Estate Planning & Probate in Southern California

Fullerton Probate Attorneys

Compassionate Counsel for Families Navigating the Probate Process

If someone dies owning assets in his or her name alone, there must be a probate court proceeding to determine who should receive the assets. Probate is the legal process wherein the estate of a decedent is administered. If a person dies with a will, the will takes effect through the probate court proceedings. If the will is deemed valid, an executor will distribute the property of the estate as instructed by the will. However, if a person dies without a will, the person is said to die “intestate” and the administrator appointed by the court will distribute the estate based on the laws of intestate succession.

The most common probate proceeding is called the formal administration proceeding. The entire proceeding can take between nine months to one and a half years, maybe even longer.

The probate process can be complex. We recommend retaining our Fullerton probate attorneys to assist you. At OC Elder Law, we offer comprehensive counsel for families throughout Orange County.

What Does Probate Mean?

Probate is a legal and financial process that entails handling money, property, and possessions left behind when a person passes away. The attorneys at our firm can walk you through this complex process, helping you feel confident that probate is being handled properly and of the utmost legality.

Call us at (800) 220-4205 or book your free 15-minute virtual consultation to learn more.

Probate Process Summary

Upon receipt of the will, we will take the original documents to the probate court clerk’s office. This must be done within 30 days of the decedent’s passing. Whether there is a will or not, we will file the death certificate with the court and will file a petition for probate on your behalf. In the petition, we will seek to name you as the executor if the will names you as such, or as the administrator if there is no will. As the executor or administrator, you will be able to manage the estate’s assets.

Throughout this probate process, we will conduct all work required by the court including but not limited to:

  • Providing notices of the probate hearing to beneficiaries and creditors
  • Assisting you in gathering assets and filing the inventory and appraisal form
  • Contacting probate referees
  • Advising you on paying debts
  • Preparing income tax returns

During one of the hearings, the probate judge will instruct you on how to distribute the estate’s property.

Your Duties & Obligations as an Executor/Administrator

After being appointed the executor or administrator of an estate, certified copies of the letters testamentary or letters of administration naming you as the executor may be needed by banks, title companies, tax authorities, and others to allow you to administer the estate.

Thereafter, you must collect all the assets, pay the debts and expenses, and then distribute the remainder of the estate to the beneficiaries. The court will expect you to provide a report detailing how the estate was handled. Upon review and approval of this report, the judge will discharge you from your duties as executor or administrator.

Probate Calculator

Probate fees are statutory and set forth by the state of California. To find out what your executor’s fees and the probate attorney fees are, please fill out our probate calculator to get the total estimated fees and commissions.

Serving All of Southern California

If you find yourself needing assistance with a loved one’s assets, call the Fullerton probate lawyers at OC Elder Law. We are experienced in the probate process and are prepared to guide you through this difficult time.

What is the Difference Between a Probate Lawyer and an Estate Lawyer?

While an estate planning lawyer works with the living to determine how their assets will be divided up after their passing, a probate attorney works with the loved ones of the recently deceased, determining how the assets should be distributed and what should be done with them moving forward.

Call (800) 220-4205 now to get started. If you are ready to move forward with your estate planning, click here to book your 90-minute planning consultation.

Meet the Crew

Compassion, Experience & Integrity
  • Marty  Burbank Photo
    Marty Burbank


    Marty Burbank wants to live in a world where children are healthy and safe, where seniors live without fear or pain, and where veterans are cared for and respected. Marty is a featured expert in estate planning and elder law by Forbes and was recognized by the Orange County Register as one of the 100 most influential people in Orange County. He frequently speaks about seniors, our military veterans, their benefits, and the legal issues related to their care and quality of life. Marty has ...
  • Erlinda  Vasquez Photo
    Erlinda Vasquez

    Of Counsel

    Erlinda Vasquez received her bachelor’s degree in economics and political science from Loyola Marymount University. In college, Erlinda was involved in many extracurricular activities, including the Harvard Latino Leadership Initiative (LLI). As an LLI Scholar, Erlinda partnered with Harvard Kennedy School to create a community service project in Los Angeles. She later received her juris doctor from Loyola Law School where she discovered her passion for elder law . During her first year of law ...
  • Bryce  Letterman Photo
    Bryce Letterman


    For more than 25 years, Attorney Bryce Letterman has provided dedicated representation to clients in a wide variety of legal matters. Mr. Letterman assists clients primarily with estate planning and probate . He also has experience in several other areas, including business and civil litigation. His decades of experience in estate planning have ranged from simple wills and powers of attorney through complex planning including Medi-Cal , asset protection , and strategies to maximize the after-tax ...

OC Elder Law

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  • Over Three Decades of Experience & Service the Community
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