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2024

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Best Probate Lawyers in Mountain View

Our Recommended Top 11

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

28Reviewed

21Curated

11Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

2542 South Bascom Avenue, Campbell, CA 95008

Expertise.com Rating

Review Sources

Google
5.0 (32)
Yelp
4.0 (13)
Facebook
5.0 (4)

Why choose this provider?

Sowards Law Firm is a practice that serves clients in Mountain View. It provides a wide range of probate-related services, including estate planning, drafting of wills and trusts, and trust administration. The firm also handles asset protection for business owners in California, special needs planning, and pet trusts. Attorney Benjamin J. Sowards focuses his legal practice on estate planning and wealth transfer. His stint at Morrison & Foerster has given him the experience and expertise to handle California's Fortune 500 clients.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Benjamin Sowards - AttorneyActive20 yrs
Benjamin Sowards - PrincipalActive20 yrs

2211 Park Boulevard Unit 10, Palo Alto, CA 94306

Expertise.com Rating

Why choose this provider?

Gadi Zohar has been practicing trust and estate law exclusively in Palo Alto since 2011. His experience with probate law started before he became a lawyer, when he was an intern at the probate court in Santa Clara County. The probate process can be complicated and enigmatic: from navigating the court system to all sorts of contentious matters. Gadi Zohar assists executors and administrators with the probate process from start to finish, bringing expertise that can only come from years of experience. In addition to being a licensed California lawyer, Mr. Zohar is a Licensed Marriage and Family Therapist, although he no longer provides psychotherapy or professional psychological counseling.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Gadi Zohar - PrincipalActive14 yrs

437 Kipling Street, Palo Alto, CA 94301

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Review Sources

Google
5.0 (16)
Facebook
5.0 (7)
Yelp
5.0 (4)

Why choose this provider?

Klosek Law Offices is a boutique probate and estate planning law firm serving the residents of Mountain View. The firm advises and represents beneficiaries and executors during probate cases. Its team aims to get the will authenticated, locate and value the decedent's assets, settle any outstanding debts with creditors, and transfer the remaining property to the heirs. The team also offers estate planning services to prevent probate.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Jack Klosek - PrincipalActive10 yrs

228 Hamilton Avenue, Palo Alto, CA 94301

Expertise.com Rating

Review Sources

Google
5.0 (22)

Why choose this provider?

Bay Legal is a law firm that serves entrepreneurs and individuals in Mountain View. Its probate lawyers can provide services such as attending court hearings, preparing and filing beneficiary forms, distribution of property and assets, and filing legal forms. They can also assist businesses in matters involving entity formation and structuring, commercial finance, termination and separation agreements, mergers and acquisition, and executive compensation. Bay Legal's managing director, Jayson R. Elliott, has a Master's Degree in International Finance.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Jayson Elliott - Managing DirectorActive4 yrs

19925 Stevens Creek Boulevard, Cupertino, CA 95014

Expertise.com Rating

Review Sources

Yelp
4.5 (12)
Google
5.0 (2)

Why choose this provider?

The Law Firm of Lisa Chan is a civil litigation legal office serving the people of Mountain View and the nearby areas. The firm offers estate administration and probate services for families and individuals who have recently lost a loved one. Its team works to locate and value the decedent's assets and distribute them to the heirs and beneficiaries. Founding attorney Lisa Chan is fluent in Chinese Mandarin and Cantonese.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Lisa Chan - FounderActive16 yrs

800 West El Camino Real, Mountain View, CA 94040

Expertise.com Rating

Review Sources

Yelp
5.0 (29)
Facebook
4.6 (5)
Avvo
3.0 (2)

Why choose this provider?

Modlin Legal is an estate planning and probate law firm that has been representing the people of Mountain View for over a decade. The firm advises its clients during each step of the probate process, including the appointment of the representative, discovery and examination of the decedent's assets, settlement of any outstanding debts, and distribution of the remaining property. Founder Marina Modlin gives frequent presentations at the Santa Clara University School of Law.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Marina Modlin - PrincipalActive17 yrs

2845 Moorpark Avenue, San Jose, CA 95128

Expertise.com Rating

Review Sources

Yelp
4.0 (28)
Google
4.0 (21)

Why choose this provider?

Located in San Jose, The Victoria Law Offices handle probate cases for clients in Mountain View and in nearby counties. Its founder, Victoria Li, is one of the few MBAs in China and specializes in corporate tax planning and estate planning. She offers to guide executors and administrators in all probate processes, including informing heirs and distributing all trusts and assets. She can also represent clients in court in probate conflicts, such as contested wills and omitted beneficiaries.

  • Trusts
  • Wills

Attorney Information

Attorney NameBar StatusExperience
Victoria Li - PrincipalActive17 yrs

650 B Fremont Avenue, Los Altos, CA 94024

Expertise.com Rating

Why choose this provider?

