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2024

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Best Probate Lawyers in Upland

Our Recommended Top 14

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

30

Reviewed

23

Curated

14

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
223 West Foothill Boulevard, Claremont, CA 91711
  • Estate Planning
  • Trust Administration

Why choose this provider?

Founded in 2018, Meza Talbott Law is a family law and estate planning firm that serves in Upland and other areas of Southern California. The firm handles family law mediation, marriage preparation, estate planning, and probate cases. Its probate lawyers can help clients determine if there is a need to open a probate case or not, and if there is a need, they represent clients during a contest of the will and trust and asset disputes. Genoveva Meza Talbott has been in practice since 2003.

Attorney Information

Attorney NamesExperience
Genoveva Talbott - Principal / Founder21 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.
4.7
Google
5.0 / 5 (13)
Yelp
4.0 / 5 (7)

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
13831 Roswell Avenue, Chino, CA 91710
  • Estate Planning

Why choose this provider?

Voorhees & Ratzlaff Law Group is a law practice that represents clients in Upland. Its attorneys can help with probate, trusts, and estate planning. The lawyers assist clients in making important financial plans, determining healthcare preferences, and appointing trusted individuals to make important healthcare decisions on their behalf. They also deal with will contests and small estate administration. Furthermore, the law office handles asset protection, business planning, guardianship, and conservatorship. Voorhees & Ratzlaff Law Group has been operating since 2014.

Attorney Information

Attorney NamesExperience
Kariann Voorhees - Managing Partner11 yrs
Holly Ratzlaff - Estate Planning Attorney11 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.
4.3
Google
4.0 / 5 (11)
Facebook
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
Responsiveness
Friendliness
Helpfulness
Detail

Website
489 North Central Avenue, Upland, CA 91786
  • Trusts
  • Wills
  • Estate Planning

Why choose this provider?

Randal P. Hannah, Attorney at Law is an Upland-based legal practitioner who addresses various concerns in estates, trusts, and probate law. As a probate attorney, Hannah assists executors in the accounting of decedents' assets, including earned revenues and incurred expenses in the estate's administration. The lawyer helps gather and review court-required information, prepares pertinent documents, and represents clients in probate proceedings. Hannah also provides estate planning services, including drafting of wills, trusts, and powers of attorney.

Attorney Information

Attorney NamesExperience
Randal Hannah - Principal36 yrs
Randal Hannah - Principal36 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
299 West Foothill Boulevard, Upland, CA 91786
  • Trusts
  • Estate Planning
  • Estate Taxes
  • Trust Administration
  • Probate Litigation

Why choose this provider?

Howard S. Borenstein is a probate attorney in Upland. While he is a certified specialist in taxation law by the State Bar of California Board of Legal Specialization, his 25 years of law practice has made him well-versed in other legal matters such as estate planning, probate, and trust administration. Borenstein and his staff are committed to providing guidance and the right tools to clients when it comes to planning for their futures.

Attorney Information

Attorney NamesExperience
Howard Borenstein - Principal39 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 (1)
Avvo
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
435 North Yale Avenue, Claremont, CA 91711
  • Trusts
  • Wills
  • Estate Planning

Why choose this provider?

The Law Office of Emily Lerner is a professional corporation that provides probate legal services in Upland. Its lawyers customize estate plans according to clients' needs which includes crafting documents such as wills and trusts and advance health care directives. The firm can also guide clients in the probate process. Its lawyers assist clients in trust administration, conservatorship, and guardianship. The firm's founder, Emily Lerner, started her legal career in the United States Department of Health and Human Services.

Attorney Information

Attorney NamesExperience
Emily Lerner - Principal15 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 (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
Responsiveness
Friendliness
Helpfulness
Detail

Website
965 North 2nd Avenue, Upland, CA 91786
  • Estate Planning
  • Inheritance Taxes
  • Trust Administration

Why choose this provider?

