Best Probate Lawyers in San Marcos

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.

California Estate and Elder Law is a firm that provides assistance with estate settlement and probate, estate and beneficiary planning, and disability and elder law planning. Serving San Marcos, its staff helps clients produce a plan to administer their estate in a manner consistent with their wishes and instructions. The team also assists with preparing the necessary documents to implement wills and trusts, as well as settle taxes. Attorney Richard Scott Stewart is the incoming co-chair of the San Diego County Bar Association Elder Law section.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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."

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.

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.

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.

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.