Expertise.com

Best Probate Lawyers in Temecula

Laurels
Laurels

We did the research for you!

Learn more
  • checkboxLicensing
  • checkboxUser Reviews
  • checkboxMystery Shopping Calls

Probate Lawyers FAQs

Learn more
Bennett & Bennett logo
Visit WebsiteWebsite

Bennett & Bennett

1 BetterWorld Circle, Temecula, CA 92590
Visit WebsiteWebsite
  • Trusts
  • Wills
  • Estate Planning

Business Description

Bennett & Bennett is a law firm that represents clients in Temecula. Its team of lawyers assists clients in probate-related cases, such as estate planning and asset protection. This firm follows only three simple steps in getting its services. First, clients schedule an appointment, then sign a retention agreement, and finally, meet the legal team and start the game plan. It also offers legal counseling in other areas such as family law and legal matters involving business and real estate.

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
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
David P. Mayberry logo
Visit WebsiteWebsite

David P. Mayberry

41877 Enterprise Circle North, Temecula, CA 92590
Visit WebsiteWebsite
  • Trusts
  • Wills
  • Probate Litigation

Business Description

David P. Mayberry is a civil litigation lawyer with more than three decades’ worth of experience in the legal profession. Servicing clients in Temecula and its surrounding areas, he provides legal representation in trusts, wills, and probate litigation. In addition, he offers services in lawsuits involving personal injury, products liability, property damage, and employment cases like sexual harassment and wrongful termination. Mayberry also handles powers of attorney, arbitration, mediation, contract disputes, business transactions, and insurance disputes.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Google
4.9 / 5 (8)
Avvo
5.0 / 5 (2)
Facebook
5.0 / 5 (1)
John P. O'connell logo
Visit WebsiteWebsite

John P. O'connell

43434 Business Park Drive, Temecula, CA 92590
Visit WebsiteWebsite
  • Estate Planning

Business Description

John P. O'Connell is a probate attorney based in Temecula who has been offering legal representation services since 1983. He assists individuals and families in taking the appropriate legal procedures of the probate process. In addition, he also provides advice on how to avoid disputes or conflicts. Furthermore, he can prepare or create estate planning documents, such as wills, durable powers of attorney, advanced health care directives, and revocable trusts. O'Connell also focuses on real estate, business, and tax issues.

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 (2)
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
Law Offices of Charles P. Boylston logo
Visit WebsiteWebsite

Law Offices of Charles P. Boylston

28991 Old Town Front Street, Temecula, CA 92590
Visit WebsiteWebsite
  • Estate Planning
  • Probate Litigation

Business Description

The Law Offices of Charles P. Boylston features the probate lawyer in Temecula. Boylston's team concentrates on providing clients with legal representation and assistance in the preparation of necessary court documents, such as powers of attorney, wills, trusts, and advanced health care directives. Aside from probate litigation and estate planning services, the law firm also provides both employer and employee consultation and representations. These services include reviewing company policies and procedures and resolving cases of unlawful termination.

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
4.8 / 5 (18)
Facebook
5.0 / 5 (5)
Yelp
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 Robert J. Galliano logo
Visit WebsiteWebsite

Law Offices of Robert J. Galliano

Two Better World Circle, Ste 105, Temecula, CA 92590
Visit WebsiteWebsite
  • Estate Planning

Business Description

Law Offices of Robert J. Galliano is a legal practice dedicated to serving the needs of clients throughout Temecula. It helps the named administrator file the required petition to begin the probate process and it thoroughly explains all responsibilities of all involved parties. The firm reviews financial documents regarding the assets and conducts a tax analysis. Attorney and firm principal Robert J. Galliano is a member of the National Academy of Elder Law 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.
4.5
Google
4.7 / 5 (6)
Avvo
4.0 / 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
Reid & Hellyer logo
Visit WebsiteWebsite

Reid & Hellyer

38975 Sky Canyon Drive, Murrieta, CA 92563
Visit WebsiteWebsite
  • Trusts
  • Wills

Business Description

Reid & Hellyer is a probate law firm that serves clients in the Temecula area. It provides legal representation to businesses and individuals who have been involved in trust and probate disputes. Its legal team is experienced in different areas of estate laws, which include intergenerational wealth transfer strategies, probate administration, and business succession planning. Reid & Hellyer also handles bankruptcy, labor and employment, and immigration cases. The firm has been in the industry since 1897.

