Quicken Probate Plus $3,995
For estates that require more involvement — including multiple heirs, real estate, and complex asset management. All the help you need, without hourly rate surprises.
What you get in QUICKEN PROBATE PLUS
Everything in the Essentials Package — Included
You get all the benefits of our Quicken Probate Essentials service:
- We determine if probate is required.
- We file your probate application.
- We help get you appointed as the Personal Representative.
- We publish the required creditor notice.
- We help you obtain your Letters of Authority.
- Everything listed above is already included — no need to pay extra for the foundational work.
1. Full Inventory and Asset Documentation
What We Do:
- Work with you to collect a full list of assets: bank accounts, investments, retirement accounts, real estate, personal property, and business interests.
- Prepare and file the Inventory (PC 577) form with the court.
- Ensure valuations are accurate using public records, bank statements, or third-party appraisals (if needed).
- Track non-probate assets for your reference and beneficiaries.
What You Get:
- A professionally prepared court-approved inventory.
- Asset worksheet and valuations summary.
- Guidance on locating and categorizing assets properly.
2. Notices to Beneficiaries
What We Do:
- Prepare and send all required legal notices to heirs, devisees, and interested parties.
- Track receipt of signed Acknowledgments of Service or file Proof of Service if needed.
- Handle delivery by mail, email, or in-person as required by law.
What You Get:
- Verified proof that everyone entitled to notice has been legally informed.
- Copies of all notices sent, for your records.
- Guidance on how to handle uncooperative or unreachable heirs (and backup options like publication if necessary).
3. Management of Creditor Claims
What We Do:
- Collect and review incoming creditor claims during the notice period.
- Advise you on which claims are valid and which can be challenged or denied.
- Prepare and file Allowances or Disallowances of Claims (PC 580/PC 581).
- Guide you on negotiating or paying valid debts.
What You Get:
- A written creditor claims summary, including deadlines and outcomes.
- Templates and scripts for managing creditor communication.
- Court-filed documentation showing which debts were accepted or rejected.
4. Assistance with Real Estate Transfers
What We Do:
- Advise on whether to sell or transfer real estate.
- Prepare and file documents such as Deeds of Distribution or Personal Representative's Deeds.
- Coordinate with title companies, realtors, or attorneys as needed to clear title.
- Help resolve basic property disputes or joint ownership questions.
What You Get:
- Legally valid deeds and court approval paperwork for real estate transfers.
- Title documentation support to make property marketable.
- Guidance through sale or transfer (including coordination with closing agents or heirs).
5. Final Distribution and Discharge Documents
What We Do:
- Assist you in preparing a Final Accounting of all estate income, expenses, and distributions.
- Draft and file Petitions for Final Distribution and Discharge.
- Prepare Receipts from Heirs to document that everyone was paid their share.
- File a Closing Statement or help with court-supervised final hearing (if required).
What You Get:
- A fully documented estate wrap-up — court-recognized and legally sound.
- Copies of all distribution records for your peace of mind.
- Official discharge from the court, releasing you from further liability.
Total Client Deliverables Summary
By choosing the $3,995 Quicken Probate Plus package, you’ll receive:
- Everything in Essentials.
- Court-filed Inventory.
- Beneficiary notices with tracking.
- Creditor claim management.
- Real estate transfer assistance.
- Final accounting and court closing documents.
- Ongoing support from our legal team — all for one flat fee.
Why Clients Love Probate Plus:
It’s the complete package. No stress, no guesswork, and no surprise legal bills.