Best Probate Lawyers in San Marcos

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Aisha Williams Law logo
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Aisha Williams Law

1902 Wright Pl, Carlsbad, CA 92008
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  • Estate Planning

Business Description

Aisha Williams Law is a family-run estate planning law firm that serves residents in San Marcos and the surrounding areas. Since its founding in 2019, founder Aisha Williams and her team have counseled thousands of Californians in their estate planning needs. They help clients throughout the process of asset preservation, from preparing revocable living trust and powers of attorney to handling probate matters. William provides these services virtually. She speaks three languages, namely English, Spanish, and Portuguese.

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 (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
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Anderson Estate Law Inc. logo
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Anderson Estate Law Inc.

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

Business Description

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.

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 (55)
Facebook
5.0 / 5 (6)
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
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Black & McGhee, A Professional Law Corporation logo
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Black & McGhee, A Professional Law Corporation

144 East Washington Avenue, Escondido, CA 92025
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  • Trusts
  • Wills
  • Estate Planning
  • Trust Administration

Business Description

Black & McGhee, A Professional Law Corporation is a law firm with an estate planning attorney near San Marcos. Kimberly McGhee is a certified specialist in estate planning, trust, and probate law by the State of California Board of Legal Specialization. She protects clients' best interests using her knowledge and experience to create a plan that helps them care for themselves and their loved ones. McGhee also plays an active role in providing hands-on support to dementia and elder care communities.

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)
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
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California Estate and Elder Law logo
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California Estate and Elder Law

9820 Willow Creek Rd. #460, San Diego, CA 92131
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  • Estate Planning
  • Elder Law
  • Probate

Business Description

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.

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
4.4 / 5 (12)
Yelp
1.5 / 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
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Capital Legacy Law logo
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Capital Legacy Law

2794 Gateway Road, Suite 101, Carlsbad, CA 92009
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  • Trusts
  • Wills
  • Estate Planning

Business Description

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.
4.5
Facebook
3.8 / 5 (10)
Google
5.0 / 5 (6)
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
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Chhokar Law Group logo
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Chhokar Law Group

10945 Vista Sorrento Pkwy, Suite 100,, San Diego, CA 92130
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  • Estate Planning

Business Description

Chhokar Law Group offers integrated estate services to individuals, families, and business owners in the San Marcos area. The firm represents clients in the litigation of estate matters such as probate contests, fiduciary duty violations, and accounting disputes. Its team, headed by Siddharth Chhokar, assists in setting up trusts to help clients and their families bypass probate court. Chhokar is a board-certified specialist in estate planning, probate, and trust law and holds a Master’s in Tax Law degree.

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

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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Driscoll Anderson Reynard LLP Attorneys At Law logo
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Driscoll Anderson Reynard LLP Attorneys At Law

5740 Fleet Street, Suite 125, Carlsbad, CA 92008
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  • Estate Planning

Business Description

Driscoll Anderson Reynard LLP Attorneys At Law is a legal firm serving the San Marcos metro. The firm specializes in probate administration, including managing decedents' trusts, estates, conservatorships, and guardianships. Its attorneys help an executor collect life insurance proceeds, appraise properties, locate assets, pay debts, necessary file documents, and divide assets. Estate planning, business law, and litigation are among the firm's other practices. The American Institute Of Legal Counsel named the firm as the 10 Best Attorney for client satisfaction in estate planning in 2020.

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 (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.
4.0
Responsiveness
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––
Frisella Neilson, APC logo
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Frisella Neilson, APC

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

Business Description

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.
4.7

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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Detail
Law Office of Asaph Abrams logo
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Law Office of Asaph Abrams

206 Woodland Pkwy #226, San Marcos, CA 92069
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  • Trusts
  • Wills
  • Estate Planning

Business Description

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.

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.
4.6
Yelp
5.0 / 5 (16)
Avvo
5.0 / 5 (7)
Google
5.0 / 5 (2)

(+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
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Detail
Law Office of Christine Padilla logo
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Law Office of Christine Padilla

320 Encinitas Blvd. Suite C, Encinitas, CA 92024
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  • Trusts
  • Wills
  • Estate Planning

Business Description

The Law Office of Christine Padilla recognizes the complications of estate planning. Its team helps families in and around San Marcos with their trust administration, probate, and succession planning concerns. The firm also handles asset re-titling, nominating guardians for minor children, and medical authorizations. Before focusing on estate law, Padilla defended individual and commercial clients in civil litigation cases. She was named an Outstanding New Lawyer in 2007. Padilla is involved in local charitable organizations, including the San Diego Rescue Mission.

