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EZ Probate and Estate Administration Virtual Worksheet

Welcome to our EZ Start Probate and Estate Administration worksheet. This secure online interface allows you to begin your California probate matter from the comfort of your home or office.

This worksheet is designed for individuals who need help with:

  • âžś Large Probate Administration
  • âžś Petition to Determine Succession to Real Property
  • âžś Affidavit Re Real Property of Small Value
  • âžś Heggstad Petition
  • âžś Non-Court Affidavit for Personal Property

Not Sure If Probate Is Required?

Before completing the worksheet, we recommend reviewing our California Probate overview. This guide explains when probate is required, available alternatives, common timelines, and how Probate & More helps families complete the process without paying full attorney fees.

Review Our California Probate Overview 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

Your Name*
Your Email*
Ready to get started?*
Admin Contract

Effective April 1, 2025, California introduces major reforms to its probate process, offering significant relief and streamlined procedures for estates with primary residences valued at up to $750,000. These changes reduce delays, lower costs, and simplify the legal process, making it easier for families to navigate probate and settle their loved ones' estates efficiently. The decedent's date of death determines which processes are available to settle the estate.

Probate and Administrative Options*
What type of proceedings are you interested in? Probate alternatives would include non-court probate affidavit, small estate proceedings, spousal petition or heggstad petition. Check Full Probate Services for a standard probate proceeding (generally for large estates).

Your have selected HEGGSTAD PETITION. A Heggstad Petition is a legal process used to move property into a trust when it was meant to be included but was accidentally left out. This often happens when someone who created a trust has passed away, and some of their property wasn’t officially listed in the trust’s name. A judge must approve the petition, and they will decide if there is enough proof to show that the person wanted the property to be in the trust. If the petition is denied, you may need to go through a full probate process instead.

You have selected AFFIDAVIT RE REAL PROPERTY OF SMALL VALUE. An Affidavit for Real Property of Small Value is a legal document used in California to transfer ownership of real property that is valued below a certain threshold. This process allows for the transfer of property without the need for a formal probate proceeding, making it a quicker and more cost-effective option for handling small estates. It cannot transfer personal property. The affidavit is typically filed by the person(s) entitled to the property, such as a beneficiary or heir, and must meet specific legal requirements regarding estate value.

You have selected AFFIDAVIT RE PERSONAL PROPERTY. An Affidavit for Personal Property is a legal document used in California to transfer ownership of personal property that is valued below a certain threshold. This process allows for the transfer of property without the need for a formal court proceeding, making it a quicker and more cost-effective option for handling small estates. The affidavit is typically signed by the person entitled to the property, such as a beneficiary or heir, and must meet specific legal requirements to be valid.

You have selected PETITION TO DETERMINE SUCCESSION TO PERSONAL RESIDENCE. A Petition to Determine Succession to Personal residence is a new legal process used in California to transfer the personal residence to heirs when someone passes away without a formal will or trust. This petition is filed in court to request that the court legally recognize the rightful heirs and determine how the deceased’s real property—should be distributed. The new law allows Petitioners to bypass filing a full probate with the personal residence exceeds the threshold for a small estate.

You have selected SPOUSAL PROPERTY PETITION. A Spousal Property Petition is a legal process in California that allows a surviving spouse (or the court appointed personal representative of a surviving spouse) to request the court’s approval to transfer property that is solely owned by their deceased spouse. This petition is typically used when the property in question is considered separate property under California law, and the surviving spouse seeks a simplified way to claim it without going through a full probate process. The petition helps establish the surviving spouse’s right to the property, ensuring a smooth and efficient transfer of assets after their partner's passing.

Your Address
When did the decedent pass away?*
Personal property is all personal assets but does not include land, real property, a timeshare or mineral rights to real property.
Real property includes unimproved land, personal residence, a timeshare or mineral rights to real property. If the decedent did not own real property in California, enter .00
Real Property Details*
The term “primary residence” is clarified to include properties that were the decedent’s main home, regardless of whether it was their residence at the time of death.
Please check on of the following:

REQUIRED FIELDS: As you go through this interview, some fields are REQUIRED to have content. This is to make sure that, if left empty, it was by purpose. Please enter N/A in any required field that would otherwise be blank.

Petitioner's Information

The petitioner is the person who files the court paperwork. This person is usually the one who will take care of the estate, but it doesn't have to be them. The court suggests that the petitioner be one of these people: the surviving spouse, a child of the person who passed away, another close relative, or a person named in the will as the executor. If you're using a small estate process instead of full probate, all the beneficiaries of the estate must file as co-petitioners together.

Please confirm the number of Petitioners in this case. Cases with more than one Petitioner will result in an adjustment to our base fee to cover the required additional paperwork. Remember, In a FULL probate case there is no need for more than one petitioner. Remember, in an Affidavit for Real Property of Small Value or the Petition for Succession to Real Property (both alternate proceedings for smaller estates) ALL beneficiaries must be listed as a Petitioner/co-Petitioner. All other matters typically only have one Petitioner.

Confidential Information About Petitioners

Please provide the following information for the required each Petitioner. Some of this information will not be public record but will be maintained by the court.
Petitioner information*
Please complete the following information for each Petitioner. Please provide full name, including a complete MIDDLE name. Enter N/A for any other required field for which there is no information.
Full Legal Name of Petitioner
Relationship to Decedent
Telephone #
Complete Address, City, State, Zip
County of Residency
Date of Birth
Driver's Lic. No.
State of DL#
Email address
 
Are all Petitioners US citizens?*
Information about Non-citizen Petitioners
Name of Non-Citizen Petitioner
Country of Citizenship
 

The Case

HEGGSTAD PETITIONS: California Code, Probate Code § 17005 provides that the proper county for commencement of a proceeding pursuant to this division is either of the following:

(a) (1) In the case of a living trust, the county where the principal place of administration of the trust is located.

