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Legacy Wellness · Free Educational Tool

What’s Your Number?

Every California family has a number — the cost of probate and uncertainty your loved ones could face without a plan. Find yours in two quiet minutes, then see what a thoughtfully built legacy could protect instead.

2 minutes Private — nothing saved without your consent Educational, not legal advice
01

Enter your estate

A quick private estimate of the assets that would pass through California probate without a plan.

02

See your number

See an illustrative total-cost planning benchmark, then understand the California statutory fees and other costs that can add up.

03

Plan your next step

Book a 60-minute Legacy Wellness Consultation for $395 to discuss your number and next steps.

The Estimator

Find your number

A quick estimate is fine — think solely-owned real estate, and bank/brokerage/investment accounts without a named beneficiary or trust. Jointly-held and beneficiary/POD assets are excluded.

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Total-cost planning benchmark; statutory fees shown separately Private — nothing saved without your consent Educational, not legal advice

After your number

A number is a starting point, not a verdict.

Whatever your number is, there is a clear path forward. In a 60-minute Legacy Wellness Consultation, Angela Hsiao, Esq. will discuss what the estimate may mean for your family, your planning priorities, and appropriate next steps. The fee is $395 and is credited toward eligible estate-planning services if you engage within 30 days, subject to terms.

  • A focused discussion of your situation and goals
  • Plain-language guidance on estate-planning options
  • A clear next step, whether or not you work with us

Your Legacy Check-In

Turn your number into a plan.

Share a little about your situation. After submitting, you can book a 60-minute Legacy Wellness Consultation for $395. The fee is credited toward eligible estate-planning services if you engage within 30 days, subject to terms.

We collect your name, email, and any details you share to respond to your inquiry and evaluate whether we can help. Please avoid including sensitive health, financial, or immigration details until an engagement is established. Attorney advertising — submitting this form does not create an attorney-client relationship. See our Privacy Policy.

Important — please read

The “What’s Your Number?” tool is an educational planning tool provided by Sage Legacy Law. Its headline uses an illustrative benchmark of roughly 5% of the gross probate assets entered, informed by California court guidance that total probate costs can be about 4%–7% of estate value, sometimes more. Statutory attorney and personal-representative fees are shown separately using the graduated fee schedule in Probate Code §§10800 & 10810. Other costs vary and are not a quote or case-specific prediction. Actual probate exposure depends on which assets are subject to probate, administration needs, extraordinary services, court scheduling, and other facts. These figures arenot individualized legal advice, tax advice, or a guarantee of any outcome.

Estates within California’s small-estate thresholds may qualify for simplified procedures instead of full probate; being above a threshold does not automatically require formal probate. Thresholds are periodically adjusted for inflation — confirm current figures with the court or counsel.

Using this tool and submitting your information does not create an attorney-client relationship, which is formed only upon a signed engagement agreement. This is attorney advertising under California Rule of Professional Conduct 1-400; prior results do not guarantee a similar outcome. See our Privacy Policy and Terms & Disclaimer.