Handle probate with confidence.

Honor their legacy with affordable probate services from the most trusted name in online estate planning and settlement.

Take the pressure off yourself. Get help navigating probate.

Probate on your terms

Whether you want to be in control, have someone help you, or get support from an attorney, our plans let you choose how you engage with the process.

Gain clarity, reduce stress

Our county-specific probate guidance makes it easy to gather the right documents and stay on top of the process.

Help from people who understand

If you’re here, the idea of a drawn-out probate process is likely on your mind. We understand what you are going through and are here to help you through every phase of the process.

Choose the plan that's for you.

To choose your plan, create your account and tell us about your unique circumstances so we can help you find the plan that best suits your needs.

  • Self-guided

    Steer the probate process with this hassle-free tool for organizing everything you need as you move through probate.

    *Payment plan available

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    • Easy to follow instructions

    • Fully completed probate forms

    • Phone consultation with a probate expert

    • Chat and email support

    • Price excludes public notice and filing fees

  • Concierge

    Lighten your load with personalized support from your dedicated probate specialist who will help guide you through every step.

    *Payment plan available

    Learn More

    All features in Self-guided plan, plus:

    • Phone support

    • Dedicated probate expert

    • Line-by-line review of probate documents

    • Coordinating electronic signatures with family members

    • Public notice prepared and guided publishing

    • Conference calls with your family

    • Price excludes public notice and filing fees

  • Attorney

    Let a licensed probate attorney and your dedicated probate specialist take care of the estate with this full-service probate plan.

    *Payment plan available

    Learn More

    All features in Concierge plan, plus:

    • E-filing court documents, if available

    • Attorney representation in court

    • Specific legal advice for your case

    • Price excludes public notice and filing fees

Need help figuring out probate?

Schedule a free, 30-minute consultation with a probate expert. They can help you figure out:

  • Whether or not you need probate

  • Which probate service best fits your needs

  • How much the probate services you're considering cost

Book your consultation
How it Works

Simplifying the probate process.

Figuring out probate can be overwhelming and time-consuming. Our plans make navigating probate easier by breaking the process into clear, manageable phases:

  • 1

    Open probate

    To begin probate, we’ll help you prove to your local county court that you’re the right person to settle the estate, taking the guesswork out of the steps and necessary documents.

  • 2

    Inventory assets and debts

    Uncover all of the assets owned by the estate and we’ll help you create a plan to take care of each asset and debt and present that plan back to the court for approval prior to executing.

  • 3

    Distribute the estate

    Once our plan is approved, it’s time to execute the plan. This might include things like selling property, closing accounts, or distributing money to heirs.

  • 4

    Close the estate

    Now that all assets have been distributed, we will help you in submitting documentation that proves we executed the plan accordingly. The estate is now closed and you can take a deep sigh of relief.

Probate support from the most trusted name in online estate planning and settlement.

We’re proud to be a category leader in estate planning and settlement on Trustpilot. Don’t take our word for it, check out what our members have to say.

“I felt empowered by their knowledge and organization of all the forms I needed. The explanation of what had to be done was so easy to follow. I couldn’t believe that it was over within a matter of weeks– everything was taken care of.”

Verda Wells
Probate member, 2018

"After doing some research online, we reached out and got an immediate response. Here I am, I don’t have any legal experience, but I was able to do it with the help of Trust & Will in not much time. Our experience with them was professional, easy to work with, and sympathetic to the needs that we had and what we were going through emotionally."

Michelle Riccordella
Probate member, 2018

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Commonly Asked Questions

When must a Will be probated?
Probating a Will is a court process that includes determining if a valid Will exists, inventorying assets and property belonging to the estate, taking care of the decedent’s financial liabilities, and identifying heirs and beneficiaries. Once all financial liabilities have been satisfied, and no claims have been submitted against the estate, the remaining property and assets can be distributed.

Because this is an intensive process, probating a Will can take time. For example, in California probate law states that the executor or personal representative must complete probate within one year of the date of their appointment. However, there are certain exceptions. For instance, a personal representative may file for an extension if they experience reasonable delays. They are granted 18 months to complete probate if federal estate taxes are filed. Learn more about how the probate process works by state.
How long does it take to probate a Will?
A personal representative of an estate is given a set amount of time to probate a Will. This time frame is defined by state laws. However, the actual amount of time it takes for a Will to pass through probate can be much shorter or longer due to a variety of factors. For instance, in California, the probate process can take as little as nine months and take as long as two years or more. A personal representative may experience valid delays for reasons outside of their control. In this case, they may file for extensions with their respective probate court. The probate court itself may also experience administrative delays. Read our guide on the average probate process timeline to learn more.
What can delay the probate process?
There are several factors that could potentially cause delays in the probate process. Some are court-related delays that are unrelated to the estate. For instance, the COVID-19 pandemic led to shutdowns and delays that added months to the probate process in many states. There are also estate-specific scenarios that could potentially impede individual timelines. For instance, conflict between beneficiaries could arise. Claims, infighting and lawsuits can delay the process. Problems with assets, such as difficulty organizing and identifying assets or assets belonging to more than one state can create complications. Last but not least, the filing and payment of a variety of applicable taxes can eat up the timeline.
How long do you have to file probate after death?
A Will must be filed for probate shortly following the death of its testator (the person who created the Will.) The exact time frame can vary from state to state, but is typically about a month. In California, a personal representative of the estate (typically the nominated executor) has 30 days to file a Will for probate following the person’s death. If the personal representative doesn’t file the Will with the required timeframe, then they are waiving their right to be appointed executor. Read our article on how long you have to file probate after death to learn more.
What assets have to go through probate?
Assets that must pass through probate include any financial asset, personal property, or real estate that the decedent owned in their name at the time of passing. These are called probate assets. There are some exceptions, called non probate assets, that do not have to pass through probate. Common examples include assets and accounts with beneficiary designations, assets and property that were transferred into a Trust (and are thus owned by the Trust and not the decedent), and certain types of property with payable-on-death or survivorship rights attached to them. Understanding the differences between probate and non probate assets is a critical piece to preparing for the probate process. We explain this in detail here.


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