(2) In the case of a testamentary trust, either the county where the decedent's estate is administered or where the principal place of administration of the trust is located.

(b) If a living trust has no trustee, the proper county for commencement of a proceeding for appointing a trustee is the county where the trust property, or some portion of the trust property, is located.
Please select the California county where this proceeding will be or is already filed. This is typically either 1) the California county where the decedent resided or 2) if the decedent did not reside in California, where the assets or real property are located. We strongly recommend that you speak with an attorney to confirm proper jurisdiction (where case should be filed) to make sure you do not file in the wrong court.
Basis for Heggstad Jurisdiction*
Please select one of the following as your basis for selecting the above county to hear this matter.
Has probate been opened before for the deceased?*
The court provides the case number number. It can be found in every court document pertaining to the case.
Please check all that apply in the existing probate case*

The Decedent

Name of Decedent*
Please provide full name as it appears on the decedent's Death Certificate, including a complete MIDDLE name. Only If the decedent has no MIDDLE name, you should leave that field blank.
Was the deceased ACTIVELY known by another name or had title to assets in another name? (AKA)*
Also Known As (AKA) - some people are recognized both legally and commonly by another name, often their middle name or a nickname. Example: Sandy is often Sandra, and Richard is often Dick. Some people use their first initial and full middle name: T. Robert Jones.
Add the details of the first AKA and click + to add additional names*
This is REQUIRED for full probate cases. To move forward in the interview if unknown enter "000-00-0000" and you can provide it to us later.

Decedent's Citizenship

Was the deceased a US citizen?*

Decedent's Residency

State of Primary Residency of Decedent*
The deceased's primary legal residence is the place where they lived 50% of the time, where their car was registered, where tax bills and bank statements were mailed to, the address on their ID (passport, driver's license) and voter registration. Please check one:
Decedent's Primary Residence*
Please choose the decedent's county of residency (where they lived).
How many years did the decedent live in the county selected above?

Decedent's Death

What date did the deceased pass away?*
Provide the date of death (from the death certificate).

DECEDENT'S ESTATE PLAN - WILL AND TRUST

Did the deceased have a will?*
Did the deceased have a Living Trust?*

Decedent's Will

Do you have the original signed will?*
Is the ORIGINAL will in someone else's possession?*
Do you have a photocopy of the will?*
You have indicated that the ORIGINAL Will is lost. This may result in the decedent's estate being distributed under the laws of intestate succession.
Was decedent's Will a handwritten Will or a typed Will?*
Ok - so the decedent had a handwritten Will. In California, the court will need a copy of the handwritten Will as well as a TYPED VERSION of the handwritten will. Please TYPE the Will word-for-word in the space below.
Date will was signed by Decedent*
Were there any witnesses to the signing of the Will?*
Check to see if the will was witnessed. The witness typically signs their name at the bottom of the will as the witness, and there is often an additional affidavit under penalty of perjury along with their signature.
Wills and Codicils "self-proving"*
Is the Will and all codicils "self-proving?"

How to Know If a Will is Self-Proving: An Attested Will is a will signed by two disinterested witnesses. When they sign the will as witnesses, the document states they declare “Under penalty of perjury” that the will maker signed the will in front of them and that the will maker was of sound mind. An attested Will is "self-proving" if the attestation clause signed by the witnesses contains a statement that the witnesses are signing under penalty of perjury. Look for this wording in the witness section.
Was this Will ever Amended?*
A codicil or will amendment is a small change, added to the will in an additional signed and witnessed document. The codicil simply changes a portion of the will without negating the will entirely.
Will Amendments*
Please detail all amendments or codicils to the decedent's will
Date of Amendment/Codicil
Describe Details of Changes
 

Named Executor in Will

Does the Will appoint an Executor?*
Is the Petitioner a named Executor in the Will?*
The executor is a person appointed by a person in their will to carry out the terms of the will. Often there will be a "first choice" and then an alternate choice.
Please provide the following information regarding all Executors named in the Will*
EXACT Name as referenced in Will (please ALSO add aka if the name referenced in will is different from that party's current name
Complete Address
How Named in Will? Executor, Alternate Executor, etc.)
 
Executor of Estate Declines to Act*
Have any of the above-named individuals declined to act as Executor?
Personal Representative when there is no Will or Named Executor (check first option that applies)*
Beneficiary of Will
Is the named beneficiary of decedent's will a trust that was created by the decedent OR does the decedent's will name specific people as beneficiaries? Most decedents who have a trust create a pour-over will which names the Trust as the beneficiary rather than individual heirs.

Decedent's Living Trust

All Trustees Named in Trust*
Please name ALL trustee's listed in decedent's Living Trust. This includes the original Trustees who created the trust and any designated co-trustees and/or alternate successor trustees. Click the + to make additional entries.
Name of Trustee (as identified in Trust)
Designation in Trust (original trustee, first successor, 2nd successor, co-successor)
X Check if deceased or enter N/A
 

