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10 Nov, 2021 by Gary
Scott helped me resolve a legal issue that was a major thorn. He was responsive, knowledgeable and excellent at explaining complex concepts. I recommend him highly.
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01 Oct, 2018 by Bob l
When you’re presented with an invitation to attend in a mailer, you may have reservations, this was a truly gift!! My wife and I were educated and guided through the process of creating a family trust. Both of our parents had attorney’s that “worked” with wills/trusts, but came up short. Fortunately, the Schomer Law Group was there! This is a group of attorney’s that only specialize in estate planning, law, and financial advice, so you know you’re getting expert and personalized advice. This is the best money we’ve ever spent!! Thank you!
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06 Feb, 2018 by Phillip g
We put off getting a trust for years. After attending a seminar with Scott Schomer we realized that the time had come to get a trust. We were given very good reasons for why we should get a trust. No pressure, just the plain facts. We are very relieved and happy to finally get our trust. Scott and Cesar were very knowledgeable, helpful and listened to our ideas of what we had to say. Any questions that we have now and in the future they are available to assist us to solve them. I recommend the Schomer Law Group and I wish we knew about them years ago.
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09 Dec, 2022 by Anonymous
Jordan Parr handled my complicated trust-gone-sideways matter with excellence. I met with Cynthia Cox at the Cox Law Firm who introduced me to Jordan Parr as the attorney who would be handling my matter. Although at the time he was a fairly new attorney, I had confidence that the Cox Law Firm would ensure that I was in good hands. Jordan kept my interests a top priority, was straightforward with me, kept the lines of communication open, and acted with integrity...all while resolving my matter better than I had expected.
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19 Oct, 2022 by Anonymous
Mr. Parr has been my son and my attorney for over 2 years and I never onc felt that he let us down. Rather, he has always been attentive, knowledgeable , expressive, creative, patient, sharing, determined and kind +++. As a senior citizen I must confess that Mr. Parr is one of the top 3 I have ever worked with.
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23 Sep, 2022 by Joseph
Jordan Parr has been working with me on Elder Law, Conservatorship and Estate issues. He is knowledgeable, easy to work with, available, pleasant. This has been a complex set of issues. Jordan has negotiated these with the utmost professional competence, and kindness. I couldn't recommend him more highly.
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18 Jun, 2012 by Grant
Kathleen Crane has been my trust attorney for several years, is continually updating my trust documents, and has advised and consulted with me on business affairs. She is attuned to my needs, responsive, and is a genuinely caring person.
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07 Feb, 2023 by Anonymous
I contacted Albertson & Davidson, LLP because they specialized in Litigation and Trusts, and I had a personal family trust case. From the very beginning, all the attorneys, managers and paralegals were very attentive, empathetic and there for me through the whole process. I felt very comfortable talking with them and discussing my personal information with them. They were very fair and transparent with me every step of the way. I told them what I wanted to accomplish with my case, and we received exactly that. I highly recommend their firm.
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24 Aug, 2020 by Anonymous
I contacted this firm two years ago to represent me on a trust matter. I was impressed by their eagerness to help me and thankful no upfront cost had to be paid. Only a percentage, albeit a large one, of the estate. The first attorney that was assigned my case filed a petition on my behalf. Before that petition could be heard in court I was assigned a different attorney. And when questions arouse regarding information I was given by the filling attorney, which conflicted with the information I was receiving now from this new attorney, they refused to allow me to speak with the previous attorney. Sadly, after four months it became painfully clear they had no Intention of following through on the actions they promised during our consult. I believe they “represented “ me once or twice in court for a maximum of 30 minutes total. Yet I had four different attorneys throughout the four months they represented me. In a not at all unrelated matter... My children and I are going to be homeless unless a miracle happened by 9/16 but at least my attorneys got paid.
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04 Oct, 2018 by Patrick
I had three Trustees who refused to communicate or work with me on any level. They were rude, hateful, dishonest, and they did not care about me or my interest in the Trust. My trust was losing money month after month. I went to several lawyers for help and they told me that nothing could be done, and that I didn't have a case! I then met with Stewart Albertson at Albertson & Davidson, LLP and he accepted my case. Stewart helped me when no one else wanted to! After several years of aggressive litigation by Stewart and his team, he was able to get the three Trustees removed, not an easy thing to do under California law. A new trustee, receptive to my needs, was appointed. I will soon be receiving an outright distribution from the Trust. I can't thank Stewart and his team enough for all they did for me. They take a personal interest in their clients, and genuinely care about them. They go above and beyond the call of duty. I highly recommend Stewart and Albertson & Davidson, LLP to anyone who is a beneficiary being abused or mistreated by Trustees.
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Questions? We have answers

