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Best Probate Lawyers in Pleasanton

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2333 San Ramon Valley Boulevard, San Ramon, CA 94583
San Ramon, CA 94583
  • Estate Planning

Horizon Elder Law & Estate Planning provides legal representation to residents in Pleasanton. It offers estate plans that have been structured according to clients' needs and financial goals. It also assists senior clients with various legal concerns, including governmental entities and long-term care planning. The firm likewise handles matters involving probate law, guardianship, and conservatorship administration. Lawyer Julie Fiedler is a Certified Elder Law Attorney who has worked in the healthcare industry for more than 35 years before pursuing a career as an attorney-at-law.

2333 San Ramon Valley Boulevard, San Ramon, CA 94583
San Ramon, CA 94583

Website(925) 275-5509

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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.

Online Profiles:

4 (Best)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

36 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

699 Peters Avenue, Pleasanton, CA 94566
Pleasanton, CA 94566
  • Trusts
  • Wills
  • Estate Planning
  • Living Trust

The Law Office of Christopher Schlies has been serving individuals and small business clients near Pleasanton for more than three decades. The firm's areas of expertise are small business planning and formation, employment law, agricultural investments, and non-profit. Their legal team also consists of estate planning and probate attorneys who handle everything from preparing necessary documents such as powers of attorney, wills and trusts to assisting clients to ensure a seamless probate process.

699 Peters Avenue, Pleasanton, CA 94566
Pleasanton, CA 94566

Website(925) 462-0444

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A

Friendliness: A+

Helpfulness: A+

Detail: A+

2600 Kitty Hawk Road, Livermore, CA 94551
Livermore, CA 94551
  • Trusts
  • Wills
  • Estate Planning
  • Probate Litigation

The Law Office of Jennifer Thaete PC is a boutique law firm that specializes in probate law. The firm's clients have included executors who needed its guidance through the complexities of probate to potential heirs who contested the will because of concerns about undue influence on the decedent. Attorney Thaete is a California Board of Legal Specialization certified specialist in estate planning, trust, and probate law and a member of the American and Alameda County Bar associations.

2600 Kitty Hawk Road, Livermore, CA 94551
Livermore, CA 94551

Website(925) 447-0134

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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.

Online Profiles:

3 (Best)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

46 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

6400 Village Parkway, Dublin, CA 94568
Dublin, CA 94568
  • Wills
  • Estate Planning

The Law Offices of Alvin H. Lee handles the legal concerns of residents in Pleasanton. It offers a number of estate planning services, including drafting or amending trusts, last wills and testaments, and powers of attorney, to help clients avoid disagreements with their beneficiaries or probate litigation. It also provides advice and solutions on commercial law matters, such as business organization, contracts, and employment agreements. The firm's primary lawyer, Alvin Lee, is a legislative committee member for the California Attorneys for Criminal Justice.

6400 Village Parkway, Dublin, CA 94568
Dublin, CA 94568

Website(925) 338-9882

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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.

Online Profiles:

4 (Best)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

28 (Best)

Score Consistency:

Consistent (Best)

4695 Chabot Drive, Suite 200, Pleasanton, CA 94588
Pleasanton, CA 94588
  • Trusts
  • Wills
  • Estate Planning

The Law Offices of Daniela Lungu is based in Pleasanton. Attorney Lungu has many years of experience practicing probate administration for executors and families in the surrounding cities. The attorney's services typically include advising clients on matters of probate law, collecting the decedent's estate, notifying creditors and heirs of the start of probate, and distributing the remaining estate to those named in the will. The attorney also practices business law in matters that involve mediation and arbitration.

4695 Chabot Drive, Suite 200, Pleasanton, CA 94588
Pleasanton, CA 94588

Website(925) 558-2710

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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.

Online Profiles:

3 (Best)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

41 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

78 Mission Drive, Pleasanton, CA 94566
Pleasanton, CA 94566
  • Trusts
  • Wills
  • Estate Planning
  • Living Trust
  • Estate Settlement
  • Legacy Care

The Law Offices of Lisa Elliott feature a dedicated estate planning and probate attorney in Pleasanton who strives for long-term client relationships. Lisa Elliott's practice areas are focused on handling complex legal matters involving planning and tax issues, including preparing living trusts, selecting the trustees, and protecting the client's or decedent's assets. She is focused on creating a detailed, customized plan for each client, be it married couples without kids, same-sex partners, or single parents.

