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Best Probate Lawyers in Oceanside

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2023
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Aisha Williams Law logo
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Aisha Williams Law

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1902 Wright Pl., Carlsbad, CA 92008
  • Estate Planning

Business Description

Founded in 2019, Aisha Williams Law strives to assist people in building a lasting legacy through its estate planning services. Serving communities in and around Oceanside, the firm guides clients in creating estate plans that help avoid the public probate process and minimize estate taxes. It also helps parents set up protection plans for their minor children. Its legal services also extend to executors and beneficiaries involved in trust administration and probate proceedings.

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)

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
Albertson & Davidson LLP logo
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Albertson & Davidson LLP

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19800 MacArthur Blvd. Suite 300, Irvine, CA 92612
  • Trusts
  • Probate

Business Description

Albertson & Davidson LLP serves individuals in the community of Oceanside. Since 2008, the firm has been providing legal representation to various cases involving contesting trusts and wills, trust accounting, abused beneficiaries, wrongful death litigation, and elder financial abuse. It also handles personal injury and employment discrimination law. Its team of trial attorneys aggressively advocates for clients' rights throughout the process of litigation and helps them obtain compensation in complex estate litigation cases.

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.
4.6
Google
5.0 / 5 (10)
Avvo
4.0 / 5 (7)

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
Friendliness
Helpfulness
Detail
––
Andrew W. Gilliland Attorney at Law logo
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Andrew W. Gilliland Attorney at Law

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1902 Wright Place Suite 200, Carlsbad, CA 92008
  • Trusts
  • Wills
  • Estate Planning
  • Probate

Business Description

Andrew W. Gilliland, Attorney at Law, addresses the legal needs of clients in the Oceanside area. Gilliland has been providing estate planning and immigration representation since 2000. His estate planning services include probate administration, such as finding and assembling assets, locating beneficiaries, and paying creditors and claimants. He also preserves and liquidates the estate, close and open bank accounts, and transfer assets from the deceased to the estate. Gilliland also handles matters that involve family 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
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
California Living Trusts logo

California Living Trusts

3838 Camino Del Rio North Suite 155, San Diego, CA 92108
  • Estate Planning
  • Probate

Business Description

California Living Trusts is a family-owned and family-operated law firm that serves clients in Oceanside and other surrounding areas. The firm handles probate cases and assists clients through the entire process–from recording inventory and appraising property to court representations and distribution of assets. It also focuses on offering estate planning, living trusts, powers of attorney, and pour-over wills. David Fowley, one of the firm's attorneys, has been practicing law for more than 35 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.
4.5
Yelp
4.5 / 5 (17)
Google
4.5 / 5 (14)
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
Friendliness
Helpfulness
Detail
––
Cardin & Company logo
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Cardin & Company

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1015 Chestnut Avenue, Suite G2, Carlsbad, CA 92008
  • Trusts
  • Wills
  • Estate Planning

Business Description

Cardin & Company has been providing legal services to clients residing in Oceanside and the neighboring communities since 1991. It gathers information about a client's family and assets in order to help them draft estate plans according to their specific goals. The company's team checks the details of each will to ensure that the estate plan is administered effectively and minimize the potential for conflict. The firm's legal team also guides clients through the estate and gift tax system.

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.
4.8
Google
5.0 / 5 (7)
Yelp
4.5 / 5 (7)
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Darius Khayat logo
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Darius Khayat

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955 Boardwalk, Suite 303, San Marcos, CA 92078
  • Estate Planning

Business Description

Darius Khayat offers legal representation to families and individuals in Oceanside. He has been in practice for more than 26 years, handling probate, entity formation, and business law matters. His probate services touch on the areas of guardianship and conservatorship. Khayat also takes on estate planning solutions, such as revocable living trusts, family limited partnerships, durable powers of attorney, and advanced health care directives. He maintains his involvement in the community as the president of the San Marcos Lions Club Foundation.

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 (12)
Facebook
5.0 / 5 (10)
Avvo
5.0 / 5 (9)

(+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
Responsiveness
Friendliness
Helpfulness
Detail
––
Family Roots Law A.P.C logo
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Family Roots Law A.P.C

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380 S. Melrose Drive Suite 349, Vista, CA 92081
  • Estate Planning
  • Trust Administration

Business Description

Family Roots Law, A.P.C, helps individuals, couples, and families in Oceanside craft trusts and wills to protect their legacy, which includes intellectual, financial, spiritual, and human assets. The firm's trust and estate services include trust and probate administration, estate planning, conservatorship, and beneficiary representation. Its legal team handles all aspects of opening probate and distributing and disbursing trust assets. They also assist clients secure inheritances and resolve conflicts or disagreements during the process by providing proper notification and representation.

