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Best Probate Lawyers in Citrus Heights

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Amanda Rocha Law Office logo
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Amanda Rocha Law Office

1100 Melody Ln Suite 1038, Roseville, CA 95678
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  • Wills
  • Estate Planning

Business Description

Amanda Rocha Law Office caters to individuals and families throughout Citrus Heights. The firm's primary focus is on estate planning and probate, handling wills, trusts, declarations, and administration to help secure the future of its clients and their loved ones. It also offers powers of attorney services for matters of HIPAA releases, conservatorship declarations, and guardianships. Amanda Rocha's first jobs as a lawyer were in civil litigation and workers' compensation defense. She later changed the focus of her practice to estate planning and probate.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Caitlin E. Ross logo
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Caitlin E. Ross

919 Reserve Drive, Roseville, CA 95678
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  • Trusts
  • Wills
  • Estate Planning
  • Trust Administration

Business Description

Caitlin E. Ross is an attorney at law who caters to clients in the Citrus Heights area seeking legal advice regarding probate. She offers assistance to formal probate proceedings and small estate administration cases. Moreover, she guides estate planning, trust administration, guardianship proceedings, business succession planning, retirement planning, and gift and tax planning. In addition to practicing law, Ross is an adjunct professor at a university. She also volunteers for the Sacramento Voluntary Services Program.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Google
5.0 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
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California Probate and Trust, PC logo
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California Probate and Trust, PC

9701 Fair Oaks Boulevard, Fair Oaks, CA 95628
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  • Wills
  • Estate Planning

Business Description

California Probate and Trust, PC, provides counsel throughout the Citrus Heights area. The firm guides clients through the various aspects of probate, from inventory of existing assets and liabilities to distribution of properties. It also handles the settlement of debts left by the decedent. R. Dustin MacFarlane, the firm's founder, primarily focuses on elder law after working in the long-term care industry and recognizing the need for legal representation. He is also an associate member of the California Assisted Living Association.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Google
4.9 / 5 (193)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
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––
Duncan Law logo
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Duncan Law

3009 Douglas Blvd, Suite 100, Roseville, CA 95661
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  • Estate Planning
  • Trust Administration

Business Description

Duncan Law counsels residents of Citrus Heights. It assists with matters involving probate, estate, and trust administration, fundamental estate planning, asset protection, and special needs trusts. Other than estate planning, it also caters to tax services and business law issues such as mergers and acquisitions, succession planning, and business formation. The firm uses a team approach to bring together top talents in performing services to clients. It has been serving clients with over 150 years of combined tax, financial, and legal service experience.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Google
4.0 / 5 (2)
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
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Detail
––
Gibson & Tuttle logo
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Gibson & Tuttle

100 Estates Dr, Roseville, CA 95678
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  • Wills
  • Estate Planning
  • Trust Administration
  • Probate Litigation

Business Description

Gibson & Tuttle is a law firm that represents residents and families in Citrus Heights and surrounding communities. It helps individuals understand the proceedings around probate and administer the estate based on the plan or will of their deceased loved ones. It guides clients in drafting powers of attorney, wills, revocable living trusts, and advanced healthcare directives that manage their assets and meet their needs. Ernest Tuttle, one of its attorneys, also practices education law.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Google
4.8 / 5 (9)
Avvo
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Goralka Law Firm, PC logo
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Goralka Law Firm, PC

4470 Duckhorn Drive, Sacramento, CA 95834
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  • Trusts
  • Wills
  • Estate Planning

Business Description

Goralka Law Firm, PC, has been helping individuals and businesses in Citrus Heights and surrounding areas with their legal concerns. It handles cases relating to probate and trust administration, estate planning, business planning and transactions, and taxation. The firm helps trustees navigate the process of distributing assets to beneficiaries. Managing attorney John Goralka is board-certified in estate planning, trusts, and probate law. He was awarded Northern California Super Lawyer for Estate Planning and Probate, Tax, and Business Law, 2016-2022.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.9
Avvo
4.9 / 5 (60)
Google
4.8 / 5 (31)
Facebook
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Guth & Changaris logo
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Guth & Changaris

