We would like to invite you to attend
our free, informative workshop that will
explain estate planning and demonstrate
how Botti & Morison has made the process
simple and affordable. At the
workshop you will learn how to
eliminate all costs of probate to
your family. You will leave the
seminar with a feeling of empowerment
based on the knowledge that you can
easily achieve the peace of mind that
comes from knowing that your family will
be protected from unnecessary probate
expenses and potentially devastating tax
burdens - and that your final wishes
will be followed.
There is no cost to attend this
workshop. It is recommended that spouses
attend together, but the information
applies equally to unmarried people, as
well. Feel free to bring friends, too.
Attorneys Christopher Botti & Paul Morison,
frequent media contributors and two of California ’s
leading experts in this area, will conduct the workshop.
We are privileged to bring this informative and engaging
presentation to you.
For more information, please
contact an office nearest you. Click here for a list of office locations and contact information.
Learn How to
Avoid the High Cost of Probate
At Our Free Workshop
Probate is necessary when an individual
dies without the proper estate
planning documents and his or her
assets exceed $100,000.
The cost for probating an estate is
based on the estate's gross
asset value.
Please find below a chart that shows the
minimum costs of probate as set by
California law relative to the estate's
gross asset value. These fees to settle
an estate in court do not include
special fees for the sale of assets, tax
preparation, and litigation.
Gross Asset Value of Entire
Estate
Minimum Cost of Probate WITHOUT
Proper Estate Planning
Cost of Probate WITH Proper
Estate Planning
$200,000
$14,000*
$0
$300,000
$18,000*
$0
$400,000
$22,000*
$0
$500,000
$26,000*
$0
$750,000
$36,000*
$0
$1,000,000
$46,000*
$0
$2,000,000
$66,000*
$0
*This is not a tax. One half will be
paid to a probate lawyer and one half
may go to administrator(s) unless you
take action.
As you can see, preparing the proper
estate planning documents will save your
family thousands of dollars in probate
costs, as well as provide quick, easy
distribution of your assets the way you
want them distributed . . . not the way
the State of California requires them to
be distributed.
Yes
No
[ ]
[ ]
Do you
have a current Will which
names guardians for minor
children?
[ ]
[ ]
Have you
authorized someone to handle
financial matters for you in
case you become disabled?
[ ]
[ ]
Do you
have a Health Care Power of
Attorney?
[ ]
[ ]
Do you
have provisions in your
Trust or Will designed to
avoid payment of estate
taxes?
[ ]
[ ]
Have you
designated how your personal
property will be distributed
after your death?
If you answered "No" to any
of the above questions, you
should attend our Wills &
Trusts Workshop.
Yes
No
[ ]
[ ]
Do you
have a Power of Attorney for
Health Care signed before
1992?
[ ]
[ ]
Have you
changed your mind regarding
distributions to your heirs?
[ ]
[ ]
Has there
been a change in the value
of your estate (the value of
everything you own)?
[ ]
[ ]
Do the
beneficiaries of your
insurance policies and
retirement accounts need to
be changed?
[ ]
[ ]
Have you
recently married or
remarried?
[ ]
[ ]
Have you
moved between states?
If you answered "Yes" to any
of the above questions, you
should attend our Wills &
Trusts Workshop.
Working hard to protect what you worked
hard to buildTM
Ventura | Westlake Village | Santa Barbara | Valencia | San Luis Obispo | Bakersfield | Fresno
