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LDA PRO
Legal Document Assistants
Probate
3 Steps
Step 1:
Complete Client Intake Form and Pay Online.
Step 2:
LDA PRO Prepares and Emails Documents.
(3 to 5 Business Days)
Step 3:
Review & Electronically Sign Documents.
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LDA PRO Probate Intake - Formstack
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* START ONLINE - Please choose one:
*
Heggstad Petition $1499
Small Estate Affidavit $1499
Probate Full Service $2999
Complete our intake form and pay online to get started. Our Registered LDAs prepare and email all court forms, for you to review and sign electronically, within 3 business days. We will email any follow-up questions, if necessary.
Please choose one:
*
New Case
Existing Case
OPTIONAL FILE UPLOAD: Filed Court Documents
No File Chosen
File uploads may not work on some mobile devices.
* RUSH FILING EXPARTE - Do you need an emergency hearing?
*
$399
No
Emergency hearings are heard 1 business day, after the other party is served. You must be able to prove irreparable harm.
SUPERIOR COURT MANDATORY FILING FEE:
*
Court Credit Card Authorization Form
Apply For Fee Waiver
$435 Superior Court Filing Fee, will be charged directly by the court, upon filing and finalizing the petition.
COURT EFILING SERVICE - Please choose one:
*
$99
Self Filing
* Our fee includes filing all e-signed documents at the courthouse, from start to finish. SELF FILING - You will be responsible for filing all documents at the courthouse and emailing copies to us, to finalize your case.
PROCESS SERVICE - Please choose one:
*
LDA PRO - $59 Per Individual Served
Self Service
*Self Service - You will be responsible for having an adult, who is not a party in the case, serve parties including everyone named in the Will in any manner and all heirs-at-law of the decedent even if they have been disinherited under the Will. * Our fee is $59 per service of process, for each individual that requires service. Process serving fees are billed, after documents have been filed.
* REAL PROPERTIES - How many real properties are in the estate?
*
None
1
2
3
4
5
6
1st property is included. Each additional property is $200 each.
ADMINISTRATOR OF THE ESTATE: Full Name (s)
*
Please list the person or persons applying for Executor / Administrator. In a probate case, an executor (if there is a will) or an administrator (if there is no will) is appointed by the court as personal representative to collect the assets, pay the debts and expenses, and then distribute the remainder of the estate to the beneficiaries (those who have the legal right to inherit), all under the supervision of the court.
Administrator's Full Mailing Address:
*
Administrator's Primary Telephone Number:
*
Administrator's Primary Email:
*
DECEDENT'S INFORMATION - Full Name:
*
Descendent is defined as the person who passed away.
Date Decedent Passed Away:
*
For Example: 03/17/2020
Decedent's Home Address:
*
County of Decedent's Home Address:
*
Decedent's Date Of Birth:
*
For Example: 01/12/1954
CHECK ALL THAT APPLY - CALIFORNIA PROPERTY - What sort of property did the Decedent own?
*
Real Estate: House, Real Property, Land, Mobile Home
Automobiles
Cash / Bank Accounts
Stocks / Bonds
Antiques, Art, Coin Collection, Hand Guns, Etc.
Livestock
Partnership or Business
OUTSIDE CALIFORNIA PROPERTY - What sort of property did the Decedent own? Check all that apply:
*
None
Real Estate: House, Real Property, Land, Mobile Home
Automobiles
Cash / Bank Accounts
Stocks / Bonds
Antiques, Art, Coin Collection, Handguns, Etc.
Livestock
Partnership or Business
CALIFORNIA REAL ESTATE - Provide Full Addresses For Real Estate: House, Real Property, Land, Or Mobile Home:
*
CALIFORNIA AUTOMOBILES - Provide Description of Vehicles Owned:
*
CALIFORNIA BANK ACCOUNTS / CASH - Provide Bank and Approximate Amount:
*
CALIFORNIA STOCKS AND BONDS - Provide Location and Approximate Amount:
*
CALIFORNIA ANTIQUES, ART, COIN COLLECTION, HAND GUNS, ETC. - Provide Location and Approximate Amount:
*
CALIFORNIA LIVESTOCK - Provide Description and Approximate Value:
*
CALIFORNIA BUSINESS PARTNERSHIP - Provide Description and Approximate Value:
*
OUT OF STATE PROPERTY - List A Description Of All Property, Located Outside California, If Applicable:
Estimated Total Value Of The Decedent's Property:
*
Did the Decedent have a Will or Living Trust?
*
Yes
No
Approximate date Will or Living Trust was created:
*
Do you have an original copy of the Will or Living Trust?
*
Yes
No
Name of person listed as Executor of Will or Living Trust:
*
OPTIONAL FILE UPLOAD - Will or Living Trust:
No File Chosen
File uploads may not work on some mobile devices.
You can email this information at a later time to: Contact@Ldaprolegal.com. You can also choose to list the information now, if you're ready.
OPTIONAL FILE UPLOAD - Certified Copy Of Death Certificate:
No File Chosen
File uploads may not work on some mobile devices.
You can email this information at a later time to: Contact@Ldaprolegal.com. You can also choose to list the information now, if you're ready.
IMMEDIATE FAMILY MEMBERS - Please list all Names and Relationships:
*
List the decedents: Spouse, children, brothers, sisters, nieces, and nephews that are living or now deceased. We will send a follow up requesting their addresses, if you have that information.
HEIRS MENTIONED IN THE WILL - Please list all Names and Relationships:
*
Was the Decedent married, at time of death?
*
Yes
No
Unsure
Name of Spouse
*
If unknown, please skip.
Was the Decedent ever divorced?