Heggstad Petition

Acting Trustees
Please check all that apply
Trust Administration Notification*
Probate Code Section 16061.7 requires notification be sent to to all beneficiaries. What date did the Successor Trustee provided this required notification?
Trust Schedule*
Did the Trust have an itemized Trust Schedule?
Please type out the Trust Schedule exactly as it is set forth in the Trust
Omitted Trust Assets*
Please check the types of assets that were inadvertently omitted from the decedent's Trust. Do NOT include any property titled in the trust.
REAL PROPERTY*
You have indicated there is REAL PROPERTY or TIMESHARES. Please provide the following information for each piece of property omitted from decedent's trust. Click the + to add additional items. You must provide the COMPLETE mailing address for the lender/mortgage holder on the real property as some courts are now requiring the lender to receive formal Notice of the Petition.
% Interest
Date Purchased
Street Address of property
City, State, Zip of Property
Assessor's Parcel Number
Personal residence of Decedent? Yes/No
Gross Market Value
Raw Land or Type of Property
Name and Complete Mailing address of Bank/Lender
 
NOTES RECEIVABLE*
You have indicated there are NOTES RECEIVABLE omitted from decedent's trust. Please provide the following information for each Note. Click the + to add additional items.
Date Executed
Borrower
Original Loan Amount
Monthly Loan Payment
Interest Rate
Current Balance on Loan
Maturity Date
Security (if any)
 
BANK ACCOUNTS & CERTIFICATES OF DEPOSITS*
You have indicated there are BANK ACCOUNTS, OR CERTIFICATE OF DEPOSITS omitted from decedent's trust. Please provide the following information for each Account. Click the + to add additional items.
Financial Institution
Branch Address
Account Type
Account No.
Date Opened
Name on Account
Balance at Death
Interest at Death
 
RETIREMENT, PENSIONS, ANNUITIES*
You have indicated there are RETIREMENT, PENSIONS OR ANNUITIES omitted from decedent's trust. Please provide the following information for each Account. Click the + to add additional items.
Name of Company
Account Type
Account No.
Date Acct. Opened
Type of Benefit
Value at Death
 
STOCKS AND MUTUAL FUNDS*
You have indicated there are STOCKS or MUTUAL FUNDS omitted from decedent's trust. Please provide the following information for each account. Click the + to add additional items.
Type (common, etc)
Name
Shares
Date Purchased
CUSIP / ticker symbol
 
BONDS*
You have indicated there are BONDS omitted from decedent's trust. Please provide the following information for each Bond. Click the + to add additional items.
Type
Face Amount or Par Val.
Series
Issue Date
CUSIP No.
Maturity Date
 
LIFE INSURANCE*
You have indicated there is LIFE INSURANCE omitted from decedent's trust. Please provide the following information for each policy. Click the + to add additional items.
Insurance Co.
Insured
Policy Amount
Policy No.
Date Established
 
VEHICLES, BOATS, TRAILERS, MOTORCYCLES*
You have indicated there are VEHICLES, BOATS, TRAILERS or MOTORCYCLES omitted from decedent's trust. Please provide the following information for each asset. Click the + to add additional items.
Year
Make
Model
Lic. No.
Vin #
Mileage
Date Purchased
Condition
 
JEWELRY*
You have indicated there is JEWELRY omitted from decedent's trust. Please provide the following information for each item of substantial value. Click the + to add additional items.
Detailed description of Item
 
ARTWORK*
You have indicated there is ARTWORK omitted from decedent's trust. Please provide the following information for each item of substantial value. Click the + to add additional items.
Name of Work
Artist
Year
Date Purchased
 
FIREARMS*
You have indicated there are FIREARMS omitted from decedent's trust. Please provide the following information for each item. Click the + to add additional items.
Make
Model
Caliber or Gauge
Serial No.
Condition
Date Purchased
 
BUSINESS INTERESTS*
You have indicated there are BUSINESS INTERESTS omitted from decedent's trust. Please provide the following information for each Business interest. Click the + to add additional items.
% Interest
Type of Entity (partnership etc)
Type of Business
Name of Business
Date Established
Address
 
SAFE DEPOSIT BOX*
You have indicated there is a SAFE DEPOSIT BOX. Please provide the following information regarding each safe deposit box. Click the + to add additional items.
Name of Bank
Address
Contents
Date Opened
 
OTHER ITEMS*
You have indicated there is OTHER PROPERTY. Please provide the following information regarding ALL OTHER PROPERTY. Click the + to add additional items.
Description
Condition
Date Purchased
Other Details
 
Intent of decedent re omitted property*
Please check applicable:
Refinance of Real Property*
Was the property taken out of the trust due to a refinance?
Please explain when the property was refinanced, the date of loan and the amount of loan and any other important details regarding this transaction.
Health of Trustee/Decedent*
Was there a health reason that prevented the trustee from putting the omitted assets into the trust?
Please provide specific detail as to how decedent's health prevented them from taking the necessary action to put their assets into the trust.
Please provide in detail additional facts and circumstances that would support the court approving your Heggstad Petition. Specifically, describe why the decedent was prevented or precluded from actually transferring the omitted property into their trust.

Special Circumstances

Was decedent under a conservatorship or guardianship at time of death?*
Has an executor/administrator of this estate passed away or been removed?*
Did the will fail to name an executor, or does a named executor want to refuse the nomination?*
Did the estate have no will, and the administrator has passed or been removed while assets still remain in estate?*
Has a lawsuit has been brought to challenge the will and/or the executor?*
Has the executor been unavailable for part or the entirety of process?*
Is the executor named in the will a minor?*
Do you have any reason to believe that anyone would object to or fight the petition? Or are there other special circumstances we should know about?*