What a Probate Lawyer Can Do for You

A probate lawyer assists with the legal process of administering a deceased person’s estate. This often involves guiding executors (if a will exists) or beneficiaries (if no will exists) through the probate process to settle the estate according to the deceased’s wishes or applicable laws. Probate lawyers can help validate the will, distribute assets, resolve disputes among heirs, handle outstanding debts or taxes, and ensure the estate is legally and efficiently administered.

Whether you’re an executor of an estate or an heir facing probate proceedings, a probate lawyer can help you navigate the often-complex legal process to ensure the estate is settled correctly.

When Should I Hire a Probate Lawyer?

You should consider hiring a probate lawyer when you are responsible for managing the estate of a deceased individual, especially in the following situations:

  • The estate has substantial assets: If the estate includes significant assets like real estate, investments, or business interests, legal assistance is often necessary to handle the distribution properly.
  • The will is being contested: If there are disputes among heirs regarding the validity of the will or the division of assets, a probate lawyer can help resolve the conflict.
  • The estate includes complex or unclear provisions: If the will contains complicated instructions or there are no clear beneficiaries, a lawyer can ensure that the estate is administered according to legal requirements.
  • There is no will (intestate estate): When a person dies without a will, the estate is subject to intestacy laws, which determine how assets are distributed. A probate lawyer can help navigate this process.
  • Debt or tax issues exist: If the estate owes significant debts or is subject to estate taxes, a probate lawyer can help ensure debts are paid appropriately and taxes are minimized.
  • Probate disputes: If family members or other parties are disputing the distribution of assets or challenging the executor's actions, legal representation is crucial to defending your rights and ensuring the estate is handled properly.

Hiring a probate lawyer early in the process can help avoid costly mistakes and ensure the estate is settled efficiently.

What Does a Probate Lawyer Do?

A probate lawyer provides a wide range of legal services to help manage and settle an estate. Their tasks can include:

  • Validating the will: Filing the will with the probate court and ensuring its legal validity.
  • Guiding executors or administrators: Advising the person responsible for managing the estate on their duties, including inventorying assets, notifying creditors, and paying debts.
  • Filing necessary paperwork: Preparing and submitting the legal documents required to initiate and complete the probate process.
  • Resolving disputes: Mediating or litigating disputes among heirs or between beneficiaries and executors, including challenges to the will or disagreements over asset distribution.
  • Handling debt and tax matters: Ensuring that outstanding debts, taxes, and estate taxes are properly calculated and paid from the estate’s assets.
  • Distributing assets: Ensuring that assets are distributed to the beneficiaries according to the will or intestacy laws, and that all legal requirements are fulfilled.
  • Closing the estate: Completing the final steps of the probate process, including filing a final accounting with the court and formally closing the estate.

How Are Probate Lawyers Paid?

Probate lawyers typically charge for their services based on the complexity of the estate and the nature of the legal work involved. Common payment structures include:

  • Hourly rate: Most probate lawyers charge by the hour, with rates depending on the lawyer’s experience and the complexity of the estate. Hourly rates can range from $150 to $500 or more.
  • Flat fee: For simple estates or straightforward probate tasks, some lawyers may charge a flat fee that covers all of the necessary legal work.
  • Percentage of the estate: In some states, probate lawyers are allowed to charge a percentage of the estate's value as their fee. This percentage typically ranges from 2% to 5%, depending on the size of the estate and state regulations.
  • Retainer fee: Some lawyers may require an upfront retainer fee, which is billed against as the probate process progresses.

