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2024

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Best Probate Lawyers in Moreno Valley

Our Recommended Top 16

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

59Reviewed

41Curated

16Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

3963 11th Street, Riverside, CA 92501

Expertise.com Rating

Review Sources

Google
4.0 (13)
Yelp
5.0 (2)

Why choose this provider?

The Law Office of Kristine M. Borgia handles trust and will and probate litigation cases in Moreno Valley. The law office also serves Riverside, San Bernardino, and Orange County. It assists clients in estate planning, asset protection, conservatorship, trust administration, and guardianship. Its primary lawyer, Kristine Borgia, was admitted to the bar in 2011. Borgia provides pro bono services to the Legal Aid Society San Diego- Tax Clinic. She is also a certified specialist in trust, estate planning, and probate law.

  • Estate Planning
  • Probate Litigation

Attorney Information

Attorney NameBar StatusExperience
Kristine Borgia - PrincipalActive13 yrs

631 New Jersey Street, Redlands, CA 92373

Expertise.com Rating

Review Sources

Google
4.5 (6)
Yelp
5.0 (2)
FindLaw
5.0 (2)

Why choose this provider?

Founded in 1997, Bethel Law Corp is an independent client-centered law firm near Moreno Valley that serves clients throughout the Inland Empire region. Its attorney assists executors and administrators with the probate proceedings, including filing court petitions, inventorying assets, preparing estate taxes, notifying creditors, paying the estate's debts, and distributing the remaining assets to the beneficiaries. Mr. Bethel is a member of the National Academy of Elder Law Attorneys and permitted to practice in the U.S. Tax Court.

  • Estate Planning
  • Trust Administration

Attorney Information

Attorney NameBar StatusExperience
Dale Bethel - Owner / Partner / FounderActive37 yrs

777 East Tahquitz Canyon Way, Palm Springs, CA 92262

Expertise.com Rating

Why choose this provider?

Heritage Legal PC is a law firm serving clients throughout the Moreno Valley area. Its trust administration and probate services include guiding fiduciaries through the proceeding, such as petitioning the proper probate court, giving notice to heirs, paying off legitimate estate debts, inventorying the assets, selling estate assets when necessary, paying all remaining taxes owed by the estate, distributing the rest of the assets to the beneficiaries. The firm also handles contested wills, executors' rights, and estate planning.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Harold Heritage - Founder and PrincipalActive27 yrs

1894 Commercenter W Ste 108, San Bernardino, CA 92408

Expertise.com Rating

Review Sources

Google
4.0 (42)
Facebook
5.0 (6)

Why choose this provider?

Since 1997, the Law Office of Antoniette Jauregui has been helping clients in various areas of law. It provides legal services and representation in probate cases, including will contests and trust litigation. The firm also assists in resolving real estate disputes, such as partition lawsuits, adverse possession cases, and quiet title actions. Its team represents parties from the Moreno Valley area and throughout Riverside, San Bernardino, Orange, and Los Angeles counties who have been damaged and are seeking equitable relief.

  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Michael Maddux - PrincipalActive28 yrs

104 East Olive Avenue, Redlands, CA 92373

Expertise.com Rating

Review Sources

Avvo
5.0 (52)
Facebook
4.3 (6)

Why choose this provider?

The Elder & Disability Law Firm APC is a hands-on law firm that walks clients through every step of estate planning, probate, and estate and trust administration. Its probate attorneys near Moreno Valley use their knowledge and experience to administer the trust assets effectively. The firm's team handles complex estates that often fall outside the norm in administration services, such as uncommon assets, such as guns and antiques. Other services include incapacity planning, wealth protection, and elder law.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Esther Wang - PrincipalActive33 yrs

29970 Technology Drive, Murrieta, CA 92563

Expertise.com Rating

Review Sources

Avvo
5.0 (6)
Google
5.0 (1)

Why choose this provider?

Founded in 2010, the Law Offices of Jeffrey C. Nickerson focuses solely on estate planning and administrative services. The estate planning attorney near Moreno Valley guides executors and administrators through the probate proceedings, including when to file documents with the court, how to notify beneficiaries, and which estate taxes are required. It also helps clients organize, evaluate, and divide the will or trust's assets according to the decedent's wishes. Other services include conservatorships and Medi-cal planning.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Jeffrey Nickerson - PrincipalActive27 yrs

2741 Hamner Avenue Suite 202, Norco, CA 92860

Expertise.com Rating

Review Sources

Google
5.0 (10)

Why choose this provider?

