Best Probate Lawyers in Sunnyvale

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Adam Diran Attorney at Law logo
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Adam Diran Attorney at Law

551 Stockton Ave Ste A, San Jose, CA 95126
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  • Trusts
  • Wills
  • Estate Planning

Business Description

Adam Diran Attorney at Law represents individuals and families throughout Sunnyvale and the surrounding areas. The firm focuses on estate planning and helps clients avoid the often lengthy and stressful probate process. It assists with matters such as facilitating inter vivos gifts, designing revocable living trusts, and drafting revocable transfer on death deeds. Diran has been practicing law since 1998 and was a financial adviser for John Hancock Company. He also carries the CDFA credential.

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
Google
4.2 / 5 (17)

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
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Detail
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Anastasi & Nielsen logo
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Anastasi & Nielsen

42 West Campbell Avenue, Suite 200, Campbell, CA 95008
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  • Wills
  • Estate Planning
  • Living Trust

Business Description

Anastasi & Nielsen caters to Sunnyvale residents who have probate law needs. The office handles judicial processes, including the inventory of a decedent's assets and the satisfaction of bills and revenue dues. The firm formulates estate planning strategies and writes wills and living trust contracts. It also takes on business law matters, like the formation of corporate entities. One of its attorneys, Jeffrey K. Nielsen, was admitted to the bar in 2012. His practice includes inheritance and contract 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.
4.7
Google
4.4 / 5 (8)
Yelp
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
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Anastasi & Nielsen logo
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Anastasi & Nielsen

84 West Santa Clara Street, San Jose, CA 95113
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  • Trusts
  • Wills
  • Estate Planning

Business Description

Anastasi & Nielsen is a family-owned estate planning firm helping families and individuals in Sunnyvale in probates and trusts. It also practices in business law, as well as in wills and living trusts. In the absence of an estate plan, the firm can help prepare an inventory of assets, pay taxes and debts, and distribute the estate to beneficiaries during probate. Its attorneys, Jeffrey Nielsen and partner emeritus Phillip Nielsen, have over 40 years of collective 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.
4.7
Yelp
5.0 / 5 (6)
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.
4.0
Responsiveness
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Detail
––
Cal Trust and Estate Law logo
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Cal Trust and Estate Law

40 Main Street, Los Altos, CA 94022
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  • Trusts
  • Estate Planning
  • Probate

Business Description

Cal Trust and Estate Law is a firm that handles probate law matters for clients in the Sunnyvale metro. Its services include preparing an estate plan, carrying out trusts, and supervising the transfer of properties to beneficiaries. It also assists on proceedings for conservatorship, guardianship, and special needs. The firm was established in 2005 through the efforts of Barbara Small. She served as the chairperson for several committees and a board of trustees member of the Silicon Valley Bar Association.

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 (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
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Ellahie Law Firm logo
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Ellahie Law Firm

2542 S. Bascom Ave., #235, Campbell, CA 95008
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  • Trusts
  • Wills
  • Estate Planning

Business Description

Ellahie Law Firm provides representation for various legal matters on behalf of individuals, families, and businesses in Sunnyvale and neighboring areas. Its attorneys assist in resolving probate issues like challenges of the will's validity, property distribution, property appraisal, and paying estate debts and taxes. Other areas of their practice are estate planning, family law, and corporate law. In his over 40 years of legal experience, founder Javed Ellahie has received several awards, including the 2012 Community Leader award by the South Asian Bar Association.

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 (7)
Facebook
5.0 / 5 (4)
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.
5.0
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Gadi Zohar logo
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Gadi Zohar

2211 Park Boulevard Unit 10, Palo Alto, CA 94306
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  • Trusts
  • Wills
  • Probate

Business Description

Gadi Zohar is an attorney who helps individuals and families in Sunnyvale create a will, explore trusts, and understand the probate process. Zohar guides executors and administrators through the process of settling a decedent's estate. Since 2011, he has been assisting clients in filing petitions, selling real estate, dealing with taxes, notifying government agencies, and distributing assets. Zohar has experienced probate from a legal practitioner's perspective, having interned for the probate court and been the attorney for executors and estate administrators.

