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2024

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Best Probate Lawyers in Pleasanton, CA

Our Recommended Top 11

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Our goal is to connect people with the best local professionals. We scored Pleasanton Probate Lawyers on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

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11Top Picks

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Providers

featured provider = Featured Provider

373 North L Street, Livermore, CA 94551

Expertise.com Rating

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.

  • Wills
  • Estate Planning
  • Trust Administration

Attorney Information

Attorney NameBar StatusExperience
John Lewman - FounderActive30 yrs

4900 Hopyard Road, Suite 100, Pleasanton, CA 94588

Expertise.com Rating

Review Sources

Yelp
5.0 (32)
Google
5.0 (2)

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.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Sarah Summerall - Managing Attorney, Firm FounderActive16 yrs

699 Peters Avenue, Pleasanton, CA 94566

Expertise.com Rating

Review Sources

Google
5.0 (1)

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.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Christopher Schlies - PrincipalActive45 yrs

2600 Kitty Hawk Road, Livermore, CA 94551

Expertise.com Rating

Review Sources

Facebook
4.5 (15)
Yelp
4.0 (10)
Google
4.9 (8)

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.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Jennifer Thaete - PrincipalActive24 yrs

2333 San Ramon Valley Boulevard, San Ramon, CA 94583

Expertise.com Rating

Review Sources

Google
5.0 (19)
Facebook
4.6 (14)

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.

  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Julie Fiedler - PrincipalActive21 yrs

1811 Santa Rita Road, Pleasanton, CA 94566

Expertise.com Rating

Review Sources

Yelp
5.0 (30)
Facebook
5.0 (9)
Avvo
5.0 (4)

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.

  • Trusts
  • Wills
  • Trust Administration

Attorney Information

Attorney NameBar StatusExperience
Jay Roadarmel - PrincipalActive31 yrs

78 Mission Drive, Pleasanton, CA 94566

Expertise.com Rating

Review Sources

Google
4.2 (9)
Yelp
5.0 (8)
Avvo
5.0 (1)

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.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Lisa Elliott - PrincipalActive34 yrs

4695 Chabot Drive, Suite 200, Pleasanton, CA 94588

Expertise.com Rating

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.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Daniela Lungu - FounderActive22 yrs
Daniela Lungu - OwnerActive22 yrs

4900 Hopyard Road, Pleasanton, CA 94588

Expertise.com Rating

Review Sources

Facebook
5.0 (8)

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.

  • Estate Planning
  • Probate Litigation

Attorney Information

Attorney NameBar StatusExperience
Daniel Dersham - AttorneyActive12 yrs
Sarah Kern - AttorneyActive13 yrs
Michelle Lerman - PartnerActive41 yrs
Jeffrey Lerman - Managing PartnerActive44 yrs

6400 Village Parkway, Dublin, CA 94568

Expertise.com Rating

Review Sources

Yelp
3.8 (18)
Facebook
5.0 (7)
Google
3.0 (6)

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.

  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Alvin Lee - PrincipalActive12 yrs

4695 Chabot Drive, Pleasanton, CA 94588

Expertise.com Rating

Review Sources

Avvo
4.9 (9)
Yelp
4.5 (8)
Google
5.0 (5)

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.

  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Archana Srivastava - PrincipalActive15 yrs

Compare our Top Probate Lawyers

NameExpertise RatingAddressPromotionsLearn more
Lewman Law
373 North L Street, Livermore, CA 94551
Summerall Law
4900 Hopyard Road, Suite 100, Pleasanton, CA 94588
Law Office of Christopher Schlies
699 Peters Avenue, Pleasanton, CA 94566
Law Office of Jennifer Thaete, PC
2600 Kitty Hawk Road, Livermore, CA 94551
Horizon Elder Law & Estate Planning
2333 San Ramon Valley Boulevard, San Ramon, CA 94583
LifePlan Lawyer
1811 Santa Rita Road, Pleasanton, CA 94566
Law Offices of Lisa Elliott
78 Mission Drive, Pleasanton, CA 94566
Law Offices of Daniela Lungu
4695 Chabot Drive, Suite 200, Pleasanton, CA 94588
Lerman Law Partners, LLP
4900 Hopyard Road, Pleasanton, CA 94588
Law Offices of Alvin H. Lee
6400 Village Parkway, Dublin, CA 94568
SrivasLaw
4695 Chabot Drive, Pleasanton, CA 94588

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 with Expertise.com and must meet similar selection criteria as other lawyers. All cases are different. Prior results do not guarantee a similar outcome.

FAQs

  • 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.