Heirs and Beneficiaries of the Estate

All interested parties MUST be listed in your documents. This includes information about a pre-deceased spouse (if the decedent was married), information about all heirs and beneficiaries including any deceased children of the decedent, and information about ANYONE named in a decedent's will and/or trust, including any akas or different spelling variations of names of beneficiaries or heirs. Please double-check to make sure you provide ALL INFORMATION regarding any potential interested party and click the box below to confirm. (too much information is better than not enough.)
Cooperation of all Beneficiaries*
Are all beneficiaries cooperating and willing to sign a waiver of bond?
What was the deceased's marital status at the time of death?*
Did the Decedent have children?*
Predeceased means someone who has died simultaneously or before (another person, typically someone related by blood or marriage
Decedent's children were:*
Did the Decedent have pre-deceased children?*
Predeceased means someone who has died simultaneously or before (another person, typically someone related by blood or marriage
Predeceased Children*
Tip: Issue of predeceased children are referring to grandchildren of the decedent and specifically grandchildren whose parent (son or daughter of the decedent) has died.
It seems the Decedent had a surviving spouse but no children. Please tell us about other relatives who survived the decedent.*
Check the FIRST item that applies.
It seems the Decedent had NO surviving spouse, registered domestic partner or children. We need to know who the Decedent was survived by:*
Please check only the FIRST item that applies.
Are any of decedent's beneficiaries or heirs of decedent's estate under the age of 18 years of age?*
HEIRS/BENEFICIARIES: Details about Decedent's Surviving Relatives Above*
Please provide the details about decedent's relatives (living or not) based on your answer above. Click the + to add additional individuals. You MUST include information pertaining to ALL living or predeceased individuals mentioned in the list above, including any variations of the spelling of their name(s). List should include parents (and/or predeceased parents, siblings (and/or predeceased siblings), other heirs (and/or predeceased other heirs). Please include date of death for any deceased party.
Full Name (first, middle, last)
Relationship to Decedent
Age
If Minor, Date of Birth
Compete Residence Address (street address, city, state, zip) or Date of Death (if deceased)
Email address (if living)
 
Information regarding Minors that are Beneficiaries or Heirs to Estate*
Please provide additional information regarding any person listed above that is a minor.
Name of Minor
Name of Parent/Guardian
Address of Parent/Guardian
 
Please provide the following additional information regarding the decedent's pre-deceased spouse*
Please check one of the following:
Please provide further details:*
Please check only the FIRST item that applies.
Are there any non-family members named in the will?*
HEIRS/BENEFICIARIES: Details of Non-Family members named in Will*
Please provide the following details for each non-family member named in decedent's will, including any variations of the spelling of their name(s) in the Will.
Full Name (first, middle, last)
Date of Birth
Street Address
City, State, Zip
Email Address (if living)
Age
Living or Deceased?
Date of Death (if applicable)
 
In view of your answers above, please provide a detailed outline of the decedent's family tree and how you determined the decedent's heirs (next of kin).
Is the decedent's spouse still living?*

Spouse's or Domestic Partner's Information

Spouse's Address*
Domestic Partner's Address*

Late Spouse's Date of Death*

Spousal Property Proceedings

Date of Marriage*
Is there a written agreement between decedent and the surviving spouse providing for non-equal division of the total value of the community property assets or quasi-community property assets or both?*
Were the decedent and spouse separated when decedent died?*
Is there a separation or court order?*
Have the decedent and decedent's spouse lived in California all their lives?*
Real Property Ownership*
Check one:
Real Property Owned by Decedent:*
Please identify all real property owned by the decedent at date of marriage AND at date of death.You MUST provide a complete address, including street, city, state and zip code.
Address
Assessor's Parcel #
Type (land, house, etc)
Purchase Price
Source of Funds to Purchase
Date of Purchase
Current status (sold, still own, etc)
 
Other Assets Being Addressed by this Spousal Petition
Description of Asset
Source of Funds to Purchase
Date of Purchase
Current Status
 
Property Claimed as Community Property*
Please select one of the following to describe how you believe the decedent's assets should be determined.
You indicated that part of the decedent's assets were separate property assets and some were community assets. Please explain your answer, indicating which assets are separate property and which assets are community property.
Please describe in detail your basis for claiming community property in ANY EXISTING assets owned by the decedent under a Spousal Property Petition. This part of the paperwork is very important and you must provide detailed information to substantiate a claim of community or quasi-community character of the decedent's assets.

Children

HEIRS/BENEFICIARIES: Details of Children*
Please provide the following details for each child (include any deceased children). Do not leave any field blank. Enter N/A if not applicable.
Full Name of Child
Date of Birth
Complete Address
Age
Living? Y or N
Date of Death (if applicable)
 
HEIRS/BENEFICIARIES: Details of Grandchildren*
You have indicated that a child of the decedent died before the decedent. If that deceased child had their own children, please provide the following details. In this regard, these children identified below would be the grandchildren of the decedent whose estate will be probated.
Full Name of Grandchild
Date of Birth
Complete Address
Age
Living? Y or N
Date of Death (if applicable)
 

Children and Grandchildren that are Minors

Information regarding decedent's minor children or grandchildren that are Beneficiaries or Heirs to Estate*
Please provide additional information regarding any person listed above that is a minor.
Name of Minor
Name of Parent/Guardian
Address of Parent/Guardian
 

Value of Estate and Personal Property

The following will allow you to provide the character and estimated values of the property of the estate
Please provide your best "guestimate" if the amount is not known at this time.
"Personal Property" refers to all non-real estate assets, such as vehicles, things in the home, financial assets (bank, investments), etc. Please provide your estimated value of what would be considered "personal property." Please enter the true sales value of the personal property, without deducting for existing loans on any of the property (such as a car loan).
Does any of decedent's personal property generate income? If so, please provide the ANNUAL income received from personal property. If not, enter 0, or the amount of income generated on a yearly basis.
Did the decedent own real property in California?*
Did the decedent own real property in the county where this probate will be filed?*
Address of All Real Property owned by Decedent*
Please provide the addresses of all real property owned by the decedent and LOCATED IN CALIFORNIA
Full address of real property
Decedent's % of ownership
Who are the beneficiaries of this property? (Name\ & Relationship to Deceased)
Names of Occupants (enter Vacant if unoccupied)
 
