Best Probate Lawyers in Oceanside

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Aisha Williams Law logo
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Aisha Williams Law

1902 Wright Pl., Carlsbad, CA 92008
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  • 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
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Detail
Albertson & Davidson LLP logo
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Albertson & Davidson LLP

19800 MacArthur Blvd. Suite 300, Irvine, CA 92612
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  • 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
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Andrew W. Gilliland Attorney at Law logo
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Andrew W. Gilliland Attorney at Law

1902 Wright Place Suite 200, Carlsbad, CA 92008
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  • 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
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Detail
Bishop Tax & Trust Law logo
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Bishop Tax & Trust Law

4216 Alta Vista Court, Oceanside, CA 92057
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  • Wills
  • Inheritance Taxes

Business Description

Bishop Tax & Trust Law serves the people of Oceanside and the rest of the Bay Area and San Diego County. Its founder, John Bishop, practices primarily in estate planning, trust and probate, and tax law. He provides services to individuals and families for matters like wills, revocable trust, powers of attorney, and healthcare directives. John Bishop is admitted to practice before the United States Tax Court. He has a particular specialty in working on complex and high net worth matters.

California Living Trusts logo
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California Living Trusts

3838 Camino Del Rio North Suite 155, San Diego, CA 92108
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  • 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
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Detail
––
Cardin & Company logo
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Cardin & Company

1015 Chestnut Avenue, Suite G2, Carlsbad, CA 92008
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  • 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
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Detail
Century Trusts & Estate Planning logo
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Century Trusts & Estate Planning

2424 Vista Way Suite 110, Oceanside, CA 92054
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  • Trusts
  • Wills
  • Estate Planning

Business Description

Century Trusts & Estate Planning is a law firm that serves clients in Oceanside. It guides clients through the probate process to facilitate an efficient transfer and distribution of the assets and wealth of decedents. The firm also helps individuals in protecting their assets through estate planning, which includes drafting of wills and establishing trusts. Its attorney, Ashby Sorensen, has been offering estate planning services in the San Diego area for 14 years. He provides legal services based on the unique needs and objectives of clients.

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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––
Darius Khayat logo
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Darius Khayat

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

380 S. Melrose Drive Suite 349, Vista, CA 92081
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  • 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.
4.8

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.

1917 Palomar Oaks Way, Suite 160, Carlsbad, CA 92008
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  • 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
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Detail
Gubler Winn Trusts & Estates logo
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Gubler Winn Trusts & Estates

228 Navajo Street, San Marcos, CA 92078
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  • 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
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Helpfulness
Detail
Keehn Estate and Elder Law logo
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Keehn Estate and Elder Law

701 Palomar Airport Road Suite 300, Carlsbad, CA 92011
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  • 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

2011 Palomar Airport Road, Carlsbad, CA 92011
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  • 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

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 Andrew Fesler, Carlsbad Estate Planning logo
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Law Office of Andrew Fesler, Carlsbad Estate Planning

5050 Avenida Encinas Suite 360, Carlsbad, CA 92008
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  • Estate Planning
  • Trust Administration

Business Description

The Law Office of Andrew Fesler, Carlsbad Estate Planning, has been assisting individuals in and around the Oceanside area since 2009. Its attorney, Andy Fesler, prepares estate plans for clients seeking to protect special needs children and high-net-worth assets. He also serves those who received an inheritance and individuals looking to start a business. Some of the documents he drafts are durable powers of attorney and revocable trusts. He also provides trust administration services. Fesler earned his Juris Doctor in 1998.

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 Office of Patricia L. Andel logo
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Law Office of Patricia L. Andel

2173 Salk Avenue, #250, Carlsbad, CA 92008
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  • 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.

550 W. Vista Way Ste 107, Vista, CA 92081
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  • 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  Cathy M. Hersch logo
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Law Offices of Cathy M. Hersch

2173 Salk Ave Ste 250, Carlsbad, CA 92008
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  • Trusts
  • Wills
  • Living Trust
  • Probate Litigation

Business Description

For over 30 years, the Law Offices of Cathy M. Hersch has offered litigation services for estate administration matters. Its founder Cathy M. Hersch, a probate lawyer near Oceanside, has experience in navigating the court process of enforcing the wishes of decedents as per the will. She can work on securing assets, advise on settling bills and paying debts, and file documents required in probate court. The firm also handles estate planning, including the preparation of health care directives.

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

5741 Palmer Way, Suite B, Carlsbad, CA 92010
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  • 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
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Detail
Loftin Bedell, P.C. logo
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Loftin Bedell, P.C.

2540 Gateway Road, Carlsbad, CA 92009
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  • 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
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Detail
––
Rassman Law logo
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Rassman Law

1901 Camino Vida Roble Ste 121, Carlsbad, CA 92008
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  • Trusts
  • Wills
  • Estate Planning
  • Trust Administration
  • Probate Litigation

Business Description

Based near Oceanside, Rassman Law provides assistance with all aspects of the probate process. The firm can ensure claims against the estate are valid, assist during court appearances, pay off debts prior to distribution of assets, and provide counsel when disputes arise. Its estate planning attorneys near Oceanside can also help with the drafting of wills and estate planning, including living wills and revocable trusts. Founder T. Owen Rassman is a member of the California State Bar.

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 (29)
Yelp
5.0 / 5 (10)
Avvo
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
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Detail
Sano & Associates, P.C. logo
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Sano & Associates, P.C.

2173 Salk Ave. Suite 250, Carlsbad, CA 92008
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  • 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.

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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Staub Law logo
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Staub Law

5927 Balfour Court, Ste. 104, Carlsbad, CA 92008
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  • 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
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Detail
The Law Office of Michael G Perdue logo
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The Law Office of Michael G Perdue

5256 Mission Rd, Bonsall, CA 92003
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  • 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
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
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Wiggins & Ebert logo
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Wiggins & Ebert

2534 State Street, San Diego, CA 92101
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  • 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
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William C. Pultz Attorney at Law logo
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William C. Pultz Attorney at Law

1901 Camino Vida Roble Suite 112, Carlsbad, CA 92008
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  • 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
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Frequently Asked Questions

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.

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.

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.

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