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Best Probate Lawyers in Pleasanton

2024

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Providers

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

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
John Lewman - Founder30 yrs

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.
4.7

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

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

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Lisa Elliott - Principal34 yrs

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
4.2 / 5 (9)
Yelp
5.0 / 5 (8)
Avvo
5.0 / 5 (1)

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

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Sarah Summerall - Managing Attorney, Firm Founder16 yrs

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 (32)
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

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

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Jay Roadarmel - Principal31 yrs

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 (30)
Facebook
5.0 / 5 (9)
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

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

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Jennifer Thaete - Principal24 yrs

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
Facebook
4.5 / 5 (15)
Yelp
4.0 / 5 (10)
Google
4.9 / 5 (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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Daniel Dersham - Attorney12 yrs
Sarah Kern - Attorney13 yrs
Michelle Lerman - Partner41 yrs
Jeffrey Lerman - Managing Partner44 yrs

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 (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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Alvin Lee - Principal12 yrs

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.
4.0
Yelp
3.8 / 5 (18)
Facebook
5.0 / 5 (7)
Google
3.0 / 5 (6)

(+1 additional source)

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

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Daniela Lungu - Founder22 yrs
Daniela Lungu - Owner22 yrs

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Julie Fiedler - Principal21 yrs

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 (19)
Facebook
4.6 / 5 (14)

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

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

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Archana Srivastava - Principal15 yrs

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
Avvo
4.9 / 5 (9)
Yelp
4.5 / 5 (8)
Google
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.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Christopher Schlies - Principal45 yrs

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.
4.8
Responsiveness
Friendliness
Helpfulness
Detail

Disclaimer:  Consumers utilizing Expertise.com are free to communicate and contract with any lawyer they choose. Expertise.com is not involved in the confidential attorney-client relationship. Featured lawyers pay a reasonable advertising cost to market their legal services 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 is the non-emergency contact number for the local police station in Pleasanton, California?

    The non-emergency number of the Pleasanton police is (925) 931-5100.

  • How can you obtain copies of death certificates in Pleasanton?

    Go to the website of Alameda County to get copies of death certificates in Pleasanton. Click 'services' and it will take you to an online questionnaire and document ordering service. If you have further questions, call the Alameda County Clerk-Recorder's Office at 1-510-272-6362 (local) or 1-888-280-7708 (toll-free). You can also send an email to crocustomerservice@acgov.org. Copies can be picked up at the Clerk-Recorder's Office at 1106 Madison Street Oakland, CA 94607. Take note you can only get certificates from the county where the death happened.

  • When do you close an estate in Pleasanton and transfer the inheritance?

    To close an estate in Pleasanton, the personal representative can file a petition for distribution and final account. This is after all of the necessary conditions have been met, such as having enough funds to disburse payables and meeting the creditor claims expiration deadline. The personal representative can file a final distribution petition within a year of receiving legal letters, or within eighteen months if there are estate tax returns.

  • What is usually done during probate in Pleasanton?

    A Pleasanton probate case resolves a person's legal and financial affairs after death. It is the process of transferring assets to beneficiaries and paying off debts. These are the assets that are solely in the name of the deceased person. However, on rare occasions, assets that can be passed through title or beneficiary delegation may have to go through probate. Probate can be a time-consuming and complicated process.

  • Which courts handle probate cases in Pleasanton?

    The Alameda County Superior Court handles probate cases in Pleasanton. The Berkeley Courthouse is located at 2120 Martin Luther King, Jr. Way in Berkeley, California 94704. You can reach it by phone at 510-647-4439. The René C. Davidson Courthouse is located at 1225 Fallon Street (For Dept. 1B), Oakland, California 94612. It can be reached at 510-891-6000.

  • What are some ways to avoid probate in Pleasanton?

    To avoid probate in Pleasanton, assets such as bank accounts, retirement plans, and life insurance policies should have named beneficiaries. To avoid probate, properties under joint tenancy must have survivorship rights to other members. In addition, property in living trusts does not require court intervention to be transferred. In some cases, real estate can be transferred without going through the probate process using a transfer-on-death deed.

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