Expertise.com
2024

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Best Estate Planning Attorneys in Fresno

Our Recommended Top 6

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

121

Reviewed

75

Curated

6

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
4082 N. Cedar Ave. #104, Fresno, CA 93726

Why choose this provider?

Philip M. Flanigan Attorney at Law offers estate planning counsel services to Fresno clients. This service caters to clients who do not want their estate to be claimed by the state or who require assurance as they plan a trip or surgery. Its comprehensive estate plan includes crafting trusts and a gifting plan, establishing wills, creating a durable power of attorney, and crafting advance health directives. The firm has focused on estate planning since 1998 and is a member of the National Academy of Elder Law Attorneys and WealthCounsel, LCC.

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
Fresno, CA 93720

Why choose this provider?

Fishman, Larsen, & Callister is a law firm that offers legal solutions to individuals and businesses throughout the Fresno area. The lawyers are well-trained in a broad selection of legal areas, including claim avoidance, litigation, entity selection and formation, business planning, tax planning, tax litigation, estate planning, real property, and trust administration. Their founding member, Robert G. Fishman, is a member of the Fresno County Bar Association and the State Bar of California.

Attorney Information

Attorney NamesExperience
Jared Callister - Shareholder17 yrs
Robert Fishman - Shareholder49 yrs

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 (8)
Avvo
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

Website
Fresno, CA 93704

Why choose this provider?

Ford Financial Group is a financial advisory firm that offers investment solutions to clients in the Fresno area. This team handles a range of financial services, including retirement planning, income and investment planning, tax planning, estate planning, life insurance, long-term care insurance, and education planning. The CEO, Carole R. Ford, was named by Barron’s Magazine as one of the Top 100 Women Financial Advisers in the United States.

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.
3.0
Google
3.0 / 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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
Hanford, CA 93230

Why choose this provider?

Dias Law Firm, Inc. is a firm that offers persistent legal representation to individuals and businesses in the Hanford area. Their team is well-versed in an array of practice areas, including corporation law, real estate law, family law, personal injury law, probate and trusts, estate planning, civil litigation, business law, employment law, and criminal law. The founder, Michael A. Dias, is a member of the Fresno County Bar Association and the National Association of Criminal Defense Lawyers.

Attorney Information

Attorney NamesExperience
Michael Dias - Founder / Shareholder28 yrs

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 (41)
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Fresno, CA 93711

Why choose this provider?

Heberger & Company is an accounting firm that provides financial management services to individuals, businesses, and organizations in the Fresno area. The corporation was established in 1985 to offer non-profit information returns, payroll returns, sales and use tax returns, pension and profit sharing, property tax, litigation, and business valuation services. The founder, John Heberger, is accredited by the American Institute of Certified Public Accountants and the National Association of Certified Valuation Analysts.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
Fresno, CA 93704

Why choose this provider?

The Law Office of Howk & Downing, L.L.P. is a firm that provides estate planning and elder law services to families and individuals in the Fresno area. The attorneys assist clients in a variety of legal matters, including veteran’s benefits, life care planning, estate planning, probate, trust administration, Medi-Cal application and planning, special needs planning, and conservatorships. The attorneys at the Law Office of Howk & Downing, L.L.P. are members of the Wealth Counsel and the National Attorney of Elder Law Attorneys, Inc.

Attorney Information

Attorney NamesExperience
Robert Howk - Partner29 yrs

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 (1)

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 withExpertise.com and must meet similar selection criteria as other lawyers. All cases are different. Prior results do not guarantee a similar outcome.

Frequently Asked Questions

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

    The non-emergency number for the local police in Fresno is (559) 621-7000.

  • Who will inherit your property if you do not have a will in Fresno?

    If you die without a will in Fresno, your properties will pass on to heirs according to intestate succession rules in California Probate Code § 6400-6455. At least half of your assets will go to your children, who will equally share the inheritance with their half-siblings. The other half will go to your surviving spouse and identified beneficiaries.

  • What happens to your assets if your entire family is killed in a plane crash in Fresno and you have no will?

    If you die intestate in Fresno without surviving blood relatives, your assets will go to your spouse’s family members instead, following California probate laws. If you have a named beneficiary who also dies with you, their next of kin can also receive an inheritance. Worst-case scenario: If no heirs can be found at all, the state can claim your estate.

  • If you die without a will in a Fresno car crash and you have many properties, who handles the asset distribution?

    In this scenario, probate is most likely necessary, so the probate court in Fresno will appoint an administrator over your estate. The role will first be offered to your spouse. But if your spouse is distressed by the turn of events and unable to bear such a responsibility, they can decline and suggest another capable person take over.

  • Will estate taxes be paid for assets worth $10 million in Fresno upon the owner's death?

    No, there should be no estate taxes if the assets have a net value of $10 million. This is because tax credits currently exempt estates worth $11.2 million or less for single decedents in Fresno. Married couples with an adequate estate plan in place would not have to pay taxes unless the value of their properties exceeds $22.4 million. Note these values may change over time—it is best to consult a probate lawyer.

  • What are the options for distributing small estates in Fresno?

    It depends on the value of the Fresno estate. California Probate Code § 13150 applies to estates worth $166,250 or less in personal and real properties. In such cases, all potential successors must sign and file a petition for a hearing. While this can turn into a full probate, there are usually fewer requirements. For smaller estates worth less than $50,000, a petition can be filed with the court to clear real estate titles and initiate the property transfer process.