AV Preeminent Peer Rated Attorneys
Aliso Viejo Residents, consider several factors when selecting a lawyer including their experience, expertise, and reputation. AV Rated Attorneys represent a distinguished group of lawyers who have received top ratings from their peers for their exceptional ethical standards and an A grade (4.5 or higher).
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AV Preeminent Peer Rated Attorneys
Aliso Viejo Residents, consider several factors when selecting a lawyer ... Learn More
AV Preeminent Peer Rated Attorneys
Aliso Viejo Residents, consider several factors when selecting a lawyer including their experience, expertise, and reputation. AV Rated Attorneys represent a distinguished group of lawyers who have received top ratings from their peers for their exceptional ethical standards and an A grade (4.5 or higher).
  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 3 lawyers1 award

  • Baker & Baker A Professional Corporation provides effective legal counsel throughout Orange County. Located in Santa Ana, our firm skillfully handles Business Law, Real Estate,... Read More

  • Estate Planning LawyersBusiness Law, Real Estate, and 8 more

Paige M. Baker
Managing Partner
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  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 17 lawyers2 awards

  • Preserving Your Legacy

  • Estate Planning LawyersTrust Law, Probate Administration, and 12 more

Varner & Brandt LLP

4.6
51 Reviews
  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 26 lawyers2 awards

  • With legal roots in Southern California since 1873, Varner & Brandt utilizes the deep relationships developed in the communities we serve to anticipate the needs and opportunities... Read More

  • Estate Planning LawyersCorporate and Business, Mergers and Acquisitions, and 5 more

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  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 21 lawyers2 awards

  • Established in 1981 by the dynamic duo of siblings, Tom Ferruzzo and Jim Ferruzzo, Ferruzzo & Ferruzzo, LLP has traversed an unconventional path to become a distinguished legal... Read More

  • Estate Planning LawyersCorporate Law, New Vehicle Dealership Specialty, and 9 more

Cummins & White, LLP

4.9
12 Reviews
  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 18 lawyers3 awards

  • Recognized as one of California's premier business transaction, business litigation and insurance defense law firms.

  • Estate Planning LawyersCivil Law, Complex Litigation, and 15 more

  • Free Consultation

  • Offers Video

Philo Law Firm PC

4.8
30 Reviews
  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 1 lawyer2 awards

  • Philo Law Firm, P.C. represents clients with estate planning, trusts, estates, probate, conservatorships, throughout Southern California.

  • Estate Planning LawyersBusiness Law, Small Business Law, and 13 more

  • Free Consultation

  • Offers Video

Michelle Philo
Estate Planning Lawyer
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  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 2 lawyers1 award

  • The law firm of Curtis & Burnight has a long history of providing professional legal services to the greater Long Beach community. The firm provides a variety of general civil... Read More

  • Estate Planning LawyersCivil Litigation, Corporate Law, and 11 more

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Brown & Streza, LLP

4.7
57 Reviews
  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 28 lawyers2 awards

  • Integrated estate, business, and charitable planning from a tax perspective.

  • Estate Planning LawyersCorporate Law, Mergers and Acquisitions, and 27 more

  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 4 lawyers1 award

  • Firm Focus on Employee Benefits Law.

  • Estate Planning LawyersClosely Held Business Law, Closely Held Business Estate Planning, and 41 more

Robert K. Butterfield
Estate Planning Lawyer
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L. Dominic Chacon

5.0
2 Reviews
  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 1 lawyer1 award

  • We are a firm that focuses on Family and Criminal defense. You will work with Mr. Chacon personally. Located in West Covina and handle cases at all courts in L.A., Orange,... Read More

  • Estate Planning LawyersDivorce, Child Custody, and 60 more

  • Free Consultation

  • Offers Video

L. Dominic Chacon
Estate Planning Lawyer
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  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 2 lawyers4 awards

  • Professional Civil Trial Representation

  • Estate Planning LawyersEmployment Law, COVID-19 Restrictions, and 104 more

  • Free Consultation

  • Offers Video

Stephen Sirota
Estate Planning Lawyer
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Paul H. Miller

5.0
1 Review
  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 1 lawyer1 award

  • Certified Specialist in Estate Planning, Probate and Trust Law, California State Bar Board of Legal Specialization. AV Rated with 35 years experience in the Los Angeles and Orange... Read More

  • Estate Planning LawyersProbate, Wills, and 5 more

Paul H. Miller
Estate Planning Lawyer
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Czech & Howell, APC

4.0
20 Reviews
  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 2 lawyers2 awards

  • With over 30 years of collective experience practicing law, our lawyers provide creative, cost-effective, and ethical solutions to meet the goals of each client. Call us today for... Read More

  • Estate Planning LawyersBusiness Litigation, Personal Injury, and 29 more

  • Free Consultation

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Petrov Law Firm

5.0
24 Reviews
  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 2 lawyers1 award

