Estate Planning & Probate Attorneys

An estate planning attorney prepares wills, trusts, powers of attorney, and healthcare directives to protect your family and pass on your assets.

203.263 Estate Planning & Probate attorneys listed on AttorneyQnA

Estate planning is how you decide — instead of state law deciding for you — who inherits your property, who raises your children, who makes medical decisions if you cannot, and how to minimize taxes and probate cost. A qualified estate planning attorney builds an integrated plan around your goals, family structure, and asset profile.

Core documents in a complete plan

  • Last will and testament — directs the distribution of your probate assets
  • Revocable living trust — avoids probate, manages assets during incapacity, controls distribution timing
  • Durable financial power of attorney — names someone to handle finances if you cannot
  • Healthcare proxy / power of attorney — names a medical decision-maker
  • Living will / advance directive — records end-of-life treatment preferences
  • HIPAA authorization — lets family access your medical information
  • Beneficiary designations — retirement accounts, life insurance, transfer-on-death accounts
  • Guardianship nominations for minor children

Trusts: when and why

A revocable living trust is often the centerpiece of a modern estate plan. Benefits include avoiding probate (faster, private, less expensive), seamless management during incapacity, and the ability to control distribution to children or beneficiaries with special needs. Irrevocable trusts serve more specialized purposes including asset protection, Medicaid planning, and estate-tax reduction.

When to update your plan

  • Marriage, divorce, or death of a spouse
  • Birth or adoption of a child or grandchild
  • Significant change in net worth
  • Move to a new state
  • Major change in tax law
  • Beneficiary or fiduciary changes
Atty. Robert Peter Aguilar
Atty. Robert Peter Aguilar
Campbell 66 year

Robert Peter Aguilar is a lawyer practicing probate, trusts, personal injury and 1 other area of law. Robert received a B.A. degree from University of...

Personal Injury Probate Trusts Title VII Discrimination
Atty. Marie Alice Cioth
Atty. Marie Alice Cioth
Cerritos 35 year

Marie Alice Cioth is a lawyer practicing probate & trust administration, business law, corporate and 4 other areas of law. Marie received a B.A.B.A. d...

Business Law Corporate Probate & Trust Administration Estate Planning Probate +2
Atty. Nancy Jane Frey
Atty. Nancy Jane Frey
Carmichael 40 year

Nancy Jane Frey is a lawyer practicing wills, trusts and estates, probate and 2 other areas of law. Nancy received a B.S. degree from University of Ca...

Probate Trusts and Estates Wills Estate Planning Trusts Estates
Atty. David Stewart Maxwell
Atty. David Stewart Maxwell
Seal Beach 48 year

David Stewart Maxwell is a lawyer practicing estate planning, general practice. David received a B.S. degree from Golden West University in 1976, and ...

Estate Planning General Practice
Atty. Denise C. St. Angelo Stiles
Atty. Denise C. St. Angelo Stiles
Carmel 47 year

Denise C. St.

Probate Real Estate Law Trusts and Estates Litigation
Atty. Carissa Chappellet
Atty. Carissa Chappellet
Big Sur 39 year

Carissa Chappellet is a lawyer practicing trusts & estates. Carissa received a degree from Monterey College of the Law, Monterey CA, and has been lice...

Trusts Estates
Atty. Valerie Beth Pichney
Atty. Valerie Beth Pichney
Carlsbad 31 year

Valerie Beth Pichney is a lawyer practicing taxation, estate planning. Valerie received a B.A. degree from University of Maryland in 1980, and has bee...

Estate Planning Taxation
Atty. Kenneth John Hilliard
Atty. Kenneth John Hilliard
Sacramento 44 year

Kenneth John Hilliard is a lawyer practicing guardianship and conservatorship law, juvenile law, criminal law and 3 other areas of law. Kenneth receiv...

Criminal Law Guardianship And Conservatorship Law Juvenile Law Bankruptcy & Debt Creditors Rights Law +1
Atty. Phillip Andrew Case
Atty. Phillip Andrew Case
Newport Beach 30 year

Phillip Andrew Case is a lawyer practicing family law, constitutional law, construction law and 6 other areas of law. Phillip received a B.A. degree f...

Constitutional Law Construction Law Family Law Contracts Debtor/Creditor +4
Atty. Sharon Rollo Rosi
Atty. Sharon Rollo Rosi
Chatsworth 45 year

Sharon Rollo Rosi is a lawyer practicing juvenile dependency, estate planning, insurance and 1 other area of law. Sharon received a B.A. degree from U...