474 Century Park Drive Suite 300, Yuba City, CA 95991
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  • Trusts
  • Wills
  • Estate Planning
  • Probate Litigation

Business Description

Guth & Changaris is a law firm that serves individuals and families in and around Citrus Heights and throughout the state of California. Its attorneys advocate for clients and help them avoid unnecessary taxes, expenses, and public exposure of their assets. The team offers comprehensive estate planning, probate, conservatorship, and trust administration guidance. Its lawyers also handle dispute resolution. The firm’s founding partner, John Guth, helped form four non-profit community organizations, including the Yuba-Sutter Estate Planning Counsel and the Yuba-Sutter Right to Life.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
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James Elmer Law Corporation logo
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James Elmer Law Corporation

7777 Greenback Lane, Citrus Heights, CA 95610
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  • Trusts
  • Wills
  • Estate Planning

Business Description

James Elmer Law Corporation is a firm serving the Citrus Heights area. The firm has been serving the metro for over 30 years. It guides clients throughout the probate process. Its legal team also represents clients with wrongful death, medical malpractice, personal injury, automobile or motorcycle accidents, and dog bites claims. James Elmer Law Corporation has experience in creating legal documents needed for estate planning purposes. The firm has handled over 10,000 cases and has received personal injury awards amounting to $30 million.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Google
4.4 / 5 (9)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Detail
James L. Arrasmith Attorney at law logo
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James L. Arrasmith Attorney at law

9719 Lincoln Village Drive Suite 504, Sacramento, CA 95827
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Business Description

James L. Arrasmith Attorney at Law represents Citrus Heights-based clients in legal cases. He assists in probate litigation matters, like defending and securing estate assets for the intended beneficiaries, contesting wills and trusts, recovering property that was wrongfully taken, and breaching fiduciary duty. In addition, Arrasmith's expertise includes estate planning, trust administration, family law, and social security disability. This lawyer is committed to responding to the legal needs of the California community with compassion by fostering open communication with clients. Arrasmith also speaks Spanish.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (38)
Avvo
5.0 / 5 (25)
Yelp
5.0 / 5 (1)

(+1 additional source)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
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Detail
Law Office of Debra C. Falco logo
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Law Office of Debra C. Falco

8035 Madison Avenue, Suite E1, Citrus Heights, CA 95610
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  • Estate Planning

Business Description

Based in Citrus Heights, the Law Office of Debra C. Falco deals with clients in and around the local area. The firm creates custom estate plans that include multiple documents, including revocable family trusts and pour-over wills. It also offers ReNew, a program for individuals facing divorce proceedings that helps them manage their budget and incorporates cost factors like spousal and child support payments. Its sole practitioner, Debra Falco, volunteers at the legal aid clinic of Stand Up Placer, a non-profit organization.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Law Offices of Bruce Hudson Towne logo
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Law Offices of Bruce Hudson Towne

6833 Fair Oaks Blvd., Carmichael, CA 95608
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  • Wills
  • Estate Planning
  • Trust Administration
  • Probate Litigation

Business Description

The Law Offices of Bruce Hudson Towne provides legal representation to clients in Citrus Heights. It offers probate and trust administration solutions and represents individuals going through probate, trust, and conservatorship litigation. The firm works on cases involving intra-family conflicts, creditors' claims, breach of fiduciary duty, and challenges to the validity or construction of a will. Towne is certified by the State Bar of California as a specialist in estate planning, trust, and probate law.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
Avvo
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
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Detail
––
Law Offices of John M. Angerer logo
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Law Offices of John M. Angerer

7011 Sylvan Rd. Suite B, Citrus Heights, CA 95610
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  • Trusts
  • Wills
  • Estate Planning

