San Francisco Probate Lawyers

First, we are very sorry for your loss. We are here to help our clients through the entire probate process.

We guide our clients and their families through the process both inside and outside of the court. Whether the estate is fairly straightforward or extremely complex, we are here to assist you with not only the legal process but with the financial and understanding. We will keep you up-to-date and involved and will work with you to set expectations and familiarize you with the entire process.

Our Services Include:

Familiarizing you with the process and what you should expect.
Collecting detailed assets and estate information.
Our probate lawyers help with filing the necessary legal forms and documents for starting the probate process
We attend all necessary court hearings
Preparing and filing all non-probate beneficiary forms required for assets that are outside of probate
Evaluating decedent’s liabilities and debts – for validity.

Book a consultation to talk about probate or other estate planning issues.

get a Free 20 minute consultation

The Probate Process:

Schedule an Initial Consultation

Contact Bay Legal or simply schedule a free virtual consultation here. An attorney will meet with you at the time you schedule to gather initial details and discuss your situation

We will also begin to familiarize you with the process and what you should expect.

Give us the details

After our initial conversation, we will send a secure link with initial, but detailed, intake questions about your loved one and their estate. Simply answer the questions to the best of your ability.

Meet with your Attorney

After you have completed the secure intake form you will immediately be provided with a link to schedule an appointment with your attorney. At this meeting, you will be able to discuss your overall concerns, any specific family dynamics concerns, and address any questions you may have.

At the completion of this meeting, a proposed probate plan along with associated fees for representation and assistance will likely be provided.

Probate Hearings & Settlement

We will attend all required hearings and update or advise you next steps at each phase of the process. The process concludes with a settlement approved by the court.

Distribution of Assets

At the conclusion of the probate, we will assist you in distributing the property and assets of the estate as approved by the court. We will work with you to distribute the estate assets in an efficient and timely manner.

Book a consultation to talk about probate or other estate planning issues.

get a Free 20 minute consultation