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2024

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Best Probate Lawyers in Citrus Heights

Our Recommended Top 20

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Our goal is to connect people with the best local professionals. We scored Citrus Heights Probate Lawyers on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

38Reviewed

30Curated

20Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

2377 Gold Meadow Way, Gold River, CA 95670

Expertise.com Rating

Review Sources

Yelp
5.0 (18)
Avvo
5.0 (15)

Why choose this provider?

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.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Heather Mayer - Founding PartnerActive14 yrs

4470 Duckhorn Drive, Sacramento, CA 95834
Website

Expertise.com Rating

Review Sources

Avvo
4.9 (61)
Google
4.6 (29)
Yelp
3.4 (15)

Why choose this provider?

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.

  • Trusts
  • Wills
  • Estate Planning

8780 Auburn Folsom Road, Granite Bay, CA 95746

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Review Sources

Google
4.3 (18)
Yelp
3.5 (7)
Facebook
5.0 (1)

Why choose this provider?

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.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Drummond Mccunn - PrincipalActive17 yrs
Drummond McCunn - Principal PartnerActive17 yrs

915 Highland Pointe Drive, Roseville, CA 95678
Website

Expertise.com Rating

Review Sources

Avvo
5.0 (4)
Yelp
5.0 (2)
Google
5.0 (1)

Why choose this provider?

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.

  • Trusts
  • Wills
  • Estate Planning

3009 Douglas Blvd, Suite 100, Roseville, CA 95661
Website

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Review Sources

Google
4.0 (2)
Yelp
5.0 (1)

Why choose this provider?

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.

  • Estate Planning
  • Trust Administration

2377 Gold Meadow Way, Gold River, CA 95670

Expertise.com Rating

Why choose this provider?

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.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Wareham Seaman - Shareholder/OwnerActive53 yrs

3400 Douglas Boulevard, Roseville, CA 95661

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

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.

  • Trusts
  • Wills
  • Estate Planning

6939 Sunrise Blvd #111, Citrus Heights, CA 95610

Expertise.com Rating

Why choose this provider?

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.

  • Wills
  • Estate Planning

9701 Fair Oaks Boulevard, Fair Oaks, CA 95628

Expertise.com Rating

Review Sources

Yelp
3.5 (7)
Google
5.0 (3)

Why choose this provider?

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.

  • Trusts
  • Estate Planning
  • Inheritance Taxes

Attorney Information

Attorney NameBar StatusExperience
R. dustin Macfarlane - Owner/FounderActive15 yrs
R. Macfarlane - Principal/OwnerActive15 yrs

735 Sunrise Avenue, Roseville, CA 95661
Website

Expertise.com Rating

Review Sources

Yelp
5.0 (46)
Facebook
5.0 (30)
Google
5.0 (7)

Why choose this provider?

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.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Richard Mcginnis - PrincipalActive41 yrs

111 Woodmere Road Suite 240, Folsom, CA 95630
Website

Expertise.com Rating

Review Sources

Google
5.0 (58)
Yelp
5.0 (24)
Facebook
5.0 (4)

Why choose this provider?

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.

  • Estate Planning
  • Trust Administration

155 River Park Drive #108, Sacramento, CA 95815
Website

Expertise.com Rating

Review Sources

Google
4.4 (22)
Yelp
4.1 (21)
Avvo
5.0 (15)

Why choose this provider?

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.

  • Trusts
  • Wills
  • Estate Planning

1833 Iron Point Road, Suite 120, Folsom, CA 95630
Website

Expertise.com Rating

Review Sources

Google
4.6 (11)
Facebook
5.0 (8)

Why choose this provider?

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.

  • Estate Planning
  • Trust Administration

7011 Sylvan Rd. Suite B, Citrus Heights, CA 95610
Website

Expertise.com Rating

Review Sources

Google
4.3 (6)

Why choose this provider?

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.

  • Trusts
  • Wills
  • Estate Planning

8788 Greenback Lane, Orangevale, CA 95662
Website

Expertise.com Rating

Review Sources

Google
4.4 (15)
Yelp
4.3 (12)
Facebook
4.6 (8)

Why choose this provider?

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.

  • Estate Planning
  • Trust Administration

Attorney Information

Attorney NameBar StatusExperience
Samuel Swenson - Founder and Head AttorneyActive15 yrs

6833 Fair Oaks Blvd., Carmichael, CA 95608
Website

Expertise.com Rating

Review Sources

Google
5.0 (1)
Avvo
5.0 (1)

Why choose this provider?

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.

  • Wills
  • Estate Planning
  • Trust Administration

9701 Fair Oaks Boulevard, Fair Oaks, CA 95628
Website

Expertise.com Rating

Review Sources

Google
4.9 (202)

Why choose this provider?

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.

  • Wills
  • Estate Planning

970 Reserve Drive, Suite 108, Roseville, CA 95678

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

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.

  • Trusts
  • Wills
  • Estate Planning

100 Estates Dr, Roseville, CA 95678
Website

Expertise.com Rating

Review Sources

Google
4.8 (10)
Avvo
5.0 (1)

Why choose this provider?

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.

  • Wills
  • Estate Planning
  • Trust Administration

9719 Lincoln Village Drive Suite 504, Sacramento, CA 95827
Website

Expertise.com Rating

Review Sources

Google
5.0 (61)
Avvo
5.0 (44)
Yelp
5.0 (2)

Why choose this provider?

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.

Attorney Information

Attorney NameBar StatusExperience
James Arrasmith - PrincipalActive3 yrs

Disclaimer:  Consumers utilizing Expertise.com are free to communicate and contract with any lawyer they choose. Expertise.com is not involved in the confidential attorney-client relationship. Featured lawyers pay a reasonable advertising cost to market their legal services with Expertise.com and must meet similar selection criteria as other lawyers. All cases are different. Prior results do not guarantee a similar outcome.

FAQs

  • What is the non-emergency contact number for the local police station in Citrus Heights, California?

    The non-emergency number of the Citrus Heights Police Department is 916-727-5500.

  • How do you avoid probate in Citrus Heights?

    Probate in Citrus Heights can be avoided under certain circumstances. To avoid probate if your estate is worth less than $150,000, a Small Estate Affidavit must be filed. Probate can also be avoided if the property is payable on death, owned jointly, has a beneficiary designation, or is held in a revocable or irrevocable trust.

  • Who inherits the estate if the decedent dies without a will in Citrus Heights?

    If a decedent dies without a will in Citrus Heights, the inheritor is determined by a number of factors. If the deceased person was married before death, the spouse or registered domestic partner will receive the entirety of the deceased person's community property. If the decedent was unmarried, the estate will be divided among their living relatives, such as children, parents, siblings, and grandparents, in the order of priority.

  • How much does probate cost in Citrus Heights?

    According to sections 10800 and 10810 of the California Probate Code, the amount of money required to pay probate fees in Citrus Heights is determined by how much money the entire estate is worth. It can be as low as 4% on the first $100,000 or as high as a rate that is specified by the court for amounts that are greater than $25,000,000.

  • Can a handwritten will be considered valid in Citrus Heights?

    A handwritten will, also known as a holographic will, can be considered legally valid in Citrus Heights if certain conditions are met. The document must not only bear the testator's handwriting and signature, but it must also be clear that the testator wrote it with a sound mind and testamentary capacity.

  • What is the time limit for filing probate in Citrus Heights?

    Probate paperwork for an estate must be submitted within the first 30 days after the passing of the deceased person in Citrus Heights. In this instance, the original will needs to be presented to the probate court in Sacramento County, which is the region in which the departed loved one resided before passing away.