Does any of decedent's real property generate income? If so, please provide the ANNUAL income received from all real property (land, house, commercial building, etc.) If none, enter 0.
How many pieces of real property did the Decedent own in California?
Please provide the details regarding the gross value of any real property (land, house) in the estate and the total estimated balance of loans on this real property as of the date of decedent's death in the spaces allocated. These amounts can be your best "guestimate."
Enter the total balance of loans and mortgages on the real property.
This is the estimated Net Value of this Estate.
It seems your estate may be under the normal threshold to file a full probate. This does not preclude you from filing a full probate, however we need a bit more information. Please explain in detail the reason you are filing a full probate in this case.
This figure should include all debt, credit cards, taxes, personal loans, etc. Do not include real estate debt. Please provide your "best guess" or enter "unknown"

Decedent's Assets As of Date of Death

This section will allow you to identify all assets owned by the decedent that are to be addressed in the paperwork we will be preparing. Please provide ALL of the requested information. If any information is missing, we will not be able to properly complete your documentation.
Probate Assets*
Please check the types of assets that were owned by the decedent at date of death.

TIP: You must list ALL existing assets as of the decedent's DATE OF DEATH, even if they have since changed.

For the purposes of the Inventory, do not include any assets located outside the State of California or assets that had a "pay-on-death" provision (joint tenancy property, etc.) that bypasses probate.

For the purposes of the Small Estate Affidavit Petition, we only require information regarding the decedent's real property. If the decedent owned other assets, we will address those at a later time.

WARNING: You have checked Real Property above but the type of case you selected is for PERSONAL PROPERTY only. You cannot address Real Property in a Small Estate Non-Court Affidavit process.

REAL PROPERTY IN PROBATE*
You have indicated there is REAL PROPERTY or TIMESHARES. Please provide the following information for each piece of property. Click the + to add additional items. You MUST provide COMPLETE address of property including street address, city, state and zip code.
% ownership Interest
Physical Address
Assessor's Parcel Number
County
Gross Market Value
Mortgage Balance
Raw Land or Type of Property
 

NOTES RECEIVABLE*
You have indicated there are NOTES RECEIVABLE. Please provide the following information for each Note. Click the + to add additional items.
Date
Borrower
Original Amount
Monthly Payment
Interest Rate
Current Balance
Maturity Date
Security (if any)
 
BANK ACCOUNTS & CDs*
You have indicated there are BANK ACCOUNTS, OR CERTIFICATE OF DEPOSITS. If there is non-invested CASH in an investment account, you should list the cash value here. Please provide the following information for each Account. Click the + to add additional items. Please upload most recent statement after date of death.
Financial Institution
Branch Address
Account Type
Account No.
Name on Account
Balance at Death
Cash in Investment Account? (yes/no)
 
RETIREMENT, PENSIONS, ANNUITIES*
You have indicated there are RETIREMENT, PENSIONS OR ANNUITIES. Please provide the following information for each Account. Click the + to add additional items.
Name of Company
Account Type
Account No.
Type of Benefit
Value at Death
 
STOCKS AND MUTUAL FUNDS*
You have indicated there are STOCKS or MUTUAL FUNDS. Please provide the following information for each account. For accounts that contain multiple stocks or securities, you need to identify each stock and/or security separately. Cash portion in an investment account should be listed under the CASH Section above. ALL information is required. Do not submit with blank answers. Click the + to add additional items. Please upload most recent statement after date of death.
Type (common, margin, short, options) Must be specific!
Investment Name
Total # Shares
CUSIP / ticker symbol
Current Price Per Share (per statement)
Market Value (per statement)
 
BONDS*
You have indicated there are BONDS. Please provide the following information for each Bond. Click the + to add additional items.
Type
Face Amount or Par Val.
Series
Issue Date
CUSIP No.
Maturity Date
 
LIFE INSURANCE*
You have indicated there is LIFE INSURANCE. Please provide the following information for each policy. Click the + to add additional items.
Insurance Co.
Insured
Policy Amount
Policy No.
 
VEHICLES, BOATS, TRAILERS, MOTORCYCLES*
You have indicated there are VEHICLES, BOATS, TRAILERS or MOTORCYCLES. Please provide the following information for each asset. Click the + to add additional items.
Year
Make
Model
Lic. No.
Vin #
Mileage
Condition
 
JEWELRY*
You have indicated there is JEWELRY. Please provide the following information for each item of substantial value. Click the + to add additional items.
Detailed description of Item
 
ARTWORK*
You have indicated there is ARTWORK. Please provide the following information for each item of substantial value. Click the + to add additional items.
Name of Work
Artist
Year
 
FIREARMS*
You have indicated there are FIREARMS. Please provide the following information for each item. Click the + to add additional items.
Make
Model
Caliber or Gauge
Serial No.
Condition
 
BUSINESS INTERESTS*
You have indicated there are BUSINESS INTERESTS. Please provide the following information for each Business interest. Click the + to add additional items.
% Interest
Type of Entity (partnership etc)
Type of Business
Name of Business
Address
 
HOUSEHOLD ITEMS*
You have indicated there are HOUSEHOLD ITEMS. Please provide the following information regarding the household items. Routine household items can be lumped together under one entry. Items of substantial value such as a piano or specialty tools should have a separate entry. Click the + to add additional items.
Description
Condition
Location
Estimated value
 
SAFE DEPOSIT BOX*
You have indicated there is a SAFE DEPOSIT BOX. Please provide the following information regarding each safe deposit box. Click the + to add additional items.
Name of Bank
Address
Contents
 
OTHER ITEMS*
You have indicated there is OTHER PROPERTY. Please provide the following information regarding ALL OTHER PROPERTY. Click the + to add additional items.
Description
Condition
Other Details
 

Waivers or Assignments of Inheritance

Is any Beneficiary or Heir Voluntarily Waiving or Assigning their Rights of Inheritance?*
Please check one of the following, if applicable.