Business Description

The Law Offices of John M. Angerer is a service-oriented firm that guides clients through different legal processes in Citrus Heights. It practices in various areas such as social security disability, probate, wills, trusts, estate planning, and business law. The firm helps create estate plans to place clients' properties into living trusts and joint tenancy that can be passed on to beneficiaries and heirs. Probate options include spousal property and Heggstad petitions. John Angerer has been commended by the local state bar for his pro bono work.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Google
4.2 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
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Detail
Mayer & Young logo
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Mayer & Young

2377 Gold Meadow Way, Gold River, CA 95670
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  • Trusts
  • Wills
  • Estate Planning
  • Living Trust
  • Probate Litigation

Business Description

Mayer & Young is a professional law corporation with a team of probate attorneys near Citrus Heights. Alongside a support staff and paralegals, the lawyers create legal solutions for issues that arise in probate and estate administration. Mayer & Young represents heirs and provides guidance as administrators set deadlines for creditors to file claims. The law office helps clients establish the validity of wills, pay estate taxes, and appraise the decedent's property.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (18)
Avvo
5.0 / 5 (15)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
McCunn Law logo
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McCunn Law

8780 Auburn Folsom Road, Granite Bay, CA 95746
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  • Trusts
  • Wills
  • Estate Planning
  • Inheritance Taxes
  • Living Trust
  • Estate Taxes
  • Trust Administration
  • Probate Litigation

Business Description

Since 2007, McCunn Law has provided legal solutions to families settling the estate of a loved one who has recently passed away. Based in the Citrus Heights area, the firm is owned and operated by Drummond McCunn, an attorney who offers guidance to clients during the probate of an estate. Legal counsel may include petitioning the court, determining will validity, and distributing assets under the terms of the will or intestate law.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.1
Google
4.3 / 5 (18)
Yelp
3.5 / 5 (7)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Meissner Joseph Palley & Ruggles Inc logo
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Meissner Joseph Palley & Ruggles Inc

155 River Park Drive #108, Sacramento, CA 95815
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  • Trusts
  • Wills
  • Estate Planning
  • Probate Litigation

Business Description

Meissner Joseph Palley & Ruggles Inc is a probate law practice serving clients in the Citrus Heights area. John Palley, its lawyer, is a board-certified specialist in estate planning, trust, and probate law. He works to lessen the possibility of litigation while assisting clients in navigating the intricate legal procedures for probating estates. Palley has completed more than 1,500 probate cases throughout his over two decades of practice. He has also given lectures on probate and estate planning topics at various institutions.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.6
Google
4.7 / 5 (18)
Facebook
4.5 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Ochi Law PC logo
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Ochi Law PC

970 Reserve Drive, Suite 108, Roseville, CA 95678
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  • Trusts
  • Wills
  • Estate Planning

Business Description

Ochi Law PC offers Citrus Heights with probate services. Owner Amy Ochi provides estate planning documents in order to help clients minimize taxes, control and protect their health and estate, and avoid probate. She conducts Medi-Cal, veteran's, and social security benefits planning. Ochi also offers planning for the LGBT community, children who have special needs, elders, and long term care. She handles matters of trust administration, conservatorships, asset protection, and charitable giving. Ochi is a certified specialist in trust and probate law and estate planning.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Richard W. McGinnis logo
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Richard W. McGinnis

735 Sunrise Avenue, Roseville, CA 95661
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  • Trusts
  • Wills
  • Estate Planning

Business Description

Richard W. McGinnis is an estate planning attorney that serves Citrus Heights and the surrounding areas. He assists with trust and probate administration that helps his clients pay the trusts' outstanding debts and distribute their remaining assets. He also specializes in wills & trust, guardian provisions, durable power of attorney, and advance health care directives. Richard W. McGinnis has over 30 years of experience with estate planning and living trusts.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Yelp
5.0 / 5 (46)
Facebook
5.0 / 5 (30)
Google
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Rumley Law logo
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Rumley Law