Ortiz Law counsels and represents clients involved in probate-related matters in Moreno Valley. The firm's legal team utilizes a probate-court-friendly approach in navigating the process. It also provides estate planning packages that include advance healthcare directives, pour-over-wills, living trusts, deeds, durable powers of attorney, and remembrance and services memorandum. Michael Ortiz, who started the business and is now its managing attorney, is Vice-President of the Hispanic Bar Association in the Inland Empire and President of the Riverside County Bar Association Barristers.

  • Trusts
  • Wills
  • Estate Planning

3895 Brockton Avenue, Riverside, CA 92501

Expertise.com Rating

Review Sources

Google
5.0 (7)

Why choose this provider?

Law Office of Richard Nevins is a law firm that serves clients in Moreno Valley. That firm's lawyers offer expertise in probate and estate administration. Its probate lawyers can help file a petition with the appropriate probate court. They also oversee the proper management and distribution of assets. Additionally, they can deal with advanced estate planning and will contest. Richard Nevins, the firm's founding attorney, also prepares tax returns and provides tax-planning advice for individuals and business owners.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Richard Nevins - PrincipalActive36 yrs

1200 Nevada Street, Suite 101, Redlands, CA 92374

Expertise.com Rating

Review Sources

Google
5.0 (19)
Facebook
5.0 (7)

Why choose this provider?

Elisabeth Kempe-Olinger is an estate planning and probate attorney serving clients in Moreno Valley. She has been running a private firm as a solo practitioner for more than 36 years. Her law office accommodates individuals requiring assistance probating an estate. The lawyer also helps families avoid the often time-consuming probate process by preparing adequate estate plans. Prior to becoming an attorney, Kempe-Olinger worked as an elementary school teacher. The experience earned her the skills necessary to explain legal terms in a language easily grasped by laypeople.

  • Trusts
  • Wills
  • Estate Planning

300 E. State St, Suite 200, Redlands, CA 92373

Expertise.com Rating

Review Sources

Google
4.8 (20)

Why choose this provider?

Trevor D. Martin Law Office is a private legal practice that guides the residents of Moreno Valley. The firm provides probate administration services, which include determining the validity of a will. It also facilitates the valuation and transfer of the decedent's assets. In addition, the firm offers probate and trust litigation services. Principal attorney Trevor Martin is a certified specialist in estate planning, trust, and probate law. He is a member of the San Bernardino County Bar Association, Probate Section.

  • Trusts
  • Wills
  • Estate Planning

320 N. E St. Ste 303, San Bernardino, CA 92401

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

HortonEsq.com serves individuals, families, and businesses throughout Moreno Valley and its neighboring communities. The firm has an estate planning and probate law practice, offering assistance with wills and trusts, powers of attorney, trust administration, healthcare directives, estate disputes, and probate litigation. Other practice areas include elder law and tax law. Jacqueline Mary McQuigg is an of counsel staff that has over 25 years of legal experience with an emphasis in estate planning, probate, bankruptcy, and real estate matters. She is licensed in California and Nevada.

  • Estate Planning
  • Probate Litigation

43920 Margarita Road, Temecula, CA 92592

Expertise.com Rating

Review Sources

Google
5.0 (71)

Why choose this provider?

The Law Firm of Steven F. Bliss, Esq. is a legal firm with offices in Moreno Valley and San Diego with over 27 years' experience. Its attorney guides fiduciaries through the probate proceedings, including filing all required documents, notifying heirs, paying the estate's debts, completing the final tax returns, and distributing the remaining assets to the beneficiaries. The firm also helps clients with estate planning services to reduce the time in probate.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Steven Bliss - PrincipalActive34 yrs

300 E. State St., Suite 620, Redlands, CA 92373

Expertise.com Rating

Review Sources

Google
4.9 (85)
Facebook
5.0 (3)
Justia
10.0 (2)

Why choose this provider?

