Best Probate Lawyers in Costa Mesa

Laurels
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Probate Lawyers FAQs

Learn more
Allen, Flatt, Ballidis & Leslie logo
Visit Website

Allen, Flatt, Ballidis & Leslie

4400 Macarthur Boulevard, Newport Beach, CA 92660
Visit Website
  • Trusts
  • Wills
  • Estate Planning

Business Description

Allen, Flatt, Ballidis & Leslie is a small firm of probate attorneys near Costa Mesa. Although the firm is primarily a personal injury practice, it does allocate a portion of its time to estate planning matters, which includes probating wills for large and modest estates. Its attorneys have experience advising executors and taking on the role of administering the estates of decedents, which typically includes valuing the estate and dealing with creditors.

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
Google
5.0 / 5 (45)
Yelp
4.5 / 5 (28)
Facebook
5.0 / 5 (5)

(+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
Friendliness
Helpfulness
Detail
Visit Website

Allen, Flatt, Ballidis & Leslie

Amo Law Legacy Planning logo
Visit Website

Amo Law Legacy Planning

1901 Newport Boulevard, Suite 350, Costa Mesa, CA 92627
Visit Website
  • Estate Planning

Business Description

Amo Law Legacy Planning is a private estate planning practice that caters to Costa Mesa residents. It helps a variety of clients, including single parents, blended families, married couples with children, and LGBTQ couples, secure their future by creating estate plans. It utilizes various estate planning tools and strategies such as life insurance trusts, asset protection trusts, and asset gifting. Principal attorney Maria Cecilia Amo has been practicing law for more than 15 years. She can accommodate clients in English and Filipino.

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)
Facebook
5.0 / 5 (1)
Visit Website

Amo Law Legacy Planning

Asset Protection & Elder Law Center logo
Visit Website

Asset Protection & Elder Law Center

17702 Mitchell North, Irvine, CA 92614
Visit Website
  • Trusts
  • Wills
  • Estate Planning

Business Description

Asset Protection & Elder Law Center provides legal assistance to clients in Costa Mesa and nearby areas. The firm specializes in wills, trusts, and probate law. It assists clients through the estate planning and process, helping resolve debts and owed taxes. Its lawyers also handle domestic and offshore asset protection, Medi-Cal planning, and business planning/incorporation cases. The firm and its lawyers were featured in the Attorney Journals and the California Business Journal.

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
4.0 / 5 (35)
Google
5.0 / 5 (16)

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
Visit Website

Asset Protection & Elder Law Center

Bohm Wildish & Matsen, LLP logo
Visit Website

Bohm Wildish & Matsen, LLP

600 Anton Blvd, Ste 640, Costa Mesa, CA 92626
Visit Website
  • Estate Planning

Business Description

Bohm Wildish & Matsen, LLP, assists in probate, trust, and estate administration for individuals and families in Costa Mesa. The firm's legal team guides in navigating the probate court, adhering to its complicated laws and regulations. It also offers legal services in the area of estate planning that involves conservatorship of persons and estates, beneficiary rights, and keeping plans updated regularly with current laws and changes. Partner James G. Bohm obtained a $500,000 award per year for life as a settlement to a former trust trustee.

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
––
Visit Website

Bohm Wildish & Matsen, LLP

Buckner Robinson & Mirkovich logo
Visit Website

Buckner Robinson & Mirkovich

3146 Red Hill Avenue, Suite 200, Costa Mesa, CA 92626
Visit Website
  • Estate Planning

Business Description

Buckner Robinson & Mirkovich caters to the legal needs of the Costa Mesa community and the surrounding areas. The firm offers legal advice and representation to clients who need probate services. Its experience in the field covers the handling of advance health care directives, trust agreements, wills, and durable powers of attorney. It also works to simplify legal documents into plain English to help clients make informed decisions. William Buckner, the firm's managing partner and director, has more than 30 years of legal experience.

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
Visit Website

Buckner Robinson & Mirkovich

Essayli & Brown LLP logo
Visit Website

Essayli & Brown LLP

18191 Von Karman Ave. STE 100, Irvine, CA 92612
Visit Website
  • Estate Planning

Business Description

Essayli & Brown LLP is a law firm that caters to the legal needs of families, individuals, and professional fiduciaries in Costa Mesa and nearby areas. Its team creates estate plans to help clients avoid the time-consuming probate process and tax implications. Additionally, it litigates high-stakes cases and creates strategies to preserve clients' interests. Lawyers Bilal Essayli, a former Assistant U.S. Attorney, and Andrew Brown, a California Bar Trust & Estates section member, are the firm's partners.

