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2024

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Best Probate Lawyers in Temecula

Our Recommended Top 8

We did the research for you!

  • Licensing
  • User Reviews
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Our goal is to connect people with the best local professionals. We scored Temecula Probate Lawyers on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

28

Reviewed

20

Curated

8

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

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

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Steven Bliss - Principal34 yrs
Steven Bliss - 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

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.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

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

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Robert Galliano - Principal43 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.
4.5
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

Website
38975 Sky Canyon Drive, Murrieta, CA 92563
  • Trusts
  • Wills

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Michael Kerbs - Partner37 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 (8)
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
28991 Old Town Front Street, Temecula, CA 92590
  • Estate Planning
  • Probate Litigation

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Charles Boylston - 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.
4.9
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

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

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Roberta Clark - Principal27 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 (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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

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

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
Gregory Ashcraft - Partner10 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
4.9 / 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

Website
43434 Business Park Drive, Temecula, CA 92590
  • Estate Planning

Why choose this provider?

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.

Attorney Information

Attorney NamesExperience
John O’connell - Principal41 yrs
John O'connell - Principal41 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 (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

Website
39755 Date St 203, Murrieta, CA 92563
  • Trusts
  • Wills
  • Estate Taxes

Why choose this provider?

Shoup Legal is owned and operated by a husband-and-wife team representing high-net-worth individuals, business owners, and families with generational wealth in and around Temecula. The firm helps clients protect their legacy and preserve their funds by handling matters involving probate, Medi-Cal benefits planning, trust administration, and estate planning. Since 2013, co-founder Andrea Shoup has been assisting clients in dealing with creditors, transferring assets, filing beneficiary claims, and securing life insurance proceeds. She is a probate and trust law specialist certified by 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.
4.5
Google
4.0 / 5 (41)
Yelp
5.0 / 5 (29)
Facebook
5.0 / 5 (9)

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 Temecula, California?

    800-950-2444 (option 5) is the non-emergency phone number of the Temecula Police Department.

  • What can you do in Temecula if there are problems between the beneficiaries?

    If there is conflict among the beneficiaries in Temecula, you should create a detailed accounting of your acts as successor trustee and request judicial approval of those actions. By asking the court to approve such a request, you reduce the likelihood of further legal action since, assuming you have adequately disclosed your actions, a beneficiary who does not protest during the court processes is usually not permitted to complain later about how you have managed the trust.

  • How does trust administration in Temecula begin?

    Managing a trust administration process in Temecula starts with a compulsory probate code notice to all trust heirs and beneficiaries. According to California Probate Code 16061.7, the trustee must send written notices to the designated beneficiaries and heirs of the decedent within 60 days of the trustee's passing. These notices must contain necessary information about the trustee and permit the recipient to acquire a copy of the trust.

  • What property in Temecula is exempt from the probate court's requirements?

    The following items in Temecula are examples of assets that don't require probate litigation:

    • Retirement accounts
    • Money from life insurance
    • Assets covered by a living trust
    • Money in a bank account that is payable upon death
    • Securities included on a transfer-on-death form
    • Cooperatively held savings bonds
    • Payments from pension plans
    • Co-owned property with right of survivorship
    • Real estate owned jointly with one's spouse by tenants in common
    • Cars transferred to family members in compliance with state law
  • In Temecula, are there any alternatives to skip the probate procedure?

    Yes, there are many methods to get around Temecula's probate court system. These techniques include designating beneficiaries on accounts such as payable-on-death bank accounts and transfer-on-death securities; creating joint ownership with the right of survival in property such as automobiles and other titled property; and placing property in a revocable living trust. Your lawyer can assist you in managing your assets to avoid probate and ensure a seamless transfer of assets to your beneficiaries following your passing.

  • What part does the executor play in Temecula's probate procedure?

    An executor is in charge of opening the probate case, gathering and inventorying the estate's assets, paying off debts, filing and paying taxes, distributing assets to beneficiaries, and closing the estate. Attorneys in Temecula with knowledge in probate and estate administration are frequently hired to assist the executor through the probate procedure due to the specifics and legal requirements that must be met. The executor has a right to reimbursement for their time and costs incurred during the probate administration.

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