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 (21)
Facebook
5.0 / 5 (9)
Law Office of Ione Rummery logo
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Law Office of Ione Rummery

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

Business Description

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.

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Law Office Of Paul Hilton logo
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Law Office Of Paul Hilton

9126 Buckwheat St., San Diego, CA 92129
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  • Trusts
  • Wills
  • Estate Planning

Business Description

The Law Office of Paul Hilton in San Diego is a legal practice that offers consultation and legal advice to clients residing in the San Marcos area. The firm was established by Paul Hilton, who is a US Marines veteran and an estate planning lawyer. He assists with document preparation, asset distribution, powers of attorney, probate court representation, and probate administration. Paul also works on estate planning cases for clients with special needs.

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 (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
Law Office of Tracie Martinez logo
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Law Office of Tracie Martinez

16870 West Bernardo Drive Suite 400, San Diego, CA 92127
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  • Trusts
  • Wills
  • Estate Planning
  • Living Trust
  • Trust Administration
  • Probate Litigation

Business Description

The Law Office of Tracie Martinez serves clients from its offices in San Marcos, Rancho Bernardo, Mission Valley, and San Diego. The firm's founder, Tracie Martinez, handles estate planning and probate law. Tracie guides her clients in creating wills and trusts and securing the documents needed for advanced healthcare directives and powers of attorney. The Law Office of Tracie Martinez aims to provide security for the future of its clients.

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
Facebook
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
Law Offices of Irina Sherbak, APC logo
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Law Offices of Irina Sherbak, APC

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

Business Description

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.

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 (13)
Facebook
4.5 / 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
Law Offices of Ronald R. Webb logo
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Law Offices of Ronald R. Webb

5440 Morehouse Dr. Suite 3700, San Diego, CA 92121
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  • Estate Planning
  • Trust Administration
  • Probate

Business Description

The Law Offices of Ronald R. Webb has been providing legal representation to clients in San Marcos since 1998, with a focus on estate planning services for high-net-worth individuals. It guides clients through different aspects of their estate plans such as wills, trusts, and powers of attorney. It also assists clients in handling their duties during the probate process. Founder Ronald R. Webb is an active member of both Estate Planning and Business Law Sections of the California State Bar.

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
4.8 / 5 (30)
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
Law Offices of Ronald R. Webb, A.P.C. logo
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Law Offices of Ronald R. Webb, A.P.C.

5440 Morehouse Dr Suite 3700, San Diego, CA 92121
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  • Estate Planning
  • Probate

Business Description

The Law Offices of Ronald R. Webb, A.P.C., represents San Marcos clients in estate law matters that involve probate, estate planning, and will and trust administration. Its legal services for probate cover validating wills, paying debts, and distributing the assets. The attorney also helps clients complete the probate proceedings in a shorter period. Ronald R. Webb is an active member of the California State Bar and the San Diego County Bar Association's Estate Planning and Business Law Sections.

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
4.8 / 5 (30)

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
Law Offices of Scott C. Soady, APC logo
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Law Offices of Scott C. Soady, APC

16466 Bernardo Center Drive, San Diego, CA 92128
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  • Trusts
  • Wills
  • Estate Planning
  • Living Trust
  • Trust Administration
  • Probate Litigation

Business Description

The Law Offices of Scott C. Soady, APC is located in San Diego, serving clients in and around the San Marcos metro area. The firm's estate planning and probate attorney represents individuals in probate courts and file petitions to appoint executors or estate administrators. Soady then guides them in navigating through the entire probate process, including collecting the decedent's assets, sending notices to beneficiaries, and distributing the assets to the beneficiaries. Soady also handles guardianship and conservatorship matters.

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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Helpfulness
Detail
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Lawyer In Blue Jeans Group logo
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Lawyer In Blue Jeans Group

3990 Old Town Avenue, San Diego, CA 92110
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  • Probate Litigation
  • Probate

Business Description

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.
4.6
Yelp
4.5 / 5 (43)
Facebook
4.8 / 5 (32)

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
North County Legal, APC logo
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North County Legal, APC

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

Business Description

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.

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.
4.6
Google
5.0 / 5 (22)
Yelp
4.0 / 5 (16)
Avvo
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Opelon LLP logo
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Opelon LLP

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

Business Description

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.

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 (18)
Yelp
5.0 / 5 (2)
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
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Detail
Preston Estate Planning logo
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Preston Estate Planning

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

Business Description

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.

