: Pre-cancellation appointment and telephone time and/or other work performed prior to receipt of cancellation charged at the hourly per staff rate of $100/hour (legal assistant) in addition to a fee of $100.00 for opening file. If documents are substantially completed during the 24-hour period following execution, no refund will be due.  

    NOTICE TO CLIENT: All or the majority of the above-referenced documents may be substantially prepared at your appointment or within the first 24 hours after the receipt of your signed contract (see cancellation/refund clause.) Please make inquiry as to the expected time for completion based on our current case load.

     
    III - CANCELLATION
     
    You may cancel this contract for any reason within 24 hours after we both have signed it. If you cancel the contract, I must immediately refund any fees which you have paid me. The only fees that I may keep are fees for services which I have actually, necessarily and reasonably performed on your behalf during the 24-hour period. I cannot keep any fees for services performed during the 24-hour period unless you knew that I would perform those services and you agreed in this contract that I would perform them.
     
    To cancel this contract, send me a written notice stating that you are canceling the contract. Mail the notice by first-class mail with the correct postage and send it to me at my address (see Part V below). Cancellation takes effect on the date of the postmark on the notice. You can also cancel this contract by delivering a written notice of cancellation to my address within the 24-hour period.
     
    You may also cancel this contract at any time if I:

    • Fail to give you a copy of this contract before providing any services to you, or
    - Fail to specify in the contract the services which I will perform and the costs of those
    services, or
     â€˘ Fail to give you a copy of the contract in English and in any other language that you understand and that was principally used in any oral sales presentation or negotiation leading to execution of the contract.

      
    If you cancel this contract for any of these reasons, I must immediately refund in full any fees which you have paid me.
     
    You may also cancel this contract at any time if you have legal cause.
     
    IV - ATTORNEY'S FEES AND COSTS
     
    In the event of suit or damages arising from this contract or to enforce any of its provisions, the court may award the prevailing party his or her reasonable attorney's fees and costs.    The venue for any disputes about this contract is the county where you live in California.

    V - DESCRIPTION OF THE PARTIES

    Full Name of Legal Document Preparer: PROBATE & MORE INC
    Business Name: PROBATE & MORE
    Street address of Business: (corporate) 2108 N ST #12055
    City, State, Zip Sacramento, CA, 95816
    Telephone Number: 916-243-0311
    Fax Number (if any): 805-628-5825
    Registration # in County where services will be provided: LDA #. (Sacramento)

     
    Date of Expiration:
    County: Sacramento

     

    Name of Client:
    Street address:
    City, State, Zip: ,
    Your Telephone Number:
    Your IP Address: 18.97.14.89
    Your Email:

     
    Title or brief description of the legal matter in which the client is representing himself or herself, if applicable: Estate Planning Services -
     


    VI - SIGNATURES
     
    Executed at Sacramento County, California.    Date:  10/16/2026

    Probate & More Inc and

    (Signature will be captured electronically below)

    Notices to Client

     

    You may obtain information from the local bar association or a legal aid or legal services office regarding free or low-cost representation by a lawyer. You may contact the local police, sheriff, district attorney or legal aid or legal services office if you believe that you are the victim of fraud, unauthorized practice of law or other injury.
     

    THIS CONTRACT IS NOT VALID OR BINDING UNTIL THE LEGAL DOCUMENT ASSISTANT HAS GIVEN ALL CLIENT PARTIES A FULLY EXECUTED COPY OF IT, INCLUDING AN ACCURATE TRANSLATION OF IT IN ANY LANGUAGE OTHER THAN ENGLISH THAT THE CLIENT UNDERSTANDS AND THAT WAS PRINCIPALLY USED IN ANY ORAL SALES PRESENTATION OR NEGOTIATION LEADING TO EXECUTION OF THE CONTRACT.
     
    NOTE: Authority cited: Section 6410, Business and Professions Code. Reference: Sections 6401.6, 6402, 6405, 6408, 6409, 6410, 6411, Business and Professions Code.

    Date Executed: 10/16/2026

    Please sign using your computer mouse below(Required)
    • Your Name
    • Your Name
    • Your Name

    please wait
    Credit Card(Required)
    American Express
    Discover
    MasterCard
    Visa
    Supported Credit Cards: American Express, Discover, MasterCard, Visa
    Expiration Date
     
    Cardholder Address(Required)

    ADMIN FIELDS

    Conservatorship Estate of:{Full name of Conservatee (Last):505.6}, {Full name of Conservatee (First):505.3}

    Copyright 2025 | Probate & More | All Rights Reserved |Disclaimer | Privacy
    Sacramento LDA Registration #2025-007

    Page load link
    Go to Top