California Wills - Trusts - Probate: Lawyer Services & Information Guide.
You'll find all the information and services you need for California probate, wills, living trusts, trusts and estate planning on the this website of San Diego Law Firm. We handle all types of probate proceedings, wills, living trusts, specialized trusts, and related lawsuits throughout California, including San Diego, Riverside, Imperial, Los Angeles, and all southern California.
Our firm of skilled, caring lawyers is
committed to providing excellent legal work accompanied
by outstanding client service in all aspects of wills, living
trusts, other trusts, and probate. We guarantee
the high quality of our work and our dedication to giving each of your legal
matters respectful, thoughtful care. For a summary of the information on this site, please see our Will-Trust-Probate
Guide.
Probate Services
Some of our most-requested attorney probate services include:
- Probate administration
- Preparing all legal and accounting documents and making all court appearances for the probate
- Managing, selling, and transferring real estate owned by the deceased
- Questions about whether the will was valid
- Managing, selling, or transferring a business owned by the deceased
- Burial plot disagreements
- Inheritance problems
- Lawsuits against the deceased's estate
- "Frozen" bank accounts and investments owned by the deceased
- Other probate concerns and difficult situations.
Will, Living Trust, Specialized Trust, and Estate Plan Services
Our lawyers also prepare all types of wills, living trusts, and estate plans and specialized trusts, including such important documents as a:
- Will for single persons or married couples to shelter a family's assets and inheritances from estate taxes and other potential losses
- Living trust that will let your family avoid the delay and cost of probate
- Lifetime or testamentary trust to protect family assets or take care of children or others needing special care
- Financial matters power of attorney
- Healthcare power of attorney
- Community/separate property agreement for married persons
- Family limited partnership
- Complete estate plan that avoids probate, minimizes any estate taxes, and benefits spouses, children, and favorite charities.
Living Trust Administration
We handle all of the legal steps needed for living trust administration after a living trust owner has died, including:
- Advising the successor trustee
- Preparing the legally required notices
- Preparing an inventory and valuation for all assets
- Notifying and paying creditors, and handling creditor's claims
- If the trust provides, allocating the assets into new trusts for the best tax benefits
- Preparing an accounting and distribution plan
- Preparing deeds and other legal documents to transfer title
- Working with an estate accountant preparing the estate and trust tax returns
California Medi-Cal Asset & Income Protection Services
The skilled attorneys of San Diego Law Firm also handle all aspects of California Medi-Cal eligibility qualification and asset protection to protect your finances from the staggering cost of nursing home care. We can do all of the following, and more:
- Evaluate
your finances, and recommend specific steps to qualify
for Medi-Cal
while preserving as many assets
as possible, and protecting as much income as
possible for an at-home spouse - Advise and assist you with property transfers, annuities, and gifts to preserve Medi-Caleligibility and avoid or minimize additional taxes
- Preparing legal documents for all steps of asset protection
- Prepare the Medi-Cal application and all legal and administrative papers
- Deal directly with Medi-Cal for you while your application is pending
- Appear for you at all court and administrative hearings
- Handle
court filings and appearances for conservatorship
if the ill person
is incapacitated - Correct mistakes made if you were previously rejected by Medi-Cal
- Assist you to move assets beyond Medi-Cal's post-death collection procedures
California Conservatorship Services
San Diego Law Firm provides skilled, caring legal services for California conservatorships. We can:
- Advise you about a California conservatorship and potential legal alternatives
- Prepare and file all conservatorship legal documents
- Appear and argue for you in court
- Assist you with a conservatorship bond
- Refer you to other professionals you may need to manage a conservatorship
- Help you with all aspects of managing an ongoing conservatorship
We are available to represent conservators, protected persons (conservatees), or interested family members.
Benefits to Our Clients
We are committed to keeping our
clients fully informed and offering them the guidance and
support they need to make good choices between different
legal alternatives. Every matter is supervised by a seasoned
senior partner, who will be your Personal Legal Representative
and who will oversee your legal affairs even if another
attorney is performing a particular service for you. For
as long as we represent you, you will receive the same
dedication and quality of service that brought you to us
in the first place.
How to Contact San Diego Law Firm
We handle matters throughout California, and new clients are always welcome. For more information or to make an appointment, please contact us either by:
Telephone: (619) 794-0243
E-mail: contactus@SanDiegoLawFirm.com
We can be reached by telephone Monday through Friday, 9:00 a.m. to 5:00 p.m. You may also use the
form below to contact us. This form is answered Monday through Friday during
the work day. Please remember that for us to become your attorneys, we must first have a written attorney-client agreement signed by both of us, so please do not email any confidential information at this point. After we have reached an agreement with you, we can then exchange information freely. We look forward to helping you.