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Best Probate Lawyers in San Bernardino

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Albrektson & Shumate LLP logo
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Albrektson & Shumate LLP

1801 Orange Tree Ln Ste 230, Redlands, CA 92374
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  • Trusts
  • Wills
  • Estate Planning
  • Living Trust
  • Probate Litigation

Business Description

Albrektson & Shumate LLP is a law firm that provides probate and estate planning services to clients in Redlands and throughout the San Bernardino area. It handles probate cases in which a deceased person has not left a will, as well as those that involve contested wills. Other probate services include distribution of assets, notification of heirs, and estate debt and tax administration. The firm was awarded a San Bernardino's Best award by The Sun in 2017.

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 (46)
Google
4.5 / 5 (17)

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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Bethel Law Corporation logo
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Bethel Law Corporation

631 New Jersey St., Ste. 101, Redlands, CA 92373
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  • Estate Planning
  • Estate Taxes
  • Trust Administration
  • Probate Litigation

Business Description

Bethel Law Corporation provides a broad range of legal services to clients in the San Bernardino area. Its services include probate assistance and estate planning, such as collection and distribution of assets, debt and tax administration, and notifying heirs. Attorney Dale K. Bethel is admitted to practice in state and federal courts throughout California, including United States Tax Court. He is a member of the Trade Secrets Standing Committee, as well as the TEAM Referral Network.

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
Facebook
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.
5.0
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Dolen, Tucker, Tierney, & Abraham logo
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Dolen, Tucker, Tierney, & Abraham

1710 Plum Lane, Redlands, CA 92374
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  • Trusts
  • Wills
  • Estate Planning
  • Trust Administration

Business Description

Founded in 1973, Dolen, Tucker, Tierney, & Abraham is a legal firm with probate attorneys in San Bernardino area. Its probate attorney handles all related matters, including walking clients through the process and helping them complete all administration paperwork, attend necessary court dates, pay estate debts, transfer real estate, and locate and distribute assets to the beneficiaries. Attorney Rene Abraham also represents all interested parties in litigation, such as contested wills, fiduciary misconduct, and fraud claims.

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 (122)
Avvo
5.0 / 5 (10)
Yelp
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.
4.0
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––
Elisabeth Kempe-Olinger logo
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Elisabeth Kempe-Olinger

1200 Nevada St Ste 101, Redlands, CA 92374
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  • Wills
  • Estate Planning
  • Living Trust
  • Trust Administration

Business Description

Elisabeth Kempe-Olinger provides legal assistance with probate, wills, and trusts to elder clients in Redlands and throughout the San Bernardino area. In matters of probate, she handles the entire process on behalf of her clients, who are typically executors or family members of deceased individuals. Elisabeth Kemp-Olinger also handles all types of estate and trust cases, preparation of Living Trusts and other documents to assist with Probate avoidance. including advanced healthcare directives and powers of attorney. She 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.
5.0
Google
5.0 / 5 (23)

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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Family Law Advocacy Group logo
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Family Law Advocacy Group

650 East Hospitality Lane, Suite 360, San Bernardino, CA 92408
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  • Trusts
  • Wills
  • Estate Planning

Business Description

Family Law Advocacy Group assists people with legal matters concerning probate and estate administration. Serving San Bernardino, the firm provides personalized counsel and assistance to the executors throughout the entire probate process, which includes collecting and inventorying the deceased's assets, addressing debts, locating beneficiaries, and distributing the remaining properties. Aruna P. Rodrigo, the firm's attorney whose practice focuses both on estate planning and family law, has been serving clients for over a decade.