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 (8)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Roberta P. Clark Attorney at Law logo
Visit WebsiteWebsite

Roberta P. Clark Attorney at Law

205 W Alvarado St, Fallbrook, CA 92028
Visit WebsiteWebsite
  • Trusts
  • Wills
  • Estate Planning
  • Living Trust

Business Description

Roberta P. Clark Attorney at Law is the private practice of the estate planning attorney near Temecula. Located in Fallbrook, Clark focuses on providing legal assistance to her clients who are facing complicated probate law cases. These cases include family members without a copy of a will or individuals with complex or unclear wills. Roberta P. Clark Attorney at Law also handles trust administration, wills and trusts, and small estate transfers.

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
5.0 / 5 (2)
Google
4.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
––
The Ashcraft Firm logo
Visit WebsiteWebsite

The Ashcraft Firm

29970 Technology Drive, Murrieta, CA 92563
Visit WebsiteWebsite
  • Estate Planning
  • Trust Administration

Business Description

The Ashcraft Firm is a firm staffed by several probate attorneys near Temecula serving the surrounding areas. The practice is able to assist clients throughout the probate process, including in situations in which there is no valid will or the decedent owned property in another state. After all assets have been accounted for and the proper parties have been notified, The Ashcraft Firm can assist the personal representative with distributing the estate.

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
Google
4.9 / 5 (55)
Yelp
4.5 / 5 (18)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
The Law Firm Of Steven F. Bliss, Esq. logo
Visit WebsiteWebsite

The Law Firm Of Steven F. Bliss, Esq.

43920 Margarita Road, Temecula, CA 92592
Visit WebsiteWebsite
  • Trusts
  • Wills
  • Estate Planning
  • Living Trust
  • Probate Litigation

Business Description

The Law Firm of Steven F. Bliss, Esq. serves individuals in need of probate attorneys near Temecula. Established in 1991, the law office aims to assist clients in undertaking a decedent's estate or plan for future personal care. It offers legal counsel on settling financial or property disputes, collecting outstanding income, filing final tax returns for estates, and accounting for all of an individual's assets. Founder Steven F. Bliss also practices law in areas such as Chapter 7 and 13 Bankruptcy.

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
4.5 / 5 (182)
Facebook
4.5 / 5 (57)
Yelp
1.0 / 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
Back to Providers

Frequently Asked Questions

What does a probate attorney do?

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

What is probate court?

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

How long do you have to file probate after death?

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

Does life insurance go through probate?

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

Do household items go through probate?

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

Do bank accounts with beneficiaries have to go through probate?

In the event a beneficiary has been named, bank accounts are not required to go through probate and will be paid directly to the person designated by the deceased individual. However, should that individual be deceased themselves or if contact cannot be made after a certain period of time, funds will be allocated to the estate and put through the probate process.

What happens if no probate is filed?

Depending on the circumstances, probate may not be required in all cases. If a person passes on and their remaining property is jointly owned, it automatically transfers to the other owner. However, if a property is not jointly owned and no probate has been filed, the executor of the will won't be able to transfer titles or cash assets to beneficiaries. Be aware that the specific laws surrounding probate requirements vary from state to state.

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.

Can I probate a will or estate without an attorney?

It is possible to probate a will and close an estate without hiring an attorney. However, it requires multiple steps and an understanding of the law. The first step is to petition the court to appoint a representative for the estate. Next, the executor must notify all heirs and creditors before switching ownership from the decedent to the estate. Once all debts, taxes, and final expenses have been paid, funds can be transferred to heirs. To close an estate, the executor must submit a report showing the court that all obligations and final wishes have been satisfied. While a will and estate may seem straightforward, things can get complicated quickly if multiple heirs are involved, or if disputes or disagreements arise over distribution. A probate lawyer can help navigate these disputes effectively, and take pressure off the executor when beneficiaries aren’t getting along.

How many years can an estate remain in probate?

If the will or proposed distribution of property is contested, an estate may remain in probate for several years. The timeline depends on how long relatives have to initiate probate, how long creditors have to come forward, and how busy the courts are. In some states, such as Florida, relatives have just 10 days to initiate probate, and the entire process takes approximately six months. In other areas, such as Massachusetts, the process can last one to two years, although the majority of probate activities occur in the first nine months. The value of the estate also affects the duration of the case. For example, California and Texas have simplified procedures for smaller estates, such as those valued at $150,000 or less.

When is a will's probate an automatic process?

Probate is the legal process of validating a last will and testament to ensure that the decedent's wishes are followed. A probate judge may automatically clear wills if they're accompanied by an affidavit from the decedent, a notary, and a witness. Some assets, including financial accounts with designated beneficiaries, and funds held by certain types of trusts don't have to go through probate.

What does it mean when property is under probate?

Real estate that's under probate is typically liquidated through the court system, which is most common when someone dies without a will. Home buyers who are interested in this type of property must follow special rules regarding deposits, which are sometimes nonrefundable, and buyer's premiums. Additionally, the court must approve the purchase price.

Read all FAQs