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Best Probate Lawyers in Simi Valley

2024

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Website
18757 Burbank Boulevard, Los Angeles, CA 91356
  • Trusts
  • Wills
  • Estate Planning
  • Estate Taxes
  • Trust Administration

Why choose this provider?

Goldfarb & Luu is a Tarzana-based law firm staffed by probate attorneys near Simi Valley. Concentrating on estate planning and elder law, they assist clients in putting their affairs in order and making medical and financial arrangements for the future. They also handle probate, small estate affidavits, and trust administration and help clients navigate the process of settling an estate. Goldfarb & Luu's legal team is dedicated to offering personalized legal solutions and forging long-term relationships with clients.

Attorney Information

Attorney NamesExperience
Rebecca Goldfarb - Partner19 yrs

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 (28)
Facebook
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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2655 First Street, Simi Valley, CA 93065
  • Estate Planning
  • Trust Administration

Why choose this provider?

Jennifer Monroe is an attorney focusing on estate planning, probate, and other areas of elder law. She offers consultation and legal representation to individuals and families in and around Simi Valley. Monroe also helps with trust administration, which contains the signatory’s instructions for what they want to happen to their assets after death to prevent probate. Monroe is a member of the Women’s Information Network of Simi Valley and the Simi Valley Chamber of Commerce.

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
Avvo
5.0 / 5 (6)
Google
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

Website
21031 Ventura Boulevard, Suite 523, Woodland Hills, CA 91364
  • Estate Planning
  • Probate

Why choose this provider?

The Law Offices of Jay A. Rose provides legal services to individuals, families, and businesses involved in estate planning and probate matters in Simi Valley. The firm handles the preparation of wills and trusts, business succession planning, and utilizing asset protection strategies for estate matters. It also assists in the formation and compliance issues for family charitable foundations and nonprofit, tax-exempt organizations. Rose is a former commissioner of the Los Angeles County Commission on Aging and an LAPD Community Police Advisory board member.

Attorney Information

Attorney NamesExperience
Jay Rose - Principal42 yrs

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.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
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Website
20335 Ventura Blvd., Ste. 203, Woodland Hills, CA 91364
  • Estate Planning

Why choose this provider?

The Hornstein Law Offices prepares trusts, executes wills, and litigates probate disputes for clients within the Simi Valley area. Its staff protects the specified assets of families and manages outstanding taxes and bills in preparation for trust administration. It also accommodates their long-term financial and domestic needs in comprehensive estate plans and powers of attorney involving property management. The firm is led by Steve Hornstein, who utilizes his knowledge as a CPA to address finance-related issues in probate and estate planning processes.

Attorney Information

Attorney NamesExperience
Steve Hornstein - Principal28 yrs

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 (12)
Facebook
5.0 / 5 (7)
Yelp
4.7 / 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

Website
4500 E. Thousand Oaks Boulevard, Suite 101, Westlake Village, CA 91362
  • Trusts
  • Wills
  • Estate Planning
  • Trust Administration
  • Probate
  • Power of Attorneys

Why choose this provider?

Serving clients in the Simi Valley, Wakeman Law Group, Inc., provides services in the legal areas of estate planning and administration. Led by J. Peter Wakeman, the firm offers a team-based approach that combines the experiences and strengths of its members to create estate plans that keep clients' families and financial needs in mind. The firm handles probate estates, estate and gift tax returns, and trust administration. It also offers planning services for health care directives, powers of attorney, special needs trusts, and revocable living trusts.

Attorney Information

Attorney NamesExperience
John Wakeman - President40 yrs

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 (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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
131 N. El Molino Avenue, Suite 350, Pasadena, CA 91101
  • Trusts
  • Wills
  • Estate Planning

Why choose this provider?

