Fees and Costs

I charge a $5,550.00 fixed fee for a “clean” ex parte Heggstad petition under Probate Code Section 850.   A clean petition is one where there are no interested parties that would object to the action being taken.  

There is an additional fixed fee of $2,000.00 if one or more current or remainder beneficiaries of the irrevocable trust are minors (i.e. under the age of 18 years) to cover the fees and costs of petitioning the Court for appointment of a guardian ad litem for those beneficiaries. 

  • Necessary face-to-face meetings and/or teleconferences;

  • Gathering of necessary information to draft the petition;

  • Drafting of petition, waivers of notice of hearing and consents of all interested parties;

  • Coordination of the distribution of the petition draft and waivers of consents to all interested parties;

  • Once all paperwork is complete, direct delivery of the completed petition to the appropriate Probate Examiner and Probate Court;

  • Once the order is signed by the Probate Court, direct pickup of the signed order, including filing of the petition and order (fixed fee covers the filing fees and the fees for issuance of the certified copy(ies) of the Probate Court order)

  • Obtain one or more certified copies of the Probate Court order;

  • Scan and email copy of certified Probate Court order, with delivery of original by mail to the Petitioner.

Fixed fees include the payment of court filing fees, including one certified copy of the Court order granting the petition.

Note: Additional certified copies of any Court order are $26.00.

If requested prior to obtaining the Court order, preparation of transfer paperwork for California real property is $275.00 for each property, which includes a certified copy of the Court order for each property, and the County Recorder’s fees for recording the Court order transferring ownership of the property into the decedent’s trust.  This may also include a $75.00 fee imposed by the State of California on recorded documents to be used for affordable housing in the State.  

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