Expertise.com

2024

Last updated:

Best Probate Lawyers in Tracy

Our Recommended Top 9

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 Tracy Probate Lawyers on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

27Reviewed

19Curated

9Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

373 North L Street, Livermore, CA 94551

Expertise.com Rating

Review Sources

Yelp
4.5 (18)

Why choose this provider?

Lewman Law APC provides the help of adept probate lawyers near Tracy who help clients to resolve a variety of important matters once a loved one has passed away. The firm takes over administration of each estate's final assets and makes sure that any outstanding debts are satisfied. It oversees the dispersement of assets to remaining heirs and records relevant transfers to keep courts abreast of the process. Lewman Law APC also deals with legal challenges, such as contested wills, that complicate the probate process.

  • Wills
  • Estate Planning
  • Probate Litigation

Attorney Information

Attorney NameBar StatusExperience
John Lewman - FounderActive30 yrs

1150 West Center Street, Manteca, CA 95337

Expertise.com Rating

Review Sources

Google
5.0 (54)
Yelp
5.0 (7)
Avvo
5.0 (7)

Why choose this provider?

Advance Planning, A Law Corporation, serves families in the Tracy metro area by performing probate services. Its attorneys guide clients through the probate process and help them to prove the decedent's will when the source is questionable or heirs dispute the validity. The firm manages debts faced by estates too, screening claims by outside parties to determine if they are true before paying them to satisfy demands. Advance Planning, A Law Corporation, creates trusts and estate plans too.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Grant Toeppen - FounderActive12 yrs

2600 Kitty Hawk Road, Livermore, CA 94551

Expertise.com Rating

Review Sources

Facebook
4.5 (17)
Yelp
4.5 (11)
Google
4.9 (9)

Why choose this provider?

Law Office of Jennifer Thaete PC is managed by an experienced probate lawyer near Tracy who's prepared to assist families facing even the most complicated probate processes. The firm works to see that any outstanding debts of estates are satisfied and evaluates claims made by outside parties to ensure debts are legitimate. Law Office of Jennifer Thaete PC manages conflicts between family members and devises legal solutions to will contests, missing assets, and other issues.

  • Probate Litigation

Attorney Information

Attorney NameBar StatusExperience
Jennifer Thaete - PrincipalActive24 yrs

672 West 11th Street, Tracy, CA 95377

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Gill Law Firm is a full-service firm that provides legal services to clients in Tracy. It handles probate and estate administration and resolves disputes among families. Moreover, it assists injured clients and their families in compensating for damages caused by another person's negligence, vehicular accidents, and medical malpractice. Other services offered include matters on family laws, business transactions, and contracts. Kamalpreet Kaur Gill, the firm's attorney, obtained her Juris Doctorate at the Laurence Drivon School of Law.

  • Trusts
  • Wills

Attorney Information

Attorney NameBar StatusExperience
Kamalpreet Gill - PrincipalActive6 yrs

1015 North Central Avenue, Tracy, CA 95376

Expertise.com Rating

Review Sources

Google
5.0 (3)
Yelp
3.0 (3)
Facebook
5.0 (1)

Why choose this provider?

Law Offices of Sidney L. Alegre is a law firm that serves individuals and businesses in the Tracy metro. It provides an array of probate services, which include property petitions and summary administration for smaller estates. The firm is also experienced in the areas of estate planning and entity formation. It was established in 1999. Its principal attorney, Sidney Alegre, has been in the field for over 17 years and is a certified specialist in probate law.

  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Sidney Alegre - PrincipalActive27 yrs

1811 Santa Rita Road, Pleasanton, CA 94566

Expertise.com Rating

Review Sources

Yelp
5.0 (36)
Facebook
5.0 (9)

Why choose this provider?

Lifeplan Lawyer owner and founder Jay Roadarmel is an experienced estate planning and probate attorney that serves families in Tracy and the surrounding areas. As a certified specialist in estate planning, trust, and probate law, Roadarmel creates or updates existing estate plans and assists clients who are going through probate by filing paperwork on their behalf. Lifeplan Lawyer also assists in administering an estate after a family member has passed.