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.
4.7
Google
5.0 / 5 (25)

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
Visit Website

Essayli & Brown LLP

First Class Counsel logo
Visit Website

First Class Counsel

2372 Morse Ave, Irvine, CA 92614
Visit Website
  • Trust Administration
  • Probate Litigation

Business Description

First Class Counsel is a private estate planning firm that represents residents of Costa Mesa and the surrounding areas. Its team of attorneys assists individuals and families with the probate process, which includes debt resolution and the clearing of titles. It also provides probate and trust litigation services for disputes involving the management and administration of trusts, management of family businesses, and breach of fiduciary duty. Founding attorney Andrew Davis has been practicing law for more than four years.

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 (13)

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
Visit Website

First Class Counsel

Fortin Law Group logo
Visit Website

Fortin Law Group

151 Kalmus Dr., Costa Mesa, CA 92626
Visit Website
  • Wills
  • Estate Planning
  • Living Trust

Business Description

Using a holistic approach, Fortin Law Group helps Mesa residents create personalized estate plans that meet their individual and families’ goals, needs, and situations. The firm prepares powers of attorney, advanced healthcare directives, HIPAA authorizations, revocable living trusts, and wills. After completing the plans, it follows up with clients to accommodate their changing needs. Fortin Law Group also represents businesses dealing with construction law- and contract-related matters and general liability claims. Its attorneys have obtained verdicts through bench and jury trials, as well as motions for summary judgment.

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
5.0 / 5 (3)
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
Visit Website

Fortin Law Group

Gostanian Law Group logo
Visit Website

Gostanian Law Group

1201 Dove Street Suite 475, Newport Beach, CA 92660
Visit Website
  • Estate Planning
  • Probate Litigation

Business Description

Gostanian Law Group delivers solutions that protect wealth, loved ones, and legacies for clients in the Costa Mesa metro and surrounding areas. It counsels trustees and executors in handling the probate process, including asset accounting and distribution. In addition, the law firm assists clients in reducing liabilities, improving transparency, and minimizing disputes among beneficiaries during probate. Amy Gostanian established the firm in 2005 and is a board-certified specialist in estate planning, trusts, 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.
4.7
Avvo
4.8 / 5 (32)
Google
4.4 / 5 (13)
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
Visit Website

Gostanian Law Group

Hess-Verdon logo
Visit Website

Hess-Verdon

620 Newport Center Drive, Newport Beach, CA 92660
Visit Website
  • Trusts
  • Estate Planning

Business Description

Hess -Verdon is a law corporation that serves the probate and estate planning needs of residents in Costa Mesa and other surrounding metros. Its team of probate lawyers administers or contests wills and handles trust litigation. It also offers its expertise in real estate and business law, as well as corporate formation. In addition, it conducts second opinion reviews of existing cases. The law firm has been representing business owners, beneficiaries, and families for over 30 years.

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
Google
4.0 / 5 (25)

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
––
Visit Website

Hess-Verdon

Hiraizumi Law Group logo
Visit Website

Hiraizumi Law Group

3090 Bristol Street, 4th Floor, Costa Mesa, CA 92626
Visit Website
  • Estate Planning
  • Probate Litigation

Business Description

Hiraizumi Law Group is a private legal practice that serves individuals and families in Costa Mesa and the surrounding areas. Its team provides legal assistance for every step of the probate process, including court representation. It also offers estate planning and trust administration services. In addition, the firm handles matters concerning general and limited conservatorships. Principal attorney Jill K. Hiraizumi-Artino has been practicing law for almost a decade. She and her team can serve English-speaking and Japanese-speaking clients.

