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Best Probate Lawyers Upland, CA

Our Recommended Best Upland Probate Lawyers

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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.

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Providers

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Best Probate Lawyers Serving Upland
123 East 9th Street, Upland, CA 91786

Expertise.com Rating

Review Sources

Google
4.4 (21)
Yelp
5.0 (9)
Facebook
5.0 (8)

Why choose this provider?

Moga Law Firm provides compassionate representation to residents of Upland and nearby areas. It guides executors or administrators through the probate process, including the interpretation of wills and distribution of assets. The practice also drafts and amends living trusts, advanced healthcare directives, and long-term care and nursing home plans. Scot Thomas Moga, the founder, has over 25 years of experience handling probate proceedings. He has a bachelor's degree in accounting and takes a comprehensive approach to estate management and settlement.

  • Wills
  • Estate Planning
  • Living Trust

Best Probate Lawyers Serving Upland
299 West Foothill Boulevard, Upland, CA 91786

Expertise.com Rating

Review Sources

Yelp
5.0 (1)
Avvo
5.0 (1)

Why choose this provider?

Howard S. Borenstein represents Upland families in probate and trust administration cases. It helps them resolve issues such as the disposition of assets and the payment of debts. The firm handles the probate of various estate sizes and offers estate planning services. It provides guidance in asset allocation, estate tax minimization, and business succession. The firm uses its knowledge of probate law to help clients avoid unnecessarily delayed and costly estate administration. Howard Borenstein is a certified specialist in taxation law.

  • Trusts
  • Estate Planning
  • Estate Taxes

Best Probate Lawyers Serving Upland
6120 Rainbow Falls Court, Rancho Cucamonga, CA 91737

Expertise.com Rating

Review Sources

Google
5.0 (64)
Yelp
4.9 (14)

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.

  • Estate Planning

Best Probate Lawyers Serving Upland
13831 Roswell Avenue, Chino, CA 91710

Expertise.com Rating

Review Sources

Google
4.8 (12)
Facebook
5.0 (7)
Avvo
5.0 (2)

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.

  • Estate Planning

Best Probate Lawyers Serving Upland
223 West Foothill Boulevard, Claremont, CA 91711

Expertise.com Rating

Review Sources

Google
4.8 (23)
Yelp
4.5 (8)

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.

  • Estate Planning
  • Trust Administration

Best Probate Lawyers Serving Upland
435 North Yale Avenue, Claremont, CA 91711

Expertise.com Rating

Review Sources

Google
5.0 (6)

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.

  • Trusts
  • Wills
  • Estate Planning

Best Probate Lawyers Serving Upland
1365 West Foothill Boulevard, Upland, CA 91786

Expertise.com Rating

Why choose this provider?

Anderson LeBlanc Attorneys offers legal assistance in Upland probate cases. It provides support and guidance to clients to help honor the deceased’s wishes, settle estates’ debts, and give beneficiaries their rightful inheritance. The firm assists personal representatives, executors, and administrators of estates in fulfilling their roles. It navigates the intricate state laws on probate, inheritance, and trusts to craft an individualized estate plan that reflects its clients’ unique wishes. The firm has been in practice for more than five decades.

  • Wills
  • Estate Planning

Best Probate Lawyers Serving Upland
215 North D Street, San Bernardino, CA 92401

Expertise.com Rating

Review Sources

Avvo
4.9 (38)
Google
3.7 (35)
Yelp
3.5 (10)

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.

  • Trusts
  • Estate Planning

Best Probate Lawyers Serving Upland
1000 West Foothill Boulevard, Claremont, CA 91711

Expertise.com Rating

Review Sources

Facebook
5.0 (36)
Yelp
5.0 (20)
Avvo
5.0 (16)

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.

  • Trusts
  • Wills
  • Estate Planning

Best Probate Lawyers Serving Upland
965 North 2nd Avenue, Upland, CA 91786

Expertise.com Rating

Why choose this provider?

Skvarna Law Firm offers advice and representation to residents of Upland and the surrounding communities. It oversees probate proceedings, which include advising executors and beneficiaries on their rights and preparing and filing the necessary legal documents. The law office also gathers trust assets, collects death benefits, and distributes the remainder to heirs. Victor P. Skvarna, the owner, and the legal team strive to provide thorough and effective service based on the client's specific circumstances and goals.

  • Estate Planning
  • Inheritance Taxes
  • Trust Administration

Best Probate Lawyers Serving Upland
1055 South Euclid Avenue, Ontario, CA 91762

Expertise.com Rating

Review Sources

Google
4.8 (8)

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.

  • Trusts
  • Wills
  • Trust Administration

Compare Best Upland Probate Lawyers

NameExpertise RatingAddressPromotionsLearn more
Moga Law Firm
123 East 9th Street, Upland, CA 91786
Howard S. Borenstein
299 West Foothill Boulevard, Upland, CA 91786
Ronald H. Martin III
6120 Rainbow Falls Court, Rancho Cucamonga, CA 91737
Voorhees & Ratzlaff Law Group
13831 Roswell Avenue, Chino, CA 91710
Meza Talbott Law
223 West Foothill Boulevard, Claremont, CA 91711
The Law Office of Emily Lerner
435 North Yale Avenue, Claremont, CA 91711
Anderson LeBlanc Attorneys
1365 West Foothill Boulevard, Upland, CA 91786
Fullerton, Lemann, Schaefer & Dominick, LLP
215 North D Street, San Bernardino, CA 92401
The Lepe Law Firm
1000 West Foothill Boulevard, Claremont, CA 91711
Skvarna Law Firm
965 North 2nd Avenue, Upland, CA 91786
Law Offices of Forrest F. Wolfe
1055 South Euclid Avenue, Ontario, CA 91762

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.

Upland, CA Probate FAQs

  • 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.

  • Where can I get a copy of police reports for incidents related to my case in Upland, California?

    You can obtain a copy of a police report for an incident in Upland at the Records Bureau of the Upland Police Department located at 1499 W. 13th Street, Upland, CA 91786. The Records Bureau operates from Monday to Friday from 8:00 a.m. to 5:00 p.m. Note that copies of police reports are available only for involved parties, and you will need to provide a valid form of identification. The fee for a report is $20.00.

  • 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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