Our Process

Our Process

Without guidance, the probate process can be confusing and overwhelming. Let our expert team lead the way.
Step 1

Where to Start

The first step is to determine who will represent the estate.

If there’s a Will, the representative is the Executor named in the Will.

If there isn’t a Will, the representative can be the spouse, child, or other relative of the person who passed away.

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Step 2

Meeting with Legal Team

You, as the representative, will meet with one of our attorneys to discuss the probate process and help you determine who are the rightful beneficiaries of the estate.

If there’s a Will, the beneficiaries are often – but not always – the people named in the Will.

If there isn’t a Will, the beneficiaries can be the spouse, children, or other relatives of the person who passed away.

Our attorneys offer in-person, phone, and Zoom appointments, working with clients whose loved one owned property in San Bernardino and San Diego counties.

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Step 3

How We Help

Your attorney will relieve the burden of the entire process for you, attending all court hearings, providing the court with all of the information about your loved one’s real estate, finances, and debts, and sending required notices to your loved one’s other family members and creditors.

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Step 4

Completing the Process

After state-mandated waiting periods, your attorney will help you sell real estate, close out accounts, and distribute your loved one’s assets.

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