Probate and Estate Paperwork
Probate petitions, small estate affidavits, and forms for transferring property after a death, prepared at your direction.
- Registered Legal Document Assistant
Probate Services We Prepare
Probate
Probate petitions, notices, inventories, and final distribution forms prepared at your direction for the person handling an estate.
ProbateSmall Estate Affidavit
Small estate affidavits and the value schedule that goes with them, prepared from the details you provide, with eligibility decided by you.
Small Estate AffidavitSpousal Property Petition
Spousal and domestic partner property petitions prepared from the facts you provide, with every page reviewed by you before filing.
Spousal Property PetitionProbate Property
Notices of proposed action and sale forms for real property in probate, prepared from the order and details you provide.
Probate PropertyPetition to Determine Succession
Petitions to determine succession to a primary residence prepared from the details you provide.
Petition to Determine Succession
How Probate Paperwork Works
After a death, the right paperwork depends on what the person owned and how it was held. We prepare the forms you direct us to prepare from the details you give us. We do not decide which procedure you qualify for, and the court decides every petition.
Questions
Frequently Asked Questions
No, we do not determine which probate procedure a person qualifies for. The court's self-help site explains the small estate, primary residence, and full probate routes. You decide which paperwork to prepare, and we prepare it at your direction.
It depends on the county. San Luis Obispo's self-help center says it does not assist with wills, estate, and probate matters. Check your county court's self-help page to see what it covers.
In the superior court of the county where the person lived. Some counties hear probate at one location only. San Luis Obispo County hears most probate at its Civil and Family Law Branch, and Kern County hears probate in Bakersfield.
Yes, we prepare forms for personal representatives, heirs, and surviving spouses. The court says an attorney is best qualified to advise a personal representative on duties. We prepare paperwork and cannot give that advice.
Get in Touch
Request a Quote for Your Documents
Tell us which documents you need and where you will file, and we will explain the process and fees.
- Written Agreement Before Work
- Appointments in Arroyo Grande or Lancaster
- Fees Confirmed in Writing