Price Law Firm APC is an estate planning, trust, and probate legal practice serving clients in the Moreno Valley area and throughout San Bernardino and Riverside Counties. Its attorneys assist clients with small estate affidavits, affidavits regarding the real property of small value, petition to determine succession to real property, spousal property petitions, and petitions for probate. These processes involving notifying heirs, gathering assets, paying the estate's bills, and transferring the remaining inheritance to heirs.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Richard Price - PrincipalActive24 yrs

300 East State Street, Redlands, CA 92373

Expertise.com Rating

Review Sources

Avvo
5.0 (18)
Google
5.0 (12)

Why choose this provider?

Law Office of Ryan E. Fender is a legal firm dedicated to helping clients with their probate and trust administrative duties. The probate lawyer near Moreno Valley advises fiduciaries and guides them through the court proceedings, such as filing the right documents, notifying creditors, locating beneficiaries, completing tax returns, and distributing the estate's remaining assets to heirs after finalizing the debts. Other services include estate, legacy, and special needs trust planning.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Ryan Fender - Founding AttorneyActive7 yrs

215 North D Street, Suite 100, San Bernardino, CA 92401

Expertise.com Rating

Review Sources

Google
4.0 (23)
Yelp
3.5 (7)

Why choose this provider?

Fullerton, Lemann, Schaeffer & Dominick, LLP, provides legal representation to clients in Moreno Valley who are involved in probates. Its lawyers assist in filing court petitions to help protect the deceased's instructions, confirm the estate executor, and preserve people's interests in claiming against the estate. With the validated authenticity of a last will's copy, they guide the executor in the estate administration, which includes selling, borrowing, or abandoning properties. The law firm also handles conservatorship, guardianship, and elder law.

  • Estate Planning
  • Probate

Attorney Information

Attorney NameBar StatusExperience
Wilfrid Lemann - Partner/LawyerActive46 yrs

39755 Date Street, Murrieta, CA 92563

Expertise.com Rating

Review Sources

Facebook
5.0 (9)
Avvo
5.0 (2)

Why choose this provider?

Shoup Legal PLC is a law firm providing probate services in Moreno Valley with a second location in La Quinta. Its attorneys assist clients with probate and trust administration matters, guiding them through the proceedings to reduce the stress involved with taking care of a loved ones' final wishes. The team helps with transferring assets, obtaining the life insurance proceeds, filing beneficiary claims, handling creditors, and finalizing the estate. Other practice areas include estate planning and business succession.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Andrea Shoup - Managing AttorneyActive18 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 Moreno Valley, California?

    The non-emergency contact number for the Moreno Valley Police Department is (951) 247-8700.

  • Is there a way to avoid probate in Moreno Valley?

    Yes, there is. By placing all of your valuable securities and assets into a trust, you can avoid probate in Moreno Valley. You can then designate beneficiaries who will receive your assets upon your passing. Other ways to avoid probate include mentioning specific assets on a payable-on-death form and having a joint owner who will inherit the property after your death.

  • How can a person lower estate taxes for their loved ones in Moreno Valley?

    Planning an estate in Moreno Valley already lessens the tax bite. Additionally, a person can also lower the possible taxes through specialized trusts, giving unlimited gifts to a spouse, and giving annual gifts not exceeding $14,000 to anyone. Other forms of gifts, although not considered as income for the recipient, will still be subject to transfer taxes.

  • What happens if the executor in Moreno Valley fails to probate the will?

    The executor will ultimately renounce their position if they do not probate a will in Moreno Valley within 30 days. All of the decedent's property will continue to be held in their name for an indefinite period of time, cannot be sold, and will not be distributed to the decedent's legal heirs or beneficiaries. This can also result in the accumulation of costs, which will be the executor's responsibility.

  • In Moreno Valley, how much is paid to a personal representative?

    The compensation paid to the personal representative and the attorney in Moreno Valley and the rest of California is calculated based on the gross estate value. Specifically, it is 4% on the first $100,000, 3% on the next $100,000, 2% on the next $800,000, 1% on the next $9,000,000, and 0.5% on the next $15,000,000. Any amount beyond that should be given a reasonable compensation as assessed in court.

  • Does Moreno Valley exempt insurance policies from probate?

    Yes, insurance policies are exempted from probate in Moreno Valley. Beneficiary designations on insurance policies determine how a policy's proceeds are distributed without the need for probate administration. However, you must name both a primary beneficiary and a contingent beneficiary as a safeguard in case the former also passes away.