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Best Probate Lawyers in Santa Fe

2024

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Providers

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Website
307 Johnson Street, Santa Fe, NM 87501
  • Estate Planning

Why choose this provider?

Coleman & Woodward is a multi-practice law firm serving clients in Santa Fe. It guides estate executors and beneficiaries through the probate process. The law firm takes a collaborative and transparent approach to client representation in business, real estate, family, and personal injury law. Founding attorney Christie Coleman previously worked at a civil litigation firm before establishing her practice in 2018. Evan P. Woodward, a partner in the firm, has over 10 years of experience handling jury and bench trials. 

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
Avvo
5.0 / 5 (26)
Google
5.0 / 5 (14)
Yelp
5.0 / 5 (4)

(+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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
P.O. Box 6425, Santa Fe, NM 87502
  • Trusts

Why choose this provider?

Joseph Law Firm, LLC is the Santa Fe-based private practice of Claudia J. Joseph, a probate attorney who offers expertise in the mediation of family estate matters. During the process of distributing a deceased person's estate, she helps families and other parties resolve disputes outside the courtroom. Practicing law since 2000, Joseph opened her firm in 2005 and focuses on settlement facilitation and mediation. Her other practice areas include civil litigation, family law, corporate and business law, and real estate.

Attorney Information

Attorney NamesExperience
Claudia Joseph - Partner & Owner23 yrs

Website
200 West Marcy St., Suite 129, Santa Fe, NM 87501
  • Trusts
  • Wills
  • Estate Planning

Why choose this provider?

Sommer Udall Law Firm, founded in 1953, is a law firm that provides services of probate lawyers in Santa Fe. The group of lawyers provides out-of-state counsel and legal assistance to clients with issues in warrant challenging a will or trust, filing of wills and trusts, and other probate and estate administration matters. This regional law firm also has dedicated lawyers with diverse practice areas, including administrative law, banking, and tax law.

Attorney Information

Attorney NamesExperience
Kurt Sommer - Managing Partner42 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 (4)

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
PO Box 1840, Santa Fe, NM 87504
  • Wills
  • Estate Planning

Why choose this provider?

The Law Offices of Barry Green, LLC, is a multi-practice firm serving all of New Mexico. Mr. Green represents clients in will contests and assists them in the areas of estate planning and administration. He also represents wrongful death victims and counsels clients on easements and purchase contracts. Arts law—which covers musicians, artists, and galleries—is also one of his practice areas. Mr. Green, who was admitted to the bar in 1982, worked as an assistant district attorney for a short while and has had his own firm for over 30 years. He is a New Mexico Trial Lawyer and an American Association for Justice member.

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 (2)
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
911 Old Pecos Trail, Santa Fe, NM 87505
  • Trusts
  • Wills
  • Estate Planning

Why choose this provider?

Felker, Ish, Ritchie, Geer & Winter, P.A. is a law firm servicing clients in Santa Fe. This office, made up of six attorneys, provides legal counsel and assistance to individuals in need of probate attorneys or estate planning attorneys. The team also has experience in other areas of law such as insurance and business law, personal injury, real estate, and medical malpractice. This firm has been around since 1972 and is a representative of the New Mexico Property and Casualty Insurance Guaranty Association.

Attorney Information

Attorney NamesExperience
Mark Ish - Partner54 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
3 Caliente Road, Ste 5, Santa Fe, NM 87508
  • Estate Planning
  • Elder Law
  • Probate
  • Estate Administration

Why choose this provider?

Brannen & Brannen, LLC, represents individuals in the Santa Fe area with their probate needs. Practice areas include estate planning, special needs planning, guardianships, and conservatorships. Concerns of aging persons, including retirement, Medicare, and Medicaid are covered. The firm strives to give clients personalized attention to come up with the simplest solutions possible. Daniel E. Branner Jr. and Jennifer E. Brannen have combined legal practice experience dating back to 1993, with Daniel being licensed to practice in Pennsylvania as well.

Attorney Information

Attorney NamesExperience
Daniel Brannen - Partner31 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
4.5 / 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
233 Johnson St, Santa Fe, NM 87501
  • Estate Planning

Why choose this provider?

Carol A. Neelley, P.C., Attorney at Law, provides probate and estate planning guidance to clients in the Santa Fe metro. Neelley practices in the fields of commercial and real estate law apart from assisting clients with inheritance concerns. The attorney walks clients through the probate process and educates them on their tasks should they be appointed as an estate representative. Neelley got her start in the legal field in 1979 when she joined the Vinson & Elkins firm. She opened her own firm in 1999.

Attorney Information

Attorney NamesExperience
Carol Neelley - 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 (4)

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 Marcy, Suite 201, Santa Fe, NM 87501
  • Estate Planning

Why choose this provider?

Modrall Sperling helps clients in the Santa Fe area with their probate needs. It covers the stages of the succession process, from estate planning, drafting wills, and establishing trusts, to probate litigation. The firm aids clients in navigating the intricacies of federal and state taxes. It advises them on strategies like the use of family corporations and partnerships to simplify transfers of properties. It also practices the areas of bankruptcy, corporate, and environmental law. The firm has formed a Diversity, Equity, and Inclusion Committee promoting its advocacies.

Attorney Information

Attorney NamesExperience
Daniel Alsup - Shareholder15 yrs
Martha Brown - Shareholder41 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.
4.4

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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
200 West De Vargas Street Suite 7, Santa Fe, NM 87501
  • Trusts
  • Wills
  • Probate

Why choose this provider?

