Our San Diego Probate Lawyers Will Get You Through the Probate Process!
Top San Diego Probate Lawyers
Why Choose Opelon LLP as Your San Diego Probate Lawyers?
3 Reasons why our San Diego Probate Attorneys are the best
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San Diego Probate Lawyer
Is Probate Needed?
If someone you loved passed away in California or has California assets, you may need an experienced California Probate Attorney to guide you through the probate process.
At Opelon LLP, our sole mission is to improve the lives of our clients by handling the complicated and stressful probate process.
This includes filing the probate petition and other probate court required documents and gathering the assets of the decedent to create an inventory.
We work hard to get you and your family the inheritance you are entitled to.
Probate is Not Easy in California
Understanding Probate in California
How Long Does A San Diego Probate Take To Complete?
In most counties in California, the minimum time to complete a formal Probate is approximately 8 months (i.e. 2 months to get a hearing date to have an Executor/Administrator appointed + 4 months for creditors to file a claim + 2 months to get a hearing to approve final distribution).
However, even a “simple” Probate (e.g. one with few assets, few (if any) controversies, few (if any) creditors, and little (if any) taxes owed), takes 10 months, but more often closer to 12 months and in some counties even longer due to few judges handling many probates.
For comparison, a more “complicated” Probate (e.g. where the Decedent had many assets, creditors, heirs, beneficiaries, unknown heirs and beneficiaries, was a defendant in a pending lawsuit, or had significant taxes, etc.) could last years.
What is Probate?
Probate is a legal process that takes place when someone passes away with limited (or no) estate planning in place.
During the process, the last will and testament may need to be submitted to the probate court where a probate judge will appoint a fiduciary to handle the distribution of the decedent’s estate.
Can I Handle The Probate Process without an Attorney?
...Should I hire a Probate Attorney?
The complexity of a probate largely depends on the value and type of assets and the debts of the decedent. The trouble is, you don’t know what you don’t know, and if an estate is mismanaged you may find yourself personally liable.
Hiring an experienced San Diego Probate attorney will ensure that the proper filings are made with the court and the correct notices are given to all interested parties. Each court has their own unique local rules when it comes to carrying out these tasks.
A good place to start is by giving us a call for a free consultation or by taking our Probate Quiz to find out if the assets in question are subject to probate.
How to "Find Probate Lawyers Near Me"
We work with probate clients all throughout the state of California. With that said, if you prefer to come into our office, we are based in Carlsbad which is located in north San Diego.
Average estate plans per year
Years of combined attorney experience
California Counties Serviced
In Assets Transferred
“We Take Pride in helping good people Navigate Tough Situations”
-Attorney Matt Odgers
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Our San Diego Probate Lawyers Know Their Way Around Probate!
To open probate you will file a petition for probate and publish notice. Once filed you will be given a hearing on the probate petition and then issued “Letters”
Gather Assets; Give Notice; Pay Creditors and Taxes
After probate is opened, you will need to prepare and file a list of the estate assets, give notice to any known or reasonably ascertainable creditors, and pay the decedent’s expenses, debts, and taxes.
Obtain Court Approval and Distribute Assets
Once the final accounting is prepared and notice is sent to all interested parties, the court will need to approve the final accounting and issue an order to distribute assets.
Work with a Probate Lawyer from Opelon to guide you through the Probate process.
All the way through.
Work with a San Diego Probate Lawyer so you are not alone.
Here are some of the services our San Diego Probate Law Firm Provides
Our Probate Attorneys are committed to giving each of our clients the best experience possible.
We will advise you on your options and take all of the legal stress out of your circumstance so that you can focus on your grief and family.
Types of Probate Estate Proceedings we Handle
Meet Your Top San Diego Probate Attorney
T. Owen Rassman
Attorney T. Owen Rassman
Opelon LLP combines big firm qualifications with small firm accessibility. With degrees in tax (LL.M.), law (J.D..) and business (M.B.A..), its Co-founding Attorney, T. Owen Rassman, is uniquely qualified to bridge the often overlapping areas of Trusts, Estates, & Probates.
Owen has the experience and qualifications to counsel you from start to finish.
At Opelon LLP, our level of service extends far beyond our qualifications. Owen strives to build lasting relationships. At Opelon LLP, you will get to know your attorney and feel comfortable asking questions. That’s a promise!
Estate planning is done on a flat fee basis, so questions are encouraged. Probate fees are set by the court, and we bill hourly for trust administration services. In all situations, the initial consultation is free.
Our business model is built on providing quality service at reasonable rates. If our clients are happy, we are confident they will refer friends and family. It is as simple as that.
T. Owen Rassman is originally from Los Angeles, and still has close ties to the city, including family and his UCLA Bruins, but his heart lies in North County San Diego.
