Affordable Probate

Probate is a court process, requiring knowledge of the necessary court forms and legal procedures to transfer property legally to the deceased’s family and others. It is very difficult to find a low cost probate alternative when in search for legal help.

In California, attorneys are not the only ones who can probate an estate.  Hire a registered Legal Document Assistant (LDA) for an affordable alternative.  In Trust Legal has the experience and knowledge of court forms and procedures helping you navigate this complex court process. We can save you thousands of dollars in legal fees and give you peace of mind.

Probate does not need to be a frustrating and costly experience.  We are your low cost probate alternative.

Typically, probate involves specific court forms and court appearances by attorneys.  Expensive court fees and attorneys’ fees are paid by the estate, which would have otherwise gone to family members who inherit the deceased person’s property. In Trust legal is an affordable probate option for you and your family.

What level of probate does your estate qualify for?

affordable probate

The State of California has different types of probate procedures, based on the value of the estate, as of the date of the decedent’s death for purposes of determining eligibility:

  1. Affidavit for Collection of Compensation owed to Deceased Spouse.  Net salary or other compensation owed, in aggregate, by one or more employers for personal services of the deceased spouse, must not exceed $16,625 (death before April 1, 2022) or $18,450 (death on or after April 1, 2022).  These limits do not apply if the decedent was a firefighter or peace officer described in Gov. Code 22820(a).
  2. Affidavit for Succession to Real Property of Small Value.  The gross value of all REAL property (real estate) must not exceed $55,425 (death before April 1, 2022) or $61,500 (death on or after April 1, 2022).
  3. Declaration for Collection, Receipt, or Transfer of Personal Property.  The gross value of all PERSONAL property (cash, investments, retirement without named beneficiaries) must not exceed $166,250 (death before April 1, 2022) or $184,500 (death on or after April 1, 2022).
  4. Petition Determining Succession to Property.  The gross value of all REAL AND PERSONAL property must not exceed $166,250 (death before April 1, 2022) or $184,500 (death on or after April 1, 2022).
  5. Petition for Probate.  The gross value of all REAL AND PERSONAL property exceeds $184,500.

Whatever procedure is required, In Trust legal, Inc., will help you prepare the right forms in a timely manner, affordably and providing you peace of mind.  It is a daunting process and can cost you more time and money if done incorrectly.

We are here to help you with a low cost probate; however, we prefer that you avoid it all together. Want to learn more on how to prevent this from happening? Read our article on How To Avoid Probate.

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San Luis Obispo, CA 93401
(805) 439-0715
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