Client Success Stories

I knew I needed to do a trust, but I had always put it off. Darlynn and her staff made it easy for me. She explained everything in a very down-to-earth way. I will continue to recommend your firm to my friends who need estate planning...
-- Darren C., Anaheim Hills

Need Probate?

Have you been told that you need “Letters Testamentary” in order to access your loved one’s accounts? Then that generally means that the institution you are dealing with needs legal documentation from the probate court.

Generally, a probate is required when the person who passes away holds title to assets in their name alone which have a cumulative value in excess of $100,000.

Typically, the following assets would NOT need to go through a probate: (1) Assets held in joint tenancy (if the remaining joint tenant is still alive); (2) Accounts held as “Pay on death” or “in Trust for” accounts; (3) Retirement accounts which pass to a living designated beneficiary; (4) Life Insurance proceeds which pass to a living designated beneficiary; and (5) Assets titled in a Trust. (more)

Contact Us

Our Orange County office is located at:

1500 Quail St. 
Suite 540
Newport Beach, CA 92660

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Pdf download of direction sheet here
Our Los Angeles office is located at:

9115 Sunland Blvd.
Ste 102
Sun Valley, CA 91352

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Pdf download of direction sheet here


Southern California Probate Attorney / Estate Planning Lawyer /
Wills & Living Trusts Law Firm

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