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 (28)
Yelp
5.0 / 5 (7)
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.
4.0
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Detail
––
Gadzo Law, P.C. logo
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Gadzo Law, P.C.

220 State Street, Los Altos, CA 94022
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  • Trusts
  • Wills
  • Estate Planning
  • Estate Taxes

Business Description

Gadzo Law PC represents clients with probate cases near Sunnyvale. Its attorneys help families close accounts and pay debts associated with the estate of the decedent. They also guide clients through the process of completing an inventory of estate assets and property. The firm notifies beneficiaries and creditors of probate matters and assists with distributing assets. It also works towards ensuring that trustees are mindful of their fiduciary duties. Other practice areas include business succession and estate and special needs 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.
5.0
Yelp
5.0 / 5 (8)
Google
5.0 / 5 (5)
Avvo
5.0 / 5 (5)

(+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.
4.0
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Detail
––
Galli Miller Law Corporation logo
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Galli Miller Law Corporation

889 N. San Antonio Road, Suite 100, Los Altos, CA 94022
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  • Wills
  • Estate Planning

Business Description

Galli Miller Law Corporation offers legal services to individuals in Sunnyvale and the surrounding areas. It represents trustees, executors, and beneficiaries in probate matters. The firm also helps clients form a personalized estate plan that includes documents such as trusts, powers of attorney, wills, and advance health care directives. Jerome Galli, an attorney at Galli Miller Law Corporation, has been certified by the State Bar of California Board of Legal Specialization as a certified 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.
5.0
Yelp
5.0 / 5 (54)
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.
5.0
Responsiveness
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Detail
Gilfix & La Poll Associates LLP logo
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Gilfix & La Poll Associates LLP

2479 East Bayshore Road, Palo Alto, CA 94303
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  • Trusts
  • Wills
  • Estate Planning
  • Inheritance Taxes
  • Living Trust
  • Estate Taxes
  • Trust Administration
  • Probate Litigation

Business Description

For over 30 years, Gilfix & La Poll Associates LLP has served families seeking the services of an estate planning attorney near Sunnyvale. Its legal team ensures that all outstanding debts are paid by the trustee and assets are dispensed in the manner specified in the trust, and it also represents clients in filing petitions for permission to control assets in case there is no trust. Principal attorney Michael Gilfix has an AV Preeminent rating from Martindale-Hubbell and has been recognized by Super Lawyers.

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 (47)
Google
4.9 / 5 (30)
Facebook
5.0 / 5 (8)

(+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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
Law Offices of Berge & Berge logo
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Law Offices of Berge & Berge

1101 S Winchester Blvd Suite I-208, San Jose, CA 95128
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  • Trusts
  • Wills
  • Estate Planning
  • Probate

Business Description

The Law Offices of Berge & Berge provides legal counsel for probate clients in Sunnyvale. It helps individuals with estate planning to protect their assets and secure their family's future. The firm's attorneys and paralegals can provide assistance to individuals who act as the guardian, conservator, executor, or trustee of the estate. The firm's areas of practice include wills, trusts, special needs planning, and trust administration. Its managing partner, Jim Berge, has been practicing law for over 25 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
4.3 / 5 (14)
Yelp
3.5 / 5 (7)
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 Connie Yi, PC logo
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Law Offices of Connie Yi, PC

323 Ray Street, Pleasanton, CA 94566
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  • Trusts
  • Estate Planning
  • Inheritance Taxes
  • Estate Taxes
  • Trust Administration
  • Probate Litigation

Business Description

Founded in 2003, the Law Offices of Connie Yi PC offers legal guidance to families seeking the services of a probate attorney near Sunnyvale. Its lawyers represent clients in probate court hearings and spousal petitions, and they also handle contested will litigation and trust disputes. The firm guides trustees through the estate administration process, ensuring assets are distributed to the beneficiaries and overseeing the payment of taxes and creditors. Attorney Connie Yi is a member of the State Bar of California.