WAIVER: When a beneficiary wants to waive inheritance rights. This allows distribution of that beneficiary's interest and share of the estate to proceed down the lines of intestate succession (as though that beneficiary predeceased the decedent.)

ASSIGNMENT: When a beneficiary wants to transfer inheritance rights to specific person.
Please indicate how many total beneficiaries are either waiving or assigning their interest. The denoted fee is for our office to prepare the required Waivers/Assignments. If you do not require our office to prepare this additional documentation, enter 0.
Price: $150.00
Information regarding Inheritance Assignments*
Please provide the following additional information regarding those beneficiaries who are ASSIGNING their inheritance.
Name of Personal Assigning Interest Away
Name of New Beneficiary (Per Assignment)
Relationship to Original Beneficiary
 
Information regarding Inheritance Waivers*
Please provide the following additional information regarding those beneficiaries who are waiving their inheritance.
Name of Beneficiary Waiving their Interest
 

Special Notices

After being appointed personal representative, the personal representative may be responsible to mail out certain notices:

1) As may be required, Notice to the Department of Health Care Services Probate Code §§215, 9202(a) and 19202.
2) As may be required, notice to the California Victim Compensation Board for any heirs that are currently or have been incarcerated. Probate Code §§ 216 and 9202
3) As may be required, notice is to the Employment Development Department and the State Board of Equalization. Probate Code §9200-9201, 19201, and Government Code §811.1
Child Support Obligations of Decedent
As a personal representative you are required to provide mandatory notice to the Director of the Department of Child Support Services if you know or have reason to believe the deceased had an existing child support obligation before death.
Child Support Notification
Preparation of Special Victim Compensation Notices*
If any heir or beneficiary has been incarcerated, a special notice is required to be provided to the Victim Compensation Board. Please answer the following. Fee quoted is per incarcerated heir.
You have indicated you would like our office to prepare and serve the special Victim Compensation notices. If you wish our office to prepare these notices, please indicate how many beneficiaries or heirs that have been in jail and for which notice is required.
Price: $150.00
Information Required for Victim's Notice*
Please provide the following detailed information for each heir or beneficiary that has been confined in jail or prison as referenced above.
Full Name of Heir/Beneficiary
Date of Birth
Jail/Prison Location of Incarceration
CDCR/Booking #
 
Medi-Cal Benefits Received by Decedent or Decedent's predeceased spouse*
Did the decedent receive healthcare benefits under Medi-Cal or have a predeceased spouse or registered domestic partner who may have received Medi-Cal healthcare benefits?
Preparation of Notice to Department of Healthcare Agency*
If the decedent received healthcare benefits under Medi-Cal or had a predeceased spouse or registered domestic partner who may have received Medi-Cal healthcare benefits, special notice is required.
Preparation of Notice to Employment Development Dept and State Board of Equalization*
Special notice is required if a decedent had business or other financial dealings with the Employment Development Dept. or State Board of Equalization.

Decedent's Unsecured Creditors and Debts

Please provide information regarding all currently known unsecured creditors. An unsecured debt is an obligation or debt that does not have specific property—like a house or car—which is collateral for payment of the debt. ... A secured debt, on the other hand, has a piece of property such as a car or house which can be repossessed if the debt is not paid. Click the + to add additional creditors.
Does Decedent have any Unsecured Creditors or Debt?*
Status of Decedent's Estate*
The estate is expected to be:
How have you investigated the financial condition of the decedent's estate?*
What efforts or actions did you take to make your decision about the financial condition of the estate? (check all that apply)
Please describe what other efforts you took to obtain information regarding decedent's financial status.
Information about Decedent's Known Unsecured Creditors*
Please provide all information about the decedent's unsecured creditors here. If you do not know this information, you can skip this section and enter "unknown" in the first box.

TIP: Secured creditors would be a mortgage or car loan. Unsecured creditors would typically be credit cards, personal loans, etc.
Name of Creditor
Address
Account #
Balance
Due Date Next Pmt
Secured or Unsecured
 

Contingent Liabilities and Estate Taxes

Estate Tax Liability*
It is the personal representative's duty to make a review of the decedent's personal records. Please check each item that is a TRUE statement.

Estate Tax: The federal estate tax exemption allows an estate less than $5.45 million (as of 2016) in value to be passed on tax-free. If you have questions about the federal estate tax exemption, you should contact a CPA or attorney for advice.
Contingent Liabilities*
Please check each item that is a TRUE statement.

TIP: A contingent liability is a potential liability that may occur, depending on the outcome of an uncertain future event. (example: if decedent was a defendant in a lawsuit)

Expected Personal Taxes Owed by Decedent*
What personal taxes do you expect the decedent to owe? You can guestimate this information as best you can or enter "unknown"
State Income Tax
Federal Income Tax
Real Property & Personal Tax
If there are any other comments or information about the estate you feel are important, please provide that information below. If you would like to provide further explanation or clarification to our office regarding any of your responses in this interview or provide other information regarding this estate, please do so below.

