California Probate Fees Calculator
Understanding the costs associated with probate in California can be complex. This calculator helps estimate the statutory fees for both the attorney and the executor (or personal representative) based on the gross value of the estate, as outlined in the California Probate Code.
What is Probate?
Probate is the legal process of proving a will in court and distributing the deceased person's assets according to the will or, if there is no will, according to state law. In California, probate is generally required if a deceased person's assets (that are subject to probate) exceed a certain value (currently $184,500 as of 2024).
Statutory Fees Explained:
California law sets a specific schedule for "ordinary" fees that can be charged by both the attorney for the estate and the personal representative (executor or administrator). These fees are calculated based on the "gross estate value," which includes the fair market value of all assets subject to probate, before deducting any debts or encumbrances (like mortgages). For example, if a house is valued at $1,000,000 with a $700,000 mortgage, its gross value for fee calculation is $1,000,000, not $300,000.
The statutory fee schedule is as follows:
- 4% on the first $100,000 of the gross estate value
- 3% on the next $100,000
- 2% on the next $800,000
- 1% on the next $9,000,000
- 0.5% on the next $15,000,000
- For estates above $25,000,000, a reasonable amount determined by the court.
It's crucial to remember that both the attorney and the personal representative are entitled to these statutory fees, meaning the total statutory fees for the estate will be double the amount calculated by this schedule.
Extraordinary Fees:
In addition to statutory fees, attorneys and personal representatives may petition the court for "extraordinary fees" for services beyond the ordinary administration of the estate. These can include services related to selling real property, handling litigation, tax matters, or operating a business. This calculator only estimates statutory fees and does not account for potential extraordinary fees or other probate costs like court filing fees, publication costs, or appraisal fees.
Estimated Statutory Fees:
Attorney's Statutory Fee:
Executor's Statutory Fee:
Total Statutory Probate Fees:
Disclaimer: This calculator provides an estimate of California statutory probate fees based on current law. It does not include extraordinary fees, court costs, appraisal fees, or other potential expenses. The actual fees may vary depending on the specifics of the estate and court discretion. This is for informational purposes only and not legal advice. Consult with a qualified California probate attorney for accurate guidance regarding your specific situation.
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