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2024

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Best Probate Lawyers in San Ramon

Our Recommended Top 17

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

33Reviewed

26Curated

17Top Picks

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Providers

featured provider = Featured Provider

111 Deerwood Road Suite 200, San Ramon, CA 94583
Website

Expertise.com Rating

Review Sources

Google
4.6 (10)
Yelp
3.5 (10)
Avvo
5.0 (4)

Why choose this provider?

Santaella Legal Group, APC, provides legal representation for cases involving estate planning and probate. Serving the San Ramon area, its lawyers handle various aspects of the probate process to effectively handle and distribute assets as instructed by the decedent. They also help smooth out conflicts that may arise between representatives and receivers of the decedent's assets. One of the firm's lawyers, Ivette M. Santaella volunteers in the "Lawyer in the Library" programs to provide families with pro bono assistance regarding the importance of estate planning.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Ivette Santaella - PrincipalActive35 yrs

4115 BlackHawk Plaza Circle, Danville, CA 94506

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Why choose this provider?

The Law Office of Dorothy A. Peters represents families and individuals in San Ramon and the surrounding areas, including Walnut Creek and Lafayette. The firm offers legal counsel in matters involving living wills and trusts, family limited partnerships, durable powers of attorney, and charitable giving. It also assists clients in eliminating estate taxes at death and preserving values throughout generations. Founder Dorothy A. Peters dedicates her private practice to handling probate and general estate planning matters.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Dorothy Peters - PrincipalActive29 yrs

800 South Broadway, Walnut Creek, CA 94596
Website

Expertise.com Rating

Review Sources

Google
5.0 (3)
Yelp
5.0 (3)

Why choose this provider?

The Law Office of Michael LaMay serves residents who are seeking the assistance of a probate lawyer in San Ramon. LaMay assists clients in estate planning, trust administration and probate, and trust and estate litigation. With over 20 years of experience, this lawyer aims to create estate plans best fit his clients' needs. He is also capable of handling cases in other areas such as elder financial abuse and conservatorships,

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Michael Lamay - PrincipalActive38 yrs

111 Deerwood Road, San Ramon, CA 94583

Expertise.com Rating

Review Sources

Yelp
4.5 (7)
Google
5.0 (2)
Facebook
5.0 (1)

Why choose this provider?

The Law Offices of Lisa Edgar Dickman is a firm serving clients in San Ramon and the surrounding areas. It is headed by Lisa Edgar Dickman, who has more than 20 years of experience helping people find solutions to their legal problems. Services offered by her firm include estate planning involving wills and trusts, as well as probate cases involving guardianship and conservatorship. Other practice areas include real estate, personal injury, and prenuptial agreements.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Lisa Dickman - PrincipalActive19 yrs

2000 Crow Canyon Place, Suite 270, San Ramon, CA 94583

Expertise.com Rating

Why choose this provider?

Claytor Law Group is a full-service firm located in San Ramon. Its attorneys guide businesses and individuals through business or corporate transactions, trust and estate litigation, estate planning, and mediations. One of the firm's practitioners, James D. Claytor, is experienced in trust and probate litigation and has represented both trustees and beneficiaries in trust and probate disputes. In addition, Claytor served the Alameda County Superior Court as a judge pro tempore.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Drake Claytor - FounderActive23 yrs

3000 Citrus Circle, Walnut Creek, CA 94598

Expertise.com Rating

Review Sources

Yelp
5.0 (1)

Why choose this provider?

Rex Crandell, CPA Attorney, serves clients seeking a probate attorney in San Ramon. Crandell has experience handling estate planning and writing documents such as revocable living trusts, advanced health care directives, durable powers of attorney, and last wills and testaments. This law office caters to clients from all walks of life, including high net worth individuals and small local businesses. Crandell also handles cases in other areas such as tax problem resolution, tax planning, and income tax preparation.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Rex Crandell - Principal/ CPA MBA AtoorneyActive21 yrs

2000 Van Ness Ave, Suite 602, San Francisco, CA 94109
Website

Expertise.com Rating

Review Sources

Yelp
5.0 (4)
Avvo
5.0 (4)

Why choose this provider?

