Best Probate Lawyers in Santa Ana

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Last updated: October 1, 2022

Amity Law Group, LLP

511 East 1st Street, Tustin, CA 92780

Trusts
Wills
Estate Planning
Trust Administration

Amity Law Group LLP is a team of probate attorneys near Santa Ana, with additional offices in Los Angeles. They have successfully represented executors and clients who have challenged the contents of a will or the executor's behavior in their role. The firm also deals with collecting the deceased's estate, paying debts from it, and distributing the remainder between beneficiaries. The attorneys at Amity Law Group LLP are fluent in several languages, including Mandarin, Cantonese, Taiwanese, and Vietnamese.

Asset Protection & Elder Law Center

17702 Mitchell N #101, Irvine, CA 92614

Trusts
Wills
Estate Planning

Asset Protection & Elder Law Center helps clients in Santa Ana protect their properties and families. It guides the executors of an estate through the probate process to facilitate a fair distribution of the decedents' assets to beneficiaries. The firm establishes trusts for families with homes, financial accounts, and businesses totaling more than $160,000. It also crafts advanced healthcare directives and powers of attorney. The firm has been featured on the Fox News Channel, ABC News, and NBC for its legal insights.

Bock & Plummer, Attorneys At Law

3700 South Susan Street, Suite 100, Santa Ana, CA 92704

Trusts
Wills
Probate Litigation
Probate

Bock & Plummer, Attorneys at Law, is a boutique firm handling probate litigation for Santa Ana clients. It helps resolve disputes over trusts and wills and other probate matters, which often arise from complex family dynamics. It deals with cases involving asset distribution. Co-founder Michael Bock has been in practice since 2002. He is a member of the Los Angeles and Orange County Bar Associations. Co-founder Heidi Plummer has been practicing since 2014 and is a member of the Hispanic Bar and Orange County Women Lawyers Associations.

Brea Family Law Attorneys

1 Park Plaza Suite 600, Irvine, CA 92614

Estate Planning

Brea Family Law Attorneys serves the Santa Ana metro. It handles family law matters including estate planning, divorce, adoptions, prenuptial and postnuptial agreements, and paternity. The firm also handles matters of child custody and support. With 17 years of experience in California family law, head attorney Michael J Varisco and his team keep up to date with developments in the field as well as in new practice areas like international family law, collaborative divorce, high conflict divorce, and domestic partnership divorce.

Hall Griffin LLP

1851 E 1st St Fl 10, Santa Ana, CA 92705

Trusts
Wills

Since its foundation in Orange County in 1985, the Santa Ana-based law firm of Hall Griffin LLP has grown to serve clients throughout the state, as well as Arizona, Texas, and Washington. The firm's attorneys litigate in all controversies involving probates, such as claims of undue influence on the decedent, breaches of duty by one or more fiduciaries, challenges on the will's contents by family members and other interested parties, and unresolved claims from creditors.

Hart King

4 Hutton Centre Drive Suite 900, Santa Ana, CA 92707

Estate Planning
Trust Administration

Founded in 1982, Hart King offers civil litigation and transactional services to businesses and real estate clients in and across California. The firm also resolves matters, including business, trust, and estate litigations. Its estate planning attorneys represent both trustees and beneficiaries in legal concerns, such as internal affairs of trusts, elder abuse, modification or termination of trusts, and trust assets misappropriation. In addition, Hart King annually contributes to nonprofit organizations, including the American Red Cross and OC Human Relations.

Hunsberger Dunn LLP

14751 Plaza Drive Suite G, Tustin, CA 92780

Estate Planning
Trust Administration
Probate Litigation

Hunsberger Dunn LLP is a team of legal practitioners serving the Santa Ana area. They assist clients in transferring assets to beneficiaries and heirs throughout the probate procedure. Personal representatives and executors are also represented in court. Additionally, the attorneys offer trust administration assistance and prepare estate plans. Donald A. Hunsberger, one of the firm's lawyers, has been offering estate and business planning services since 1980. He was part of the Indiana Law Review and the Indiana Business Review's editorial staff.

