Expertise.com

2024

Last updated:

Best Estate Planning Attorneys in Stockton

Our Recommended Top 11

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

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

80Reviewed

52Curated

11Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
Stockton, CA
  • Estate Planning
  • Asset Protection
  • Estate Administration
  • Asset Distribution
  • Conservatorships

Why choose this provider?

The Law Offices of Jack S. Johal has been representing individuals and businesses throughout Stockton and the surrounding metros since 1981. The firm handles matters concerning estate planning and probate administration, providing assistance in removing any potential ambiguities surrounding the turnover of a client's estate. It assists clients in making informed decisions about healthcare, taxes, property distribution, and burial arrangements. Johal is also a member of the American Bar Association Committee on Trusts 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.
4.2
Google
4.0 / 5 (4)
Avvo
5.0 / 5 (3)
Yelp
3.5 / 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

Price: Call for consultation

Stockton, CA

Why choose this provider?

Need help contacting a Estate Planning Attorney in Stockton? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

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

Price: Free booking service | Call 848.Book.Pro!

Website
Modesto, CA 95354

Why choose this provider?

Ogden Law Firm, PC offers estate planning in Modesto and is backed by 45 years of practice in the field. Estate planning services cover wills, durable powers of attorney, advance health care directives, tax consequences, charitable planning, and probate, and other practice areas include business law, probate, debt collections, and real estate law. Attorney Ralph C. Ogden, III is a member of the Traynor Society and has received three American Jurisprudence Awards.

Attorney Information

Attorney NamesExperience
Daniel Ogden - Managing Attorney13 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.
3.0
Yelp
3.0 / 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
Elk Grove, CA 95624

Why choose this provider?

The Law Office of Stephen T. Hodge serves Elk Grove with estate planning. The group protects the rights and interests of its clients via estate planning, probate, trust administration, business formation, and civil litigation and can handle wills, living trusts, and powers of attorney. Attorney Stephen T. Hodge is a member of the Probate & Estate Planning Section of the Sacramento County Bar Association, the Trusts & Estates Section of the State Bar of California, and the Federalist Society.

Attorney Information

Attorney NamesExperience
Stephen Hodge - Principal32 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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
Stockton, CA 95219

Why choose this provider?

Kroloff, Belcher, Smart, Perry & Christopherson brings over 70 years of practice in estate planning to Stockton. Clients hire the group for estate planning, tax minimization, probate and trust litigation, trust administration, healthcare directives, durable powers of attorney, charitable trusts, irrevocable trusts, intra-family sales, and family business entities. The firm's lawyers include a Past President of the Stockton Estate Planning Council who also holds an AV rating from Martindale-Hubbell.

Attorney Information

Attorney NamesExperience
Thomas Perry - Shareholder53 yrs
Allison Lafferty - Managing Shareholder25 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.
4.0
Google
4.0 / 5 (23)

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
Stockton, CA 95219

Why choose this provider?

Haydel & Ornellas is a Stockton estate planning firm with 35 years of experience. Practice areas cover wills, living trusts, advance health care directives, retirement and tax strategies, and probate, and the lawyer is certified by the Board of Legal Specialization in Probate, Estate Planning, and Trust Law. Attorney Mark F. Ornelias served on the County's Assessment Appeals Board, as general counsel to the San Joaquin County Employees' Retirement Fund, and as President of the Stockton Estate Planning Council as well.

Attorney Information

Attorney NamesExperience
Mark Ornellas - Partner50 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Brisbane, CA 95352

Why choose this provider?

The Law Office of Emily A. Wirowek is an estate planning practice in Brisbane. The firm helps clients prepare for the future, protect their assets, and minimize risks and expenses via estate planning, living wills, advance directives, special needs planning, business formation and succession planning, and trust administration and probate. The attorney is known for personalized service as well as open communication and also makes house calls.

Attorney Information

Attorney NamesExperience
Emily Wirowek - Owner/Principal15 yrs

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
Stockton, CA 95219

Why choose this provider?

