Expertise.com

Best Probate Lawyers in San Marcos

2023

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Website
12396 World Trade Dr Suite 301, San Diego, CA 92128
  • Estate Planning

Why choose this provider?

Preston Estate Planning has been serving San Marcos since 1981. It is a full-service law firm founded by John M. Preston, a certified specialist in estate planning, trust, and probate law. Preston and his team offer a 14-point trust review to check whether an existing estate plan meets the goal of saving money and protecting assets. The company employs its trademarked Life Plan, a process that includes an annual review of estate plans and legal updates. It also helps trustees seeking trust administration assistance.

Attorney Information

Attorney NamesExperience
John Preston - Founder and Principal43 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.
4.9
Google
4.9 / 5 (648)

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
11665 Avena Place #108, San Diego, CA 92128
  • Trusts
  • Wills
  • Estate Planning
  • Living Trust
  • Probate
  • Power of Attorneys

Why choose this provider?

Robinson & Wilson ALC handles the estate planning and probate administration needs of clients in San Marcos. The firm comprises two attorneys, Roberta J. Robinson and Daniel J. Wilson, who are certified specialists in probate, estate, and trust law. These lawyers bring over 55 years of experience in their specialized fields, helping individuals plan their families' futures. Robinson & Wilson represents executors in probate courts, manages wills and trusts, and optimizes tax strategies of estates.

Attorney Information

Attorney NamesExperience
Roberta Robinson - Partner46 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 (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

Website
4660 La Jolla Village Drive Suite 725A, San Diego, CA 92122
  • Trusts
  • Wills
  • Estate Planning
  • Probate Litigation

Why choose this provider?

San Diego Legacy Law caters to the residents of San Marcos and its neighboring areas. It provides legal counsel in the different steps involved in the probate process, including proving the validity of the will, probate petition filing, asset inventory and distribution, and estate closing. The firm also assists in matters like payment collection and debt satisfaction. In addition, it offers personalized estate planning solutions. Its lawyer, Nicole D’Ambrogi, is a Chartered Trust and Estate Planner.

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 (37)
Facebook
4.8 / 5 (12)

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
2139 First Avenue Suite 200, San Diego, CA 92101
  • Estate Settlement

Why choose this provider?

Frisella Neilson, APC, caters to the legal needs of individuals throughout the San Marcos area. This firm deals with cases involving probate, assisting administrators, executors, and personal representatives through the process. It deals with estate asset maintenance, estate property sales or transfers, debt resolution, estate tax filing, and asset distribution to heirs and beneficiaries. It also represents clients in will contest and probate litigation cases. Lisa J. Frisella, one of its attorneys, is a member of the Probate Attorneys of San Diego.

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
Google
4.5 / 5 (22)

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
4275 Executive Square #200, La Jolla, CA 92037
  • Estate Planning

Why choose this provider?

The Law Office of Kris Mukherji APC is a practice that caters to clients in San Marcos and the surrounding areas. It provides legal representation to individuals and families in probate cases. It also offers estate planning and asset protection services. Additionally, the firm handles matters related to business law, including general corporate governance, business formation and dissolution, and joint venture agreements. Its attorney, Kris Mukherji, is a member of the South Asian Bar Association of San Diego.

Attorney Information

Attorney NamesExperience
Kris Mukherji - Principal11 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 (37)
Avvo
4.9 / 5 (37)
Facebook
5.0 / 5 (34)

(+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
Friendliness
Helpfulness
Detail

Website
10251 Vista Sorrento Parkway, Suite 250, San Diego, CA 92121
  • Wills
  • Estate Planning
  • Living Trust

Why choose this provider?

The Law Firm of Strazzeri Mancini LLP creates legal solutions that integrate family governance counseling, business succession, and tax and estate planning. It assists San Marcos clients in handling probate and trust estate settlement through services that involve evaluation, fiduciary authority creation, and plan implementation. With the trademarked Care to Know planning method, the firm helps clients protect clients' assets and avoid the delays of probate. Stephen Mancini, one of the firm's principals, is a board-certified specialist in wills, trusts, and probate and is admitted to the U.S. Tax Court.

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
4.3 / 5 (13)
Google
4.6 / 5 (9)
Yelp
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
Responsiveness
Friendliness
Helpfulness
Detail

Website
12526 High Bluff Dr. Suite 200, San Diego, CA 92130
  • Trusts
  • Wills
  • Estate Planning
  • Elder Law
  • Trust Administration

Why choose this provider?

Stephens Law Group provides estate planning and trust administration services that may facilitate or forego probate in San Marcos. Its attorneys help protect successor trustees from beneficiary lawsuits and IRS audits. They provide decisions and documents that can prevent tax reassessments for the surviving spouses and children. In addition, they advise on IRA distributions for reduced beneficiary taxes. Principal owner, Jack E. Stephens, whom San Diego Magazine recognized as a top lawyer, is the author of "Avoiding Tax Traps in Your IRA."