915 Highland Pointe Drive, Roseville, CA 95678
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  • Trusts
  • Wills
  • Estate Planning
  • Probate Litigation

Business Description

Rumley Law is a Roseville-based firm that caters to Citrus Heights clients. It guides the estate's administrators or executors through the probate process and helps them distribute a range of assets to beneficiaries, from life insurance proceeds to retirement accounts. The firm also conducts estate planning and prepares various documents, including trusts and wills. Its other practice area is bankruptcy law. Its primary practitioner, Darrel Rumley, has spent more than two decades in the legal profession.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Sapphire Law Group logo
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Sapphire Law Group

111 Woodmere Road Suite 240, Folsom, CA 95630
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  • Estate Planning
  • Trust Administration

Business Description

Sapphire Law Group assists the Citrus Heights community—including persons with special needs—with their estate planning and administration concerns, such as drafting and executing professional wills and irrevocable trusts. Heather Johnston established Sapphire Law Group in 2017 after a decade of practice with a Sacramento-based boutique firm. She completed the Concentration in Taxation program during law school and is a certified estate planning, trust, and probate law specialist. From 2015 to 2017, Johnston served as a fellow of the American Bar Association's Real Property Trust and Estates Section.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (45)
Yelp
5.0 / 5 (24)
Facebook
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Seaman & Seaman, A Law Corporation logo
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Seaman & Seaman, A Law Corporation

2377 Gold Meadow Way, Gold River, CA 95670
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  • Trusts
  • Wills
  • Estate Planning
  • Estate Taxes

Business Description

Seaman & Seaman, A Law Corporation, has operated near Citrus Heights for more than four decades. As a full-service probate law firm, it provides assistance with petitioning the court, creating an inventory of assets, monitoring incoming claims from creditors, and ensuring the proper execution of fiduciary duties. Head attorney Wareham C. Seaman Jr. is well-versed in conducting communications between executors and trustees to ensure a timely and simple transfer of property.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
4.5 / 5 (57)
Yelp
1.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
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Detail
Senior Citizen Lawyer logo
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Senior Citizen Lawyer

9701 Fair Oaks Boulevard, Fair Oaks, CA 95628
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  • Trusts
  • Estate Planning
  • Inheritance Taxes
  • Living Trust
  • Estate Taxes

Business Description

Senior Citizen Lawyer is a team of estate planning and probate lawyers near Citrus Heights. The firm's attorneys help individuals create a plan for their estate after they pass. They have experience with a number of estate planning issues, such as property transfers, business successions, and planning for the care of dependents with special needs. A member of the trusts and estates section of the Sacramento County Bar Association, partner R. Dustin MacFarlane has been practicing law since 2008.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Yelp
3.5 / 5 (7)
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Shiells & Hammer logo
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Shiells & Hammer

3400 Douglas Boulevard, Roseville, CA 95661
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  • Trusts
  • Wills
  • Estate Planning
  • Trust Administration

Business Description

Shiells & Hammer offers legal services to families and individuals in Citrus Heights and nearby areas. It guides and represents clients during probate court proceedings. The law office takes on cases related to conservatorships, estate administration, and guardianships. Its team helps heirs and beneficiaries file the needs documents. It also provides estate planning assistance to address advanced healthcare directives, living trusts, and will disputes. Founding partner James Hammer strives to deliver proactive contingency plans to help clients achieve their investment goals.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (4)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The Chubb Law Firm logo
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The Chubb Law Firm

1833 Iron Point Road, Suite 120, Folsom, CA 95630
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  • Estate Planning
  • Trust Administration

Business Description

The Chubb Law Firm is a full-service estate planning practice that represents the residents of Citrus Heights. It provides probate administration services, which include inventorying, appraising, and distributing the deceased’s property. The firm also helps clients avoid probate through the creation of trusts. Principal attorney Heather Chubb is a member of the WealthCounsel, ElderCounsel, and The State Bar of California, Trusts and Estates Section. The firm has been featured on Good Day Sacramento and The Sacramento Bee.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Google
4.5 / 5 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
The Law Office of Luke Garcia logo
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The Law Office of Luke Garcia