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
4.9 / 5 (10)

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
Friendliness
Helpfulness
Detail
––
Geiger Law Office P.C. logo
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Geiger Law Office P.C.

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1917 Palomar Oaks Way, Suite 160, Carlsbad, CA 92008
  • Wills
  • Estate Planning
  • Probate

Business Description

Since 2007, Geiger Law Office P.C. has served individuals, families, and businesses throughout the Oceanside metro. It offers legal representation to various practice areas, such as probate, business succession planning, retirement plan trusts, asset protection, business formation, and estate and tax planning. Its founder and managing attorney, Brenda Geiger, has been featured in Wealth Counsel Quarterly Magazine and Real Talk San Diego. The firm also hosts an annual estates and trusts symposium and sponsors a charity event to support the American Cancer Society.

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
4.9 / 5 (31)
Avvo
4.8 / 5 (25)

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
Gubler Winn Trusts & Estates logo
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Gubler Winn Trusts & Estates

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228 Navajo Street, San Marcos, CA 92078
  • Trusts
  • Wills
  • Estate Planning

Business Description

Gubler Winn Trusts & Estates caters to individuals and families in Oceanside and the neighboring areas. Its primary attorney, Sarah Gubler, has been drafting estate plans since 2009. She helps families protect their assets through estate planning. Her services include drafting wills, trusts, and powers of attorney. Gubler also assists in planning advanced health care directives, helping clients find agents to make medical decisions if they are in no position to make it themselves.

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 (16)
Facebook
5.0 / 5 (8)
Google
5.0 / 5 (7)

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
Keehn Estate and Elder Law logo
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Keehn Estate and Elder Law

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701 Palomar Airport Road Suite 300, Carlsbad, CA 92011
  • Estate Planning
  • Probate Litigation

Business Description

Keehn Estate and Elder Law assists clients in the Oceanside metro and surrounding areas. It takes on probate litigation cases and represents clients contesting a will. It also guides the decedent's family in dealing with executors that are stealing estate assets and failing to pay estate debts. In addition, the firm handles nursing home and financial elder abuse cases. Its founding attorney, Carla Keehn, is a member of the National Academy of Elder Law Attorneys.

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)
Avvo
5.0 / 5 (5)
Facebook
5.0 / 5 (4)

(+2 additional sources)

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
Friendliness
Helpfulness
Detail
––
Koza Law Group logo
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Koza Law Group

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2011 Palomar Airport Road, Carlsbad, CA 92011
  • Trusts
  • Wills
  • Estate Planning
  • Living Trust

Business Description

Koza Law Group is a legal practice representing clients throughout the areas. Its probate attorney near Oceanside guides executors and administrators through their duties, including notifying creditors, locating assets, petitioning the court, and distributing assets. In addition, the firm helps individuals with estate planning, such as living wills, revocable living trusts, healthcare directives, powers of attorney, life insurance trusts, and family limited partnerships and LLCs. Koza Law Group also handles business law matters.

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 (8)
Avvo
5.0 / 5 (5)

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
Friendliness
Helpfulness
Detail
––
Law Office of Patricia L. Andel logo
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Law Office of Patricia L. Andel

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2173 Salk Avenue, #250, Carlsbad, CA 92008
  • Trusts
  • Estate Planning
  • Probate

Business Description

The Law Office of Patricia L. Andel serves clients in Oceanside and the surrounding areas. Andel assists clients with their estate planning cases, including probate, conservatorships, trust administration, pre-marital agreements, irrevocable life insurance trusts, and powers of attorney. She also walks clients through the process of Medi-Cal planning to secure their end-of-life care. Andel has been certified by The State Bar of California Board of Legal Specialization as a specialist in estate planning, trust, and probate 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.
4.6
Yelp
5.0 / 5 (5)
Google
3.0 / 5 (2)
Facebook
5.0 / 5 (2)

(+1 additional source)

Law Office of Phyllis J. McGreevey, Esq. logo
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Law Office of Phyllis J. McGreevey, Esq.

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550 W. Vista Way Ste 107, Vista, CA 92081
  • Trusts
  • Wills
  • Estate Planning
  • Living Trust
  • Trust Administration

Business Description

Law Office of Phyllis J. McGreevey, Esq., provides services to Oceanside residents. It represents and guides individuals and families in different areas of probate law. The firm helps clients distribute assets to their intended beneficiaries. It also offers solutions for small estate affidavits and spousal property petition disputes. Additionally, it takes on matters related to trust administration, durable power of attorney, and advanced healthcare directive. Founder Phyllis McGreevey passed the California bar exam in 2001.