Law & Stein LLP

2601 Main St., Suite 1200, Irvine, CA 92614

Estate Planning
Trust Administration
Probate
Estate Administration

Law & Stein LLP offers legal guidance and representation in matters of probate law to the community of Santa Ana. It assists clients in filing petitions with the probate court and appointing an executor or an administrator if there is no will. Other areas of practice include estate planning, inheritance disputes, business and real estate litigation, elder abuse, and mergers and acquisition. This law firm handles a variety of clients, from large non-profit organizations to multi-generational families.

Law Office of Marc L. Weber

1800 East Garry Avenue, Santa Ana, CA 92705

Estate Planning

The Law Office of Marc L. Weber provides services to the residents of Santa Ana. Marc Weber has over 40 years of experience practicing probate and estate planning law. He helps clients in probate cases by preparing court papers, giving notices to creditors, identifying the assets of a decedent, and providing legal advice throughout the proceedings. Weber is also well-versed in real estate and tax law. He has a master's degree in Taxation and is also a licensed broker.

Law Office of Peter Holzer

250 N Golden Circle Dr Ste 104, Santa Ana, CA 92705

Trusts
Wills
Estate Planning
Living Trust
Estate Taxes
Trust Administration

Founded in 1980, the Law Office of Peter Holzer offers legal services to clients in the Santa Ana metropolitan area. One of the firm's primary focuses is estate law, including probate administration. Its attorneys offer assistance to clients throughout the entire probate process, managing details such as asset collection and distribution, and handling issues that may arise such as will contests or heir disputes. Other areas of practice include real estate transactions and estate planning.

Law office of Steven F Schroeder

2107 N Broadway Ste 204, Santa Ana, CA 92706

Trusts
Estate Planning
Estate Taxes

The Law Office of Steven F. Schroeder is located in Santa Ana. It provides an array of legal services to its clients, including probate administration. This process typically includes a long list of steps, including asset identification, creditor payments, tax payments, and asset distribution to rightful heirs. The firm handles all of these aspects, as well as any complications that may arise during the process, such as heir disputes or creditor claims.

Law Offices of Douglas Borthwick

1800 N Broadway Ste 200, Santa Ana, CA 92706

Wills
Estate Planning
Living Trust

The Law Offices of Douglas Borthwick serves clients in Santa Ana and throughout its surrounding areas. The firm handles an array of legal matters, including probate administration, which typically involves petitioning the court, identifying and liquidating assets, notifying and paying creditors, and distributing remaining assets to beneficiaries. Attorney Douglas Borthwick also provides his services in matters of family and personal injury law. He is licensed to practice in courts throughout California.

Law Offices of Jesse A. Marino, APC

1 MacArthur Pl #115, Santa Ana, CA 92707

Trusts
Wills
Estate Planning

Since 2004, the Law Offices of Jesse A. Marino, APC, has been catering to the needs of the Santa Ana community. Its team helps individuals avoid complex probate proceedings through estate planning. Its lawyers advise about proper legal tools to distribute assets in advance to protect an inheritance. They review, update, and revise trusts, wills, and other legal instruments to settle financial and non-financial affairs prior to disability or death. The firm also practices personal injury and workers' compensation. Firm member Tam Pham is experienced in constructing personalized financial plans.

Law Offices of Roshni T. Desai

1913 E 17th St Ste 116, Santa Ana, CA 92705

Trusts
Wills
Estate Planning
Trust Administration

Founded more than 20 years ago, the Law Offices of Roshni T. Desai serves clients throughout Southern California, including Santa Ana. It handles probate administration cases, taking care of aspects such as asset collection and appraisal, creditor notices, and notifying and distributing assets to beneficiaries. Other practice areas include estate and business succession planning, as well as small business issues and transactions. Services are available in English, Hindi, and Gujarati.

