Help handling probate—every step of the way.

The exact documents required for probate can be unique based on the county the decedent resided in. As a benefit to members of Concierge Probate, our team will look up what additional documents are necessary for filling your petition for court.

Commonly required documents include but are not limited to: Petition for Probate, The Last Will and Testament, Death Certificate, Trust documents (when applicable), Life insurance documents, Beneficiary designations, Loan & lease agreements, Titles and deeds to real properties, and Financial asset documents.

There are also a number of court documents that must be completed and submitted during the probate process, such as a Complete Notice of Hearing, Minute Order, inventory documents, and closing documents. With Concierge Probate, we will assist you in the process of completing, submitting, and filing all documents required in your county.

Ultimately, the executor of an estate is responsible for filing probate forms and documents. However, a major benefit of our Concierge Probate offering is that our team of experts will prepare your petition packet in accordance with local probate court laws and provide you support in any additional requirements for your jurisdiction. This also includes the e-filing of forms when available, which your dedicated probate specialist will do for you.

Yes. Concierge Probate is our most popular probate plan because individuals are assigned their own, dedicated probate specialist. Your assigned probate specialist will be by your side and manage the details at every step of the probate process. You get personalized guidance and unlimited email and phone support. You’ll have peace of mind knowing that your documents are filled out correctly as your specialist conducts a line-by-line review. When you receive back any notes from the court, you can be sure that your assigned specialist will be right by your side as you respond to and resolve them. Concierge provides the perfect balance that offers full-fledged support while protecting your budget.

The cost of probate varies due to a number of factors, such as the state you live in, the size of the estate, court fees, and the cost of working with an attorney if you choose to do so. In general, people going through probate spend roughly 3 to 7 percent of the estate’s value. The initial filing fee for probate ranges between $50 to $1,200. Then, the cost of notifications and required certificates can range between $10 to $300. At Trust & Will, we always charge a flat fee.

Probate attorneys can either charge an hourly rate, a flat fee, or a percentage of the estate value. Trust & Will’s Attorney Probate package charges an affordable flat rate of $5,000 with payment plan options. If you begin the probate process and decide that you would like to work with an attorney, you can upgrade from Concierge to Attorney at any time.

This guide lays out the most common probate fees by state.

Once the probate court determines that a Will is valid and accepts it, the executor or administrator of the estate is required to notify all beneficiaries. Identifying beneficiaries of a Will may take some time. Most states require notification within three months after the Will is accepted for probate. However, notification can happen much sooner. Note that once a Will is accepted for probate, it becomes a part of public record. A beneficiary is entitled to look at the Will and get their own attorney involved before they are notified. For beneficiaries of non probate assets (assets that do not pass through probate), there are no specific notification requirements. However, beneficiaries of a Trust must be notified by the trustee within 60 days of the death.