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Best Probate Lawyers in San Ramon

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2023
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Bromley Law Group, LLP logo

Bromley Law Group, LLP

319 Diablo Rd., Suite 100, Danville, CA 94526
  • Estate Planning
  • Estate Taxes
  • Estate Administration

Business Description

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.

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 (10)
Yelp
5.0 / 5 (6)
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
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Claytor Law Group logo
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Claytor Law Group

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2000 Crow Canyon Place, Suite 270, San Ramon, CA 94583
  • Trusts
  • Wills
  • Estate Planning

Business Description

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.

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
Dunning Law Group logo
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Dunning Law Group

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2000 Van Ness Ave, Suite 602, San Francisco, CA 94109
  • Trusts
  • Wills
  • Estate Planning

Business Description

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.

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
5.0 / 5 (4)
Avvo
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Haskett Law Firm, P.C. logo
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Haskett Law Firm, P.C.

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5820 Stoneridge Mall Road Suite 207, Pleasanton, CA 94588
  • Trusts
  • Wills
  • Estate Planning

Business Description

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.

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.
3.9
Facebook
4.0 / 5 (6)
Google
3.7 / 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
Friendliness
Helpfulness
Detail
––
Infinity Law Group logo
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Infinity Law Group

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1020 Aileen St, Lafayette, CA 94549
  • Estate Planning
  • Living Trust
  • Probate Litigation
  • Probate

Business Description

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.

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
Yelp
5.0 / 5 (43)
Google
4.8 / 5 (20)
Facebook
4.5 / 5 (15)

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
John Park Law logo
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John Park Law

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4900 Hopyard Road West Lobby, Suite 100, Pleasanton, CA 94588
  • Trusts
  • Wills
  • Estate Planning
  • Elder Law
  • Trust Administration
  • Probate
  • Real Estate

Business Description

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.

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 (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
Friendliness
Helpfulness
Detail
Law Office of Michael LaMay logo
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Law Office of Michael LaMay

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800 South Broadway, Walnut Creek, CA 94596
  • Trusts
  • Wills
  • Estate Planning
  • Living Trust
  • Trust Administration
  • Probate Litigation

Business Description

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,

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)
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
Law Office of Patricia Leong logo
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Law Office of Patricia Leong

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3180 Crow Canyon Place Suite 250, San Ramon, CA 94583
  • Estate Planning

Business Description

The Law Office of Patricia Leong provides legal assistance to individuals and corporate clients in San Ramon. Its practice areas include probate matters, estate planning, trust administration, wills, and living trusts. It assists in probates to protect client funds and facilitate estate transfers that are unencumbered by debt. Principal Patricia Leong began her law practice in 1992. The California Board of Legal Specialization has designated her as a 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.
4.0
Avvo
4.0 / 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
Law Offices of Daniela Lungu logo
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Law Offices of Daniela Lungu

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4695 Chabot Drive Ste 200, San Ramon, CA 94588
  • Trusts
  • Wills
  • Estate Planning
  • Elder Law
  • Probate
  • Estate Administration

Business Description

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.

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 (17)
Google
5.0 / 5 (15)
Facebook
5.0 / 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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Law Offices of Ken Begun logo
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Law Offices of Ken Begun

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18 Crow Canyon Court, San Ramon, CA 94583
  • Trusts
  • Wills
  • Estate Planning
  • Inheritance Taxes
  • Living Trust
  • Estate Taxes
  • Trust Administration
  • Estate Settlement
  • Legacy Care

Business Description

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.

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
4.7 / 5 (3)
Yelp
5.0 / 5 (3)
FindLaw
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
Law Offices of Lisa Edgar Dickman logo
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Law Offices of Lisa Edgar Dickman

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111 Deerwood Road, San Ramon, CA 94583
  • Trusts
  • Wills
  • Estate Planning
  • Probate

Business Description

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.

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
Yelp
4.5 / 5 (7)
Google
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
Friendliness
Helpfulness
Detail
Patton Sullivan Brodehl LLP logo
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Patton Sullivan Brodehl LLP

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12647 Alcosta Blvd Suite 430, San Ramon, CA 94583
  • Trusts
  • Estate Planning

Business Description

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.

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 (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
Rex Crandell, CPA Attorney logo

Rex Crandell, CPA Attorney

3000 Citrus Circle, Walnut Creek, CA 94598
  • Trusts
  • Wills
  • Estate Planning
  • Estate Settlement

Business Description

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.

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 (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
Santaella Legal Group, APC logo

Santaella Legal Group, APC

111 Deerwood Road Suite 200, San Ramon, CA 94583
  • Trusts
  • Wills
  • Estate Planning
  • Trust Administration
  • Estate Administration
  • Probate Administration

Business Description

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.

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
4.0 / 5 (8)
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
The Geraldi Law Office logo
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The Geraldi Law Office

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4000 Executive Parkway, Suite 155, San Ramon, CA 94583
  • Trusts
  • Wills
  • Estate Planning

Business Description

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.

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
Yelp
4.5 / 5 (15)
Google
4.0 / 5 (8)

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
The Intelligent Law Firm logo
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The Intelligent Law Firm

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111 Deerwood Road, Suite 200, San Ramon, CA 94583
  • Trusts
  • Wills
  • Estate Planning

Business Description

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.

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
5.0 / 5 (12)
FindLaw
5.0 / 5 (12)
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
Friendliness
Helpfulness
Detail
––
The Law Office of Cynthia C. Sayegh logo
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The Law Office of Cynthia C. Sayegh

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1855 San Miguel Dr. Suite 17-C, Walnut Creek, CA 94596
  • Estate Planning
  • Probate

Business Description

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.

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 (19)
Yelp
4.5 / 5 (8)

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
The Law Office of Dorothy A. Peters logo
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The Law Office of Dorothy A. Peters

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4115 BlackHawk Plaza Circle, Danville, CA 94506
  • Trusts
  • Wills
  • Estate Planning

Business Description

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.

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
4.3 / 5 (11)

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
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Detail
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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 does a probate attorney do?

    Probate attorneys are licensed professionals who represent executors and heirs after someone has died. They provide personalized legal advice, assist with tax planning, settle debts, and facilitate the distribution of assets. Probate attorneys typically represent clients during administrative proceedings overseen by probate courts, although some litigators focus on handling disputes and lawsuits related to contested estates.

  • What is probate court?

    Probate court works with the family or beneficiaries of a deceased person to validate their last will and testament. The courts review the individual's will to identify and calculate assets, pay off remaining debts, and distribute the remaining property to beneficiaries per the deceased person's requests. Depending on state laws, property valued under a certain amount may not require probate.

  • How long do you have to file probate after death?

    The amount of time loved ones have to file a will after a person dies varies from state to state. While California courts require probate to be filed within one year, New York has no deadline. That being said, it's advisable to file probate as quickly as possible once a person has died, as the process itself can take anywhere from a few weeks to more than a year.

  • Does life insurance go through probate?

    Life insurance doesn't need to go through the probate courts if the deceased individual has named a beneficiary on their policy. However, life insurance policies without beneficiaries, or with beneficiaries who are either deceased themselves or cannot be contacted, go directly to the deceased individual's estate. When this happens, life insurance proceeds must go through probate court to determine how funds should be allocated.

  • Do household items go through probate?

    While the exact rules do vary from state to state, most household items don't require probate and are automatically left to immediate families unless otherwise stated in the deceased person's will. When it comes to property, only items above a certain value or held in title are required to go through probate in most states.

  • 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.

  • 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.