Best Probate Lawyers in Milpitas

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Last updated: October 1, 2022

Allied Legal PC

1617 South Main St,, Milpitas, CA 95035

Estate Planning
Living Trust

Gopal Krishan of Allied Legal PC is a probate attorney in Milpitas with over 15 years of legal experience. Attorney Krishan assists clients with estate planning matters that include preparation of documents such as revocable living trusts, financial powers of attorney agreements, living wills and pour-over wills, and health care directives. Mr. Krishan executes and notarizes all documents, and he handles document revisions as assets and financial needs change over time. In addition to estate planning, the firm offers immigration law services.

Cox Law Group, Inc.

23326 Hawthorne Blvd, Suite 390, Torrance, CA 90505-3771

Probate

Cox Law Group, Inc., has been providing legal services to the elderly, disabled, and their families in Milpitas and the nearby metros for over two decades. It handles cases of probate, estate planning, and trust administration. Its lawyers also assist clients in matters of planning for long-term care, conservatorship, and end-of-life issues. The firm's founder, Cynthia R. Cox is, certified by the National Elder Law Foundation and a member of the Council of Advanced Practitioners.

Davidson Estate Law

1300 Clay St Ste 600, Oakland, CA 94612

Trusts
Wills
Estate Planning

Davidson Estate Law assists clients in Milpitas and other surrounding areas with probate cases. Its legal team recognizes the complicated nature of probate cases. It helps families and individuals with the whole process by handling contested or invalid wills, preventing personal liabilities, and administering assets through collection or negotiation with creditors. With 25 years of service, the family-owned firm practices adaptability and follows a collaborative legal practice by providing tailored service unique to its clients' goals.

Harald Westendorf

43430 Mission Boulevard, Fremont, CA 94539

Trusts
Wills
Estate Planning

In practice since 1979, Harald Westendorf is a probate attorney near Milpitas who provides legal guidance to families and estate representatives in probate administration matters. Attorney Westendorf to expedite the probate process when legally possible, and he advises on and assists with the creation of living trusts, living wills, and last wills and testaments. Mr. Westendorf received his law degree from the University of Santa Clara Law School, and he is a member of the California Bar Association's Family Law Section.

Keyes Law Group

500 East Calaveras Boulevard, Milpitas, CA 95035

Trusts
Estate Planning
Trust Administration

Keyes Law Group provides probate solutions throughout Milpitas and the surrounding communities. Its team has more than 10 years of experience. Founding attorney Elijah Keyes is a probate, estate planning, and trust law specialist certified by the State Bar of California Board of Legal Specialization. He represents fiduciaries in probate court matters and helps ensure that matters like estate accounting, notification of heirs, and final asset distribution are handled according to decedents' wishes. He deals with probate and estate planning, conservatorship and guardianship, Medi-Cal benefits and planning, and elder law.

Law Office of Cheri E. Michaelis

2570 North 1st Street, San Jose, CA 95131

Trusts
Wills
Estate Planning
Living Trust
Estate Taxes
Trust Administration

The Law Office of Cheri E. Michaelis is a legal firm in the Milpitas metro area that assists families with probate proceedings. Founding attorney Cheri E. Michaelis works with personal representatives and executors throughout the probate process to assist with matters such as filing initial probate petitions, calculating assets, paying estate debts and taxes, and distributing assets to heirs and beneficiaries. The firm's attorneys help clients with basic and advanced estate planning with services that include drafting of wills and trusts, and they provide guidance on estate tax matters.

Sweeney Probate Law

11801 Pierce Street Suite 200, Milpitas, CA 92505

Trusts
Probate

Sweeney Probate Law is the legal office of probate attorney William K. Sweeney, who extends his services to Milpitas individuals and families. He guides clients on the California probate process, advising estate executors and administrators on their responsibilities and options as he handles the required paperwork. He represents clients in probate hearings and also assists with out-of-state concerns, such as when representatives are not state residents or when wills are drafted outside California. Sweeney has over 40 years of legal practice.

The Dayton Law Firm, P.C.

1754 Technology Drive Suite 230, San Jose, CA 95110

Estate Planning

The Dayton Law Firm, P.C., is an estate planning and administration practice serving Milpitas and surrounding communities. It helps individuals and families choose long-term planning options such as probate, asset protection, and trust administration. Its legal team crafts and updates estate plans to secure the future of clients in ever-changing legal dynamics and guides family members through the administration of trusts and assets. Lawyer Richard Dayton utilized his extensive background from the US Army Reserve and as a former software engineer to establish his practice.

The Victoria Law Offices

1525 McCarthy Blvd., Suite 1000, Milpitas, CA 95035

Estate Planning
Probate

The Victoria Law Offices serves Milpitas residents, with its practice areas focusing on estate planning and administration and probate proceedings. Victoria Li, its sole practitioner, helps clients draft wills and trusts as part of their estate plan. She is experienced in assisting LGBT individuals design estate plans and helping clients of the Islamic faith draft wills and trusts according to their beliefs. She also represents heirs and executors in will disputes. Li is fluent in English and Chinese.

Trump Alioto Trump & Prescott - Fremont

2201 Walnut Avenue, Fremont, CA 94538

Estate Planning

Trump Alioto Trump & Prescott - Fremont is a general practice law firm that provides legal counsel and representation involving probate matters in Milpitas. Founded in 1965, the firm has been providing estate planning services, business law, and litigation. It has also helped in the formation and operation of corporations, partnerships, and sole proprietorships. Daniel Trump, one of the managing attorneys, has received the Wiley W. Manuel Award for Pro Bono Legal Service and was acknowledged by the State Bar of California for his pro bono activities.

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Frequently Asked Questions

Q: What is probate real estate?

A: 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.

Q: What happens if no probate is filed?

A: 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.

Q: Do bank accounts with beneficiaries have to go through probate?

A: 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.

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