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 (5)

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 David S. Park logo
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Law Offices of David S. Park

1777 Hamilton Ave., Ste 2190, San Jose, CA 95125
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  • Estate Planning

Business Description

The Law Offices of David S. Park helps individuals and families in Sunnyvale in matters related to estate planning, probate, and trust administration. Park assists his clients in navigating the probate or trust administration process, preparing special needs trusts, and establishing clear estate plans. He personalizes his legal services to meet his clients' expectations, whether passing on their legacy, protecting their children, or helping their beneficiaries mitigate estate taxes. Having practiced litigation, Park values proper planning to avoid issues that may later arise.

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 (22)
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
––
Law Offices of Donald Ferguson logo
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Law Offices of Donald Ferguson

2061 Clarmar Way Suite B, San Jose, CA 95128
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  • Estate Planning

Business Description

The Law Offices of Donald Ferguson serves families and individuals in the Sunnyvale metro. It handles estate planning, probate law, estate administration, and trust administration. Its lawyer, Don Ferguson, helps his clients in preparing legal documents, including wills, living trusts, revocable living trusts, and life insurance trusts. He also guides them through the probate process with the focus on the proper distribution of a decedent's assets. Ferguson is a member of the trusts and estate section of the California State Bar.

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)
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
Law Offices of Lawrence M. Kelly, Esq logo
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Law Offices of Lawrence M. Kelly, Esq

275 Saratoga Avenue, #102, Santa Clara, CA 95050
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  • Estate Planning
  • Probate

Business Description

The Law Offices of Lawrence M. Kelly, Esq, has been assisting Sunnyvale clients in estate law matters for over 25 years. The firm provides administration services, such as court probate proceedings, trust and estate accountings, and asset transfers. It also offers estate planning services that include will establishments, beneficiary designations, guardian nominations, and tax planning. Lawrence M. Kelly has been practicing law since 1985 and a certified estate planning, trust, and probate specialist by The State Bar of California Board of Legal Specialization since 1993.

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
Yelp
4.0 / 5 (5)

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 Miki Valente logo
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Law Offices of Miki Valente

2570 W. El Camino Real, Suite 640, Mountain View, CA 94040
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  • Estate Planning
  • Trust Administration

Business Description

The Law Offices of Miki Valente provides Sunnyvale residents with estate planning services and representation in probate cases. Valente works with individuals in developing estate plans that account for factors like real property and taxes using legal devices such as charitable trusts and durable powers of attorney for asset management and personal care. She also advises fiduciaries in estate, trust, and probate administration proceedings. The State Bar of California's Board of Legal Specialization certified Valente as a specialist in estate planning, trust, and probate law.

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.
3.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Law Offices of Miriam Behman Brody logo
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Law Offices of Miriam Behman Brody

19040 Cox Avenue Suite 3, Saratoga, CA 95070
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  • Probate Litigation

Business Description

The Law Offices of Miriam Behman Brody is an estate litigation firm serving families and individuals in Sunnyvale. Its primary attorney, Miriam Behman Brody, caters to beneficiaries, executors, trustees, administrators, and guardians. Her practice focuses on probate, trust, and estate administration, providing customized legal strategies based on the client's goals and facts of each case. Brody also takes on various aspects of legal claims, such as capacity issues and financial elder abuse. She is a member of the Santa Clara County Estate Planning Council.

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 Shahram Miri, Inc. logo
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Law Offices of Shahram Miri, Inc.

80 Gilman Ave, Suite 27, Campbell, CA 95008
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Business Description

The Law Offices of Shahram Miri, Inc., caters to the legal needs of families in Sunnyvale and its surrounding communities. Since 2009, the firm has been helping clients plan their estates through various solutions, such as wills, trust and estate litigation, trust administration, probate, and revocable and irrevocable trusts. Founder Shahram Miri has dedicated his private practice to handling estate planning and probate matters for over 13 years. He is a member of Phil Beta Kappa of Northern California.

