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Best Probate Lawyers in Newport Beach

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Ayayo Law Offices logo
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Ayayo Law Offices

4100 Campus Drive, Suite 210, Newport Beach, CA 92660
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  • Wills
  • Estate Planning

Business Description

Ayayo Law Offices, APC, has been representing clients from Newport Beach in probate and other cases for the past 24 years. The firm assists in wills, trusts, and succession planning, as well as intellectual property licensing and protection. It offers individualized plans and living trusts to ensure the proper distribution of assets to beneficiaries. Being previously a co-founder of a technology company gave managing partner Christopher P. Ayayo an appreciation for technology development and monetizing intellectual properties.

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 (3)

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5.0
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C. Tucker Cheadle logo
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C. Tucker Cheadle

1000 Quail Street Suite 100, Newport Beach, CA 92660
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  • Estate Planning

Business Description

C. Tucker Cheadle is a law corporation that has been representing individuals and families in Newport Beach and the surrounding areas since 1978. Its lawyer, Tucker Cheadle, serves as an expert witness and acting trustee in the administration of trusts and estates. He advises clients on preparing trusts, wills, and health care directives and filing needed documents such as income and estate tax returns. He also handles business law matters, including mergers and corporate counseling.

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

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5.0
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Coastal Legacies logo
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Coastal Legacies

120 Newport Center Drive, Newport Beach, CA 92660
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  • Estate Planning

Business Description

Coastal Legacies is a Newport Beach-based private practice that helps families and individuals. It provides legal assistance in probate proceedings, which include trust administration. The firm also offers ways to avoid probate, such as drafting last will and testaments and revocable and irrevocable trusts. It also prepares estate planning tools, including advanced healthcare directives, pour-over wills, and durable powers of attorney. Founding lawyer Rosanne B. Muschenheim has worked with high-net-worth clients from Netflix, Google, and Tesla.

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5.0
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Daily Law Group logo
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Daily Law Group

610 Newport Center Dr. Suite 1200, Newport Beach, CA 92660
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  • Trusts

Business Description

Daily Law Group accepts probate cases in and around Newport Beach. Its services include fiduciary abuse, trust disputes, trustee self-dealing and mismanagement, and trust and estate administration malfeasance. The firm helps families in succession plans for their business or inheritance. It also assists in enforcing written contracts and judgment as intended by a deceased relative. Daily Law Group founder James Daily has more than 27 years of experience in fiduciary abuse litigation, business disputes, and entrepreneurial development.

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 (2)

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5.0
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Ferruzzo logo
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Ferruzzo

3737 Birch Street, Newport Beach, CA 92660
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  • Trusts
  • Probate Litigation

Business Description

Ferruzzo is a law firm that has been serving Newport Beach for more than 35 years. It assists individuals and families in the probate administration process, whether it involves a decedent's will. The process includes filing a petition to the court, obtaining statutory letters, and notifying the creditors. One of its lawyers, Cheryl L. Barrett, practiced family law for a decade then decided to help clients build something rather than take things apart.

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
4.8 / 5 (5)
Facebook
5.0 / 5 (3)
Avvo
5.0 / 5 (2)

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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
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Finn Legal Group, APC logo
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Finn Legal Group, APC

120 Newport Center Drive, Newport Beach, CA 92660
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  • Estate Planning

Business Description

Finn Legal Group, APC, serves families and small businesses in Newport Beach. It provides legal support in matters related to estate and business plans. The firm works with a variety of family setups like two-parent families, blended families, unmarried couples, high-net-worth families, and family business owners. It strives to protect the hard-earned assets of clients, protect their legacy, and avoid the delays and expenses of probate. It also offers a kids protection plan for deciding about children's care in the event of incapacity or death.

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 (6)

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
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Jeffrey M. Verdon Law Group, LLP logo
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Jeffrey M. Verdon Law Group, LLP

1201 Dove Street, Suite 400, Newport Beach, CA 92660
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  • Estate Planning

Business Description

Jeffrey M. Verdon Law Group, LLP, focuses on comprehensive estate planning for individuals, families, and business owners with assets worth at least $10 million. The legal team, which has an office in Newport Beach, customizes estate plans and estate tax planning for added financial security. It also offers concierge services that connect clients to different professionals and services. The firm's managing partner, Jeffrey Verdon, specializes in estate, trust and income tax planning, and asset and lifestyle protection planning for affluent 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
Facebook
4.5 / 5 (4)
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
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Jill Gregory Law logo
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Jill Gregory Law

620 Newport Center Drive Suite 1100, Newport Beach, CA 92660
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  • Estate Planning
  • Estate Taxes
  • Probate

Business Description

Jill Gregory Law is a Newport Beach-based law firm assisting families of deceased loved ones to navigate the California probate process. Established in 2014, it also handles estate planning, trust administration, asset protection, special needs planning, and guardianship. In addition, Jill Gregory Law guides various clients, such as single parents, life partners, and LGBTQA clients, through an estate planning journey. Clients are provided with information that would help them avoid the complex probate process.

