California Probate and Trust

Wealth Preservation Planning

(916) 674-2066

Probate Administration | California Estate Settlement

Probate Administration
California Estate Settlement

Experienced legal guidance for California families

Schedule Consultation Call (916) 674-2066

Professional Estate Planning Services

We provide comprehensive estate planning services for California families. With over 17 years of experience and more than 6,000 families served, we offer trusted guidance through complex legal matters.

Our approach focuses on understanding your unique family situation and creating customized solutions that protect your loved ones and preserve your legacy. We take time to explain your options in plain language, ensuring you make informed decisions with confidence.

How We Help

  • Personalized legal strategy tailored to your family
  • Clear explanations of complex legal concepts
  • Comprehensive document preparation and review
  • Ongoing support and guidance
  • Peace of mind that your family is protected

Why Choose California Probate and Trust

Experience: Over 17 years serving Northern California families

Trust: 6,000+ families have relied on our guidance

Reputation: 200+ five-star reviews from satisfied clients

Personal Service: You work directly with an attorney, not staff

Flat-Fee Pricing: No hourly billing, no surprise costs

Schedule Your Consultation

We offer private consultations to discuss your situation and explore your options. There's no obligation, and you'll leave with a clear understanding of how estate planning can protect your family.

Call us today at (916) 674-2066 or schedule online.

Protecting California Families Since 2007

17+ Years Experience | 6,000+ Families | 200+ Five-Star Reviews

Contact Us Today

Schedule Your Consultation

Contact California Probate and Trust to discuss your estate planning needs.

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📊Evidence-Based Outcomes

California Probate vs. Trust Planning — What It Actually Costs

These are composites based on typical cases Dustin handles in Sacramento and Placer County. Specific outcomes vary by estate size, family situation, and timing.

$800K Granite Bay home, no trust, 2 adult children

WITHOUT A PLAN

$38,000+ in statutory probate fees · 14–18 months in Sacramento Superior Court · public record

CPT SOLUTION

Family Fortress Trust™

OUTCOME

Probate eliminated entirely · assets transfer in days · total savings vs. probate: $35,000+

Living trust signed in 2019 — home never transferred into it

WITHOUT A PLAN

Full probate required despite trust existing · $38,000 fees · 16 months

CPT SOLUTION

Heggstad Petition (Probate Code § 850)

OUTCOME

Assets transferred into trust without probate · ~90 days · estimated savings: $32,000

$1.2M estate, no trust, Roseville — 3 heirs including stepchild

WITHOUT A PLAN

$46,000+ statutory fees · contested distribution · potential litigation

CPT SOLUTION

Family Fortress Trust™ with blended family provisions

OUTCOME

Clear succession · no probate · no litigation · all heirs treated per intent

Parent needs nursing home care · $380,000 in revocable trust

WITHOUT A PLAN

Entire trust countable for Medi-Cal · potential Medi-Cal estate recovery after death

CPT SOLUTION

Medi-Cal Asset Protection Audit → MAPT strategy

OUTCOME

Significant asset protection achieved · exact results depend on timing and assets

$2M estate with rental property in Nevada + California home

WITHOUT A PLAN

Two separate probate proceedings (California + Nevada ancillary) · doubled fees · 18–24 months

CPT SOLUTION

Family Fortress Trust™ — multi-state property language

OUTCOME

Single trust controls both states · no ancillary probate · one process, one timeline

No power of attorney · parent suffers stroke at 71

WITHOUT A PLAN

Court-supervised conservatorship required · $5,000–$8,000 to establish · annual court reporting indefinitely

CPT SOLUTION

Retroactive: Conservatorship filed; Preventive: Durable POA + AHCD

OUTCOME

Conservatorship: 7 weeks, ~$6,500 · POA cost if done beforehand: ~$300

Outcomes are composites of typical cases. Every estate is different. Past results do not guarantee future outcomes. Fees based on California Probate Code § 10810 statutory schedule.

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Legal References & Primary Sources

The following California statutes and federal provisions govern the information on this page. Citations are provided to primary sources for verification. Laws change — consult a Certified Specialist for advice specific to your situation.

Source: California Legislature (leginfo.legislature.ca.gov) · State Bar of California · California DHCS