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 (48)
Google
4.8 / 5 (6)
Avvo
4.8 / 5 (5)

(+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
Law Offices of Shiva Moozoun logo
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Law Offices of Shiva Moozoun

661 Walsh Avenue, Santa Clara, CA 95050
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  • Estate Planning
  • Probate

Business Description

The Law Offices of Shiva Moozoun is a locally owned law firm that exclusively represents people who face tax appeals and estate planning issues throughout Sunnyvale. It provides sound legal advice in matters involving probate and estate administration, special needs trusts, beneficiary designation, advanced health care directives, and revocable trusts. The firm also helps trustees distribute assets to heirs, appraise estate assets, and file petitions with the appropriate probate court. Shiva Moozoun has been advocating for clients' rights for more than 15 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 (5)
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
Litherland, Kennedy & Associates Attorneys at Law logo
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Litherland, Kennedy & Associates Attorneys at Law

3425 S. Bascom Ave, Suite 240, Campbell, CA 95008
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Business Description

Litherland, Kennedy & Associates is a multi-practice law firm in Sunnyvale. The company assists families in protecting their assets through probate and estate planning. The firm's attorneys handle a wide range of probate matters, including from gathering the descendant's assets to transferring assets to heirs. The team also represents clients in determining the authenticity of a will. In 2022, the company's president, Justin Kennedy, was appointed to the Board of Governors of the American Academy of Estate Planning Attorneys.

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 (39)
Avvo
5.0 / 5 (30)
Facebook
5.0 / 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
Modlin Legal logo
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Modlin Legal

900 E. Hamilton Ave. Ste. 100, Campbell, CA 95008
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Business Description

Modlin Legal helps clients preserve their assets in Sunnyvale and the surrounding communities. It handles probate and trust administration, assisting executors in gathering the estate's assets, settling liabilities, distributing the remaining wealth to the rightful dependents, and closing the estate. Its practice also focuses on preparing estate planning strategies, drafting legal documents, such as healthcare directives, revocable trusts, powers of attorney, and wills. The law firm works to keep these processes accessible by avoiding legal jargon and fostering a relaxed environment with its kid-friendly offices.

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
Facebook
4.7 / 5 (10)
Google
5.0 / 5 (4)
Yelp
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Norton Basu LLP logo
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Norton Basu LLP

5201 Great America Pkwy #320, Santa Clara, CA 95054
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  • Trusts
  • Wills
  • Estate Planning
  • Living Trust
  • Estate Taxes
  • Trust Administration
  • Probate Litigation

Business Description

Norton Basu LLP is a team of legal experts in estate planning and probate cases that offers services in the Los Gatos, Santa Clara, and Sunnyvale areas. Attorneys Zakiya J. Norton and Somita Basu and their legal team prepare estate planning documents, including wills, revocable living trusts, powers of attorney, and advanced health care directives. It guides clients through the complex probate process, including dealing with financial and tax issues that are a part of estate administration.

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 (12)
Google
5.0 / 5 (11)
Facebook
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
Oak View Law Group logo
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Oak View Law Group

4966 El Camino Real, Los Altos, CA 94022
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  • Trusts
  • Wills

Business Description

Founded in 2007, the Oak View Law Group is headed by a probate attorney near Sunnyvale with years of experience in probate and estate law. The firm helps with all aspects of probate court, serving as counsel or providing advice to executors and personal representative. It can also take on the role of estate administrator if designated so by the client and approved by the court. Free consultations are available by appointment.

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
Facebook
5.0 / 5 (86)
Google
4.7 / 5 (53)
Yelp
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Shafae Law logo
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Shafae Law

1500 Old County Road, Belmont, CA 94002
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Business Description

Shafae Law is a boutique firm that serves various estates in Sunnyvale, ranging from simple ones to those with complex family dynamics. It handles post-mortem trust and estate administration matters and creates solutions for probate proceedings to progress in a timely and orderly manner. It counsels clients in developing estate plans for their families' future or for making charitable contributions. Matthew Shafae has been in practice since 2008 and is a certified legal specialist in estate planning, trusts, 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.
5.0
Yelp
5.0 / 5 (45)
Google
4.8 / 5 (16)
Facebook
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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
Singh Law Firm logo
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Singh Law Firm

43480 Mission Boulevard Suite 270, Fremont, CA 94539
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Business Description

Singh Law Firm offers services to individuals, entrepreneurs, and high-net-worth families in Sunnyvale. It assists clients in dealing with probate procedures to transfer the decedent's assets to the rightful heirs. It also focuses on various estate planning strategies, including revocable living trusts, advanced healthcare directives, and financial power of attorney. Additionally, it helps clients prepare and execute gifting strategies and dynasty trusts. One of the founding partners, Kern Singh, started his legal career at the San Francisco County District Attorney's Office under Vice President Kamala Harris.