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)
Google
5.0 / 5 (2)
Avvo
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
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John C. Christy Attorney At Law logo
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John C. Christy Attorney At Law

4667 Macarthur Blvd, Newport Beach, CA 92660
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  • Trusts
  • Wills
  • Estate Planning

Business Description

John C. Christy, Attorney At Law, handles the legal needs of individuals, families, and commercial clients throughout Newport Beach and the surrounding areas. The firm focuses on various cases relating to probate, estate planning, wills, and trusts. It has experience helping clients use legal strategies to protect their assets and prepare for their financial future. John C. Christy, the founder of the firm, brings more than 35 years of experience to his practice of 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.
5.0
Yelp
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.
4.0
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Johnson & Associates logo
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Johnson & Associates

4100 Newport Place Drive, Newport Beach, CA 92660
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  • Trusts
  • Wills
  • Estate Planning

Business Description

Based in Newport Beach, Johnson & Associates assists families in drafting estate plans. The firm educates clients about strategies to minimize tax implications on properties and helps prepare estate planning documents, including complex trusts and wills. Its legal services are designed for business development and civil practice, with a focus on individuals and small to medium-sized businesses. Senior partner Randall K. Johnson uses a hands-on approach in various legal matters and carries over 35 years of experience in business development and litigation.

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 (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
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LLoyds Law Firm logo
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LLoyds Law Firm

4630 Campus Drive, #211, Newport Beach, CA 92660
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  • Trusts
  • Wills
  • Estate Planning

Business Description

Lloyds Law Firm handles different types of probate cases in Newport Beach. It processes living trusts to help individuals distribute their estates and assets in case of death. The legal office offers counsel and representation to heirs and beneficiaries during administrative proceedings. It also addresses issues related to asset protection, bankruptcy, and conservatorship. Principal partner Renee Lloyd-Nasiri is a real estate broker and a life insurance agent. She works with retirement planning consultants and mortgage companies to help clients achieve their financial goals.

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 (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.
4.0
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Detail
––
Lucas Real Estate logo
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Lucas Real Estate

2901 West Coast Highway Suite 200, Newport Beach, CA 92663
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  • Estate Planning

Business Description

Lucas Real Estate is a real estate brokerage and law firm in Newport Beach. Lawyer Devin Lucas helps trustees and estate administrators manage the decedent's real estate properties. He assists clients with various concerns, including tax ramifications, tenant occupancy, and sale restrictions when they sell the deceased's properties. He also aids in intra-family real estate transactions, including family gifting and transferring inherited properties, minimizing taxes as much as possible. Devin and his wife Courtney are both licensed brokers in California.

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 (49)
Google
5.0 / 5 (17)
Avvo
5.0 / 5 (17)

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
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Detail
––
Meier Law Firm logo
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Meier Law Firm

450 Newport Center Drive, Newport Beach, CA 92660
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  • Wills
  • Estate Planning

Business Description

Meier Law Firm is a wife-and-husband team of probate attorneys in Newport Beach who focus their practice on assisting families throughout California. The firm's areas of practice include probate, where, in some cases, it can help families avoid the process by setting up revocable living trusts. When probate is necessary, the firm can advise and support executors and take on the practical aspects of the process, such as notifying creditors and building an inventory of the estate.

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 (75)
Google
5.0 / 5 (30)
Avvo
5.0 / 5 (12)

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
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Detail
––
Morgan Law Group logo
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Morgan Law Group

1500 Quail Street, Newport Beach, CA 92660
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  • Estate Planning
  • Trust Administration/Estate Administration
  • Probate

Business Description

Morgan Law Group is a small law firm founded by Darlynn Morgan in 2005. The firm's probate attorneys in Newport Beach can assist with every stage of the process, from advising the executor of the will and taking on the role of administrator when there is no will to ensuring the remaining estate is distributed after its creditors have been paid and its assets liquidized. The firm also practices estate planning and trust administration.

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 (156)
Facebook
4.9 / 5 (35)
Yelp
4.5 / 5 (25)

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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
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Detail
P. Arnsen Blakely logo
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P. Arnsen Blakely

2436 West Coast Highway, #106, Newport Beach, CA 92663
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  • Estate Planning
  • Probate Litigation

Business Description

P. Arnsen Blakely is the private practice of a probate attorney who has been serving the Newport Beach area since 1971. Working from his Corona Del Mar office, Arnie Blakely draws on his vast litigation experience in handling disputes related to wills, trusts, and probate. He provides representation to parties either contesting or defending a will. Besides assisting clients through the complex probate process, he also offers estate planning services and advises on estate planning tools that may avoid probate.

