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Best Probate Lawyers in San Marcos, CA

Our Recommended Top 18

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

37Reviewed

29Curated

18Top Picks

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Providers

featured provider = Featured Provider

4275 Executive Square #200, La Jolla, CA 92037

Expertise.com Rating

Review Sources

Yelp
5.0 (37)
Avvo
4.9 (37)
Facebook
5.0 (34)

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.

  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Kris Mukherji - PrincipalActive12 yrs

11665 Avena Place #108, San Diego, CA 92128

Expertise.com Rating

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.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Roberta Robinson - PartnerActive47 yrs

12396 World Trade Dr Suite 301, San Diego, CA 92128

Expertise.com Rating

Review Sources

Google
4.9 (648)

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.

  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
John Preston - Founder and PrincipalActive44 yrs

4660 La Jolla Village Drive Suite 725A, San Diego, CA 92122

Expertise.com Rating

Review Sources

Google
5.0 (37)
Facebook
4.8 (12)

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.

  • Trusts
  • Wills
  • Estate Planning

2139 First Avenue Suite 200, San Diego, CA 92101

Expertise.com Rating

Review Sources

Google
4.5 (22)

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.

  • Estate Settlement

12526 High Bluff Dr. Suite 200, San Diego, CA 92130

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Review Sources

Google
5.0 (25)
Facebook
5.0 (3)

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."

  • Trusts
  • Wills
  • Estate Planning

10620 Treena St., Suite 230, San Diego, CA 92131

Expertise.com Rating

Review Sources

Google
4.7 (14)

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.

  • Estate Planning
  • Living Trust
  • Trust Administration

Attorney Information

Attorney NameBar StatusExperience
Irina Sherbak - Principal and FounderActive12 yrs

12707 High Bluff Drive Ste. 125, San Diego, CA 92130

Expertise.com Rating

Review Sources

Google
5.0 (53)
Facebook
5.0 (1)

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.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Daniel Weiner - Founder & Managing AttorneyActive6 yrs

100 East San Marcos Blvd. Suite 400, San Marcos, CA 92069

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Review Sources

Google
3.0 (2)
Avvo
5.0 (2)
Yelp
5.0 (1)

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.

  • Estate Planning
  • Trust Administration

Attorney Information

Attorney NameBar StatusExperience
Ione Rummery - PrincipalActive23 yrs

3990 Old Town Avenue, San Diego, CA 92110

Expertise.com Rating

Review Sources

Yelp
4.4 (55)

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.

  • Probate Litigation
  • Probate

416 Second Street, Encinitas, CA 92024

Expertise.com Rating

Review Sources

Google
4.0 (9)
Yelp
3.0 (2)

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.

  • Trusts
  • Wills
  • Estate Planning

11622 El Camino Real, Suite 100, San Diego, CA 92130

Expertise.com Rating

Review Sources

Google
4.9 (65)
Yelp
5.0 (34)

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.

  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Maya Pinchman - PartnerActive14 yrs

206 Woodland Pkwy #226, San Marcos, CA 92069

Expertise.com Rating

Review Sources

Yelp
4.7 (13)
Avvo
5.0 (7)
Google
5.0 (2)

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.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Asaph Abrams - PrincipalActive22 yrs

145 South Fig Street, Escondido, CA 92025

Expertise.com Rating

Review Sources

Google
5.0 (64)
Yelp
4.4 (9)

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.

  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Mark Anderson - PrincipalActive43 yrs
Mark Anderson - PrincipalActive43 yrs

10251 Vista Sorrento Parkway, Suite 250, San Diego, CA 92121

Expertise.com Rating

Review Sources

Facebook
4.3 (13)
Google
4.6 (9)
Yelp
5.0 (3)

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.

  • Wills
  • Estate Planning
  • Living Trust

2794 Gateway Road, Suite 101, Carlsbad, CA 92009

Expertise.com Rating

Review Sources

Facebook
3.5 (10)
Google
5.0 (7)
Yelp
5.0 (6)

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.

  • Trusts
  • Wills
  • Estate Planning

3142 Tiger Run Ct Ste 113, Carlsbad, CA 92010

Expertise.com Rating

Review Sources

Google
5.0 (23)
Avvo
5.0 (6)

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.

  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Ryan Alexeev - Managing AttorneyActive16 yrs

1901 Camino Vida Roble, Ste 112, Carlsbad, CA 92008

Expertise.com Rating

Review Sources

Google
5.0 (43)
Facebook
5.0 (5)
Yelp
5.0 (4)

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.

  • Estate Planning
  • Trust Administration
  • Probate

Attorney Information

Attorney NameBar StatusExperience
T. Owen Rassman - AttorneyActive20 yrs

Compare our Top Probate Lawyers

NameExpertise RatingAddressPromotionsLearn more
The Law Office of Kris Mukherji APC
4275 Executive Square #200, La Jolla, CA 92037
Robinson & Wilson, ALC
11665 Avena Place #108, San Diego, CA 92128
Preston Estate Planning
12396 World Trade Dr Suite 301, San Diego, CA 92128
San Diego Legacy Law
4660 La Jolla Village Drive Suite 725A, San Diego, CA 92122
Frisella Neilson, APC
2139 First Avenue Suite 200, San Diego, CA 92101
Stephens Law Group
12526 High Bluff Dr. Suite 200, San Diego, CA 92130
Law Offices of Irina Sherbak, APC
10620 Treena St., Suite 230, San Diego, CA 92131
Weiner Law
12707 High Bluff Drive Ste. 125, San Diego, CA 92130
Law Office of Ione Rummery
100 East San Marcos Blvd. Suite 400, San Marcos, CA 92069
Lawyer In Blue Jeans Group
3990 Old Town Avenue, San Diego, CA 92110
Susan Stricklin Wilson
416 Second Street, Encinitas, CA 92024
Ratner & Pinchman A Professional Law Corporation
11622 El Camino Real, Suite 100, San Diego, CA 92130
Law Office of Asaph Abrams
206 Woodland Pkwy #226, San Marcos, CA 92069
Anderson Estate Law Inc.
145 South Fig Street, Escondido, CA 92025
The Law Firm of Strazzeri Mancini LLP
10251 Vista Sorrento Parkway, Suite 250, San Diego, CA 92121
Capital Legacy Law
2794 Gateway Road, Suite 101, Carlsbad, CA 92009
North County Legal, APC
3142 Tiger Run Ct Ste 113, Carlsbad, CA 92010
Opelon LLP- a Trust, Estate & Probate Law Firm
1901 Camino Vida Roble, Ste 112, Carlsbad, CA 92008

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 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.