Located in Upland, Skvarna Law Firm offers legal services to clients in Los Angeles, San Bernardino, Riverside, and Orange County. Its main areas of practice are elder law, estate planning, and probate and estate administration. Its founder, Victor P. Skvarna, emphasizes the importance of simplifying complex issues for the benefit of its clients. This allows the law firm to create an ideal plan for its clients to ensure their wealth is passed on to their loved ones properly.

Attorney Information

Attorney NamesExperience
Victor Skvarna - 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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
215 North D Street, San Bernardino, CA 92401
  • Trusts
  • Estate Planning

Why choose this provider?

Fullerton, Lemann, Schaefer & Dominick, LLP offers legal advice and solutions to the Upland metro and its neighboring areas. Its team helps its clients understand their rights and options during probate. In addition, its lawyers represent clients in mediations, arbitrations, and trials & appeals involving probate litigation matters. The firm handles a range of trust and estate disputes, like will contests, recovery of assets, and elder abuse claims. Fullerton, Lemann, Schaefer & Dominick, LLP has been serving clients since 1948.

Attorney Information

Attorney NamesExperience
Wilfrid Lemann - Partner/Lawyer46 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.
3.9
Google
4.0 / 5 (22)
Yelp
3.5 / 5 (7)

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
1000 West Foothill Boulevard, Claremont, CA 91711
  • Trusts
  • Wills
  • Estate Planning
  • Living Trust
  • Trust Administration

Why choose this provider?

The Lepe Law Firm provides estate planning and probate services in both English and Spanish. Helmed by Georgina Lepe, a probate attorney near Upland, its legal team prepares documents such as wills, revocable and irrevocable trusts, advance health care directives, and financial powers of attorney. In the area of estate administration, clients with interests in an estate can contact the firm for assistance in filing spousal property petitions, Heggstad petitions, or petitions for probate or letters of administration.

Attorney Information

Attorney NamesExperience
Georgina Lepe - Founding Attorney14 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 (36)
Yelp
5.0 / 5 (20)
Avvo
5.0 / 5 (16)

(+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

Website
1055 South Euclid Avenue, Ontario, CA 91762
  • Trusts
  • Wills
  • Trust Administration

Why choose this provider?

The Law Offices of Forrest F. Wolfe has been serving clients in the community of Upland and its surrounding areas since 1998. It provides legal counsel to administrators, beneficiaries, executors, and trustees in estate and probate administration. The law firm also handles specialized estate planning documents, including charitable remainder trusts, advance health care directives, irrevocable life insurance trusts, business formation documents, and special needs trusts. Its owner, Forrest F. Wolfe, has more than 30 years of industry experience.

Attorney Information

Attorney NamesExperience
Forrest Wolfe - Principal38 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
4.8 / 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

Website
545 North Mountain Avenue, Upland, CA 91786
  • Estate Planning
  • Probate Litigation

Why choose this provider?

Law Offices of Tanya L. Willis can serve any clients looking for probate attorneys in Upland. It helps with petition filing when clients want to submit a will to a probate court and it can help to appoint an executor, who it also advises. The firm manages the inventory and sale of any assets belonging to estates and dispenses them to rightful heirs once debts are all satisfied. Conservatorship and estate planning services are offered as well.

Attorney Information

Attorney NamesExperience
Tanya Willis - Founding Attorney17 yrs
Taylor Fennell - Associate11 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 (19)

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
1365 West Foothill Boulevard, Upland, CA 91786
  • Wills
  • Estate Planning

Why choose this provider?

With a team of estate planning attorneys near Upland, Anderson LeBlanc Attorneys is a law firm with over 48 years of practice. It is committed to creating an estate plan that fits the client's needs and goals. Its team also assists clients in understanding and navigating through the areas of probate, trust, and inheritance law. Aside from estate-planning concerns, Anderson LeBlanc Attorneys is qualified to represent clients in matters concerning criminal law.

Attorney Information

Attorney NamesExperience
Richard Anderson - Partner56 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

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
123 East 9th Street, Upland, CA 91786
  • Wills
  • Estate Planning
  • Living Trust
  • Trust Administration

Why choose this provider?