6939 Sunrise Blvd #111, Citrus Heights, CA 95610
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  • Wills
  • Estate Planning

Business Description

The Law Office of Luke Garcia serves individuals, families, and businesses in and around Citrus Heights. The firm offers estate planning services, including drafting and updating wills, trusts, and power of attorney documents. Its probate services include will and trust administration, guardianships, and conservatorships. Other areas of practice include business law, real estate law, and bankruptcy law. Garcia opened his private practice with the mission to deliver quality services that clients can trust with the compassion they deserve, handling each case from start to finish.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
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Detail
––
The Law Office of Thomas D. Reid logo
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The Law Office of Thomas D. Reid

9700 Fair Oaks Blvd, Fair Oaks, CA 95628
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  • Trusts
  • Wills
  • Estate Planning

Business Description

The Law Office of Thomas D. Reid offers services regarding probate-related matters in Citrus Heights. It assists in navigating the probate process that involves proving the validity of a will to the court. The law firm helps locate and gather the deceased's real and personal belongings, cover the debts, taxes, and other responsibilities of the deceased, and distribute the assets to the decedent's heirs. Lead attorney Thomas D. Reid also practices estate planning. He served as president of the Sacramento County Bar Association's Probate and Estate Planning Section.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (11)
The Law Offices of Jack S. Johal logo
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The Law Offices of Jack S. Johal

2025 Hurley Way, Sacramento, CA 95825
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  • Trusts
  • Wills
  • Estate Planning
  • Inheritance Taxes
  • Living Trust
  • Estate Taxes
  • Trust Administration
  • Probate Litigation
  • Estate Settlement
  • Legacy Care

Business Description

The Law Offices of Jack S. Johal consists of a paralegal and a probate attorney near Citrus Heights. The legal practice offers probate administration services, assisting with common tasks such as delivering the original will to the court. If there is no will, Mr. Johal helps clients file a petition to become the personal representative of an estate. Sole attorney Jack Johal belongs to the American Bar's Committee on Trusts and Probate.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Google
5.0 / 5 (3)
Avvo
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The Swenson Law Firm logo
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The Swenson Law Firm

8788 Greenback Lane, Orangevale, CA 95662
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  • Estate Planning
  • Trust Administration

Business Description

Based in Orangevale, The Swenson Law Firm serves clients in Citrus Heights. This practice handles cases involving estate planning, probate, and trust administration. It assists clients in navigating the probate process and guides heirs, creditors, and administrators. The firm also provides legal assistance in strategic tax planning. Principal of the firm Samuel K. Swenson's practice areas includes estate and business planning, wills and trusts, and corporate formation and management. He established the firm in 2013.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Yelp
4.5 / 5 (13)
Google
4.9 / 5 (10)
Facebook
5.0 / 5 (7)

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Wade Law Offices

1677 Eureka Road, Roseville, CA 95661
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  • Estate Planning

Business Description

Wade Law Offices delivers estate planning solutions to residents of Citrus Heights and other nearby locations. For over 15 years, the firm has been providing probate and estate administration that determines how assets will be distributed and debts will be paid off after death. Its lawyers assist and advise their clients throughout the legal process. Wade Law Offices also specializes in estate planning, business planning, succession planning, asset protection, tax controversy, and trust and estate litigation.

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Frequently Asked Questions

What does a probate attorney do?

Probate attorneys are licensed professionals who represent executors and heirs after someone has died. They provide personalized legal advice, assist with tax planning, settle debts, and facilitate the distribution of assets. Probate attorneys typically represent clients during administrative proceedings overseen by probate courts, although some litigators focus on handling disputes and lawsuits related to contested estates.

What is probate court?