Deka Law Group is a firm with two offices handling probate matters in and around Simi Valley. It advises families of a decedent in the probate proceedings for formal, summary, and intestate cases. The firm assists appointed executors dealing with administrative tasks, such as drafting paperwork for taxes and inventory. It also helps them appraise the assets for proper distribution among relatives and beneficiaries. Its founder, Kelley Bannon Lashley, worked at her grandfather's estate planning practice before she took over in 2010.

Attorney Information

Attorney NamesExperience
Kelley Lashley - Founder25 yrs

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

Website
4195 Thousand Oaks Blvd., Thousand Oaks, CA 91362
  • Estate Planning
  • Trust Administration
  • Probate Litigation

Why choose this provider?

Sternberg & Associates caters to clients throughout Simi Valley and the neighboring communities. The practice offers a vast range of legal services, including handling probate and estate planning cases. It counsels and represents executors in probating wills and guides trustees during trust administrations. The firm also offers estate and income tax planning and preparation of powers of attorney and advance health care directives. Robert A. Sternberg, managing partner of the firm, is a member of the California and Los Angeles Bar Associations.

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 (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

Website
1985 Yosemite Ave 125, Simi Valley, CA 93063
  • Probate

Why choose this provider?

Legal Production Service serves clients in Simi Valley and the surrounding areas. The law firm focuses on living trusts and estate planning. It helps individuals and families secure their assets and avoid the complicated probate process in the future through the creation of customized living trusts and proper estate planning. Its legal team also represents clients already going through probate. The firm has worked with thousands of clients since its establishment in 1989 and has prepared more than 2,600 living trusts.

Attorney Information

Attorney NamesExperience
Steven Murphy - Principal30 yrs

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 (38)
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

Website
12424 Wilshire Blvd., Ninth Floor, Los Angeles, CA 90025
  • Estate Planning
  • Probate

Why choose this provider?

Founded in 1996, Feinberg Mindel Brandt is a law firm that serves Klein Simi Valley. The firm provides legal service in areas of probate law, including administration of wills and contested estates, trust administration, probate litigation, guardianships, conservatorships, and removal of trustees and executors. It also assists clients in estate planning by helping them draft living trusts, insurance trusts, wills, health care directives, and trust transfer deeds. The firm also advises clients in the areas of family law and civil litigation.

Attorney Information

Attorney NamesExperience
Steve Mindel - Managing Partner39 yrs
Irwin Feinberg - Founding Partner45 yrs

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.
4.1
Yelp
3.9 / 5 (45)
Avvo
4.4 / 5 (19)
Google
4.1 / 5 (17)

(+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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
5850 Canoga Ave Ste 400, Woodland Hills, CA 91367
  • Trusts
  • Wills
  • Estate Planning
  • Trust Administration

Why choose this provider?

Law Offices of Kenneth W. Drake assists Simi Valley clients through the probate process. It advises administrators on their responsibilities such as paying off debts and taxes and distributing the decedent’s assets to the beneficiaries. The firm’s lawyer, Kenneth W. Drake, crafts estate plans to help people preserve their legacies. He prepares instruments such as advanced directives, powers of attorney, trusts, and wills. He previously worked as a managing partner for a professional liability defense firm. Before pursuing his legal career, Drake was a Los Angeles newspaper reporter.

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 (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

Website
2393 Townsgate Road Suite 201, Westlake Village, CA 91361
  • Estate Planning
  • Probate
  • Estate Administration

Why choose this provider?

The Law Offices of Esther Hopkins, P.C., is a practice serving Simi Valley individuals and families. It assists clients in navigating through the process of probate administration that involves filing the decedent's will with the local court, determining the value of the assets, and providing detailed accounting to heirs. Its team provides legal representation for administrators, beneficiaries, and corporations in probate litigation on issues like will contests, family disputes, or breach of fiduciary duties. The firm also handles estate planning and elder law crisis management cases.

Attorney Information

Attorney NamesExperience
Esther Hopkins - Founder/Principal31 yrs

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
Avvo
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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
4530 E Thousand Oaks Blvd., Suite 250, Westlake Village, CA 91362
  • Probate

Why choose this provider?

