Probate is a process for validating a will (if one exists), paying debts and distributing a deceased person's assets. It is a court-supervised process that inventories all assets and investments. Beneficiaries are able to request notifications as the process progresses, and it can also help to prevent disputes between involved parties.
Even if you are a professional fiduciary, the probate process can be difficult to navigate alone. Robinson & Wilson, A Law Corporation, in Rancho Bernardo in the city of San Diego, California, can provide the assistance you need as an estate administrator, executor, or beneficiary. Our lawyers provide comprehensive guidance for all aspects of probate, including:
Distribution of assets to intended heirs
Liquidation of assets
Reviewing real estate sales and listing agreements
Estate tax returns
Income tax and property tax matters
Retirement plans and IRA issues
Shortcuts Through Probate of Real Estate In San Diego
Our firm can counsel you on shortcuts through probate of real estate in California or ways around it completely:
Spousal Property Petition
Petition for Succession of Real Property
Affidavit of Real Property of Small Value
Petition to transfer property into an existing trust (Heggstad Petition)
Our law firm makes every effort to keep matters as efficient and cost-effective as possible. With more than 40 years of experience, our attorneys can assist with all issues that may come up during the process, including tax, liquidation and beneficiary concerns. We maintain constant communication with clients and their beneficiaries, even if those beneficiaries are out of state. Our experienced legal team includes an attorney who is a California Board Certified Specialist in Estate Planning, Trust and Probate Law, as well as an attorney with an advanced degree in Taxation.
San Diego Estate And Trust Administration Lawyers
During the probate process, we will put significant effort into preventing conflicts among family members. We understand emotions can run high when a parent or other family member dies, and we will work with you to preserve the fabric of family relationships.
Additionally, our law firm provides comprehensive estate planning services, including the drafting of revocable living trusts and tax planning. We are also able to help clients to avoid probate using various legal strategies.
Our attorneys' 40 years of experience with the probate process is invaluable. We will walk you through every step of the probate process and schedule monthly check-up calls and status updates.
Contact Us For A Free Consultation
Whether you are a trustee, executor, beneficiary, certified public accountant (CPA) or attorney, we can provide the legal representation you need to resolve matters efficiently and effectively. To talk to an experienced Rancho Bernardo probate attorney about your legal matter, call us at 858-485-1990 or email us directly using the online contact form. The first 60 minutes of the initial appointment are free, and we will clearly explain fee arrangements at this consultation.
Robinson & Wilson, A Law Corporation, in Rancho Bernardo, California, represents clients throughout San Diego County and the North County Inland Corridor, including Rancho Bernardo, Carmel Mountain, Poway, Escondido, Vista, San Marcos, Carmel Valley, Rancho Penasquitos, Rancho Santa Fe, Del Mar, Sorrento Valley, Mira Mesa, La Jolla, Encinitas and Carlsbad.
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Disclaimer: The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.