  • The Petrov Law Firm, established in 2014, provides reliable counsel and outstanding legal representation to persons throughout San Diego County who need help with making estate... Read More

  • Estate Planning LawyersPersonal Injury, Dog and Animal Bites, and 12 more

Daniel Petrov
Estate Planning Lawyer
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KER Legal Group

Not yet reviewed
  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 3 lawyers

  • KER Legal Group: Your Partners in Navigating the Legal World

  • Estate Planning LawyersBusiness Law & Litigation, Life Changing Injury, and 1 more

  • Free Consultation

Rodger Greiner
Associate
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  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 8 lawyers2 awards

  • Monteleone & McCrory is a boutique construction law firm, with a national reputation in the industry, that also handles commercial and business litigation, headquartered in... Read More

  • Estate Planning LawyersConstruction Law, Construction Litigation, and 7 more

Philip C. Putnam
Estate Planning Lawyer
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  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 4 lawyers1 award

  • Secure Your Estate Today for Peace of Mind Tomorrow.

  • Estate Planning LawyersPlanning, Estate Tax Planning, and 9 more

  • Free Consultation

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  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 30 lawyers4 awards

  • SBEMP LLP is a full service law firm with offices in Palm Springs, Orange County, San Diego, New Jersey, and New York.

  • Estate Planning LawyersCivil Litigation, Employment Litigation, and 19 more

  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 26 lawyers3 awards

  • At Holstrom, Block & Parke, a Professional Law Corporation, our lawyers are committed to one thing: Securing the greatest possible outcome for you. Our results-oriented approach is... Read More

  • Estate Planning LawyersFamily Law, Estate Planning and Probate, and 2 more

  • Free Consultation

  • Offers Video

  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 6 lawyers3 awards

  • Top Ranked California Trust and Probate dispute lawyers, led by Super Lawyers rated attorney Max Alavi, fighting for beneficiaries and families in high value estate cases, with... Read More

  • Estate Planning LawyersProbate Litigation, Trust Litigation, and 2 more

  • Free Consultation

  • Offers Video

Max Alavi
Estate Planning Lawyer
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  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 1 lawyer2 awards

  • Specializing in Trusts, Wills, Estate Planning, Tax & Estate Controversies, Probate, Conservatorships and Real Estate transaction since 1980

  • Estate Planning LawyersWills, Probate, and 2 more

  • Free Consultation

Daniel J. Cooper
Estate Planning Lawyer
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Reif Law Group, P.C.

4.8
51 Reviews
  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 5 lawyers3 awards

  • Securities Litigation and Arbitration. Representing Financial Institutions, such as banks, investment advisory firms, brokerage firms, insurance agencies, and securities licensed... Read More

  • Estate Planning LawyersSecurities Arbitration and Litigation, SEC and SRO Enforcement, and 14 more

Dharmi Mehta
Estate Planning Lawyer
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Cumming & Associates

5.0
73 Reviews
  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 2 lawyers

  • Representing clients locally, statewide and nationally since 2008.

  • Estate Planning LawyersCorporate Transactional, Advise and Create all Types of Business Entities, and 35 more

William R. Cumming
Estate Planning Lawyer
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The DLJ Law Firm

5.0
15 Reviews
  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 1 lawyer

  • Welcome to The DLJ Law Firm, P.C., a trusted name in the legal industry. Led by Mr. Jackson, a renowned legal professional, our firm has earned a stellar reputation for delivering... Read More

  • Estate Planning LawyersProbate, Litigation (Will, Trust, Estate and Real Property), and 2 more

  • Free Consultation

Dorian L. Jackson Esq.
Estate Planning Lawyer
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  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 1 lawyer1 award

  • Will and Trust Contests, Financial Elder Abuse, Fiduciary Litigation. Contingency or Retainer Fee Basis. Call Today.

  • Estate Planning LawyersTrust, Estate and Conservatorship Litigation and Administration, Trusts and Estates, and 66 more

  • Free Consultation

Charles Kirkwood Mills
Estate Planning Lawyer
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Olson Law Firm

4.7
26 Reviews
  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 1 lawyer2 awards

  • Experienced Real Estate, Business Litigation, and Collections Law Firm; Reasonable Rates. Our Attorney is also a Licensed Real Estate Broker. Call 866-755-1959 for a Free and... Read More

  • Estate Planning LawyersReal Estate, General Litigation, and 287 more

  • Free Consultation

Shawn M. Olson
Estate Planning Lawyer
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  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 11 lawyers2 awards

  • Thompson & Colegate LLP traces its history to 1915 when the firm was known as Craig, Sarau & Thompson. These partners took office space in downtown Riverside, California. In 1916,... Read More