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 (212)
Google
4.8 / 5 (190)
Avvo
4.9 / 5 (173)

(+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.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
The Law Firm Of Lisa Chan logo
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The Law Firm Of Lisa Chan

19925 Stevens Creek Blvd., Suite 100, Cupertino, CA 95014
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  • Probate

Business Description

Based in Cupertino, The Law Firm of Lisa Chan offers services to individuals in the metro and its nearby areas, such as Sunnyvale. It works with clients to create an estate plan based on their needs and goals. The firm helps individuals deal with issues on wills, minor trusts, powers of attorney, and business succession planning. Lisa Chan, the firm's founder, previously worked as a corporate legal affairs specialist and the vice president of business development at two different companies. She is fluent in Cantonese and Chinese Mandarin.

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
Yelp
4.5 / 5 (12)
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
The Law Office of Jamay Lee, APC logo
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The Law Office of Jamay Lee, APC

951 Mariners Island Blvd Ste 300, San Mateo, CA 94404
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  • Estate Planning
  • Trust Administration
  • Probate

Business Description

The Law Office of Jamay Lee, APC, serves people in Sunnyvale with probate matters. Lawyer Jamay Lee strives to make the process as efficient as possible to help bereaved families with the distribution of estates according to the wishes of the deceased. Lee has extensive experience with beneficiary disputes, accounting issues, trust contests, and trustee conflicts. Her law firm also handles tax and estate planning, which covers conservatorship and trust administration. Lee has been practicing law since 2005. She is a member of the Professional Fiduciary Association of California.

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
The Law Offices of Deborah Azar logo
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The Law Offices of Deborah Azar

2005 De La Cruz Blvd Suite 145, Santa Clara, CA 95050
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Business Description

Located in California, The Law Offices of Deborah Azar guides clients through the local laws and regulations involving probates. It assesses estates and assets to determine whether they are included in the probate process to help clients avoid long government-mandated procedures. It aims to provide legal instructions and technical knowledge, which its lawyers have acquired in their years of practice. Serving clients in Sunnyvale, it handles simple to complex issues surrounding estate planning, succession planning, and trust administration, with the goal of helping families reach settlements.

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5.0
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5.0 / 5 (35)
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5.0 / 5 (7)

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The Law Offices of Robert P. Bergman logo
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The Law Offices of Robert P. Bergman

3535 Ross Avenue, Ste. 308, Building Two, San Jose, CA 95124
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  • Trusts
  • Estate Planning
  • Power of Attorneys

Business Description

The Law Offices of Robert P. Bergman serves the Sunnyvale metro, offering legal guidance in probate matters. Bergman guides his clients through the creation of documents needed in estate planning. These include last wills and testaments, powers of attorney, irrevocable and revocable living trusts, and health care documents. Bergman has been in legal practice for over 40 years and is now working as a specialist in trust and probate law. He hosts his own radio talk show called "Plan Your Estate Radio."

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
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4.8 / 5 (23)
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5.0 / 5 (21)
Yelp
5.0 / 5 (9)

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Timothy D. Henry Law Offices logo
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Timothy D. Henry Law Offices

1871 The Alameda Ste 333, San Jose, CA 95126
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  • Estate Planning

Business Description

The Timothy D. Henry Law Offices concentrates on probate concerns encountered by residents of Sunnyvale and the surrounding areas. Its attorney assists executors or administrators in the California probate process and resolves estate-related disputes like elder abuse, breaches of fiduciary duty, and fraud through litigation. The firm also counsels clients on estate planning, helping them protect their legacies with tools like wills, trusts, and powers of attorney. Solo practitioner Timothy Henry stays current on estate planning best practices through his affiliation with WealthCounsel.

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
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4.8 / 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.
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Frequently Asked Questions

What is probate real estate?

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.

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.

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.

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