Beattie & Aghazarian, LLP provides estate planning in the Stockton area. Practice areas cover estate and wealth preservation planning, property tax strategies, real estate law, business transactions law, and "Taming Your Property Taxes" as well. Attorney Scott Beattie JD, LL.M (Tax) is a tax attorney and board-certified specialist in estate planning, trust, and probate law and offers services for everything from basic wills and trusts to advanced planning strategies such as via partnerships, LLCs, and charitable trusts.

Attorney Information

Attorney NamesExperience
Scott Beattie - Partner33 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
3121 W March Ln Ste 100, Stockton, CA 95219

Why choose this provider?

Neumiller & Beardslee is an estate planning firm in Stockton. The group of attorneys and counselors was first founded in 1903 and handles a wide range of practice areas including estate planning, tax consequences, trusts, and probate. One of the principals has almost 45 years of experience in estate planning, has been named a Super Lawyer, served as President of the Stockton Estate Planning Council, and was a Captain in the U.S. Naval Reserve.

Attorney Information

Attorney NamesExperience
Thomas Shephard - Senior Principal65 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
Facebook
5.0 / 5 (6)
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
Stockton, CA 95207

Why choose this provider?

Jeffrey E. Prag is a Stockton estate planning group with over 25 years of experience in the field. Practice areas include estate planning, taxation, tax litigation, special needs trusts, estate and gift taxation, charitable giving, trusts and estates, wills, probate, and business law as well. Attorney Jeffrey E. Prag is rated AV Preeminent by Martindale-Hubbell and is known for personalized, compassionate service.

Attorney Information

Attorney NamesExperience
Jeffrey Prag - Principal50 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.
4.8
Responsiveness
Friendliness
Helpfulness
Detail

Website
9719 Lincoln Village Drive, Suite 504, Sacramento, CA 95827

Why choose this provider?

James L. Arrasmith, Attorney at Law, is an estate planning lawyer. He provides legal services to individuals, families, and businesses in Stockton and the surrounding communities. Arrasmith assists clients in setting up trusts; creating wills; establishing advance healthcare directives; and appointing power of attorney. He also practices in other areas such as probate, personal injury, business and contract, and family law. James L. Arrasmith graduated from Suma Cum Laude in law school and finished his Juris Doctor degree as valedictorian.

Attorney Information

Attorney NamesExperience
James Arrasmith - Principal3 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 (51)
Avvo
5.0 / 5 (35)
Justia
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

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 Stockton, California?

    (209) 937-8377 is the non-emergency phone number of the Stockton Police Department.

  • Can your children in Stockton make an estate plan after you get incapacitated or die?

    By then, it will be already too late to make an estate plan after you die or become incapacitated. In this case, the only way to transfer to your children all the things you owned will be through a court process. All estate plan instruments in Stockton can only be legally valid when these were created by the principal persons when they are still alive and mentally capable.

  • What can you do if you have serious problems with your estate planning lawyer in Stockton?

    Attorney misconduct can be reported to the State Bar of California by calling 800-843-9053. Disputes on fees can also be reported by calling 415-538-2020. To avoid problems, verify if a lawyer in Stockton is licensed in the state by getting their bar number and checking it on the said website. Always have a proper discussion with an estate planning lawyer before hiring them. If the lawyer's service fees amount to more than a thousand, a contract is needed.

  • Are there alternatives to trusts and wills in Stockton?

    There are several alternatives to trusts and wills, and one of these is a living trust. Another one is called the “Payable on Delivery” bank account, which allows funds to be automatically passed to another account in the event of death; this is beneficial in avoiding probate. To address matters that cannot be covered in a trust, a backup can be created in Stockton. Such matters include guardianship of minors and naming beneficiaries of properties that cannot be included in a trust.

  • Where is the litigation of estate-related cases in Stockton done?

    The litigation of estate-related cases in Stockton is usually done at the Superior Court of California – San Joaquin Probate Division. The courthouse is situated at 180 E Weber Ave., 4th Floor, Stockton, CA 95202, and its phone number is (209) 992-5694. Appeals of estate-related cases are also heard in the courthouse.

  • Can a trust created in Stockton still be valid in other states?

    Yes, trusts created in Stockton and California will generally still be valid in other states. It is recommended, however, to have another lawyer licensed in the specific state to review or update the trust when necessary. This can avoid any potential issues caused by differences in state laws and recent legislation updates.