It’s important to clarify the fee structure during your initial consultation to understand how you will be charged and avoid unexpected costs.

How Much Does a Probate Lawyer Cost?

The cost of hiring a probate lawyer depends on several factors, including the complexity of the estate, the type of legal issues involved, and the lawyer’s fee structure. General cost estimates include:

  • Simple estates: For estates with straightforward assets and no disputes, probate legal fees can range from $2,500 to $10,000, depending on the lawyer's fees and the state's probate laws.
  • Complex estates: For larger or more complicated estates with multiple properties, business interests, or disputes, probate costs can exceed $10,000 and may reach $20,000 or more.
  • Hourly rates: If charged by the hour, expect rates between $150 and $500, depending on the lawyer’s expertise and geographic location.
  • Percentage fees: In some cases, a probate lawyer may charge 2% to 5% of the estate’s value, particularly for larger estates or those involving complex legal matters.

Always ask for a clear estimate of fees during your initial consultation to understand the total cost of probate representation.

Top Questions to Ask a Probate Lawyer

Before hiring a probate lawyer, it’s essential to ask the right questions to ensure you’re hiring someone qualified to handle your estate needs. Key questions include:

  1. What experience do you have with probate cases like mine?
    Ensure the lawyer has experience with estates of similar complexity, especially if disputes or high-value assets are involved.
  2. How do you charge for your services?
    Ask whether the lawyer charges an hourly rate, a flat fee, or a percentage of the estate, and request a cost estimate.
  3. What is the likely timeline for my probate case?
    While it’s hard to predict exactly, an experienced lawyer can give you a general idea of how long the probate process may take based on the specifics of your estate.
  4. What steps will you take to manage and distribute the estate?
    Ask about the lawyer’s approach to handling debts, taxes, and asset distribution.
  5. Will you be handling my case personally?
    In larger firms, junior attorneys or paralegals may handle some aspects of your case, so it’s important to know who will be working on your probate case.
  6. What are potential challenges we may face?
    A good lawyer will be able to anticipate possible issues, such as will contests or creditor claims, and explain how they would handle them.

How to Check the Credibility of a Probate Lawyer

To ensure you’re hiring a reputable probate lawyer, follow these steps to check their credentials and experience:

  • Verify their state bar status: Check with your state’s bar association to confirm the lawyer is licensed to practice and has no history of disciplinary action.
  • Look for probate experience: Review the lawyer’s website or professional profile to ensure they specialize in probate law and have experience handling estates of similar complexity.
  • Read client reviews and testimonials: Look for online reviews on platforms like Avvo or Martindale-Hubbell to see what past clients have said about the lawyer’s probate experience.
  • Ask for references: A credible lawyer should be able to provide references from past clients who can vouch for their professionalism and expertise in handling probate matters.
  • Look for membership in professional organizations: Membership in organizations like the American Academy of Estate Planning Attorneys (AAEPA) or the National Academy of Elder Law Attorneys (NAELA) can indicate a lawyer's commitment to estate and probate law.

What Should I Prepare for My First Consultation?

To make the most out of your first consultation with a probate lawyer, it’s important to come prepared with relevant documents and information. Here’s what you should bring:

  • A copy of the will or trust (if applicable): Bring any estate planning documents left by the deceased, including wills, trusts, or powers of attorney.
  • List of assets and debts: Prepare a detailed list of the deceased’s assets (e.g., real estate, bank accounts, investments) and outstanding debts (e.g., loans, mortgages, credit cards).
  • Death certificate: Bring a certified copy of the deceased person’s death certificate.
  • Contact information for heirs and beneficiaries: Have a list of all individuals or entities named in the will or who are entitled to inherit under intestacy laws.
  • Questions about the probate process: Write down any questions you have about the process, costs, and potential issues you might face.
  • Relevant financial records: If available, bring any relevant financial documents, such as bank statements, property deeds, and tax returns.

By coming prepared, you can ensure a productive consultation and allow the lawyer to provide the best advice for your situation.

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