Martin T. Yarnell, Attorney at Law, assists families and individuals in handling probate proceedings in Simi Valley. Probate involves making a petition to appoint an executor or administrator, paying estate debts and taxes, taking an inventory and appraising all assets, selling estate properties, and distributing assets among the beneficiaries. With over 30 years of experience in the legal practice, Yarnell accommodates a few clients at a time for a fully focused handling of their cases.

Attorney Information

Attorney NamesExperience
Martin Yarnell - Founder35 yrs

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 (10)
Facebook
5.0 / 5 (6)
Google
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

Website
5850 Canoga Avenue, Suite 400, Woodland Hills, CA 91367
  • Estate Planning

Why choose this provider?

Asher Levin Law APC is a legal practice that serves the residents of Simi Valley and its surrounding areas. It works with clients who have probate concerns by providing them with legal assistance and representation. It also aids in distributing their loved ones' estates and other assets, paying debts, and avoiding taxes. Additionally, it helps authenticate trusts and wills. Other services it renders include overseeing business law transactions, such as those involving contracts, legal compliance, and litigation.

Attorney Information

Attorney NamesExperience
Asher Levin - Principal48 yrs

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

Website
21900 Burbank Boulevard, Woodland Hills, CA 91367
  • Estate Planning

Why choose this provider?

Talai Law Offices is a boutique law firm that offers assistance to Simi Valley residents. It helps clients or the executor to navigate through the technical aspects and responsibilities involved in the California probate process. This covers notifying creditors, filing an inventory of the assets, settling bills and taxes, and distributing assets. The firm also helps create and develop special estate and tax plans, as well as wealth transfer strategies for high-net-worth individuals and physicians.

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

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
5743 Corsa Ave., Suite 208, Westlake Village, CA 91362
  • Estate Planning
  • Probate

Why choose this provider?

Panitz & Kossoff, LLP, is a law firm that caters to clients in and around Simi Valley. It represents families and individuals in probate and trust administration and estate planning. It also handles federal tax litigation, business formation and entity structure, tax strategy and implementation, and business succession planning. One of the firm's founders, Kenneth W. Kossoff, is a certified specialist in estate planning, probate, and trust law by the State Bar of California Board of Legal Specialization.

Attorney Information

Attorney NamesExperience
Philip Panitz - Founder43 yrs

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

Website
600 Hampshire Road, Suite 211, Westlake Village, CA 91361
  • Trusts
  • Wills
  • Estate Planning

Why choose this provider?

Terri Hilliard, PC is a law firm that represents clients in Simi Valley. It assists with probate administration, which is the legal process of distributing a deceased person's assets. The firm handles disputes among beneficiaries and settles outstanding debts, along with providing legal counsel to executors. It also offers estate planning services like drafting wills and setting up trusts as well as advising on elder and long-term care. Lead counsel Terri Hilliard has been practicing for more than 30 years.

Attorney Information

Attorney NamesExperience
Terri Hilliard Olson - Principal35 yrs

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
4.6 / 5 (11)
Facebook
4.8 / 5 (10)
Yelp
5.0 / 5 (7)

(+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
Friendliness
Helpfulness
Detail

Website
2625 Townsgate Road, Suite 330, Westlake Village, CA 9136
  • Estate Planning
  • Probate

Why choose this provider?

The Law Offices of Mary P. Kulvinskas helps with probate matters in the Simi Valley metro. It assists with the probate process, from notifying the beneficiaries to appraising the assets, paying debts, and distributing assets. It also provides court representation in case of disputes or when there is no will. In addition, the firm crafts estate plans to minimize taxes and avoid will contests. Mary is one of the Board of Directors of the Ventura Country Bar Association's Estate Planning, Trust, and Probate Law Section.