Barry Law serves clients throughout Santa Fe. The firm provides legal services in estate planning, business successions, and estate and trust administration. The firm's lawyer Patrick Barry focuses on helping high-net-worth individuals and families with a sizable share of finances and assets to account for. He helps clients detail how they want their assets distributed upon death in limited partnerships, wills, insurance trusts, residence trusts, and powers of attorney for both healthcare and financial matters.

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 (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
530-B Harkle Road, Santa Fe, NM 87505
  • Trusts
  • Probate

Why choose this provider?

Hays & Friedman, P.A. Attorneys at Law, a multi-practice firm, has been providing guidance to individuals in Santa Fe since 1996. Its practitioners help families with the settlement of an estate that their loved ones left behind with or without a will. They conduct mediation and arbitration as needed. The firm also handles intellectual property disputes, civil trial litigation, government-related matters, and real estate administration. One of its principals, Gary S. Friedman has been in legal practice since 1986. He is the City of Santa Fe’s Board of Adjustment chairman.

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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
460 St. Michael's Drive, Suite 101, Santa Fe, NM 87505
  • Estate Planning
  • Probate Litigation

Why choose this provider?

Pregenzer Baysinger Wideman & Sale, PC, is a women-owned firm serving Santa Fe residents. Its estate administration attorneys help clients navigate probate procedures, from will validation to property distribution. It represents clients with issues involving inefficient executors, will contests, and trustee removal petitions. The lawyers have a combined of 170 years of experience. In addition, they provide family law, special education law, and asset protection services. The firm currently holds a partnership with the Albuquerque Museum of Natural History and Science Foundation.

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 (5)
Google
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
325 Paseo De Peralta, Santa Fe, NM 87501
  • Probate Litigation

Why choose this provider?

With estate planning attorneys in Santa Fe, the Montgomery & Andrew Law Firm is committed to providing quality legal services. In 1936, the firm was founded on the principles of excellence, integrity, and professionalism. Clients who seek the firm's assistance can consult them in legal matters in the areas of estate planning, estate and trust litigation, and real estate. The Montgomery & Andrew Law Firm also offers legal representation in healthcare and hospital law.

Attorney Information

Attorney NamesExperience
J. Moore - President/Shareholder54 yrs

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.
2.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2006 Botulph Rd, Santa Fe, NM 87505
  • Estate Planning

Why choose this provider?

Catron, Catron & Glassman, P.A., the oldest legal firm in New Mexico, was founded in 1866 and served Santa Fe and nearby communities. It provides estate planning, probate, trusts, civil litigation, and real estate. It also conducts negotiations, drafting of documents, and tax planning. Disputes are settled through alternative methods of resolution instead of litigation. The firm also provides settlement facilitation, arbitration, and mediation. Julia Catron served as branch manager and trust officer in a trust company for three years before returning to the firm in 2019.

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

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
403 Bishops Lodge Rd., Santa Fe, NM 87501
  • Estate Planning

Why choose this provider?

Christie L. Coleman Attorney at Law is run by a probate attorney in Santa Fe who has a license to practice law in New Mexico as well as in California. Christie L. Coleman assists and represents clients in contested probates and trust issues. She also offers estate planning services and drafts documents such as wills, trusts, durable powers of attorney, and advance health care directives. Mindful of the legal costs that clients may incur, Coleman provides limited scope representation and retainer arrangements.

Attorney Information

Attorney NamesExperience
Christie Coleman - Principal54 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
Avvo
5.0 / 5 (23)
Yelp
5.0 / 5 (2)
FindLaw
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

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 Santa Fe, New Mexico?

    505-428-3710 is the non-emergency dispatch line of the Santa Fe Police Department.

  • Is probate the exclusive means of managing an estate in Santa Fe?

    No. Depending on the particular situation, different choices are available. The probate procedure may be avoided if the decedent created a living trust. The process can be streamlined in cases when the person had few assets. Moreover, Santa Fe small estates up to $50,000 in value may be excused from the probate process. In such circumstances, regardless of the presence of a will, property transfer may be effected via an affidavit.

  • Can the Social Security number of a deceased individual be used for managing their estate or trust in Santa Fe?

    The use of a deceased person's Social Security number for an estate or trust in Santa Fe is not permitted. The estate or trust needs a unique identification number of its own. The only exception is if you, as the surviving spouse, receive all of the assets directly or through a revocable living trust; in this situation, you are still permitted to use your own Social Security number.

  • Are there any specific tax filings that need to be addressed after someone's death in Santa Fe?

    In Santa Fe, there are a number of tax-related issues that need to be addressed in order of importance. Among these is the submission of final federal and state income tax returns, which are due on Tax Day of the following year. A federal estate/trust income tax return is additionally due by April 15 of the year following the decedent's passing. A federal estate tax return might also be required if the estate's gross assets and preceding taxable gift value exceed $11.4 million.

  • Who has the right to inherit the assets when an individual passes away without a will in Santa Fe?

    If a person dies in Santa Fe without leaving a will, state law determines who will receive their possessions. These laws, referred to as intestacy laws, serve as state-created wills to specify how the decedent's property will be distributed. When a person passes away without leaving a will (intestate), their assets often pass to their immediate family, beginning with a surviving spouse and children and subsequently including further relatives. The property might eventually go to the state if there are no heirs.

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