Probate & Estate Document Preparation
Probate is a sequence of filings on a court's schedule. We prepare each filing in order, on the right form set, with the notices and proofs the clerk expects.
Understand this service before you buy
Estate work splits in two: planning documents you sign now, and probate filings after a death. Planning is priced per document set. Probate is priced by the filing stage, because the court controls the calendar and each stage has its own required forms and notices.
- A will still goes through probate; a funded trust is what avoids it.
- Deeds must be recorded correctly or the trust is not actually funded.
- Probate notices to heirs and creditors have hard statutory deadlines.
- Estate accountings are quoted per matter based on transaction volume.
Probate filings
- Petition for administration and letters of administration
- Notice to creditors and proof of publication packets
- Inventory and appraisal schedules
- Accountings and petitions for discharge
- Small estate and summary administration affidavits
- Guardianship and conservatorship paperwork
Estate planning documents
- Last will and testament
- Revocable living trust and pour-over will
- Durable power of attorney
- Healthcare surrogate and living will
- Deed transfers into trust
Prepared by the client
Because these are self-represented filings, our firm name appears nowhere in the documents. The preparer block reflects you, the pro se party.
What you receive
- Individual filing-ready PDFs
- Sequenced filing calendar with statutory notice periods
- Service and publication instructions
- Exhibit index where required
What you need to get started
11 itemsGather these before you begin probate & estate document preparation. Everything below is requested once, in one secure intake — the more of it you have on day one, the faster your file closes.
Case identifiers
- Full legal names of every party, spelled as they appear on file
- County and state where the matter is or will be filed
- Existing case number, if any
- Any deadline, hearing date or response date already set
Documents to upload
- Anything already filed or served in the matter
- Any prior order, judgment or agreement
- Supporting records for the facts you want stated (deeds, statements, contracts)
- Photo ID for the signing party
Facts we need in writing
- Dates: marriage, separation, death, purchase, incident — as applicable
- Addresses of all parties and any property involved
- The outcome you are asking the court for, in your own words
Missing something? Start anyway — we will list exactly what is outstanding in one consolidated message.
Are you ready to start? 30-second check
Three questions. We will tell you honestly whether to move forward with probate & estate document preparation today, gather a few things first, or call us before paying anything.
0 of 3 answered — your result appears when all three are selected.
Probate & Estate Document Preparation — flat fees, paid online
Every fee below is a written flat fee. Pick the line that matches your matter and pay directly — no call required. If your situation does not match a line, request a written quote and we will send one.
Estate Planning — 1 Document
$497
Will, trust, POA or healthcare directive — one document.
- Drafted from your intake
- Signing and witness instructions
- One factual revision
- Final PDF copy
Estate Planning — 4 Documents
$1,297
Will + trust + POA + healthcare directive.
- Full four-document set
- Coordinated beneficiary language
- Signing instructions
- Final PDF set
Probate Case Document Preparation
$1,297
Opening petition and required notices for the estate.
- Petition and orders
- Heir and creditor notices
- Inventory forms
- Filing checklist
Final Distribution & Closing
$1,297
Closing petition, distribution schedule and receipts.
- Closing petition
- Distribution schedule
- Receipts and waivers
- Filing checklist
Probate Accounting
$5,497 – $11,997
Formal estate accounting, quoted per matter by volume.
- Schedules by statutory format
- Transaction reconciliation
- Supporting exhibits
- Written scope before work
Three ways to pay
Zelle — preferred, no fee
Admin@PFConsultingFirm.com
PF Consulting Firm Corp
Memo: Last Name • Type of Matter
Card checkout
pfconsultingfirm.com/payPF Consulting Firm is not a law firm and does not provide legal advice or representation. We prepare and organize documents from the information you give us; all filing, signing and decision-making stays with you.
What happens next
Probate & Estate Document Preparation onboarding is the same for every client, so nothing depends on who answers the phone. Each step below is confirmed to you in writing.
- 1
Written confirmation and your point of contact
Within 1 business hourYou receive a payment receipt, a written scope confirmation listing exactly what was purchased, and the name and direct line of the specialist assigned to your file.
- 2
Secure intake link
Same business dayA secure intake form and upload portal is emailed to you. Everything on the checklist above is requested there in one pass — no back-and-forth email chains for documents.
- 3
Completeness review
1–2 business days after intakeWe review every item you uploaded against the requirement list and send one consolidated message listing anything still missing. Your clock starts when the file is complete.
- 4
Draft delivery for your review
Per the timeline aboveYour completed document set arrives as individual PDFs — never a ZIP file — with a numbered summary of what is enclosed and what you do with each item.
- 5
Filing checklist and close-out
With your final setYou receive a step-by-step filing checklist — court location, copies, filing fee, service requirements and what to bring — plus the included factual revision round.
Questions during onboarding go to your assigned specialist directly — call 877-390-2041 or reply to any email in your thread.
Frequently asked questions
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