Attorney Information

Attorney NamesExperience
Mary Kulvinskas - Principal25 yrs

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 (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

Website
400 Mobil Ave # D11, Camarillo, CA 93010
  • Probate

Why choose this provider?

Dawson-Davis Law is a firm that advises and represents clients in Simi Valley. It deals with matters concerning the probate process, assisting clients in distributing their assets. The firm helps the clients draft their wills, trust transfer deeds, advance health care directives, marital property agreements, powers of attorney for property management, and declarations of trust. Annette Dawson-Davis, the attorney, has been practicing law since 1990. She focuses on probate, special needs trust, and estate planning.

Attorney Information

Attorney NamesExperience
Annette Dawson-davis - Principal34 yrs

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
Avvo
5.0 / 5 (43)
Google
5.0 / 5 (16)
Yelp
5.0 / 5 (13)

(+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
Friendliness
Helpfulness
Detail

Website
6700 Fallbrook Avenue, Suite 203B, West Hills, CA 91307
  • Estate Planning

Why choose this provider?

The Law Office of Daniel Reutskiy is a practice that caters to clients in the Simi Valley area. It handles trusts, wills, and estate-related cases and helps ease the probate process for beneficiaries. The firm's managing attorney, Daniel Reutskiy, is equipped to resolve any creditor issues that may arise in the administration process. He has extensive legal experience in the fields of estate planning, business law, and personal injury law. Reutskiy is fluent in Russian.

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 (61)
Facebook
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

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 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 is the non-emergency contact number for the local police station in Simi Valley, California?

    Citizens with non-emergency concerns can reach the local police station in Simi Valley by dialing (805) 583-6950.

  • What responsibilities does a guardian have to ensure the protection and proper management of a child's assets in Simi Valley?

    As the custodian of a juvenile's estate in Simi Valley, a guardian has critical obligations. First, they must accumulate and administer the child's assets and finances. These must remain entirely distinct from their funds. Also, they must provide periodic reports to the court, which include meticulous record-keeping of financial operations detailing the purpose of each transaction. Guardians are advised to seek professional guidance to uphold these stringent standards and to avoid personal benefits from the estate.

  • How does one manage an estate transfer in Simi Valley without formal probate?

    In Simi Valley, one can avoid formal probate for estate transfers under certain circumstances. If the deceased passed away on or after April 1, 2022, and the estate's value doesn't exceed $184,500 or $166,250 for deaths before this date, probate can be skipped. Moreover, for surviving spouses or registered domestic partners eligible for all assets, filing a spousal property petition simplifies the process. Notably, most government benefits, including social security survivor payouts, can be claimed without probate proceedings.

  • What is a Spousal Property Petition, and where should it be filed in Simi Valley?

    A Spousal Property Petition is filed in the county where the estate of the deceased spouse is being administered. Therefore, in Simi Valey, the Spousal Property Petition would be filed in Ventura County. A Spousal Property Petition is a legal process through which a surviving domestic partner or spouse acquires all of the property from a deceased partner or spouse without the need for formal probate. This includes separate, quasi-community, and community property.

  • Who can be appointed as an estate administrator in Simi Valley, and how is the priority determined?

    In Simi Valley, the law sets a hierarchy for appointing estate administrators. The surviving spouse or domestic partner takes precedence. However, the situation becomes complex if two individuals share equal statutory priority. For example, if two people stand next in line, who should serve as the estate administrator may need to be clarified. In such scenarios, consulting a legal professional is highly advised to clarify uncertainties or doubts.

  • What can one do if one suspects undue influence in a will or trust case in Simi Valley?

    Should you have suspicions of undue influence impacting a will or trust in Simi Valley, it's imperative to prove four specific criteria. First, the susceptibility of the affected individual; second, the seeming authority of the perpetrator; third, the specific strategies employed to improperly sway the individual; and lastly, an unfair outcome. Given the gravity of such claims, they necessitate strong evidence.

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