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 (13)
Visit Website

Hiraizumi Law Group

Joel F. Pipes & Associates logo
Visit Website

Joel F. Pipes & Associates

14751 Plaza Drive, Suite P, Tustin, CA 92780
Visit Website
  • Trusts
  • Wills
  • Estate Planning
  • Probate Litigation

Business Description

Joel F. Pipes & Associates focuses its practice on defending Costa Mesa clients' rights to assets and estate proceeds. Joel Pipes, the firm's namesake, has been in practice for over 15 years, handling probate administration and litigation. He assists clients in managing and distributing the assets of deceased family members. Pipes has represented individuals, beneficiaries, executors, trustees, and corporations in complex probate matters, such as breach of fiduciary duty, conservatorship issues, reformation petitions, and trust litigation. He is also a notary public.

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
5.0 / 5 (6)
Avvo
5.0 / 5 (5)
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
Visit Website

Joel F. Pipes & Associates

Katje Law Group logo
Visit Website

Katje Law Group

130 South Chaparral Court, Anaheim, CA 92808
Visit Website
  • Trusts
  • Estate Planning
  • Living Trust
  • Estate Taxes

Business Description

Founded in 2011, the Katje Law Group is a private practice that represents families and individuals throughout the Costa Mesa metro area. Attorney September Katje compassionately guides executors through the probate process and takes on the role of administering the estate. This can include petitioning the court to start the process, investigating creditor claims, liquidizing the estate, and resolving minor disputes between heirs and beneficiaries.

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
Google
4.8 / 5 (51)
Yelp
4.0 / 5 (23)
Facebook
1.0 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Visit Website

Katje Law Group

Kohl and Associates logo
Visit Website

Kohl and Associates

5440 Trabuco Road, Irvine, CA 92620
Visit Website
  • Trusts
  • Wills
  • Estate Planning

Business Description

Kohl and Associates represents Costa Mesa residents in the probate court process. It helps transfer the decedent’s assets to the rightful heirs. The firm litigates cases involving co-trustee disputes, fiduciary misconduct, and will contests. It individually tailors estate plans to meet its clients’ desires. Founder Chris P. Kohl has over 20 years of legal experience. He is a board-certified specialist in Estate Planning, Trusts, and Probate Law. His practice also includes handling conservatorship and trust administration matters.

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
Visit Website

Kohl and Associates

Larsen & Risley Attorneys at Law logo
Visit Website

Larsen & Risley Attorneys at Law

3200 Park Center Drive Suite 720, Costa Mesa, CA 92626
Visit Website
  • Estate Planning
  • Probate Litigation

Business Description

Larsen & Risley Attorneys at Law handles complex cases in Costa Mesa, including those involving businesses and high-net-worth individuals. The law firm represents trustees and executors in estate and trust asset administration. It also counsels interested parties in the litigation of trust and will contests. Its lawyers help clients develop estate plans that reduce tax impacts and produce income. Principal Gerald Larsen was admitted to the bar in 1990. He is a member of the American Association of Attorney Certified Public Accountants.

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.
4.3
Google
4.2 / 5 (5)
Yelp
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
Visit Website

Larsen & Risley Attorneys at Law

Law Offices of Kirk McIntosh logo
Visit Website

Law Offices of Kirk McIntosh

129 West Wilson Street, Suite 105, Costa Mesa, CA 92627
Visit Website
  • Estate Planning
  • Estate Settlement

Business Description

Law Offices of Kirk McIntosh handles different aspects of the probate process for clients in Costa Mesa and the surrounding areas. It provides legal support and guidance on matters like estate planning, probate administration, conservatorship, and guardianship. Its team has over 35 years of combined legal experience and has represented over 3,000 clients in 58 California counties. Founding attorney Kirk McIntosh was recognized by the Daily Pilot as one of the most influential people in Orange County.

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
Visit Website

Law Offices of Kirk McIntosh

Meier Law Firm logo
Visit Website

Meier Law Firm

450 Newport Center Drive, Newport Beach, CA 92660
Visit Website
  • Trust Administration

Business Description

Meier Law Firm is a probate practice serving clients in Costa Mesa. The company's areas of expertise include trusts, wills, estate administration, asset protection, and wealth preservation. It provides conservatorships and special needs trusts for children as well as elder law for aging parents. In addition, it provides tax strategy services. The firm's owners, Josh and Laura Meier, have 10 years of experience in guiding thousands of clients to plan their futures and navigate crises.