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.
4.3
Yelp
4.5 / 5 (14)
Google
1.0 / 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.
5.0
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Fullerton, Lemann, Schaefer & Dominick, LLP logo
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Fullerton, Lemann, Schaefer & Dominick, LLP

215 North D Street, San Bernardino, CA 92401
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  • Trusts
  • Wills
  • Estate Planning
  • Living Trust
  • Trust Administration
  • Probate Litigation

Business Description

Fullerton, Lemann, Schaefer & Dominick LLP is a law firm that's been providing legal representation for over 35 years. Its probate lawyers in San Bernardino, with additional offices in Costa Mesa, Rancho Santa Margarita, and Palm Desert, assist clients with probate filings and litigation, such as will contests, accounting disputes, and recovery of assets. Attorney Thomas W. Dominick is certified by the State Bar of California Board of Legal Specialization in estate planning and probate and trust 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.
3.9
Google
4.1 / 5 (22)
Avvo
5.0 / 5 (11)
Yelp
3.5 / 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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Gresham Savage logo
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Gresham Savage

550 East Hospitality Lane, San Bernardino, CA 92408
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  • Trusts
  • Wills
  • Estate Planning
  • Living Trust
  • Estate Taxes
  • Trust Administration

Business Description

Gresham Savage handles legal cases in the San Bernardino area. Its attorneys offer a wide range of services, including probate administration. Additionally, the firm provides legal counsel in matters of estate planning, family asset transfers, and property tax issues that are related to transfer of ownership. Principal attorney Phillip M. Savage IV is affiliated with the American Bar Association, Real Property, Probate, and Trust Section, as well as the State Bar of California, Estate Planning, Probate, and Trust Section.

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
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Detail
––
Horspool Law Group APC logo
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Horspool Law Group APC

300 E. State Street Suite 200, Redlands, CA 92373
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  • Probate

Business Description

For more than 40 years, the Horspool Law Group APC has been providing legal guidance and representation to clients in the San Bernardino area. Its lawyer, J. David Horspool specializes in handling probate matters, including the administration of wills and trusts. Horspool also advocates for his client's rights by contesting wills, if necessary. He is experienced with estate planning, conservatorship, guardianship, and elder law cases. This lawyer has counseled various entities and organizations including charitable institutions, high net-worth clients, and privately held businesses.

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.
4.2
Google
4.5 / 5 (26)
Yelp
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.
5.0
Responsiveness
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Detail
Law Office of Amy York Garrett logo
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Law Office of Amy York Garrett

306 West 2nd Street, San Bernardino, CA 92401
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  • Probate Litigation

Business Description

The Law Office of Amy York Garrett helps clients in the San Bernardino area with probate matters. The firm handles a broad range of probate cases, including cases in which the deceased individual has not left a will. Other areas of practice include family law and adoption. Attorney Amy York Garrett holds memberships in several professional associations, including the American Bar Association and the California State Bar Association. Service is available in English or Spanish.

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
4.6 / 5 (35)
Avvo
4.8 / 5 (20)
Yelp
5.0 / 5 (16)

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
Law Office of Andre Clark logo
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Law Office of Andre Clark

473 E Carnegie Dr Ste 200, San Bernardino, CA 92408
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  • Trusts
  • Wills
  • Estate Planning
  • Probate

Business Description

The Law Office of Andre Clark is focused on providing legal counsel on matters related to estates, probate, real estate, and business law for clients in San Bernardino and throughout California. Clark and his team help in the drafting, preparation, modification, and revocation of wills, trusts, powers of attorney, and healthcare directives. In case of special administration, will and trust contest, or breach of fiduciary duty by the personal representative, they are also ready to represent clients in probate court litigation.

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 (10)
Avvo
5.0 / 5 (8)
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
TDM Law Office logo
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TDM Law Office

300 E. State St, Suite 200, Redlands, CA 92373
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  • Trusts
  • Wills
  • Estate Planning

Business Description

TDM Law Office helps families protect their assets and preserve their legacies in San Bernardino. The law office assists administrators and executors throughout the probate proceedings and oversees the attainment of their responsibilities, including valuing the estate assets if taxes apply, determining the will's validity, distributing the decedents' possessions, and providing notice to creditors. Its lawyers also handle matters involving estate planning like business succession planning, wealth preservation, and eliminating state and federal tax liability.