Law Offices of Susan D. Stein

1602 E 4th St, Santa Ana, CA 92701

Estate Planning

Located in Santa Ana, the Law Offices of Susan D. Stein has been providing probate and trust litigation representation to clients since 1987. The firm handles an array of probate litigation matters, including contested wills and creditor claims. Attorney Susan D. Stein is a certified mediator and practices in several other legal areas, such as landlord-tenant disputes, business litigation, and real estate transactions. She is admitted to practice in state and federal courts throughout California.

McGonigle & Hunsaker, LLP

2000 E. 4th Street, Ste. 306, Santa Ana, CA 92705

Estate Planning

McGonigle & Hunsaker, LLP, serves residents of Santa Ana who have probate law concerns. The team advises clients on the formation of trusts. It formulates plans to minimize the estate and donor's tax dues from the transfer of assets to heirs. The office also tackles contested wills and litigates matters concerning breaches of fiduciary duty. Founder Donna R. Bashaw periodically teaches Elder Law at the Western State University College of Law. She is a Fellow of the National Academy of Elder Law Attorneys.

Merhab Robinson & Clarkson, Law Corporation

1551 N Tustin Ave Ste 1020, Santa Ana, CA 92705

Merhab, Robinson, & Clarkson LC offers legal counsel and representation to clients in the Santa Ana area. The firm handles probate matters on behalf of its clients, assisting with every detail of the probate process including asset identification and appraisal, debt and tax settlements, and distribution of inheritance to rightful beneficiaries. It also handles more complicated probate matters, including intestate cases in which the deceased person has not provided a will.

Modern Wealth Law

3200 Park Center Drive, Costa Mesa, CA 92626

Trusts
Estate Planning

The attorneys at Modern Wealth Law focus on using their sophisticated knowledge of the probate process to guide beneficiaries in the Santa Ana area. The Costa Mesa-based firm helps navigate time-consuming matters including assets distribution, creditor claims, and petition filing. Modern Wealth Law values efficient communication and works to tailor-fit strategies in line with clients' personal circumstances and cultural beliefs. The firm is headed by John Wong, who previously contributed to the estate-related proceedings of Michael Jackson and Britney Spears.

Newman Law Group

242 W Main St Ste 101, Tustin, CA 92780

Trusts
Wills
Estate Planning
Trust Administration

Newman Law Group is located in Tustin and provides legal services to clients throughout Santa Ana and its surrounding areas. The firm handles matters of probate law, including those involving special needs clients with developmental disabilities. Its attorneys take care of the entire probate process, including filing a probate petition, notice to heirs, appraisal and liquidation of assets, and final distribution of inheritance to beneficiaries. Other practice areas include estate planning and elder law.

Nguyen Law Group

2700 N Main St Ste 420, Santa Ana, CA 92705

Estate Planning

The Nguyen Law Group is a Santa Ana law firm serving clients in Rancho Cucamonga and Orange County in matters relating to the transfer and inheritance of a decedent's estate. The firm's attorneys are experienced estate planning lawyers who guide clients through the probate court process and support the distribution of assets when the use of a court is unnecessary. The firm's services also include determining the value of the decedent's property and paying off outstanding debts.

Nikkhoo Law Office, PC

1800 Waltham Way, La Habra, CA 90631

Located in La Habra, the Nikkhoo Law Office PC practices estate planning, probate, and civil litigation throughout Santa Ana's metro area. Founding attorney, Sanam Alicia Nikkhoo, was admitted to the California State Bar in 2014 and is a member of several associations, including the Orange County, American, and Iranian Bar associations. Ms. Nikkhoo's probate services range from guiding the executor through probate law to acting as the personal representative, as well as litigating in matters of contention.

Niven & Niven Attorneys at law

17821 17th Street, Tustin, CA 92780

Trusts
Wills
Estate Planning

Niven & Niven Attorneys at Law is a boutique firm of probate lawyers near Santa Ana with more than a quarter of a century of experience helping clients handle the emotional and legal complexities of probate law. The firm's experience includes assisting clients tasked with managing the will of a loved one, dealing with claims from the deceased's creditors, and arguing for and defending against codicils to the deceased's final wishes. The firm also practices estate planning, wills, and trusts.

