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

Adamski Moroski Madden Cumberland & Green LLP

4.9
55 Reviews

  • Serving Santa Margarita, CA and San Luis Obispo County, California

  • Law Firm with 16 lawyers3 awards

  • A full service business law firm

  • Estate Planning LawyersBusiness Litigation, Business Consulting, and 15 more

Thomas J. Madden
Estate Planning Lawyer
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Carmel & Naccasha LLP

4.5
35 Reviews

  • Serving Santa Margarita, CA and San Luis Obispo County, California

  • Law Firm with 13 lawyers3 awards

  • Carmel & Naccasha LLP, founded in August of 2004, is a well-established and growing San Luis Obispo County law firm deeply committed to providing exemplary legal services to... Read More

  • Estate Planning LawyersCorporate and Business Transactions, Employment Law, and 12 more

Victor J. Herrera
Estate Planning Lawyer
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Binning Ripps LLP

  • 22431 Antonio Pkwy, B160-113, Rancho, Santa Margarita, CA 92688

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Looking for Estate Planning Lawyers in Santa Margarita?

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
98 %

26 Client Reviews

PEER REVIEWS
4.7

69 Peer Reviews

User Resources

Lawyer Resources

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 any way to request final billing notice and close the estate?

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Answered by attorney Norman Harry Green (Unclaimed Profile)
Estate Planning lawyer at Irsfeld, Irsfeld & Younger LLP
Unless your brother gets a court order otherwise, he should not distribute more than $10,000 to any beneficiary at this time.
Unless your brother gets a court order otherwise, he should not distribute more than $10,000 to any beneficiary at this time.

Is it a legal offense to not have a will probated, when an executor has been appointed over an estate and other people are named in the will?

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Answered by attorney Victor L. Waid (Unclaimed Profile)
Estate Planning lawyer at Law Office of Victor Waid
The failure to have a will probated, if there are assets to be distributed to various persons, could be a breach of the statutory rules governing probate administration. You are advised to seek the counsel of probate legal counsel to assist you in this matter, immediately, as waste of assets could occur, in violation of the deceased intent.
The failure to have a will probated, if there are assets to be distributed to various persons, could be a breach of the statutory rules governing probate administration. You are advised to seek the counsel of probate legal counsel to assist you in this matter, immediately, as waste of assets could occur, in violation of the deceased intent.
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Is there any way I can cash/deposit my mother’s refund checks from IRS?

Christine James
Answered by attorney Christine James
Estate Planning lawyer at James Law Group
Complete a Small Estate Affidavit under probate code section 13100 and take it to the bank with a Certified Copy of the Death Certificate.
Complete a Small Estate Affidavit under probate code section 13100 and take it to the bank with a Certified Copy of the Death Certificate.