Probate court works with the family or beneficiaries of a deceased person to validate their last will and testament. The courts review the individual's will to identify and calculate assets, pay off remaining debts, and distribute the remaining property to beneficiaries per the deceased person's requests. Depending on state laws, property valued under a certain amount may not require probate.

How long do you have to file probate after death?

The amount of time loved ones have to file a will after a person dies varies from state to state. While California courts require probate to be filed within one year, New York has no deadline. That being said, it's advisable to file probate as quickly as possible once a person has died, as the process itself can take anywhere from a few weeks to more than a year.

Does life insurance go through probate?

Life insurance doesn't need to go through the probate courts if the deceased individual has named a beneficiary on their policy. However, life insurance policies without beneficiaries, or with beneficiaries who are either deceased themselves or cannot be contacted, go directly to the deceased individual's estate. When this happens, life insurance proceeds must go through probate court to determine how funds should be allocated.

Do household items go through probate?

While the exact rules do vary from state to state, most household items don't require probate and are automatically left to immediate families unless otherwise stated in the deceased person's will. When it comes to property, only items above a certain value or held in title are required to go through probate in most states.

Do bank accounts with beneficiaries have to go through probate?

In the event a beneficiary has been named, bank accounts are not required to go through probate and will be paid directly to the person designated by the deceased individual. However, should that individual be deceased themselves or if contact cannot be made after a certain period of time, funds will be allocated to the estate and put through the probate process.

What happens if no probate is filed?

Depending on the circumstances, probate may not be required in all cases. If a person passes on and their remaining property is jointly owned, it automatically transfers to the other owner. However, if a property is not jointly owned and no probate has been filed, the executor of the will won't be able to transfer titles or cash assets to beneficiaries. Be aware that the specific laws surrounding probate requirements vary from state to state.

What is probate real estate?

Probate real estate is the process that happens when a realtor steps in to handle the sale or transfer of a deceased person's owned home to another individual. In some cases, the house is sold as a means of liquidating assets, and proceeds from the sale are used to pay debts or are distributed to beneficiaries.

Can I probate a will or estate without an attorney?

It is possible to probate a will and close an estate without hiring an attorney. However, it requires multiple steps and an understanding of the law. The first step is to petition the court to appoint a representative for the estate. Next, the executor must notify all heirs and creditors before switching ownership from the decedent to the estate. Once all debts, taxes, and final expenses have been paid, funds can be transferred to heirs. To close an estate, the executor must submit a report showing the court that all obligations and final wishes have been satisfied. While a will and estate may seem straightforward, things can get complicated quickly if multiple heirs are involved, or if disputes or disagreements arise over distribution. A probate lawyer can help navigate these disputes effectively, and take pressure off the executor when beneficiaries aren’t getting along.

How many years can an estate remain in probate?

If the will or proposed distribution of property is contested, an estate may remain in probate for several years. The timeline depends on how long relatives have to initiate probate, how long creditors have to come forward, and how busy the courts are. In some states, such as Florida, relatives have just 10 days to initiate probate, and the entire process takes approximately six months. In other areas, such as Massachusetts, the process can last one to two years, although the majority of probate activities occur in the first nine months. The value of the estate also affects the duration of the case. For example, California and Texas have simplified procedures for smaller estates, such as those valued at $150,000 or less.

When is a will's probate an automatic process?

Probate is the legal process of validating a last will and testament to ensure that the decedent's wishes are followed. A probate judge may automatically clear wills if they're accompanied by an affidavit from the decedent, a notary, and a witness. Some assets, including financial accounts with designated beneficiaries, and funds held by certain types of trusts don't have to go through probate.

What does it mean when property is under probate?

Real estate that's under probate is typically liquidated through the court system, which is most common when someone dies without a will. Home buyers who are interested in this type of property must follow special rules regarding deposits, which are sometimes nonrefundable, and buyer's premiums. Additionally, the court must approve the purchase price.

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