REQUIRED FILES AND DOCUMENTS

The following upload links are provided for you to upload (in pdf format) copies of documents we will need. This upload system will only accept files in adobe acrobat PDF format.
Please upload a copy of Decedent's Death Certificate. This portal will only accept uploads in pdf (Adobe Acrobat) format.
Accepted file types: pdf, Max. file size: 256 MB.
Please upload a pdf version of the decedent's Will and any Codicils. Will and Codicils should be uploaded together in ONE (1) pdf file.
Accepted file types: pdf, Max. file size: 256 MB.
Please upload a pdf containing 3 different samples of the decedent's handwriting (pdf file only)
Accepted file types: pdf, Max. file size: 256 MB.
Please upload a pdf version of the decedent's Trust and any Amendments. Trust and Amendments should be uploaded together in ONE (1) file. This portal will only allow for uploads in pdf format.
Accepted file types: pdf, Max. file size: 256 MB.
Please upload a copy of the Death Certificate of the decedent's pre-deceased spouse.
Accepted file types: pdf, Max. file size: 256 MB.
Order Deed*
A copy of the current deed to all real properties owned by the decedent at date of death is required. Would you like our office to obtain a copy of this document for you? Please note that sometimes our service provider cannot provide a copy of the last title transfer. If we are not able to obtain the deed, there is a minimum service fee of $25 and we will refund the difference.
Property Addresses to Obtain Deeds*
Please provide the address of real properties for which we need to pull the last transfer document (deed)
Street Address
City
State
County
APN#
 
Please upload a copy of the Grant Deed (last title transfer document). The Grant Deed is NOT the Deed of Trust (mortgage). Please upload a SEPARATE copy of the Grant Deed to each piece of real property identified above. PLEASE NAME the pdf file for each deed with the street address of the property (example 128 N Street) so it can be easily identified.
Drop files here or
Accepted file types: pdf, Max. file size: 256 MB.
    Please upload any additional documents that are relevant to this matter.
    Drop files here or
    Accepted file types: pdf, Max. file size: 256 MB.

      Great Job! You're Almost Done.

      Now that you have completed your interview we are ready to prepare your documents! You just need to decide what type of services fit your budget. Remember, once you have submitted everything, we will send you a pdf that contains all of the information you submitted.

      Selecting Your Probate Services

      Our office offers several low-cost options for our various probate document services. Additional information regarding your selection will be displayed based on your selection.

      Probate Services for Large Estates

      Please select which package of services you are interested in. Our base fee is indicated with add-on charges for estates with more than one 1 real property, co-petitioners or estates with more than 5 heirs/beneficiaries.
      This option is when our more comprehensive services exceed your budget and you just want help with the paperwork for Phase 1 of the probate process. You will receive ready-to-file Phase 1 probate documentation. This option does not include any additional services or guidance other than written instructions. Customers who chose this option will be required to file the documents on their own, arrange publication and handle all other aspects of Phase 1 of the probate process.
      Our full service is our most popular option and offers the most cost-savings. These Services include the standard document preparation for estates (with or without a will) for all three Phases of the California probate process. In addition, we facilitate all court filings, arrange publication, handle administrative notices, provide ongoing support, and include hands-on case administration throughout the entire probate process.
      This is an option for individuals that want to budget the probate cost over the 9-month process and allows a customer to pay on a "per Phase" basis at the current rates (there are 3 phases in a California probate.) Phase 1 includes full-service document preparation and case administration through Phase 1 of the probate process, up to the appointment of the Personal Representative, Order for Probate and Issuance of Letters. The cost-savings is not as high as when you pay for all three phases at once and rates per phase are subject to change.
      This is an option for individuals who have completed Phase 1, have been appointed Personal Representative and an Order for Probate and Letters have been issued. This service will complete the rest of the probate proceedings.
      This is an option for individuals who have completed Phases 1 and 2, all creditors have been paid and the case is ready to proceed to distribution and closing. This service covers Phase 3 documentation regarding the Petition for Final Distribution and closing of the probate proceedings.

      Alternative Probate or Small Estate Services

      You have selected an alternative proceeding. Below is information concerning the type of service you selected at the beginning of this interview.
      Base Fee: ${Alternate Probate Services:712:price} - Our base fee includes full-service document preparation and case administration for a spousal property proceeding with one (1) real property,
      Base Fee: ${Alternate Probate Services:712:price} - Our base fee includes full-service document preparation and case administration with one (1) real property,
      Base Fee: ${Alternate Probate Services:712:price} - Base fee includes full-service document preparation for small estates with personal property.
      Base Fee: ${Alternate Probate Services:712:price} - Fee Includes full-service document preparation for small estates with personal property for estates that fall under the statutory threshold as of date of death.
      Base Fee: ${Alternate Probate Services:712:price} Base fee Includes full-service document preparation and case administration Heggstad proceeding.