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
4.8 / 5 (390)
Yelp
3.5 / 5 (23)
Facebook
4.1 / 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
Ratner & Pinchman A Professional Law Corporation logo
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Ratner & Pinchman A Professional Law Corporation

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

Business Description

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.

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 (49)

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
Robinson & Wilson, ALC logo
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Robinson & Wilson, ALC

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

Business Description

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.

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.
5.0
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San Diego Legacy Law logo
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San Diego Legacy Law

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

Business Description

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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Smykowski Law Offices logo
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Smykowski Law Offices

16776 Bernardo Center Dr., San Diego, CA 92128
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  • Trusts
  • Wills
  • Estate Planning

Business Description

Smykowski Law Offices provides legal counsel regarding estate planning and probate for families and individuals in San Marcos. The firm's lawyers provide sound legal advice about how clients can manage the distribution of their assets when they pass away. They also provide representation in probate hearings when litigation is needed. One of the firm's practitioners, Robert A. Smykowski, holds an electrical engineering degree that allows him to maximize the use of technology when organizing his client's information.

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
Yelp
4.5 / 5 (15)
Google
4.9 / 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Stephens Law Group logo
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Stephens Law Group

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

Business Description

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
Susan Stricklin Wilson logo
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Susan Stricklin Wilson

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

Business Description

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.
4.5
Google
4.1 / 5 (10)

Professionalism:

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The Law Firm of Strazzeri Mancini LLP logo
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The Law Firm of Strazzeri Mancini LLP

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

Business Description

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.

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4.4
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4.6 / 5 (9)
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4.0 / 5 (6)

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The Law Office of Kris Mukherji APC logo
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The Law Office of Kris Mukherji APC

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

Business Description

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.

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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
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5.0 / 5 (36)
Avvo
4.9 / 5 (36)
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5.0 / 5 (28)

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The Law Offices of Joseph Adelizzi logo
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The Law Offices of Joseph Adelizzi

2211 Encinitas Blvd., 2nd Floor, Encinitas, CA 92024
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  • Trusts
  • Wills
  • Estate Planning

Business Description

The Law Offices of Joseph Adelizzi serves clients in and around the San Marcos metro. The firm represents individuals and families in court cases concerning probate matters, focusing primarily on helping clients avoid it by assisting them in drafting and preparing estate planning documents like powers of attorney, trusts, advanced healthcare directives, and wills. Adelizzi has been in practice since 1984 and has developed a continued learning education course for lawyers on retirement planning, which he taught in California and Florida.

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5.0 / 5 (5)
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5.0 / 5 (1)
Wade Law logo
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Wade Law

16486 Bernardo Center Dr, 170, San Diego, CA 92128
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  • Trusts
  • Wills
  • Estate Planning
  • Estate Taxes
  • Probate Litigation

Business Description

Wade Law is a business and estate planning law firm in San Diego, providing probate attorneys to residents of San Marcos and surrounding areas. While the firm is relatively new, having opened in 2019, its team of attorneys combines 40 years of practice experience. The attorneys at Wade Law advocate for compassionate legal service in planning estates, drafting wills and trusts, and planning successions in businesses. The team also assists in creating special needs trusts.

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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
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5.0 / 5 (1)

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5.0
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Weiner Law logo
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Weiner Law

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

Business Description

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.

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5.0
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5.0 / 5 (1)

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Wiggins & Ebert APC logo
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Wiggins & Ebert APC

2534 State Street, San Diego, CA 92101
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  • Wills
  • Estate Planning

Business Description

Wiggins & Ebert APC is a law firm that serves the people of San Marcos. It assists clients in navigating the process of probate and trust administration. The firm provides advice about estate planning documents and procedures involving the will, revocable living trust, power of attorney for healthcare, and general power of attorney. In addition, it works on estate tax considerations through gifting programs and property tax analysis. One of its lawyers, Howard Wiggins, has been practicing law for almost 50 years.

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4.6

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Worrall Law logo
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Worrall Law

310 S. Twin Oaks Valley Road ​#107-415, San Marcos, CA 92078
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  • Trusts
  • Wills
  • Estate Planning

Business Description

Worrall Law represents individuals and families in business and elder law in San Marcos. It guides estate administrators through the probate process, which involves the retitling and distributing of assets among beneficiaries in accordance with the will or intestacy law. The firm also handles business law matters, including the formation and changing of the status of companies and the drafting of non-compete agreements. Jay Worrall, the firm's owner, has experience managing a business, representing nonprofits, and handling criminal defense cases.

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
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Frequently Asked Questions

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.

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.

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.

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