*
Yes
No
Unsure
Name of Ex Spouse:
If unknown, please skip.
Approximate date of divorce:
If unknown, please skip.
Is there a Partnership Agreement or Shareholder Agreement for the Business?
*
Yes
No
Unsure
Name of Surviving Partners or Shareholders:
If unknown, please skip.
REAL ESTATE DEBTS / MORTGAGES: List any known debts against real estate, please provide the: * Name Of Secured Creditor (s) * Loan number (s):
If unknown, please skip.
KNOWN DEBTS - List type of debts and approximate amount of debt, if any:
For example: Credit cards, personal loans, etc.
OPTIONAL - Additional information or questions, for the Registered Legal Document Assistant preparing your court forms:
Please type text above, if applicable.
NOTICE TO CONSUMER -
NOTICE TO CONSUMER DO NOT SIGN ANYTHING UNTIL YOU SCROLL TO READ THIS PAGE You understand… that LDAs affiliated with Legal Document Assistants are not attorneys. Legal Document Assistants is not a law firm. Legal Document Assistants cannot represent you in court. Legal Document Assistants cannot represent you in court. Legal Document Assistants cannot advise you about your legal rights or the law. Legal Document Assistants cannot select legal forms for you, you must know exactly what type of case you want filed. We can not assert the validity of documents that were not prepared by Legal Document Assistants. Angela Jones, owner of Legal Document Assistants, is registered in Sacramento County Registration Number 2016-01 To confirm that Angela Jones is registered, you may contact the Sacramento County clerk's office at: 916-874-6334. LEGAL DOCUMENT ASSISTANT CONTRACT FOR SELF-HELP SERVICES. This is a contract between Legal Document Assistants 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 or the quality of my services. 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 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 legal information that has been 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. These are the only kinds of services that I can perform for you. I cannot provide you any service if you need additional services. 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. II.FEES AND EXPENSES You agree to pay me the following fees, costs and expenses: I will provide you all the following services, that you have selected above or based on the circumstances regarding your case. (list all services for which the client is being charged): A. Uncontested Heggstad Petition$1,499 B. Uncontested Small Estate Affidavit $1,499 C. Uncontested Probate Full Service $2,999 D. One real property included in price. Each additional real property $200 E. One petitioner (filing party) included in price. Each additional petitioner $200 E. Process Serving By Mail $59 Per Individual. Additional charges of $99 per service of process will be charged if personal service is required. COURT E-FILING - $99 We file e-signed court documents with the court from start to finish. * You can avoid any additional process serving or court filing charges, if you choose to file and / or serve the documents. F. Optional Rush Exparte filing $399 G. Optional Final Accounting Starts $699+(Average Cost) Probate is a legal proceeding that is used to wind up a person’s legal and financial affairs after death. In California probate proceedings are conducted in the Superior Court for the county in which the decedent lived, and can take at least eight months and sometimes as long as several years. Fees above do not include: MANDATORY COURT FILING FEES - You may qualify for a fee waiver. Mandatory Court Filing Fee $435 Final Petition for Distribution $435 Lodging Original Will (If Applicable $50) *REQUIRED NEWSPAPER PUBLICATION - After the Petition is filed with the court, the Petitioner is required to contact the local newspaper for the required 4 week publication, prior to the hearing date. Petitioner is required to pay all newspaper publication fees. Depending on the newspaper you choose, fees typically range from $300 - $600, depending on the county you filed the case. Optional Ex Parte Court Filing Fee: $60 Necessary Motions: $60 Only If Required * PROBATE REFEREE FEE: 1/10th of 1% of the total assets that are appraised, which is paid by the estate. * PROBATE REFEREE INSTRUCTIONS TO CLIENT: The probate referee should contact you prior to the first hearing date. Petitioner is required to call the court for status of assigning a probate referee, obtaining probate referee's contact information, and arranging a time for the probate referee to visit the property. 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. 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 expressly 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 ●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 & MANDATORY ARBITRATION AGREEMENT In the event of suit for 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. You agree to arbitration should any disputes arise. V.DESCRIPTION OF LEGAL DOCUMENT ASSISTANT LDA Registration Information: Angela Jones Legal Document Assistants 3550 Watt Ave. Ste. 140 Sacramento, CA 95821 916-620-2446 contact@Ldaprolegal.com Registration Number: 2016-01 I have filed a bond in Sacramento County, California. 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. Authority cited: The use of this contract is required by Section 6410 of the California Business and Professions Code. Reference: Sections 6401.6, 6402, 6405, 6408, 6409, 6410, 6411, Business and Professions Code. The standard form of this contract is mandated by the California Department of Consumer Affairs, California Administrative Code title 16, § 3950. NOTE: I am a member of the California Association of Legal Document Assistants, Inc. (CALDA), which promotes and encourages high standards of ethical and professional conduct by its members. CALDA has a Dispute Resolution Process which is designed to resolve disputes between consumers and CALDA member LDAs. You may learn more about this process by visiting www.calda.org in the Board of Directors/"Code of Ethics" tab.
Please scroll to read.
I HAVE READ AND UNDERSTAND THE ABOVE NOTICE TO CONSUMER:
*
Yes
Please check yes, to proceed.
Total Amount
Payment Plan:
*
Option 1: Pay In Full
Option 2: Split Payment
Option 2: Available for Probate Full Service Only. Half due today, remaining balance due, after first court hearing. LDA PRO will prepare 1st set of documents. Final documents will be prepared, once 2nd payment has been received.
Payment Options:
*
Option 1: Invoice
Option 2: Call For Payment
Payment is required prior to service.
Credit Card
*
Signature
*
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