  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Jay Roadarmel - PrincipalActive31 yrs

511 W. 3rd St, Antioch, CA 94509

Expertise.com Rating

Review Sources

Yelp
5.0 (27)
Facebook
5.0 (15)

Why choose this provider?

Law Offices of Joel A. Harris does business with clients in and around the Tracy metro area. This law firm assists clients whoa are dealing with the death of a loved one who lacked a trust, and it typically works alongside executors to handle these final concerns. It guides families through the court-mandated probate process and keeps track of estate assets so that once debts are satisfied they can be passed on to heirs.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Joel Harris - PrincipalActive34 yrs

1100 J Street, Modesto, CA 95354

Expertise.com Rating

Review Sources

Google
4.8 (17)
Yelp
4.5 (13)
Facebook
5.0 (6)

Why choose this provider?

Tagre Law Office provides clients with help from skilled probate attorneys near Tracy. This firm guides executors through the probate process, assisting them as they finalize the affairs of the estate by paying outstanding debts, resolving any legal challenges, and handling disputes between heirs or outside parties. Tagre Law Office also represents families before the court and advises them on navigating complex legal issues such as will contests. Will and trust creation services are available.

  • Probate Litigation

Attorney Information

Attorney NameBar StatusExperience
Pablo Tagre - FounderActive19 yrs
Pablo Tagre - PrincipalActive19 yrs

1535 J Street, Modesto, CA 95354

Expertise.com Rating

Review Sources

Avvo
5.0 (7)
Yelp
3.0 (2)

Why choose this provider?

Ogden Law Firm PC serves clients throughout the Tracy metro area. It helps families to deal with issues involving the probate process and helps them to address any legal questions as it prepares estate assets to satisfy debts and pass remaining items onto heirs. The firm assists executors in all of their responsibilities and also acts as a liaison between families and the court system. Ogden Law Firm PC creates trusts and can help clients avoid probate too.

  • Estate Planning
  • Probate Litigation

Attorney Information

Attorney NameBar StatusExperience
Daniel Ogden - Managing AttorneyActive13 yrs

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 Tracy, California?

    For non-emergencies, please call the Tracy Police Department at 209-831-6550.

  • What constitutes a legally admissible, self-proving will in Tracy?

    In Tracy, a self-proving will is legally recognized if it's crafted and formalized according to state law by an individual of legal age who has the mental capacity and was free from any coercion at the signing time. Notably, there's no need for a separate affidavit. The will should incorporate a declaration signed by a witness asserting that the will-maker demonstrated capacity and willingness to draft a will, and no manipulative forces were present, under penalty of perjury.

  • How can retirement assets bypass probate in Tracy?

    In Tracy, retirement assets, including IRAs, 401(k)s, and 403(b)s, amongst other similar accounts, may avoid the probate process. This happens when beneficiaries are designated when the retirement account is established. If the account owner passes away, the assets transfer directly to these beneficiaries. However, should no valid beneficiary be assigned and lacking alternate beneficiary instruction, these assets revert to the decedent's estate, necessitating probate.

  • What are the types of charitable trusts that can be established in Tracy?

    In Tracy, individuals can establish two forms of charitable trusts: charitable remainder trusts and charitable lead trusts. These trusts allow beneficiaries to receive income from the returns on trust investments while directing assets to charitable causes. This dual-purpose action not only supports charity but also aids in reducing the overall tax obligations associated with the trust's assets.

  • What are the requirements for creating an international will in Tracy?

    When creating an international will in Tracy, adherence to the Uniform International Wills Act and the 1973 Washington Convention is essential. The individual must ensure the will is written, uniquely theirs, and signed on every page by two witnesses and a certified legal practitioner. Additionally, attaching a certificate conforming to the format of California Probate Code section 6384, signed and dated, is necessary. It's also essential to number all pages of the will in sequence.

  • 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.