TrustPoint Services Ticker
Living Trusts
Property Deeds & E-Recording
Probate Petitions
Civil Complaints & Responses
Bankruptcy & Debt Relief
Criminal Expungement
Living Trusts
Property Deeds & E-Recording
Probate Petitions
Civil Complaints & Responses
Bankruptcy & Debt Relief
Criminal Expungement
TrustPoint Disability & Legal Services | About Us
Book Consultation
Probate document preparation services San Jose California
San Jose · Silicon Valley · All 58 CA Counties

Probate Document Preparation in San Jose

Petitions, inventories, accountings, and court filings — prepared accurately and filed on time. Flat fee, no attorney needed. Remote service available statewide.

Schedule Free Consultation Call (408) 766-3532
LDA #268 · Bonded
5-Licensed Professional
Remote Available
Start Your Probate Case

Get your probate documents prepared today

Complete a free consultation — we review your case, explain the filing sequence, and prepare all required court documents at your direction.

Schedule Free Consultation Call (408) 766-3532
Flat FeeNo Hourly Billing
58CA Counties
RemoteService Available
LDA #268Registered
or call 408-766-3532 · Mon–Fri 10am–6pm
01

What Is Probate & Why Do You Need It?

Probate is the court-supervised legal process for administering a deceased person's estate in California. It involves proving the validity of a will (if one exists), identifying heirs, paying debts and taxes, and distributing assets to beneficiaries.

In California, probate is required when the deceased did not have a living trust and the estate exceeds $208,850 in probate assets. Without proper filings, the estate cannot be settled, property cannot be transferred, and heirs cannot receive their inheritance.

TrustPoint prepares all required probate documents — petitions, inventories, notices, accountings, and final distributions — at a flat fee. We serve San Jose, Santa Clara County, and all 58 California counties with remote service available.

Probate document preparation San Jose California
02

Probate Documents We Prepare

01

Probate Petition

The first filing to open the estate — with or without a will. We prepare the petition, attachments, and all required notices for the court.

02

Letters Testamentary / Administration

Court-issued authority for the executor or administrator to act on behalf of the estate.

03

Inventory & Appraisal

A detailed list of all real property, bank accounts, investments, vehicles, and personal property in the estate.

04

Creditor Notices & Claims

Required notices to known creditors and publication for unknown creditors. Response forms for debt claims.

05

Final Accounting & Distribution

Closing paperwork to distribute remaining assets to heirs and officially close the estate with the court.

06

Spousal Property Petition

Simplified court filing for surviving spouses to transfer community property without full probate.

07

Small Estate Affidavit

For estates under $208,850 — no court hearing needed. We prepare the affidavit and supporting documents.

08

Heggstad Petition

When property was meant to be in a trust but the deed was never recorded. Court order transfers the property into the trust.

03

California's Only 5-Licensed Probate Team

Probate property sales typically require 5 different professionals costing $15,000–$25,000 in fees. TrustPoint is California's only 5-licensed professional that handles your complete probate property lifecycle under one roof:

Legal document preparation — petitions, filings, court forms
Property repairs & restoration — get the home market-ready
Real estate sale — partner realtor handles the property sale
Estate tax filing — final returns and tax planning
Notarization — in-office or mobile notary statewide
Schedule Free Consultation
Probate property services San Jose 5-licensed professional
04

How Probate Works — Step by Step

1

Free Consultation

We review your case, explain the filing sequence, and identify which documents you need.

2

Petition & Filing

We prepare the probate petition, attachments, and notices. You file with the Santa Clara County Superior Court (or any CA county).

3

Court Hearing

The court appoints an executor or administrator. We prepare any additional documents the court requires.

4

Inventory & Creditors

We prepare the inventory & appraisal and all creditor notice forms.

5

Final Accounting & Distribution

We prepare the final accounting, petition for distribution, and closing documents to officially close the estate.

Probate process steps San Jose California
05

Transparent Pricing — No Hourly Billing

In California, probate attorneys charge statutory fees of 4% on the first $100,000 + 3% on the next $100,000 + 2% on the next $800,000. For a $500,000 estate, that's $13,000 in attorney fees alone. TrustPoint prepares the same documents at a flat fee.