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 (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
Law Offices of Arthur S. Brown, APLC. logo

Law Offices of Arthur S. Brown, APLC.

5741 Palmer Way, Suite B, Carlsbad, CA 92010
  • Trust Administration
  • Probate
  • Estate Administration

Business Description

The Law Offices of Arthur S. Brown, APLC, provides legal counsel and representation to clients in Oceanside. It helps individuals deal with probate matters through methods such as beneficiary designation, joint tenancy, and revocable living trusts. It also handles trust administration and assists in contacting the beneficiaries, gathering and managing assets, notifying creditors, paying taxes and final expenses, and distributing income and assets. Arthur S. Brown, the firm's principal attorney, received the American Jurisprudence Award for Excellence in Estate Planning while at law school.

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)
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Loftin Bedell, P.C. logo
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Loftin Bedell, P.C.

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2540 Gateway Road, Carlsbad, CA 92009
  • Trusts
  • Wills
  • Estate Planning
  • Living Trust

Business Description

Loftin Bedell PC is a multi-practice law firm. Clients seeking a probate attorney near Oceanside can call upon the firm's estate planning practice to assist in will drafting or in establishing a trust. Loft Bedell tailors living wills and advanced health care directives, drafts powers of attorney, and tabulates proceeds of property and assets according to the client's goals. The firm can also help resolve any disputes that may arise surrounding 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.
3.9
Yelp
4.0 / 5 (8)
Google
3.7 / 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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Sano & Associates, P.C. logo
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Sano & Associates, P.C.

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2173 Salk Ave. Suite 250, Carlsbad, CA 92008
  • Trusts
  • Estate Planning

Business Description

Sano & Associates, P.C., is a law firm serving Oceanside and nearby areas. Its probate lawyers offer legal representation in estate planning and trusts, as well as business formation and succession. Founder and managing attorney Ikuko Sano holds a Master of Law degree in International Commercial Litigation and a Bachelor of Law Degree in International Comparative Legal Culture with an emphasis on Japanese inheritance and family law. Sano also served as president of the Bar Association of Northern San Diego County.

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.
4.6
Google
4.6 / 5 (11)

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
Staub Law logo
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Staub Law

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5927 Balfour Court, Ste. 104, Carlsbad, CA 92008
  • Estate Planning
  • Probate Litigation

Business Description

Staub Law handles probate-related cases in Oceanside and the surrounding areas. Its litigation services include disputing property wills and claims, removal of trustee or personal representative, filing petitions for accounting, and compelling the trustee to provide details and terms of the trust. The law firm also assists clients in transactional tax, estate planning, business succession planning, and small business law. Its principal attorney, Matthew J. Staub, actively contributes to the San Diego Volunteer Lawyer Program.

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)

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
The Law Office of Michael G Perdue logo
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The Law Office of Michael G Perdue

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5256 Mission Rd, Bonsall, CA 92003
  • Trusts
  • Wills
  • Estate Planning
  • Probate Litigation

Business Description

Michael Perdue is an attorney who has been in the industry since 1982. He handles cases involving probate, trust and wills, estate planning, and business law. Perdue has spent his career assisting bereaved families with their probate requirements. He has also advised businesses and assisted clients in purchasing and selling real estate. In addition, Perdue is a litigator involved with high-profile cases, including the Erin Brockovich case. He serves clients in Oceanside and the surrounding regions.

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 (4)
Google
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
Wiggins & Ebert logo
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Wiggins & Ebert

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2534 State Street, San Diego, CA 92101
  • Estate Planning

Business Description

Wiggins & Ebert is a boutique law firm serving Oceanside and the surrounding metros. It provides legal representation to clients needing help with probate, estate planning, trust administration, and estate tax considerations. Founder Howard Wiggins has been practicing estate planning for almost 50 years. He is a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. Partner Jason Ebert joined in 2005 and was under Wiggins' tutelage, honing him in handling estate planning issues.

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.
4.6

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
Responsiveness
Friendliness
Helpfulness
Detail
William C. Pultz Attorney at Law logo

William C. Pultz Attorney at Law

1901 Camino Vida Roble Suite 112, Carlsbad, CA 92008
  • Trusts
  • Estate Planning

Business Description

William C. Pultz, Attorney at Law, has been offering legal services to clients in the Oceanside metro since 1977. The attorney focuses on assisting clients on matters involving probate, trusts and estate planning, and wills. In addition, he also handles trust administration and gift and estate taxation. Pultz has more than 40 years of legal experience and is recognized by the California Bar as a Certified Specialist in the areas of estate planning, trust law, and 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
Google
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

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 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.