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 (25)
Facebook
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
Responsiveness
Friendliness
Helpfulness
Detail

Website
416 Second Street, Encinitas, CA 92024
  • Trusts
  • Wills
  • Estate Planning
  • Living Trust
  • Estate Taxes

Why choose this provider?

Susan Stricklin Wilson is a full-service estate planning and probate firm that serves the residents of San Marcos and the surrounding areas. It guides clients through the probate court process, which includes the collection, valuation, and liquidation of estate assets. It also provides legal representation for issues such as challenged wills and disputed executor decisions. The firm works with outside professionals such as accountants, financial advisors, and real estate agents. Principal attorney Susan Stricklin Wilson is a Certified 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.
3.8
Google
4.0 / 5 (9)
Yelp
3.0 / 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
3990 Old Town Avenue, San Diego, CA 92110
  • Probate Litigation
  • Probate

Why choose this provider?

Lawyer In Blue Jeans Group provides legal guidance to families and individuals navigating through a probate process in San Marcos. It aids clients by maintaining estate assets, filing estate taxes, and resolving debts. The law firm's attorneys have a combined experience of 50 years, spearheaded by founder Jeff Isaac, heard on various radio stations, including TALK RADIO 760 and 760 KFBM AM. He also produced "Everything You Need to Know About Living Trusts" DVD and Audio CD.

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.
4.4
Yelp
4.4 / 5 (55)

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
12707 High Bluff Drive Ste. 125, San Diego, CA 92130
  • Trusts
  • Wills
  • Estate Planning
  • Trust Administration

Why choose this provider?

Weiner Law provides families with counsel and representation through the probate process in San Marcos. The firm assists with probate administration, including the valuation of the decedent's assets, payment of debts and probate fees, and distribution of inheritance. To help clients prepare for costs, it has developed a calculator that estimates probate fees based on the client's specific situation. It also handles estate planning, wills, and trusts. Founder Daniel R. Weiner is a finalist for San Diego Business Journal's 2021 Leaders in Law Awards.

Attorney Information

Attorney NamesExperience
Daniel Weiner - Founder & Managing Attorney5 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 (53)
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
Responsiveness
Friendliness
Helpfulness
Detail

Website
11622 El Camino Real, Suite 100, San Diego, CA 92130
  • Estate Planning

Why choose this provider?

Ratner & Pinchman, A Professional Law Corporation, offers legal counsel in the field of estate planning and administration. The firm, open to residents of San Marcos, is experienced in helping clients navigate through the ins and outs of probate. Its team of attorneys guides the executor with filing taxes, handling paperwork, and paying debts. They also handle cases that involve business planning, Medi-Cal planning, and special needs trusts. Founding attorney, Steven M. Ratner, is a probate law specialist.

Attorney Information

Attorney NamesExperience
Maya Pinchman - Partner13 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.
4.9
Google
4.9 / 5 (65)
Yelp
5.0 / 5 (34)

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
3142 Tiger Run Ct Ste 113, Carlsbad, CA 92010
  • Estate Planning

Why choose this provider?

North County Legal, APC, is a private practice serving San Marcos and the nearby areas since 2009. The firm and its lawyers provide assistance in drafting estate planning documents like powers of attorney, trusts, and wills to help clients avoid the probate process. It provides assistance and represents clients in trust and estate administration which includes identifying assets held by the decedent, collecting and paying any outstanding debts, and notifying heirs at law and beneficiaries of the estate.

Attorney Information

Attorney NamesExperience
Ryan Alexeev - Managing Attorney15 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 (23)
Avvo
5.0 / 5 (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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
100 East San Marcos Blvd. Suite 400, San Marcos, CA 92069
  • Estate Planning
  • Trust Administration

Why choose this provider?

The Law Office of Ione Rummery guides and represents individuals and families in San Marcos. It helps clients navigate the probate law process through form-driven solutions to address asset distribution disputes. It also deals with legal matters involving heir and beneficiary notices and trust administration. In addition, the firm creates healthcare directives, estate plans, and powers of attorney. Founder Ione Rummery is an estate planning and probate law specialist certified by the State Bar of California Board of Specialization.

Attorney Information

Attorney NamesExperience
Ione Rummery - Principal22 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.
4.2
Google
3.0 / 5 (2)
Avvo
5.0 / 5 (2)
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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
145 South Fig Street, Escondido, CA 92025
  • Wills
  • Estate Planning

Why choose this provider?

Anderson Estate Law Inc. is a legal practice that serves the residents of San Marcos and its surrounding areas. It helps clients by providing them with legal assistance and representation in probate processes. It also aids clients who have concerns relating to estate and trust administration, charitable and special needs planning, advance healthcare directive, and guardianship. The firm understands that all cases are unique, so it handles claims with a team approach and prepares clients with personalized plans.

Attorney Information

Attorney NamesExperience
Mark Anderson - Principal42 yrs
Mark Anderson - Principal42 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.
4.9
Google
5.0 / 5 (64)
Yelp
4.4 / 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

Website
10620 Treena St., Suite 230, San Diego, CA 92131
  • Estate Planning
  • Living Trust
  • Trust Administration
  • Probate

Why choose this provider?

