About Probate

About San Diego Probate

Probate is a process for validating a will (if one exists), paying debts and distributing a deceased personʹs 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

Probate Shortcuts 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.