Rehmani & Associates Attorneys at Law

14751 Plaza Dr., Suite B, Tustin, CA 92780

Trusts
Wills
Estate Planning
Probate Litigation

Rehmani & Associates Attorneys at Law provides legal services in Santa Ana and nearby areas. It handles probate matters and guides clients in navigating the complex probate process. The firm administers decedents' estates and distributes assets to the rightful beneficiaries. Its team of attorneys also assists in other issues that require the attention of a probate court, including probate litigation, lost wills, will contest, and post-mortem tax planning. Owner Suzanne Rehmani has been in practice since 1992 and holds an LLM in taxation.

Scott A. Bourdelais

2060 N. Tustin, Santa Ana, CA 92705

Estate Planning
Living Trust
Probate

Scoot A. Bourdelais offers legal representation in probate matters in the Santa Ana metro. Bourdelais guides his clients through the probate process, where the court orders the payment of the decedent's liabilities and the distribution of the remaining assets to the heirs and beneficiaries according to the will. Bourdelais also accepts cases that involve living trusts and complete estate planning. He has been in legal practice since 1982, focusing on crafting estate plans for clients and assisting with probate proceedings.

Snyder Law

2 Park Plaza, Suite 480, Irvine, CA 92614

Estate Planning
Trust Administration

Snyder Law offers legal counsel to parents, seniors, and veterans in Santa Ana and the surrounding areas. It handles cases concerning estate planning, elder law, and trust administration. Helping clients secure the future of their loved ones and assets, its lawyers assist in drafting wills and estate plans suitable for all household types, including single parents or those with special needs children. In addition, owner Kevin Snyder represents pro bono clients through the Veterans Legal Institute.

Tax Law Office of Luis E Vasquez

1820 E Garry Ave Ste 108, Santa Ana, CA 92705

Trusts
Wills
Estate Planning
Estate Taxes
Trust Administration

The Tax Law Office of Luis E. Vasquez serves the counties of Orange, Los Angeles, and San Diego from its Santa Ana location. The firm provides an estate administration service, adopting the role of the personal representative or assisting the nominated executor in matters of probate law. As well as counseling the executor, the firm prepares legal documents and files them with the court, creates an inventory of the decedent's estate, and deals with creditors and tax returns.

The Law Firm of Richard O. Barndt

1206 North Broadway, Santa Ana, CA 92701

Trusts
Estate Planning
Probate

The Law Firm of Richard O. Barndt has been serving clients in Santa Ana since 1995. The firm focuses its practice on estate planning, trusts administration, and probate litigation process. It aids clients in drafting estate planning documents such as simple wills, pour-over wills, living trusts, and financial durable powers of attorney. It also assists clients in estate administration and assets distribution to beneficiaries. The law firm also has offices in the San Diego and Orange counties.

The Legacy Lawyers, P.C.

10221 Slater Ave. #106, Fountain Valley, CA 92708

Trusts
Wills
Estate Planning
Probate

The Legacy Lawyers P.C. is a law firm that serves clients and successor trustees in Santa Ana and Fountain Valley areas. The firm helps clients reduce personal liability and handles probate and estate planning, wills, guardianship, and accounting disputes. Its attorneys and staff are trained and experienced in asset collection, trust administration, enforcement of trust terms, and preparation of trust accounting. The firm is also located in some areas of California, such as Torrance, Laguna Hills, and Los Angeles.

The Patton Law Firm

2122 North Broadway, Santa Ana, CA 92706

Estate Planning
Trust Administration

The Patton Law Firm serves the residents of Santa Ana and the surrounding areas. Lead practitioner Andrea Patton has been implementing estate plans for more than 13 years. She plans and drafts family trusts, powers of attorney, marital property declarations, conservator nominations, advanced health care directives, and guardianship nominations. The firm's team of attorneys, paralegals, and case managers present value propositions by combining legal services with a physical approach to achieve the client's specific goals.

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Frequently Asked Questions

Q: What is probate real estate?

A: 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.

Q: What happens if no probate is filed?

A: 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.

Q: Do bank accounts with beneficiaries have to go through probate?

A: 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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