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
Avvo
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
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Rudolph & Chonoles, LLP logo
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Rudolph & Chonoles, LLP

20241 SW Birch Street, Suite 100, Newport Beach, CA 92660
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  • Trusts
  • Estate Planning

Business Description

Rudolph & Chonoles, LLP, is a law firm serving the Newport Beach metro. Its lawyers handle estate planning, including probate administration. They assist clients in collecting life insurance proceeds, getting the decedent's property appraised, finding assets, paying bills and debts, filing documents as required by the probate court, and dividing the estate to the heirs. In addition, it also drafts a living trust and handle guardianship. Its other practice includes business and employment law. The firm's attorneys have a combined experience of over 50 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 (18)
Avvo
4.9 / 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.
5.0
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Susan A. Katzen Attorney & Counselor at Law logo
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Susan A. Katzen Attorney & Counselor at Law

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

Business Description

The Law Office of Susan A. Katzen is a boutique firm that serves the residents of Newport Beach and its surrounding metros. Its team of legal professionals provides a full-service approach to matters involving probate, estate, and trust administration. Additionally, it offers counsel on issues related to practice areas like estate planning, special needs planning, conservatorship, and settlement planning. The Law Office of Susan A. Katzen has been providing legal services for more than four decades.

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)
Yelp
4.0 / 5 (5)
Facebook
5.0 / 5 (2)

(+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.
4.0
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––
The Coleman Firm logo
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The Coleman Firm

417 31st Street Unit B, Newport Beach, CA 92663
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  • Trusts
  • Wills
  • Estate Planning
  • Probate

Business Description

The Coleman Firm provides probate and trust administration or litigation in Newport Beach. It deals with the administration of estates and trusts and tackles disputes over the deceased person's assets. It counsels and represents administrators, executors, and trustees in court. Jeffrey A. Coleman helped resolve trust and probate disputes for 20 years. His experience includes opening and handling the probate process to assist creditors in their claims against assets. His practice areas cover real estate law and business litigation.

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 (9)
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.
4.0
Responsiveness
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––
Back to Providers

Frequently Asked Questions

What does a probate attorney do?

Probate attorneys are licensed professionals who represent executors and heirs after someone has died. They provide personalized legal advice, assist with tax planning, settle debts, and facilitate the distribution of assets. Probate attorneys typically represent clients during administrative proceedings overseen by probate courts, although some litigators focus on handling disputes and lawsuits related to contested estates.

What is probate court?

Probate court works with the family or beneficiaries of a deceased person to validate their last will and testament. The courts review the individual's will to identify and calculate assets, pay off remaining debts, and distribute the remaining property to beneficiaries per the deceased person's requests. Depending on state laws, property valued under a certain amount may not require probate.

How long do you have to file probate after death?

The amount of time loved ones have to file a will after a person dies varies from state to state. While California courts require probate to be filed within one year, New York has no deadline. That being said, it's advisable to file probate as quickly as possible once a person has died, as the process itself can take anywhere from a few weeks to more than a year.

Does life insurance go through probate?

Life insurance doesn't need to go through the probate courts if the deceased individual has named a beneficiary on their policy. However, life insurance policies without beneficiaries, or with beneficiaries who are either deceased themselves or cannot be contacted, go directly to the deceased individual's estate. When this happens, life insurance proceeds must go through probate court to determine how funds should be allocated.

Do household items go through probate?

While the exact rules do vary from state to state, most household items don't require probate and are automatically left to immediate families unless otherwise stated in the deceased person's will. When it comes to property, only items above a certain value or held in title are required to go through probate in most states.

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.

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.

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.

Can I probate a will or estate without an attorney?

It is possible to probate a will and close an estate without hiring an attorney. However, it requires multiple steps and an understanding of the law. The first step is to petition the court to appoint a representative for the estate. Next, the executor must notify all heirs and creditors before switching ownership from the decedent to the estate. Once all debts, taxes, and final expenses have been paid, funds can be transferred to heirs. To close an estate, the executor must submit a report showing the court that all obligations and final wishes have been satisfied. While a will and estate may seem straightforward, things can get complicated quickly if multiple heirs are involved, or if disputes or disagreements arise over distribution. A probate lawyer can help navigate these disputes effectively, and take pressure off the executor when beneficiaries aren’t getting along.

How many years can an estate remain in probate?

If the will or proposed distribution of property is contested, an estate may remain in probate for several years. The timeline depends on how long relatives have to initiate probate, how long creditors have to come forward, and how busy the courts are. In some states, such as Florida, relatives have just 10 days to initiate probate, and the entire process takes approximately six months. In other areas, such as Massachusetts, the process can last one to two years, although the majority of probate activities occur in the first nine months. The value of the estate also affects the duration of the case. For example, California and Texas have simplified procedures for smaller estates, such as those valued at $150,000 or less.

When is a will's probate an automatic process?

Probate is the legal process of validating a last will and testament to ensure that the decedent's wishes are followed. A probate judge may automatically clear wills if they're accompanied by an affidavit from the decedent, a notary, and a witness. Some assets, including financial accounts with designated beneficiaries, and funds held by certain types of trusts don't have to go through probate.

What does it mean when property is under probate?

Real estate that's under probate is typically liquidated through the court system, which is most common when someone dies without a will. Home buyers who are interested in this type of property must follow special rules regarding deposits, which are sometimes nonrefundable, and buyer's premiums. Additionally, the court must approve the purchase price.

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