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.
Enter your estate
A quick private estimate of the assets that would pass through California probate without a plan.
See your number
See an illustrative total-cost planning benchmark, then understand the California statutory fees and other costs that can add up.
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.
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
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.