Dunning Law Group offers various legal services to businesses, individuals, and families in San Ramon. It provides estate planning consultation and preparation to clients. Its attorneys help them construct a family plan that includes a trust, living will, pour-over will, and durable power of attorney for financial needs. They also assist clients with issues on special needs trusts, charitable planning, and family-limited partnerships. Scott Dunning, the founder of Dunning Law Group, has more than 30 years of civil litigation experience.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Scott Dunning - Founder and Managing AttorneyActive37 yrs

1855 San Miguel Dr. Suite 17-C, Walnut Creek, CA 94596
Website

Expertise.com Rating

Review Sources

Google
4.9 (28)
Yelp
4.5 (8)

Why choose this provider?

The Law Office of Cynthia C. Sayegh offers probate, estate planning, and trust administration services to clients in San Ramon. The firm helps clients create an estate plan most suitable for their loved ones. It also assists executors who are struggling with transferring real property and financial accounts, coordinating inventory and appraisal of assets, and managing the final distribution of an estate. Cynthia C. Sayegh, the firm's founder and attorney, is an active member of her local community. She is on the steering committee of the group Lamorinda Moms.

  • Estate Planning
  • Probate

Attorney Information

Attorney NameBar StatusExperience
Cynthia Sayegh - PrincipalActive10 yrs

5820 Stoneridge Mall Road Suite 207, Pleasanton, CA 94588

Expertise.com Rating

Review Sources

Facebook
4.0 (6)
Google
3.7 (3)

Why choose this provider?

Haskett Law Firm, P.C., provides legal services that address the probate law concerns of clients in San Ramon. It guides estate administrators in completing their tasks of settling decedents' affairs. It works with accountants regarding tax issues, locates assets, and assists in meeting statutory requirements. The law firm also represents beneficiaries involved in disputes like will contests and counsels individuals in litigating executors whom they suspect of breaching their fiduciary duties. Haskett Law Firm's other practice areas are estate planning and business law.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Amber Haskett - PrincipalActive26 yrs

18 Crow Canyon Court, San Ramon, CA 94583

Expertise.com Rating

Review Sources

Google
4.7 (3)
Yelp
5.0 (3)
FindLaw
5.0 (1)

Why choose this provider?

The Law Offices of Ken Begun provides legal counsel and representation by an experienced probate attorney in San Ramon. A Certified Estate Planning, Trust & Probate Law Specialist, Ken Begun provides legal services to clients in Contra Costa and Alameda Counties and the surrounding areas. His primary practice areas are focused on trust administration, small estate transfers, and other legal matters that may arise during the process of estate planning and probate.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Ken Begun - PrincipalActive37 yrs

111 Deerwood Road, Suite 200, San Ramon, CA 94583
Website

Expertise.com Rating

Review Sources

Yelp
5.0 (12)
FindLaw
5.0 (12)
Google
5.0 (3)

Why choose this provider?

Founded in 2005, The Intelligent Law Firm solves the probate concerns in San Ramon. It handles various areas in estate planning such as advanced health care directives, powers of attorney, revocable and non-revocable trusts, and wills. Eric M. Nixdorf, its principal attorney, has 25 years of experience in the field. He was a primary litigator, managing partner, and bankruptcy department head for a large-scale tax law firm. His other areas of practice include real estate, collection defense, and tax.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Eric Nixdorf - PrincipalActive30 yrs

4000 Executive Parkway, Suite 155, San Ramon, CA 94583

Expertise.com Rating

Review Sources

Yelp
4.5 (15)
Google
4.0 (8)

Why choose this provider?

The Geraldi Law Office serves local, national, and international customers in the San Ramon area. It prepares estate planning documents such as ABC trust, revocable living trusts, durable powers of attorney, and irrevocable trusts to help individuals protect their assets for their families when they pass on. The company also offers legal representation in a wide range of family law matters, including divorce, child custody, and alimony. Daniel and Alan Geraldi, the firm's attorneys, have more than 30 years of combined legal experience.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Daniel Geraldi - PrincipalActive27 yrs
Daniel Geraldi - PrincipalActive27 yrs

4900 Hopyard Road West Lobby, Suite 100, Pleasanton, CA 94588
Website

Expertise.com Rating

Review Sources

Google
5.0 (25)

Why choose this provider?

John Park Law is a firm that handles probate, estate planning, and asset protection, as well as business law matters. It serves families and individuals in San Ramon and the surrounding areas. Its team of attorneys assists clients in drafting legal documents, such as wills, trusts, and revocable living trusts. They guide them through the complex probate process with the focus on the proper distribution of the decedent's assets. Lawyers John Park and Sam Warren are also admitted to practice in Nevada.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
John Park - PrincipalActive8 yrs

1020 Aileen St, Lafayette, CA 94549
Website

Expertise.com Rating

Why choose this provider?