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 (9)

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 Jennifer Daniel logo
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The Law Office of Jennifer Daniel

220 Nordina Street, Redlands, CA 92373
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  • Estate Planning
  • Probate Litigation

Business Description

Since 2008, The Law Office of Jennifer Daniel has been addressing the probate needs of clients in San Bernardino and the surrounding areas. It assists people throughout the legal proceedings of administering their estate. The firm’s lawyer, Jennifer Daniel, helps families manage their loved ones’ financial and personal needs through conservatorship. She handles estate planning matters to help clients preserve their wealth. Daniel also works as a faculty member at UC Riverside Extension. She teaches in the paralegal and professional fiduciary certification programs.

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 (18)
Google
5.0 / 5 (11)
Yelp
5.0 / 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
––
The Law Offices of Charles P Boylston logo
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The Law Offices of Charles P Boylston

1255 W Colton Ave, Redlands, CA 92374
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  • Trusts
  • Wills
  • Estate Planning

Business Description

The Law Offices of Charles P. Boylston handles probate matters on behalf of clients in Redlands and San Bernardino. Attorney Charles P. Boylston serves his clients by providing assistance with all aspects of the probate process, including locating and evaluating assets, notifying creditors and paying debts, and distributing assets to rightful heirs as determined by the deceased's will or lineage. The firm also offers its services in matters of employment 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
Yelp
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The Law Offices of David D L Horton logo
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The Law Offices of David D L Horton

473 E Carnegie Dr, San Bernardino, CA 92408
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  • Trusts
  • Wills
  • Estate Planning
  • Trust Administration
  • Probate Litigation

Business Description

For more than 25 years, The Law Offices of David D.L. Horton Esq. & Associates has helped clients in the San Bernardino, Palm Springs, and Riverside areas. It's primary focus is on probate and estate administration, helping family members and other loved ones of deceased individuals navigate legal issues during the probate process. It takes care of details such as creditor notices and asset distribution, as well as complications such as will contests.

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Back to Providers

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.

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.

Can I probate a will or estate without an attorney?

It is possible to probate a will and close an estate without hiring an attorney. However, it requires multiple steps and an understanding of the law. The first step is to petition the court to appoint a representative for the estate. Next, the executor must notify all heirs and creditors before switching ownership from the decedent to the estate. Once all debts, taxes, and final expenses have been paid, funds can be transferred to heirs. To close an estate, the executor must submit a report showing the court that all obligations and final wishes have been satisfied. While a will and estate may seem straightforward, things can get complicated quickly if multiple heirs are involved, or if disputes or disagreements arise over distribution. A probate lawyer can help navigate these disputes effectively, and take pressure off the executor when beneficiaries aren’t getting along.

How many years can an estate remain in probate?

If the will or proposed distribution of property is contested, an estate may remain in probate for several years. The timeline depends on how long relatives have to initiate probate, how long creditors have to come forward, and how busy the courts are. In some states, such as Florida, relatives have just 10 days to initiate probate, and the entire process takes approximately six months. In other areas, such as Massachusetts, the process can last one to two years, although the majority of probate activities occur in the first nine months. The value of the estate also affects the duration of the case. For example, California and Texas have simplified procedures for smaller estates, such as those valued at $150,000 or less.

When is a will's probate an automatic process?

Probate is the legal process of validating a last will and testament to ensure that the decedent's wishes are followed. A probate judge may automatically clear wills if they're accompanied by an affidavit from the decedent, a notary, and a witness. Some assets, including financial accounts with designated beneficiaries, and funds held by certain types of trusts don't have to go through probate.

What does it mean when property is under probate?

Real estate that's under probate is typically liquidated through the court system, which is most common when someone dies without a will. Home buyers who are interested in this type of property must follow special rules regarding deposits, which are sometimes nonrefundable, and buyer's premiums. Additionally, the court must approve the purchase price.

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