CA Probate Fee Calculator

Estimate statutory probate fees by gross estate value. Review attorney, executor, and combined totals instantly. Export clear reports for careful California estate planning today.

Calculator Form

Formula Used

The calculator applies the California ordinary compensation tiers to the gross probate estate value.

  • 4% on the first $100,000.
  • 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.
  • Amounts over $25,000,000 need a court-determined estimate.

One party fee is calculated first. Attorney and personal representative fees are then added separately. Optional costs and extraordinary fee estimates are added after ordinary fees.

How To Use This Calculator

  1. Enter the gross value of property expected to pass through probate.
  2. Add debt values for planning context only.
  3. Choose whether to include attorney and personal representative fees.
  4. Enter any waiver percent for the personal representative.
  5. Add estimated filing, publication, appraisal, bond, and extra costs.
  6. Press the calculate button to show results below the header.
  7. Use CSV or PDF downloads to save the estimate.

Example Data Table

Gross Estate Attorney Fee Representative Fee Combined Ordinary Fees
$500,000.00 $13,000.00 $13,000.00 $26,000.00
$1,000,000.00 $23,000.00 $23,000.00 $46,000.00
$2,000,000.00 $33,000.00 $33,000.00 $66,000.00
$10,000,000.00 $113,000.00 $113,000.00 $226,000.00

California Probate Fee Guide

A California probate fee estimate starts with gross estate value. The figure is not usually reduced by mortgages, liens, or credit cards. That point surprises many families. A house with debt can still create a large probate fee. This calculator keeps the focus on the statutory ordinary fee. It also lets you add expected court costs and optional extraordinary fees.

Why Gross Value Matters

California probate fees are tied to the value accounted for during administration. The calculation looks at appraisal value, gains, receipts, and allowed losses. It does not use simple net equity. Because of that rule, planning numbers should be reviewed carefully. A modest estate can still produce meaningful ordinary compensation for the attorney and personal representative.

What This Calculator Shows

The tool separates attorney compensation, personal representative compensation, and combined ordinary fees. It then adds optional filing, publication, appraisal, bond, and miscellaneous costs. You can include an estimated extraordinary fee when special services may occur. Examples include litigation, tax work, difficult sales, or unusual asset management. These items are estimates only. Courts may approve or deny them.

Practical Planning Use

Use the calculator before a probate petition, family meeting, or estate planning review. Enter the gross probate estate first. Then add known court costs and other expenses. The result gives a clear snapshot of ordinary statutory fees. It also shows the combined percentage of the estate. That percentage helps heirs understand the possible cost impact.

Limits Of An Estimate

This page does not replace legal advice. Probate cases can involve exemptions, creditor claims, disputes, tax issues, and property transfers. Some assets may avoid probate through trusts, beneficiary forms, or joint ownership. Others may need court supervision. Always confirm asset treatment before relying on any estimate. A qualified California probate professional can review documents and court rules.

Using Exported Reports

Download the CSV file for spreadsheet work. Download the PDF summary for sharing. Keep the report with estate notes, asset lists, and planning questions. Update the values when appraisals change. Small changes can move an estate into a new tier. Regular review makes the estimate more useful and easier to explain. Store one clear copy with the final petition package for later family reference.

FAQs

What is a CA probate fee calculator?

It estimates ordinary probate compensation for California estates. It uses statutory tiers, then separates attorney, personal representative, and combined totals.

Are probate fees based on net equity?

Usually no. The ordinary fee estimate uses gross probate value. Mortgages and many debts are shown for planning context, not fee reduction.

Does the attorney receive the same fee as the executor?

For ordinary statutory compensation, the calculator applies the same tier schedule to each party when both are included.

What happens above $25 million?

The statutory schedule stops at $25 million. Amounts above that require a reasonable fee determined by the court.

Can a personal representative waive compensation?

Yes, waiver can occur. This calculator includes a waiver percentage field to model reduced or waived representative compensation.

Are extraordinary fees included automatically?

No. Extraordinary fees depend on added work and court approval. You may enter a flat amount or percentage estimate.

Do filing and publication costs change the statutory fee?

No. They are added as separate estimated expenses. They do not change the ordinary statutory fee calculation.

Is this calculator legal advice?

No. It is an educational estimate. A California probate attorney can review asset treatment, court filings, exemptions, and local practice.

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Important Note: All the Calculators listed in this site are for educational purpose only and we do not guarentee the accuracy of results. Please do consult with other sources as well.