Probate
How much does probate cost in California?
The fees are set by a public formula, calculated on the gross value of the estate rather than on your equity in it.
California is unusual in setting attorney and personal representative compensation for an ordinary probate by statute, as a sliding percentage of the value of the estate. Because the formula is public, you can work the number out in advance rather than being told it afterwards.
The part that surprises nearly everyone is the base it is applied to. The statutory fee is calculated on the gross value of the estate, not the net. Debt secured against an asset does not reduce the figure.
What that means in practice
Take a house appraised at one and a half million with four hundred thousand still owing on it. The family's equity is one point one million. The statutory fee is calculated on the full one and a half. The same formula runs twice over, once for the attorney and once for the representative, though a family member acting as representative frequently waives their share.
On top of the statutory fee sit costs the formula does not cover: the filing fee, publication, the probate referee who appraises the assets, bond where the court requires it, and any extraordinary services the court approves separately.
What actually reduces it
Three things, in order of how much they matter.
- A funded trust. Property held in a trust is not part of the probate estate and the formula never touches it.
- A smaller estate. California has affidavit procedures for estates under a statutory threshold, and a surviving spouse can often use a single petition instead of a full administration.
- Clean title. Most of what makes a probate expensive beyond the statutory fee is a defect nobody found until the file was already open.
The first question we ask is not how to get through a probate cheaply. It is whether you need one at all.
Also on probate
- My parent owned property in another state. Do I need a second probate?Sometimes, and often less than you have been told. A California proceeding does not reach land in another state, but a second full probate is not the only answer.
- Does a surviving spouse have to go through probate?Frequently not. Where property passes to a spouse, a single petition can replace an entire administration.
- How long do creditors have to make a claim against an estate?Four months from the issue of letters, and the representative has to allow or reject each claim in writing rather than ignore it.
- Can I avoid probate if the estate is small?Often, yes. Whether you qualify is arithmetic rather than argument, and it is worth doing before anyone opens a file.