PROBATE QUESTIONNAIRE

Please complete this form to begin your probate case. TrustPoint Disability & Legal Services LLC (LDA #268, Santa Clara County) will prepare your probate documents based on the information you provide below.

Contact information: Client Information

Prefix

First name *

Middle name

Last name *

Emails

Email Address *

Type

Upon submission, a copy of this form will be sent to the primary email.

Add email

Addresses

Street address

Country

City

State/Region

Zip/Postal code

Address type

Add address

Phone numbers

Phone number

Type

Add phone number

Your Relationship to the Decedent

Decedent Information

Will & Trust

Estate Assets (check all that apply)

Heirs & Beneficiaries

Additional Information

Fee Schedule

All fees are flat rate. No hourly billing. In California, probate attorneys charge statutory fees of $13,000+ on a $500,000 estate.

Full Probate Service (petition through final distribution): $2,800

Spousal Property Petition: $1,700

Small Estate Affidavit (estates under $208,850): $500

Ex Parte Petition for Letters of Special Administration: Starting $400

Probate Accounting (add-on): Starting $599

Court E-Filing (per petition): $99

Service of Notice — by mail or in person (per mailing): $69

Notarization: $15 per signature

Fees do not include court filing fees (fee waiver may be available based on eligibility) or probate referee fees.

Select Your Services

Notice to Consumer

NOTICE TO CONSUMER — DO NOT SUBMIT BEFORE READING

In the first conversation when you contacted the legal document assistant, did he/she explain:

That TrustPoint Disability & Legal Services LLC is not an attorney
TrustPoint Disability & Legal Services LLC is not a law firm
TrustPoint Disability & Legal Services LLC cannot represent you in court
TrustPoint Disability & Legal Services LLC cannot advise you about your legal rights or the law
TrustPoint Disability & Legal Services LLC cannot select legal forms for you

TrustPoint Disability & Legal Services LLC is registered in Santa Clara County. Registration number: LDA #268. Expiration: 3/17/2027. To confirm registration, contact the Santa Clara County Clerk's Office.

Declaration & Electronic Signature

ELECTRONIC SIGNATURE CONSENT: By typing my full legal name below, I intend to electronically sign this Legal Document Assistant Contract for Self-Help Services, Notice to Consumer, and Fee Agreement. I understand this electronic signature carries the same legal force and effect as a handwritten signature pursuant to California Civil Code §1633.7.

I declare under penalty of perjury under the laws of the State of California that all information provided in this questionnaire is true and correct. I understand that TrustPoint Disability & Legal Services LLC (LDA #268, Santa Clara County) will rely on the information I provide to prepare the probate documents. TrustPoint is a Legal Document Assistant and not an attorney, and did not select the document type, determine legal strategy, or provide legal advice.

After submitting this form, you will receive a separate payment link to complete your payment. Work will begin once payment is received in full. All fees are non-refundable after services have been performed, subject to the 24-hour cancellation policy described above.

Contact information: Client Information

Your Relationship to the Decedent

Your relationship to the deceased

Decedent Information

Decedent's full legal name

Date of death

Date of birth

Place of death (city, county, state)

Decedent's last address

City

County

State

Zip

Social Security Number (last 4 digits)

Will & Trust

Did the decedent have a will?

Did the decedent have a living trust?

Are there assets outside the trust that require probate?

Estate Assets (check all that apply)

Types of assets in the estate

Estimated total value of the estate

If real property, property address(es)

Number of real properties in the estate

Heirs & Beneficiaries

List all heirs/beneficiaries (full name, relationship to decedent, address)

Are there any minor beneficiaries (under 18)?

Are there any disputes among heirs?

Additional Information

Was the decedent receiving Medi-Cal benefits?

Are there any known debts or creditor claims?

Is there a pending lawsuit involving the decedent or the estate?

Has anyone else filed a probate petition for this estate?

Fee Schedule

Select Your Services

Type of probate service needed

Additional services needed

Do you need a fee waiver application?

Notice to Consumer

Was this explained to you?

Declaration & Electronic Signature

Type your full legal name here

Date

I have read and agree to the Notice to Consumer, LDA Contract, Fee Schedule, and Declaration above

Upload copy of the will

Upload death certificate

Upload any other supporting documents