Established in 1996, Moga Law Firm provides personalized legal services to clients in Inland Empire, Los Angeles, and Orange County. Its founder, Scott Thomas Moga, highlights the importance of communication and offers creative solutions for the cases of his clients. The main practice areas of the law firm are personal injury, workers' compensation, probate and trust administration, and estate planning. It also represents clients involved in car accidents, bike accidents, and motorcycle accidents, among others.

Attorney Information

Attorney NamesExperience
Scott Moga - Principal28 yrs
Scot Moga - Principal28 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.
4.7
Google
4.5 / 5 (20)
Yelp
5.0 / 5 (6)
Avvo
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
232 Harrison Avenue, Claremont, CA 91711
  • Estate Planning

Why choose this provider?

Cornell Law Firm is an estate planning and administration law office that serves clients in Upland. It handles probate court proceedings that involve trust administration, conservatorships, and estate planning. The firm also helps clients in drafting powers of attorney, business succession plans, and probate avoidance trusts. Additionally, Cornell Law Firm has more than 25 years of experience in representing clients in state and federal courts. Bradley L. Cornell, the firm's founding attorney, is a member of the State Bar of California's Trusts and Estates section.

Attorney Information

Attorney NamesExperience
Bradley Cornell - Founder/Owner32 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 (4)
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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6120 Rainbow Falls Court, Rancho Cucamonga, CA 91737
  • Estate Planning

Why choose this provider?

Ronald H. Martin III is an attorney that has been providing legal advice to clients in Upland and the surrounding areas for more than 20 years. He specializes in estate planning which includes probate. Ronald believes probate is something to be avoided and delayed so he will explain trusts and other legal documents to clients to help them understand if there are mistakes. He will also draft and help fix the documents by suggesting some amendments.

Attorney Information

Attorney NamesExperience
Ronald Martin - Principal28 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 (27)

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
––

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 Upland, California?

    The Upland Police Department can be reached at (909) 946-7624 for non-emergencies.

  • What are the estate tax obligations for a resident of Upland or an individual with property there?

    In Upland, there is no necessity for a state estate tax return if the value of the estate is less than $1 million. However, filing a federal estate tax return becomes essential if the estate falls within federal tax parameters, even if the value of the estate is less than $12.06 million. Notably, two in a thousand California estates meet this criterion courtesy of substantial exemptions and savvy planning. This strategic approach often lowers the actual tax burden to around 16% instead of the potential 40%.

  • What happens when multiple heirs inherit a single property in Upland, and how can they benefit from it?

    In Upland, when a property owner passes away without a trust, the estate may undergo probate, resulting in each heir acquiring a part-share in the property. This arrangement can be challenging, as it makes it hard for heirs to gain an advantage from their inheritance. A pragmatic solution is the collective sale of the property, which mandates consensus among all inheritors. The sale proceeds can then be equally distributed, resolving potential disagreements and preventing complications associated with shared ownership.

  • What are the responsibilities of a personal representative in managing creditor claims in Upland?

    In Upland, a personal representative's duty involves the careful administration of creditors' claims. It's paramount that all the decedent's obligations are either paid off or arrangements for their settlement are made before closing the estate. Creditors are required to file their claims with the California Probate Court. Copies of these claims must be served to the personal representative within either 30 days of the claim's filing or four months after the representative has received general powers, whichever comes later.

  • What are the key differences and cost considerations between a living trust and a will in Upland?

    Establishing a living trust in Upland generally costs between $2,000 to $4,000, while a will typically costs between $400 to $700. The major distinction between the two is that a living trust allows for the avoidance of probate proceedings, unlike a will. Moreover, a trust mandates a designated trustee to oversee trust assets indefinitely, whereas a will appoints an executor only until probate closure. Although more costly and complex, trusts offer long-term asset management benefits.

  • Does Upland follow the Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA)?

    Yes, Upland, as a city in California, follows the Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA). This act was enacted statewide and applied to all cities within California. The act governs the access to and disclosure of digital assets when a California resident dies, covering various types of digital assets such as emails, social media accounts, online files, digital currencies, domain names, and blogs.

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