Small Estate Affidavit and Summary Administration Package — Review and Redline
A review and redline of a counterparty's Small Estate Affidavit and Summary Administration Package, the agreement that transfers a modest estate without a full probate, where the value threshold allows it.
You get a redline, a short issues memo ranking the problems, and recommended alternative language for each one. You receive a marked-up document plus a ranked issues memo that separates what must change from what is merely preference.
Frequently asked questions
The fee covers a full read of the counterparty's document against your position, a tracked-changes redline you can send back, and a ranked issues memo separating deal-breakers from trade material. It is fixed at this scope: one estate. 1 round of revisions are included. If your matter falls outside that scope we tell you before starting and quote the difference — we do not bill past a flat fee without agreeing it first.
3 to 5 business days from a complete set of instructions, plus time for the 1 round of revisions included in the fee. If you are working to a court deadline or a closing date, tell us when you order and we will confirm in writing whether we can meet it before you commit.
$725 is $325/hour × 2.25 hours — the time this deliverable takes in an ordinary administration matter, at the firm's standard rate. Because it is a flat fee, the risk of the work running long sits with the firm: you pay $725 whether it takes us the estimate or twice it.
Third-party costs are never inside a flat fee and are passed through at cost, never marked up: court and agency filing fees, court reporter and transcript charges, expert witness fees, search vendor and e-discovery hosting charges, process server fees, and travel.
What your business does, and who its users or customers are, the systems, vendors, and data flows the document has to describe accurately, any existing version, and what prompted this one, and any regulator, platform, or contract requirement you are working to. Send what you have — if something is missing we will tell you what else we need before the turnaround clock starts.
Clients also order
Other Administration work MC Law prepares on a flat fee.
Small Estate Affidavit and Summary Administration Package (Short Form)
A short-form Small Estate Affidavit and Summary Administration Package that transfers a modest estate without a full probate, where the value threshold allows it, written for speed without leaving the important terms out.
Small Estate Affidavit and Summary Administration Package
A Small Estate Affidavit and Summary Administration Package that transfers a modest estate without a full probate, where the value threshold allows it.
Small Estate Affidavit and Summary Administration Package (Long Form)
A long-form Small Estate Affidavit and Summary Administration Package that transfers a modest estate without a full probate, where the value threshold allows it, built for a high-value or heavily negotiated transaction.
Trust Administration Package and Trustee Instructions
A Trust Administration Package and Trustee Instructions, drafted for your facts, that walks a trustee through notices, accountings, distributions, and the records that prevent a later surcharge claim.
Probate and Estate Administration Documentation Package
A Probate and Estate Administration Documentation Package that prepares the petitions, notices, inventory, and accounting an estate administration requires from start to close.
Trust Administration Package and Trustee Instructions (Long Form)
A long-form Trust Administration Package and Trustee Instructions that walks a trustee through notices, accountings, distributions, and the records that prevent a later surcharge claim, built for a high-value or heavily negotiated transaction.