AV Preeminent Peer Rated Attorneys
Bel Air 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
Bel Air Residents, consider several factors when selecting a lawyer ... Learn More
AV Preeminent Peer Rated Attorneys
Bel Air 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).

L. Dominic Chacon

5.0
2 Reviews

  • Serving Bel Air, CA and Los Angeles 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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Olson Law Firm

4.7
26 Reviews

  • Serving Bel Air, CA and Los Angeles 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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John J. Jamgotchian

4.6
4 Reviews

  • Serving Bel Air, CA and Los Angeles County, California

  • Law Firm with 1 lawyer1 award

  • Taking care of your business is our business.

  • Estate Planning LawyersBusiness Law, Commercial and Civil Litigation, and 51 more

  • Free Consultation

John J. Jamgotchian Esq.
Estate Planning Lawyer
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Cox Law Group, Inc.

5.0
9 Reviews

  • Serving Bel Air, CA and Los Angeles County, California

  • Law Firm with 2 lawyers2 awards

  • Estate Planning, Wills, Trusts, Probate, Estates, Elder Law, Special Needs Trusts, Conservatorships, Medi-Cal, Inheritance, Living Wills, Estate Planning for Disabled, Elderly and... Read More

  • Estate Planning LawyersWills, Trusts, and 14 more

Cynthia R. Cox
Estate Planning Lawyer
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Stone | Dean LLP

5.0
1 Review

  • Serving Bel Air, CA and Los Angeles County, California

  • Law Firm with 6 lawyers1 award

  • Stone | Dean is a full service law firm focused on solving problems. We represent individuals and businesses in all aspects of litigation and business transactions.

  • Estate Planning LawyersBusiness Litigation, General Civil Litigation, and 9 more

Jeffrey Eliot Karpel
Estate Planning Lawyer
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Cunningham Legal

4.5
20 Reviews

  • Serving Bel Air, CA and Los Angeles County, California

  • Law Firm with 5 lawyers2 awards

  • Since 2005, the skilled attorneys at Cunningham Legal have been helping individuals, business owners and families throughout California to accomplish their objectives. Our legal... Read More

  • Estate Planning LawyersCalifornia Estate Planning, California Living Trust, and 7 more

James L. Cunningham Jr.
Estate Planning Lawyer
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Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP

5.0
2 Reviews

  • Serving Bel Air, CA and Los Angeles County, California

  • Law Firm with 10 lawyers1 award

  • Sacks, Glazier, Franklin, Lodise, McMurtrey & Scheerer, LLP focuses exclusively on trusts & estates litigation involving estates with substantial assets for individuals,... Read More

  • Estate Planning LawyersEstate Litigation, Trust Litigation, and 3 more

Arevik Stepanyan
Estate Planning Lawyer
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The DLJ Law Firm

5.0
15 Reviews

  • Serving Bel Air, CA and Los Angeles 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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Gust Rosenfeld P.L.C.

4.8
85 Reviews

  • Serving Bel Air, CA and Los Angeles County, California

  • Law Firm with 50 lawyers2 awards

  • Gust Rosenfeld P.L.C. is a full-service law firm. Since 1921, firm attorneys have provided legal counsel to individuals, public and private corporations and units of local... Read More

  • Estate Planning LawyersAdvertising Law, Antitrust, and 42 more

Melissa S. San Angelo
Estate Planning Lawyer
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K.P. Roberts & Associates, APLC

5.0
1 Review

  • Serving Bel Air, CA and Los Angeles County, California

  • Law Firm with 3 lawyers2 awards

  • A law firm practicing estate planning law.

  • Estate Planning LawyersFranchise Registration, Litigation, and 7 more

Michael B. Smith
Estate Planning Lawyer
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Estelle & Kennedy A Professional Law Corporation

4.5
35 Reviews

  • Serving Bel Air, CA and Los Angeles County, California

  • Law Firm with 14 lawyers1 award

  • Offices in LA and Upland serving all of Southern California. Over 13 years of experience focusing on what matters to our clients... results.

  • Estate Planning LawyersFamily Law, Divorce, and 111 more

David Huynh
Estate Planning Lawyer
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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
74 %

188 Client Reviews

PEER REVIEWS
4.8

468 Peer Reviews

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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.