Infinity Law Group, which provides legal service to residents of San Ramon, has more than 40 years of experience in trust and estate matters. It assists clients with guardianship, living trusts, probate, estate planning, setting up of wills and trusts, and executorship duties. Ronald G. Peck is the firm's probate attorney. He focuses on trust and will preparation and has more than 35 years of law practice. He also helps families and individuals understand the California probate system and resolve beneficiary disputes.

  • Estate Planning
  • Living Trust
  • Probate Litigation

Attorney Information

Attorney NameBar StatusExperience
Ashar Ahmed - PartnerActive16 yrs

12647 Alcosta Blvd Suite 430, San Ramon, CA 94583
Website

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Patton Sullivan Brodehl LLP handles probate, estate and trust planning, real estate issues, and business transactions for San Ramon clients. It reviews plans, prepares and executes documents, and provides legal advice on beneficiary designations, lifetime gifting, and business succession plans. In 1998, partner Kevin Brodehl won the first trial of his career one day after being licensed to practice law. After three years, he succeeded in his first appeal. He has continued this trend for more than 20 years.

  • Trusts
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Kevin Brodehl - PartnerActive26 yrs

319 Diablo Rd., Suite 100, Danville, CA 94526
Website

Expertise.com Rating

Review Sources

Google
4.9 (9)
Yelp
4.8 (6)

Why choose this provider?

The Bromley Law Group, LLP is a group of estate planning lawyers offering services in the San Ramon metro. It handles probate matters and works to distribute the assets to the beneficiaries and resolve creditor claims. The firm also guides its clients through estate planning, including helping its clients make sense of the complex options available. Estate plans are created according to the client's desires, goals, and needs. The firm's attorneys have over thirty years of combined legal experience.

  • Estate Planning
  • Estate Taxes
  • Estate Administration

Attorney Information

Attorney NameBar StatusExperience
David Bromley - PrincipalActive36 yrs

4695 Chabot Drive Ste 200, San Ramon, CA 94588

Expertise.com Rating

Review Sources

Yelp
5.0 (17)
Google
5.0 (15)
Facebook
5.0 (9)

Why choose this provider?

The Law Offices of Daniela Lungu assists residents of San Ramon with estate planning, probate, and trust administration. The firm helps clients prepare irrevocable trusts, advance health care directives, charitable giving, and powers of attorney. Daniela Lungu, the founder of the firm, was a businesswoman and practiced conciliation and mediation for 20 years. As a probate lawyer focusing on estate planning, she gives personalized legal service and customizes estate plans for individuals, business owners, couples, and families who have estates valued at more than $166,250.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Daniela Lungu - FounderActive22 yrs

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 Ramon, California?

    To report a non-emergency incident in San Ramon, call (925) 973-2779. This number is available round-the-clock, all day of the week. The dispatcher will have a police officer contact and assist you.

  • What happens during the probate process in San Ramon?

    The probate process in San Ramon and the rest of California involves a court case that determines whether a will exists and is valid. The court also verifies the decedent's heirs or beneficiaries and the worth of the decedent's property. During probate, the court likewise decides how to handle the financial responsibilities left behind by the decedent.

  • Do I need a lawyer for probate in San Ramon?

    Having a lawyer is not required during probate in San Ramon. However, a probate attorney can be of great help if one finds the process complicated, such as when:

    • The will fails to specifically name an executor and two or more people have the same priority.
    • There is a disagreement between the heirs.
    • There is a conflict of interest among the beneficiaries.
  • What assets go through probate in San Ramon?

    Probate courts in San Ramon only distribute properties solely owned by the decedent. All of their separate property, including houses, cars, and furniture, as well as intangible assets, such as stocks and interest in business, are deemed probate assets. Meanwhile, jointly owned property, like a house the decedent bought with their surviving spouse during their first year of marriage, may not be subject to probate.

  • What happens if you fail to file probate in San Ramon?

    If the deceased was a resident of San Ramon, the executor should file for probate within a year from the date of death. Failing to start the process within this period could result in several consequences. These include late fees and penalties, as well as an estate freeze that makes the assets inaccessible to the beneficiaries. Seeking a probate attorney's services can help an executor avoid these repercussions.

  • Are living trusts subject to probate in San Ramon?

    A living trust — a legal tool that enables a trustor to transfer their assets and properties — is not generally subject to probate proceedings in San Ramon. This is because when a trustor names a trustee to manage their property for a different beneficiary, they do not essentially own anything once they pass away or become incompetent.