When not reading up on changes to the tax code and counseling clients, Owen enjoys spending time with family, surfing in Cardiff and traveling.
More than I expected. And I can call him directly. You will not find that in most legal offices. Very professional and knowledgeable. I have found my estate attorney. Thank you, Owen.
Here Are Answers to Some Common California Probate Questions
FAQ’s Answered by a San Diego Probate Lawyer
A probate lawyer is a lawyer familiar and experienced with probate proceedings.
Probate refers to the court process of administering a decedent’s estate by gathering his/her assets, paying his/her taxes and debts, and distributing his/her remaining assets to the proper beneficiaries.
In a typical Probate, the person who files the Petition for Probate (“Petitioner”) is also the person requesting to be appointed as Personal Representative of the Estate (called an “Executor” or an “Administrator”).
This person, the Petitioner / Executor / Administrator, is the person who typically hires the Probate attorney.
Barring exceptional circumstances, the State does not take property in a Probate.
That said, if the Decedent owed taxes to the California Franchise Tax Board (“FTB”) and/or the Internal Revenue Service (the “IRS”), and assets are distributed to beneficiaries in a Probate before taxes are paid, the FTB and IRS can come after the Executor / Administrator and potentially even the beneficiaries for payment of the tax debt.
Pursuant to the California Probate Code, the attorney representing the Executor / Administrator does not get paid for his/her services until the Court has ordered payment.
Typically, this is at least 9 months after the Probate is started; and typically only after the Probate estate has cash available to pay the attorney.
Probate is a Court process sometimes required to transfer title to the Decedent’s assets out of the Decedent’s name and in to the name of the Executor / Administrator, who then has legal authority to pay the Decedent’s debts and taxes and distribute what remains to the beneficiaries.
If a Probate is required but never started, title to the Decedent’s assets may remain in the Decedent’s name, meaning his/her beneficiaries may not be able to inherit the Estate’s assets.
The Probate attorney can only take a retainer in a Probate to cover their anticipated expenses.
California probate attorneys cannot take a retainer to pay their legal fees.
In a “simple” Probate, expenses usually range between $1,500 and $2,000 (e.g. filing fee for the Petition for Probate, publication fees, bond premium, filing fees for the Inventory and Appraisals, filing fees for the Petition for Distribution, etc.).
Of course, every Probate is different and expenses in a Probate could and often do exceed the above range.
While not guaranteed, when you work with a probate lawyer there is less chance of making mistakes on filings.
Without mistakes, the probate process can be completed as fast as the courts calendar allows.
Work with an experienced Probate attorney to make sure:
- you timely file the Petition for Probate;
- that the Petition does not have defects, which would be cause for delays;
- all persons entitled to notice of the Petition receive such notice;
- known and reasonably ascertainable creditors are notified;
- assets are timely transferred from the Decedent to the Probate estate;
- taxes are timely filed; and
- the Final Petition for Distribution is timely filed, without defects.
Typically, the Executor / Administrator does not need to appear in Court; rather, his/her attorney appears for him/her.
However, every Probate is different and some may require testimony from the Executor / Administrator, depending on the circumstances.
It is possible for your probate attorney to make the majority of your court appearances.
With that said, you should discuss this with your attorney to verify your specific case does not require your presence in court.
- How much experience do they have in probate court?
- Will you have to pay fees out of pocket?
- Do they have the bandwidth to handle your probate matter?
- Is probate their primary focus?
- What can I expect as far as the current timing with the probate court?
- What is their communication policy?
Like finding any good service provider it is wise to look to experience and reputation.
Here are some pointers:
- Look at online reviews
- Is probate, estate planning, and trust administration their practice’s main focus?
- How long have they been in practice?
- Do they have the capacity to take on your probate case?
An estate planning attorney puts in place a plan for transferring assets and making health care decisions prior to an individual becoming incapacitated.
A probate attorney deals with distributing assets after a person’s death or incapacity through the probate court.
Many attorneys who practice estate planning will also practice probate and trust administration.
In the United States there is no difference between an attorney and a lawyer.
Probate attorney fees are set by law as a portion of the gross estate value as follow:
- 4% of the first $100,000.00
- 3% of the next $100,000.00
- 2% of the next $800,000.00
- 1% of the next $9,000,000.00
- .5% of the next $15,000.00
- Above $25,000,000.00, the court will determine
It is a good idea to reach out to an experienced probate attorney as soon as you ready after the death of a loved one.
At Opelon we advance filing fees for our clients so that they do not have to come out of pocket to open a probate.
We are reimbursed by the estate once the probate process is completed.
Give us a call to learn more.
You may be asking yourself…
Do I Need to Hire a Probate Lawyer?
Unfortunately like most legal questions, the answer is: “It depends…”
If you answer No to any of the questions below, then it is a good idea to reach out to us for a free consult.