78 Mission Drive, Pleasanton, CA 94566
Pleasanton, CA 94566

Website(925) 426-3201

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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.

Online Profiles:

3 (Best)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

13 (Better)

Score Consistency:

Consistent (Best)

4900 Hopyard Road, Pleasanton, CA 94588
Pleasanton, CA 94588
  • Estate Planning
  • Probate Litigation

Lerman Law Partners, LLP, has been representing clients in Pleasanton and the surrounding areas for over 25 years. It handles cases involving estate planning such as probate, wills, and trusts, as well as real estate transactions and litigation. Founding partners Jeffrey and Michelle Lerman have been featured on radio and television. Jeffrey frequently conducts lectures on various real estate and litigation topics and has written numerous articles. Michelle is also the founder and co-chairperson of the Estate Planning Section Mentor Group.

4900 Hopyard Road, Pleasanton, CA 94588
Pleasanton, CA 94588

Website(866) 671-5902

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

17 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

373 North L Street, Livermore, CA 94551
Livermore, CA 94551
  • Wills
  • Estate Planning
  • Trust Administration

Lewman Law is a solo practice founded by John F. Lewman, a probate lawyer near Pleasanton who has been representing clients in matters of estate transfer since he earned his JD in 1994. The attorney's services range from counseling and representing families facing legal challenges to their loved ones' wills and helping executors navigate the pitfalls of probating a will. The attorney also works with court-appointed administrators in cases where the estate owner died intestate.

373 North L Street, Livermore, CA 94551
Livermore, CA 94551

Website(925) 447-1250

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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.

Online Profiles:

3 (Best)

Average Review Score:

4.7 / 5 ( Best)

Total Reviews:

27 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

1811 Santa Rita Road, Pleasanton, CA 94566
Pleasanton, CA 94566
  • Trusts
  • Wills
  • Trust Administration

LifePlan Lawyer is a boutique law firm founded by Attorney Jay Roadarmel. The Pleasanton-based firm is focused entirely on estate planning and probate law, serving clients throughout the surrounding cities. The attorney can assist with every aspect of probate, such as guiding executors through the process of honoring a decedent's will to representing those who have chosen to contest it. Attorney Roadarmel is a California Board of Legal Specialization certified specialist in estate planning, trust, and probate law.

1811 Santa Rita Road, Pleasanton, CA 94566
Pleasanton, CA 94566

Website(925) 271-5646

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

45 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

4695 Chabot Drive, Pleasanton, CA 94588
Pleasanton, CA 94588
  • Estate Planning

SrivasLaw is a solo practice founded by Archana Srivastava, a probate attorney in Pleasanton who pitches her practice towards immigrant communities, particularly those who speak Spanish, Hindi, Telegu, and Punjabi. Although probate forms a small part of the firm's estate planning services, Attorney Srivastata does have experience helping clients probate the wills of their departed loved ones, taking on administrative tasks, such as dealing with creditors. The firm also practices family law and domestic violence restraining orders.

4695 Chabot Drive, Pleasanton, CA 94588
Pleasanton, CA 94588

Website(510) 474-1444

Show Number

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.

Online Profiles:

3 (Best)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

22 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: B+

Detail: --

4900 Hopyard Road, Suite 100, Pleasanton, CA 94588
Pleasanton, CA 94588
  • Trusts
  • Wills
  • Estate Planning

Located in Pleasanton, Summerall Law is a small law firm that only handles estate planning and probate law work throughout the Bay Area. Its probate service includes helping executors administer a will, mediating in disputes between heirs and beneficiaries, and litigating for clients who contest the will. The firm's clients have included families with relatives from other countries, same-sex couples, people named in the will who need additional support, such as special needs children, and those with specific religious traditions.

4900 Hopyard Road, Suite 100, Pleasanton, CA 94588
Pleasanton, CA 94588

Website(415) 944-9406

Show Number

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.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

34 (Best)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: What is probate real estate?
A: 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.
Q: What happens if no probate is filed?
A: 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.
Q: Do bank accounts with beneficiaries have to go through probate?
A: 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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