What can I do if my brother is executor of the family trust and is not telling me anything and has taken some things from the estate?

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Answered by attorney Norman Harry Green (Unclaimed Profile)
Estate Planning lawyer at Irsfeld, Irsfeld & Younger LLP
You have a right to be kept reasonably informed, and also the right to periodic accountings. By the way, your brother might be executor of the estate or [successor] trustee of the trust, but executor of the trust does not exist. The rules for the two are different. Hire a lawyer.
You have a right to be kept reasonably informed, and also the right to periodic accountings. By the way, your brother might be executor of the estate or [successor] trustee of the trust, but executor of the trust does not exist. The rules for the two are different. Hire a lawyer.
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How can I try to get a copy of my grandmother’s will before the new one dated August 30?

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Answered by attorney Brian Haggerty (Unclaimed Profile)
Estate Planning lawyer at Minor, Bandonis & Haggerty P.C.
Some things don't seem right about your question. I assume you're in Oregon, and grandmother was too. I assume that you went to the courthouse, reviewed the file of a probate that has been opened, and this is where you got the copy of the will. You don't mention whether you're named as a devisee in the will. A lawyer can only represent one person, his client; once his client is dead, client confidentiality still binds the lawyer, and probably the personal representative controls that privilege, so the lawyer can't talk to you. A notary public does not necessarily know anything about the document that is being signed; all the notary does is verify that the person signing is the person who is supposed to sign. Also, in the case of a will, the notary is not notarizing the will at all he or she is notarizing an affidavit of the witnesses to the will. So all the notary knows is that two people said "we witnessed X signing a document which she said was her will, and it is attached to this affidavit." Finally, a person may have Alzheimers disease and still make a will. First, because dementia is progressive, so a person may make a will early in the disease; second, because the level of capacity required to make a will is relatively low. A person only has to know basically what they have to give away, and be able to identify the natural objects of their bounty. So, if you believe the will being probated is the product of undue influence, or was made by your grandmother when she did not have capacity to make it, you need to start a will contest. In the discovery process you will be able to obtain copies of older versions of her will, if they still exist.
Some things don't seem right about your question. I assume you're in Oregon, and grandmother was too. I assume that you went to the courthouse, reviewed the file of a probate that has been opened, and this is where you got the copy of the will. You don't mention whether you're named as a devisee in the will. A lawyer can only represent one person, his client; once his client is dead, client confidentiality still binds the lawyer, and probably the personal representative controls that privilege, so the lawyer can't talk to you. A notary public does not necessarily know anything about the document that is being signed; all the notary does is verify that the person signing is the person who is supposed to sign. Also, in the case of a will, the notary is not notarizing the will at all he or she is notarizing an affidavit of the witnesses to the will. So all the notary knows is that two people said "we witnessed X signing a document which she said was her will, and it is attached to this affidavit." Finally, a person may have Alzheimers disease and still make a will. First, because dementia is progressive, so a person may make a will early in the disease; second, because the level of capacity required to make a will is relatively low. A person only has to know basically what they have to give away, and be able to identify the natural objects of their bounty. So, if you believe the will being probated is the product of undue influence, or was made by your grandmother when she did not have capacity to make it, you need to start a will contest. In the discovery process you will be able to obtain copies of older versions of her will, if they still exist.
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Is it legal to issue partial distributions of $4,000 to each of us using the money in the checking account?

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Answered by attorney Robert Ingham Long (Unclaimed Profile)
Estate Planning lawyer at The Law Office of Robert I. Long
In California, you may make trust distributions at any time unless the trust restricts when they can be made. Apart from that, the distributions must be fair to all beneficiaries, which is usually satisfied if each beneficiary is receiving an amount proportionate to their beneficial interest; e.g., a 50% residual beneficiary should get half of the amount to be distributed. With a large amount coming in from the sale, you should be safe distributing as proposed.
In California, you may make trust distributions at any time unless the trust restricts when they can be made. Apart from that, the distributions must be fair to all beneficiaries, which is usually satisfied if each beneficiary is receiving an amount proportionate to their beneficial interest; e.g., a 50% residual beneficiary should get half of the amount to be distributed. With a large amount coming in from the sale, you should be safe distributing as proposed.
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