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 (29)
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Visit Website

Meier Law Firm

Modern Wealth Law logo
Visit Website

Modern Wealth Law

3200 Park Center Drive, Costa Mesa, CA 92626
Visit Website
  • Trusts
  • Estate Planning
  • Trust Administration
  • Probate Litigation

Business Description

Modern Wealth Law handles probate law cases in the Costa Mesa area. It helps individuals distribute their real estate in trust and administer a trust after the death of a parent or spouse. It also handles estate planning services, including asset protection, trust litigation, and trust administration. One of its attorneys, John L. Wong, has represented the conservatorship estate of Britney Spears and the estate of Michael Jackson. Wong is also the co-chair of the Orange County Asian American Bar 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.
5.0
Google
5.0 / 5 (32)
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Visit Website

Modern Wealth Law

Mollis & Mollis, Inc. logo
Visit Website

Mollis & Mollis, Inc.

3146 Red Hill Avenue, Suite 100, Costa Mesa, CA 92626
Visit Website
  • Trusts
  • Wills
  • Estate Planning
  • Probate Litigation

Business Description

Mollis & Mollis, Inc., is a law firm that represents Costa Mesa clients in transactional and litigation matters. Its lawyers litigate probate cases involving will or trust contests, breach of fiduciary duty allegations, and accounting objections. They also facilitate mediation sessions to solve disputes related to probate, trust, and estate law. One of the attorneys, Ronald Mollis, was admitted to the bar in 1981. He is a board-certified tax law specialist and is admitted to practice before the U.S Supreme and Tax Courts.

Visit Website

Mollis & Mollis, Inc.

Morten & Fairchild, PC logo
Visit Website

Morten & Fairchild, PC

19200 Von Karman Ave Ste 880, Irvine, CA 92612
Visit Website
  • Estate Planning

Business Description

Morten & Fairchild, PC, is a law firm that serves individuals and families across Costa Mesa and the surrounding areas. It resolves estate planning and probate issues to help clients resolve disputes relating to their deceased loved ones' estates. It also assists individuals who wish to create or establish customized estate plans to protect the future of their assets and loved ones. One of its attorneys, Warren Morten, started his legal career as a transactional associate who handles complex commercial legal matters.

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
Avvo
4.2 / 5 (5)
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
Visit Website

Morten & Fairchild, PC

Morten & Fairchild, PC logo
Visit Website

Morten & Fairchild, PC

19200 Von Karman Avenue, Irvine, CA 92612
Visit Website
  • Estate Planning
  • Probate Litigation

Business Description

Morten & Fairchild PC is a small firm of estate planning and probate lawyers near Costa Mesa who share many years of experience advising and supporting executors, administrators, heirs, and beneficiaries. The attorneys can assist clients in a number of ways, such as notifying the correct probate court and validating the will, communicating with the estate's creditors, and closing the final accounts after distributing the estate in accordance with the decedent's wishes and the decisions of the court.

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 (5)
Avvo
5.0 / 5 (4)
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
Visit Website

Morten & Fairchild, PC

Philo Law Firm, P.C. logo
Visit Website

Philo Law Firm, P.C.

PO Box 16721, Irvine, CA 92623
Visit Website
  • Trusts
  • Wills
  • Estate Planning
  • Trust Administration
  • Probate Litigation

Business Description

Philo Law Firm PC is a boutique practice founded by Michelle A. Philo, a probate lawyer near Costa Mesa who has been representing individuals and families in the surrounding communities since 2012. The attorney can help with all aspects of probate administration, from petitioning the court to begin the process to closing the final accounts after distributing the estate to its heirs. Attorney Philo also provides legal advice to small businesses and startups.

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
Visit Website

Philo Law Firm, P.C.

Slovak Baron Empey Murphy & Pinkney logo
Visit Website

Slovak Baron Empey Murphy & Pinkney

650 Town Center Drive, Costa Mesa, CA 92626
Visit Website
  • Trusts
  • Estate Planning
  • Trust Administration
  • Probate Litigation

Business Description

Slovak Baron Empey Murphy & Pinkney is a well-established firm of probate attorneys in Costa Mesa, who also represent clients from three additional offices in Southern California. The firm's probate practice focuses exclusively on litigation. Its clients have included heirs concerned about concealment of estate assets, potential heirs alleging undue influence, and other parties accusing fiduciaries of breaching the restrictions of their duties. Slovak Baron Empey Murphy & Pinkney also practices special needs and elder 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
Avvo
5.0 / 5 (7)
Google
4.8 / 5 (5)
Yelp
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
Visit Website