  • Estate Planning LawyersCivil Litigation, Trial Practice, and 29 more

Derek Diemer
Estate Planning Lawyer
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  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 1 lawyer1 award

  • If you have questions about establishing an Estate Plan or need help regarding a Business, Civil, Criminal, Entertainment Law or Family Law legal issue call Attorney Sharla Evert -... Read More

  • Estate Planning LawyersTrusts and Estates, Wills and Probate, and 22 more

  • Free Consultation

  • Offers Video

Sharla Evert
Estate Planning Lawyer
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SMITH LC

4.6
32 Reviews
  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 14 lawyers2 awards

  • Advocates for Your Legal NeedsSMITH LC is a full-service civil litigation and transactional law firm focusing on complex litigation, corporate governance and transactional... Read More

  • Estate Planning LawyersAppeals, Bankruptcy & Creditor Rights, and 8 more

  • Serving Aliso Viejo, CA and Orange County, California

  • Law Firm with 58 lawyers4 awards

  • We are an entrepreneurial law firm that tackles tough questions head-on. We are built by business owners, for business owners. Bold, practical solutions from 80+ attorneys across... Read More

  • Estate Planning LawyersAdministrative Law, Artificial Intelligence, and 20 more

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Additional Resources

Looking for Estate Planning Lawyers in Aliso Viejo?

Estate planning attorneys help individuals prepare for the management and distribution of their assets after death or incapacitation. They create legal documents such as wills, trusts, powers of attorney, and healthcare directives. Their work ensures a client’s wishes are honored, minimizes potential taxes, and simplifies the process for their loved ones.

About our Estate Planning Lawyers Ratings

The average lawyer rating is created by peers based on legal expertise, ethical standards, quality of service, and relationship skills. Recommendations are made by real clients.

CLIENT RECOMMENDED
68 %

190 Client Reviews

PEER REVIEWS
4.7

582 Peer Reviews

Commonly Asked Estate Planning Questions From Users Near You

This information is not legal advice and is not guaranteed to be correct, complete or up-to-date. It is provided for general informational purposes only. If you need legal advice you should consult a licensed attorney in your area.

Is there anything legal that can be done if the executor won't change their mind?

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Answered by attorney Victor L. Waid (Unclaimed Profile)
Estate Planning lawyer at Law Office of Victor Waid
The executor has no responsibility to spend estate assets with out instruction from the probate court or provisions of the will, how did your sisters already spend $10K? You need to seriously look at that and maybe seek counsel to file a petition to have them removed and yourself appointed as executor.
The executor has no responsibility to spend estate assets with out instruction from the probate court or provisions of the will, how did your sisters already spend $10K? You need to seriously look at that and maybe seek counsel to file a petition to have them removed and yourself appointed as executor.
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What will my tax obligation be on an inherited home? How?

Randall C. Romei
Answered by attorney Randall C. Romei (Unclaimed Profile)
Estate Planning lawyer at Ashcraft & Ashcraft, Ltd.
If you receive the real property as a gift before your grandmother passes your basis in the property will be the basis your grandmother had in the property. If she held the property for a long time the basis may be very low. If you receive the property in a distribution from her Will or Trust after your grandmother dies, then your basis in the property will be the value at your grandmother's date of death (or the value at the elected alternate date 6 months later). When you sell the property you will be taxed on the capital gain which would be the difference between the basis in the property and the sale price, after costs of sale. It is likely that the capital gain, and thus the capital gain tax will be higher if you receive the real property in a gift before death as opposed to from her estate or trust after her death. There are other factors that can affect basis in property. You should consult with an attorney or accountant about such matters.
If you receive the real property as a gift before your grandmother passes your basis in the property will be the basis your grandmother had in the property. If she held the property for a long time the basis may be very low. If you receive the property in a distribution from her Will or Trust after your grandmother dies, then your basis in the property will be the value at your grandmother's date of death (or the value at the elected alternate date 6 months later). When you sell the property you will be taxed on the capital gain which would be the difference between the basis in the property and the sale price, after costs of sale. It is likely that the capital gain, and thus the capital gain tax will be higher if you receive the real property in a gift before death as opposed to from her estate or trust after her death. There are other factors that can affect basis in property. You should consult with an attorney or accountant about such matters.
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Am I correct in assuming that upon my death my wife will not have to go through the probate?

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Answered by attorney Neil J Lehto (Unclaimed Profile)
Estate Planning lawyer at Neil J. Lehto
No. If you personally owe any debts that she does not or cannot pay or you have any assets that are not automatically transferred to her on death, a creditor or she would have to open a probate estate. Same goes for your cousin.
No. If you personally owe any debts that she does not or cannot pay or you have any assets that are not automatically transferred to her on death, a creditor or she would have to open a probate estate. Same goes for your cousin.
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