Full Probate Service
$2,800
Spousal Property PetitionSimplified transfer for surviving spouses
$1,700
Small Estate AffidavitFor estates valued under $208,850 — no hearing needed
$500
Ex Parte Petition for Letters of Special AdministrationEmergency authority to act on behalf of the estate
Starting $400
Probate AccountingAdd-on — detailed accounting for court approval
Starting $599
Court E-FilingPer petition — electronic filing with the court
$99
Service of NoticeBy mail or in person — per mailing
$69
NotarizationPer signature — at our San Jose office or mobile notary
$15/sig
Compare: California probate attorneys charge statutory fees of $13,000+ on a $500,000 estate. TrustPoint's full probate service is $2,800 — saving your family thousands. All pricing is flat fee with no hourly billing. Schedule a free consultation →
06

Serving San Jose & All 58 California Counties

Probate cases are filed in the county where the deceased lived. We prepare documents for any California county — remote service available statewide.

Santa ClaraAlamedaContra CostaFresnoKernLos AngelesMarinMontereyOrangeRiversideSacramentoSan BernardinoSan DiegoSan FranciscoSan JoaquinSan MateoSanta BarbaraSanta CruzSolanoSonomaStanislausVentura+ 36 more

Need Notary or Fingerprinting?

Fingerscan Digital Inc. — Live Scan, apostille, mobile notary, tax prep at 434 Blossom Hill Rd, San Jose.

bayarealivescanandmore.com →

Need a Living Trust Instead?

Avoid probate entirely. We prepare living trusts, trust amendments, and trust deed transfers starting at $599.

Living Trust Services →
07

Probate Questions

What is probate?
The court-supervised legal process for administering a deceased person's estate in California. It involves proving the will, identifying heirs, paying debts, and distributing assets. Required when the estate exceeds $208,850 and there is no living trust.
How long does probate take in California?
Typically 12–18 months in Santa Clara County, sometimes longer in other counties. Proper document preparation and timely filings help avoid delays.
How much does probate cost with an attorney?
California Probate Code sets statutory attorney fees: 4% of the first $100,000, 3% of the next $100,000, 2% of the next $800,000. For a $500,000 estate, that's $13,000. TrustPoint prepares the same documents at a flat fee — call for a quote.
Can I avoid probate?
Yes — with a living trust, joint tenancy, or Transfer on Death deed. If you haven't set up a trust yet, we can help — starting at $599.
Do I need an attorney for probate?
California law does not require an attorney for probate. As a registered LDA, TrustPoint prepares all required court documents at your direction at a fraction of the cost. For contested estates or complex legal questions, we recommend consulting an attorney.
Can you help if I'm not in San Jose?
Yes — we offer remote probate document preparation for all 58 California counties. Many of our clients live outside Santa Clara County or even outside California.
Are you an attorney?
No. TrustPoint is a registered Legal Document Assistant (LDA #268, Santa Clara County). We prepare documents at your direction but cannot provide legal advice. About us.
Probate services San Jose Silicon Valley California

San Jose · Santa Clara County · All California

Probate document preparation — flat fee, no attorney needed, remote available

Need Help with Probate?

Schedule a free consultation. We review your case, explain the filing sequence, and prepare all court documents at a flat fee. Serving San Jose and all 58 California counties.

Schedule Free Consultation Call (408) 766-3532

434 Blossom Hill Rd, San Jose, CA 95123 · Mon–Fri 10am–6pm

Explore Our Services

IMPORTANT: TrustPoint Disability & Legal Services LLC is a registered and bonded Legal Document Assistant (LDA #268, Santa Clara County). We are not attorneys. We prepare documents at your specific direction. We do not provide legal advice or representation.
434 Blossom Hill Rd, San Jose, CA 95123 · 408-766-3532 · info@trustpointdisabilityandlegalservices.com

Probate Help — flat fee, no attorney needed

Free Consultation 408-766-3532