Slovak Baron Empey Murphy & Pinkney

Snyder Law logo
Visit Website

Snyder Law

2 Park Plaza, Irvine, CA 92614
Visit Website
  • Estate Planning

Business Description

Snyder Law is a law firm that serves clients in Costa Mesa. The firm assists with probate cases, besides helping with wills and managing multi-generational trusts. It likewise provides legal solutions like the designation of permanent and temporary guardians. It has other services, like dealing with elder law concerns such as planning medical and financial powers and creating living wills. Kevin Snyder, the firm's namesake, has over 10 years of litigation experience and provides pro bono legal services to the non-profit Veterans Legal Institute.

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
4.0 / 5 (44)
Yelp
5.0 / 5 (34)
Facebook
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Visit Website

Snyder Law

Susan A. Katzen Attorney & Counselor at Law logo
Visit Website

Susan A. Katzen Attorney & Counselor at Law

4440 Von Karman Avenue, Suite 350, Newport Beach, CA 92660
Visit Website
  • Estate Planning
  • Trust Administration
  • Probate Litigation

Business Description

Susan A. Katzen, Attorney & Counselor at Law, covers probate, estate planning, and trust administration proceedings for Costa Mesa clients. Katzen helps families navigate probate processes involving appraisals, asset inventory, and property distribution by educating them on the requirements and details of each step. They also work with clients in securing their assets with wills, living trusts, and durable powers of attorney, as well as guardianship nominations. Katzen has participated in numerous speaking engagements on legal matters for professional organizations and private groups.

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 (16)
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
––
Visit Website

Susan A. Katzen Attorney & Counselor at Law

Trent C. Marcus logo
Visit Website

Trent C. Marcus

19900 Beach Boulevard, Huntington Beach, CA 92648
Visit Website
  • Wills
  • Estate Planning

Business Description

Trent C. Marcus is a lawyer who renders his legal services in the Costa Mesa metro and its surrounding areas. He assists and guides clients in probate matters and the decisions they should make in the process. The attorney files the papers and petition for probate, publishes the notices, and handles the administration on behalf of his clients. Marcus also provides services in other areas, including contracts, estate planning, and asset protection.

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 (72)
Facebook
5.0 / 5 (20)
Google
5.0 / 5 (19)

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
Visit Website

Trent C. Marcus

Tumer & Sharif Attorneys at Law logo
Visit Website

Tumer & Sharif Attorneys at Law

170 E. 17th Street Suite 208, Costa Mesa, CA 92627
Visit Website
  • Trusts
  • Wills
  • Estate Planning

Business Description

Located in Costa Mesa, Tumer & Sharif Attorneys at Law is a private multi-practice firm that caters to individuals, families, and businesses. Its team of attorneys provides trust and estate planning services. It assists with the creation of different types of wills, including pour-over wills, couple wills, conditional wills, and advanced directives. Other practice areas of the firm include business law and ADA defense. Partners Ozgun K. Tumer and Omar M. Sharif have more than 16 years of combined legal 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.
4.8
Google
5.0 / 5 (13)
Yelp
5.0 / 5 (10)
Avvo
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
Friendliness
Helpfulness
Detail
Visit Website

Tumer & Sharif Attorneys at Law

Zaher Fallahi, Certified Public Accountant logo
Visit Website

Zaher Fallahi, Certified Public Accountant

650 Town Center Drive, Costa Mesa, CA 92626
Visit Website
  • Estate Planning
  • Living Trust
  • Estate Taxes

Business Description

Zaher Fallahi CPA is an estate planning attorney and certified public accountant based in Costa Mesa who represents clients throughout Orange County in matters of probate. The attorney has more than 30 years of experience probating wills for families and individuals. His services include collecting and valuing the decedent's estate, liquidizing assets in preparation for distribution to heirs, and filing the estate's federal and state tax returns. Mr. Fallahi also offers expert witness and general counsel services.

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

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
Visit Website

Zaher Fallahi, Certified Public Accountant

Back to Providers

Frequently Asked Questions

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.

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.

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.

Read All FAQS