Estate Planning Insurance Juvenile Dependency Intellectual Property
Atty. Rebecca Salzberg King
Atty. Rebecca Salzberg King
Sunnyvale 39 year

Rebecca Salzberg King is a lawyer practicing tax planning, estate planning, probate and 4 other areas of law. Rebecca received a B.A. degree from Rutg...

Estate Planning Probate Tax Planning Estate and Gift Taxation Litigation +2
Atty. David E Ignell
Atty. David E Ignell
Juneau 39 year

David E Ignell is a lawyer practicing bankruptcy, collections litigation, real estate litigation and 1 other area of law. David received a B.S. degree...

Bankruptcy Collections Litigation Real Estate Litigation Environmental And Natural Resources
Atty. Richard B. Davis
Atty. Richard B. Davis
Torrance 47 year

Richard B. Davis is a lawyer practicing banking litigation, business litigation, lender liability and 2 other areas of law.

Banking Litigation Business Litigation Lender Liability Alternative Dispute Resolution Real Estate Litigation
Atty. Michael Eugene Salkeld
Atty. Michael Eugene Salkeld
Irvine 43 year

Michael Eugene Salkeld is a lawyer practicing trusts & estates, estate planning. Michael received a degree from University of Notre Dame, Notre Dame I...

Estate Planning Trusts Estates
Atty. Vivian Senungetuk
Atty. Vivian Senungetuk
Willow 41 year

Ms. Vivian Senungetuk is a lawyer practicing personal injury, divorce, copyrights and 7 other areas of law.

Copyrights Divorce Personal Injury Adoption Employee Benefits +5
Atty. Adam Englund
Atty. Adam Englund
Encinitas 46 year

Adam Englund is a lawyer practicing business, entertainment, estate planning and 2 other areas of law. Adam received a B.A. degree from University of ...

Business Entertainment Estate Planning Intellectual Property Trusts
Atty. Dana Kristine Gray
Atty. Dana Kristine Gray
Los Angeles 34 year

Dana Kristine Gray is a lawyer practicing probate, estate planning, conservatorship and 4 other areas of law. Dana received a B.A. degree from Loyola ...

Conservatorship Estate Planning Probate Business Law Taxation +2
Atty. Douglas George Lamar
Atty. Douglas George Lamar
Antioch 45 year

Douglas George Lamar is a lawyer practicing family law, bankruptcy law, probate law. Douglas received a B.A. degree from University of California at B...

Bankruptcy Law Family Law Probate Law
Atty. Quynh Tram Thuy Tran
Atty. Quynh Tram Thuy Tran
San Carlos 29 year

Quynh Tram Thuy Tran is a lawyer practicing estate planning law, trust law, wealth transfer and 3 other areas of law. Quynh received a B.A. degree fro...

Estate Planning Law Trust Law Wealth Transfer Exempt Organizations Trusts +1
Atty. Sarah Ann Smith Tintor
Atty. Sarah Ann Smith Tintor
San Diego 63 year

Sarah Ann Smith Tintor is a lawyer practicing estate planning, wills, trust law and 3 other areas of law. Sarah received a M.A. degree from The Ohio S...

Estate Planning Trust Law Wills Elder Law Federal Taxation +1

Frequently Asked Questions about Estate Planning

Do I really need an estate plan if I am not wealthy?
Yes. Estate planning is not primarily about taxes — it is about who controls your assets if you die or become incapacitated and how your family avoids probate costs and delays. Even modest estates benefit substantially from a basic will, powers of attorney, and beneficiary designation review.
What is the difference between a will and a trust?
A will directs distribution of assets through probate court after you die. A revocable living trust holds assets during your life and distributes them to beneficiaries after your death without probate. Trusts also provide privacy, faster administration, and incapacity planning.
How much does estate planning cost?
A basic will-based plan typically costs $400 to $1,500. A more comprehensive revocable trust-based plan ranges from $2,000 to $5,000. Highly customized plans involving business succession, irrevocable trusts, or estate-tax planning cost more.
What is probate and why avoid it?
Probate is the court-supervised process of validating a will and distributing assets. It is public, can take 6 to 18 months, and typically costs 3% to 7% of the gross estate in fees and costs. Probate avoidance through trust planning or beneficiary designations saves time, money, and family privacy.
Can I do my own estate plan with online forms?
Online forms work for very simple situations, but they typically miss state-specific execution requirements, fail to coordinate beneficiary designations with the document plan, and provide no help during the administration phase. Estate disputes triggered by DIY documents often cost the family far more than a lawyer would have charged up front.
What is the federal estate tax exemption?
As of 2026, the federal estate-tax exemption is $13.99 million per individual ($27.98M per couple with portability). The exemption is scheduled to drop by roughly half at the end of 2025 unless Congress extends it. State estate-tax exemptions are often much lower.
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