      Optional Add on Fees Re Real Property

      Our base fee for probate services cover estates with no real property or estate with ONE piece of real property. There is an extra surcharge per property for estates with more than one piece of property. Based on your earlier answers in this interview, fees quoted will be based on the following number of real properties in this estate.
      You have requested we obtain the last title transfer document to real property owned by the decedent. How many different pieces of real properties in California do you need us to order the title deed for?
      Price: $75.00
      Real Property Addresses for Deed Order*
      Please provide the addresses of the real properties for which we will be acquiring the last title transfer document.
      California County
      Street Address
      City, State, Zip
       

      Optional Add on Fees - Other

      Spousal Consent*
      If the decedent was survived by a spouse who is an heir or beneficiary, an election by Spouse to Submit Property to Administration must be made by a writing specifically evidencing the election filed in the proceedings for the administration of the estate of the deceased spouse within four months after the issuance of letters, or within any further time that the court may allow upon a showing of good cause, and before entry of an order under Section 13656. Please select one of the following:
      Please select the total number of Heirs/Beneficiaries in this case. Our base fee includes up to 5 heirs/beneficiaries at no additional charge. Your selection should match the number of entries provided under Sections labeled HEIRS/BENEFICIARIES as well as a living spouse/domestic partner. For a quick review of your entries, click the previous button for a recap.
      Please select the total number of Heirs/Beneficiaries in this case. Our base fee includes up to 5 heirs/beneficiaries at no additional charge. Your selection should match the number of entries provided under Sections labeled HEIRS/BENEFICIARIES as well as a living spouse/domestic partner. For a quick review of your entries, click the previous button for a recap.
      Preparation Time*
      How quickly do you need your documents prepared? Please confirm with your selection below. Rush fees only pertain to the specific documents being prepared with this worksheet submission and do not apply to the entire case.
      please wait

      Click Next to Calculate....

      Ready to Get Started?

      If you are ready to start the probate process, click the NEXT button. Otherwise, you can click on "Save and Finish Later" and return to all of your saved information when you are ready... It's that easy!
      Based on your selection of services, this is what our services will cost.
      Here is a summary of the information you provided. A PDF with these details will be emailed to you. To make changes, use the previous link at the bottom of this page or return to the beginning here:

      RETURN TO BEGINNING Here is a recap of services you have selected:{Probate and Administrative Options:710} {Large Estate Probate Options:708} {all_fields} CLICK HERE TO REVIEW FROM START OF INTERVIEW

      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#:684} 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 INC and you, {Your Name (First):434.3} {Your Name (Last):434.6} 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:
       
      {Probate and Administrative Options:710} {Description of Services for Contract - Phase 1 Documents Only:532} {Description of Services for Contract - Full Probate:530} {Description of Services for Contract - Phase 1 Probate:531} {Description of Services for Contract - Phases 2 and 3 Probate:696} {Description of Services for Contract - Phase 3 Probate:704} {Description of Services for Contract - Spousal Property Proceedings:605} {Description of Services for Contract - Small Estate Under $166,250:533} {Description of Services for Contract - Small Estate Under $55,425:534} {Description of Services for Contract - Small Estate No Real Property:629} {Description of Services for Contract - Heggstad:535} Number of Petitioners: {Number of Petitioners:451} {# of Special Victim Compensation Notices (Quantity):607.3} {# of Special Victim Compensation Notices (Name):607.1:value} {Preparation of Notice to Department of Healthcare Agency:642:value} {Preparation of Notice to Employment Development Dept and State Board of Equalization:643:value} {Real Property Fees:450} {Order Real Property Deeds (Quantity):566.3} {Order Real Property Deeds (Name):566.1:value} {Spousal Consent:627:value} {Number of Heirs/Beneficiaries in this case:453}{# of Assignments or Waivers of Interest Required (Quantity):568.3} {# of Assignments or Waivers of Interest Required (Name):568.1: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:452}* 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, newspaper publication 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 $150.00 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 INC
      Street address of Business: (corporate) 2108 N ST #12055
      City, State, Zip Sacramento, CA, 95816
      Telephone Number: 916-243-0311
      Fax Number (if any): None
      Registration # in County where services will be provided: LDA #{LDA#:684}. (Sacramento)
       
      Date of Expiration: {LDA Expiration:685}
      County: Sacramento
       
      Name of Client: {Your Name (First):434.3} {Your Name (Last):434.6}
      Street address: {Your Address (Street Address):729.1} {Your Address (Address Line 2):729.2}
      City, State, Zip: {Your Address (City):729.3}, {Your Address (State / Province):729.4} {Your Address (ZIP / Postal Code):729.5}
      Your Telephone Number: {Your Telephone Number:435}
      Your IP Address: 18.97.14.89
      Your Email: {Your Email:436}
       
      Title or brief description of the legal matter in which the client is representing himself or herself, if applicable: Estate of {What is the legal name of the Decedent? (First):380.3} {What is the legal name of the Decedent? (Last):380.6}
       
      VI - SIGNATURES
       
      Executed at Sacramento County, California.    Date:  10/16/2026

      Probate & More INC and {Your Name (First):434.3} {Your Name (Last):434.6}

      (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*

      A fully signed copy of this Contract will be emailed to you.

      REVIEW OF CANCELLATION POLICY:If I cancel the services within24 hours of the cancellation period, PROBATE & MORE INC. shall be entitled to retain a $150 fee for opening the file. This means that if I cancel within 24 hours of submitting this contract, I understand I will not receive a full refund of the amount paid. This policy is in accordance with Sections II and III of California's mandatory Contract for Services for Legal Document Assistants.

      We want to make sure you are fully ready to proceed with your legal matter before hiring our company. Please take the time to confirm that you are prepared to move forward before making a decision.

      (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 INC 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:
       
      Number of Petitioners: {# of Assignments or Waivers of Interest Required (Quantity):568.3} {# of Assignments or Waivers of Interest Required (Name):568.1: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 $0.00* 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, newspaper publication 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 $150.00 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 INC
      Street address of Business: (corporate) 2108 N ST #12055
      City, State, Zip Sacramento, CA 95816
      Telephone Number: 916-243-0311
      Fax Number (if any): 805-244-9206
      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 of

       

      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

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      Thank you for your interest in our services. Please submit your details and one of our experienced staff will reach out to you by phone. For faster service, please feel free to call us right now at 916-243-0311. We look forward to speaking with you!!

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