The Law Offices of Irina Sherbak, APC, serves clients in and around San Marcos. It provides legal assistance and representation for clients' estate planning needs such as revocable and irrevocable trusts, advanced health care directives, durable powers of attorney, wills, special needs trusts, and probate and trust administrations. Its legal staff also helps smooth out conflicts between representatives and receivers of the decedent's assets. Attorney Irina Sherbak speaks Russian and served as President and Vice President of the California Western School of Law Alumni Board of Directors.

Attorney Information

Attorney NamesExperience
Irina Sherbak - Principal and Founder11 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
Google
4.7 / 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
206 Woodland Pkwy #226, San Marcos, CA 92069
  • Trusts
  • Wills
  • Estate Planning

Why choose this provider?

The Law Office of Asaph Abrams offers legal guidance and representation for residents in San Marcos and the surrounding areas. Asaph Abrams provides estate planning assistance, which covers the preparation of living trusts, wills, durable powers of attorney, and advance health care directives. The attorney also helps debtors file for chapter 7 and 13 bankruptcy. He has filed more than 700 chapter 13 and 7 bankruptcy cases during his nearly two decades in practice. He is a Certified Continuing Legal Education Instructor.

Attorney Information

Attorney NamesExperience
Asaph Abrams - 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
Yelp
4.7 / 5 (13)
Avvo
5.0 / 5 (7)
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
2794 Gateway Road, Suite 101, Carlsbad, CA 92009
  • Trusts
  • Wills
  • Estate Planning

Why choose this provider?

Capital Legacy Law is a legal practice that caters to individuals and businesses in San Marcos. Its services include representing clients in the fields of probate and trust administration. It helps them in appraising assets, dealing with creditors and debtors, and distributing assets. Its attorney, Gita K. Nassiri, is also a CPA who graduated from law school in 1994. She is a member of the Trusts and Estates Section of the State Bar of California. Nassiri is fluent in Spanish and French.

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
Facebook
3.5 / 5 (10)
Google
5.0 / 5 (7)
Yelp
5.0 / 5 (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
Responsiveness
Friendliness
Helpfulness
Detail

Website
1901 Camino Vida Roble, Ste 112, Carlsbad, CA 92008
  • Estate Planning
  • Trust Administration
  • Probate

Why choose this provider?

Opelon LLP provides legal services to San Marcos and the surrounding areas. This law firm concentrates on guiding individuals in navigating the probate process. It represents clients in probate court and helps them understand the legal process by providing simple translations of probate law. The business also handles estate planning and trust administration services. Its co-founder, T. Owen Rassman, is a member of the San Diego Bar Association. He also holds a Master's of Law degree in Taxation.

Attorney Information

Attorney NamesExperience
T. Owen Rassman - Attorney19 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 (43)
Facebook
5.0 / 5 (5)
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

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 San Marcos, California?

    (858) 565-5200 is the non-emergency contact number for the San Marcos Station of the San Diego County Sheriff's Department.

  • What are the common reasons for challenging a San Marcos decedent’s will?

    Beneficiaries of a decedent in San Marcos may challenge the validity of a will if the testator lacked mental capacity at the time the will or trust was signed and sealed. Documents may also be invalid if someone with access to and authority over the testator uses emotional manipulation to achieve preferential treatment in the will. A challenger may prevent a portion or all of the will from being carried out because the testator was misled about the document's contents.

  • How are probate fees calculated in San Marcos and the state of California?

    Under California's Probate Code, Section 10810, probate fees in San Marcos are calculated by the gross estate, not the net estate. Attorneys and executors are entitled to extraordinary fees in addition to statutory fees for additional work undertaken on behalf of the decedent's estate. It is also common to incur probate fees above 8% of the gross estate. Other probate-related expenses cover court filing and probate referee fees.

  • How are San Marcos personal representatives and probate attorneys compensated during the probate process?

    San Marcos adheres to California Probate Code Sections 10800 and 10810, which allow personal representatives and probate attorneys to collect compensation based on a percentage of the value of the gross probate estate. The gross probate estate value includes investments, business interests, and bank accounts. Under the law, a probate attorney can charge at least 4% of the first $100,000 of the estate's worth, 3% of the second $100,000, and 2% of the next $800,000.

  • How are estates without a will distributed in San Marcos?

    In there is no will, the estate of a San Marcos decedent is allocated following the laws of intestate succession. Specific sections of California's Probate Code govern how these estates are administered. The court decides who inherits the assets. Several factors determine the order of distribution, including the decedent's marital status and living relatives.

  • How are estates appraised in San Marcos?

    Probate referees appointed by the State Controller appraise estates in San Marcos. They determine the assets' fair market value based on mortgages and other debts. These factors can result in an appraisal of the property that is higher than the equity that the deceased owned in the property. Probate referees' compensation is based on 0.1% of the appraised assets.