The Law Offices of Mark D. Rosenberg is a civil litigation law firm that was formed by a probate attorney near Mountain View. The firm guides clients through the process of probate, including the authentication of the will and the division of the decedent's estate. It also litigates on behalf of individuals who are contesting a will or estate. Additionally, the firm takes injury cases involving auto accidents, unsafe premises, and wrongful death.

  • Probate Litigation

Attorney Information

Attorney NameBar StatusExperience
Mark Rosenberg - Founder and OwnerActive18 yrs

19925 Stevens Creek Boulevard, Cupertino, CA 95014

Expertise.com Rating

Review Sources

Facebook
5.0 (16)
Google
5.0 (9)

Why choose this provider?

Cross Law delivers personalized solutions for future financial security. It was founded by David Cross, an estate planning attorney who simplifies and expedites the probate process for individuals and families in Mountain View. Cross handles probate concerns and trust administration. Instead of the traditional model, he provides services that are tailored to meet individual needs and goals. He also assists clients with special needs trusts, long-term care planning, and estate planning that safeguards the care of children.

  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
David Cross - PrincipalActive17 yrs

2501 Park Boulevard, Palo Alto, CA 94306

Expertise.com Rating

Review Sources

Google
4.9 (42)
Facebook
5.0 (3)

Why choose this provider?

The Law Office of Janet L. Brewer is a firm serving Mountain View and surrounding communities. It offers an initial phone meeting to determine the needs of clients regarding probate and trust administration. Its team provides legal guidance to individuals and families in dealing with financial and tax issues after the death of a loved one. The firm's owner, Janet Brewer, has been practicing in the fields of probate law, gift planning, and California estate for over 20 years.

  • Estate Planning
  • Trust Administration

Attorney Information

Attorney NameBar StatusExperience
Janet Brewer - OwnerActive47 yrs

889 North San Antonio Road, Los Altos, CA 94022

Expertise.com Rating

Review Sources

Google
5.0 (2)

Why choose this provider?

Galli Miller Law Corporation has represented clients through the entire probate process. Attorneys at the firm counsel executors in the process of filing the initial petition with the probate court, monitoring the sale of assets, investigating undue influence, and valuing estate assets. The team also helps with the final distribution of assets and cases involving mismanagement of wills and refusal letters. Jerome Galli was admitted to the State Bar of California in 1997.

  • Trusts
  • Estate Planning
  • Trust Administration

Attorney Information

Attorney NameBar StatusExperience
Jerome Galli - PartnerActive27 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 Mountain View, California?

    For non-emergencies, the Mountain View Police Department can be contacted at 650-903-6344.

  • What is the process for contesting a will in Mountain View?

    If you wish to contest a will in Mountain View, you must file an objection when the probate petition is presented to the superior court. You can base your contestation on various grounds such as coercion, excessive persuasion, deceit or fraud, improper execution of the will, forgery, or mental incapacity of the testator. You must make your contestation before the court accepts the will into probate, which solidifies the will's legitimacy.

  • What is the process for a beneficiary in Mountain View to legally transfer a small-valued real property to their name?

    In Mountain View, if an individual inherits a small-scale real estate worth $50,000 or less, they must submit the notarized DE-305 form provided by the California Judicial Council to the Clerk of the Superior Court. The individual must adhere to specific guidelines, including a six-month time frame posts the property owner's passing and the settlement of all related expenses. Once approved, the heir can obtain a clear title via the County Recorder.

  • How can one set up a joint tenancy for their properties in Mountain View?

    In Mountain View, you can establish a joint tenancy by drafting a legal document, such as a deed or a title. This document must state that the asset is owned jointly and list the names of all joint tenants. Joint tenancy enables equal ownership among several individuals, ensuring that, upon a tenant's passing, their share transfers directly to the surviving co-tenants, bypassing probate court. This arrangement is frequently employed for land, structures, banking assets, securities, and vehicles.

  • What is the process for closing probate in Mountain View?

    To close a probate in Mountain View, a personal representative must keep track of all estate transactions, account for all assets, and request approval for distribution. They must submit a report to the court detailing all activities and expenses incurred during the probate, followed by a petition for approval of accounting and distribution. Once the petition is approved, the assets can be distributed, and receipts collected. The personal representative can then submit a petition for discharge and close the probate.

  • What are the benefits of setting up a living trust for estate planning in Mountain View?

    Setting up a living trust in Mountain View can help avoid probate, which can be costly and time-consuming. With a living trust, the assets held in it will be managed by the successor trustee if the trust creator dies or becomes incapacitated. The successor trustee can distribute the assets to trust beneficiaries without probate court approval. By adequately funding the trust and updating its provisions, one can have better control over their assets and ensure their wishes are fulfilled.