Estate Planning and Probate Fees 

Estate Planning Fees

Affordable Estate Planning Fees

Most of our pricing is based on a flat fee for estate planning services. We feel this is the most appropriate pricing model because it provides upfront knowledge of the costs.  This also allows you to budget and plan accordingly for payment of your attorney’s fees.

The amount of the flat fee ultimately depends on the complexity of your estate. Although fees are determined on a case by case basis additional fees may be required.  Below is a general price range for estate planning: 

i.  Complete Estate Planning Package: For estate plans that include a Revocable Living Trust, Separate Schedule “A” – Initial Trust Assets, Pour-over Will(s), Trust Certification, Durable Power of Attorney for Financial Affairs, Advance Health Care Directive with a place to write out burial or cremation wishes, Assignment of Tangible Personal Property with a place to write out gifts of personal property, Nomination of Guardian for Minors (if any), Community Property Declaration (where appropriate), Preparation and recording of a deed to transfer one property to your trust, County preliminary change of ownership report for recorded deed, All required witnessing and Notary fees, the cost is generally in the range of $1,200 to $1,700 for an individual and $1,800 to $2,200 for a married couple (unless requesting two separate packages).

ii.  Will Package:For estate plans that include a Last Will and Testament, Durable Power of Attorney for Financial Affairs, and an Advance Health Care Directive, the cost is generally in the range of $400 to $600 for an individual and $700 – $1,000 for a married couple. 

The price ranges above are for ordinary and customary estate planning documents and will apply to most of our clients. On occasion an estate plan requires more complex drafting or additional legal work. In those situations, additional charges are required.  

We recognize that it can be difficult to pay attorney’s fees all at once, so we offer payment plans to help make estate planning affordable for everyone.

Probate Fees

Probate Statutory Fees

Probate fees (e.g., attorney’s fees and executor’s fees) are set by California’s Probate Code §10810.  The statutory fees prescribed by §10810 are based on the value of the estate, as determined during the probate process. The value of the estate is generally determined by the inventory conducted by the estate’s executor, and sometimes with the assistance of appraisers designated by the court. 

Size of the Estate
California Statutory Probate Fees

$ 100,000

$ 4,000

$ 200,000

$ 7,000

$ 300,000

$ 9,000

$ 400,000

$ 11,000

$ 500,000

$ 13,000

$ 600,000

$ 15,000

$ 700,000

$ 17,000

$ 800,000

$ 19,000

$ 900,000

$ 21,000

$ 1 Million

$ 23,000

$ 2 Million

$ 33,000

$ 3 Million

$ 43,000