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TOP #1 San Francisco Probate Attorney - CPT LAW


Your Partners In San Francisco Probate Matters! 

Starting the probate journey in San Francisco is a formidable and emotionally charged process. CPT Law, your reliable partner, is here to serve you as a probate attorney and accompany you all the way. We are ready to provide steadfast support and navigate the complex legal landscape.

San Francisco, while part of the broader California legal framework, presents unique challenges in probate matters. However, no matter how complex the process is, our team is well-prepared to unravel the specific complexities of this vibrant community.

CPT Law Makes The Probate Process Simple

Probate is a legal process that distributes a person’s assets after his or her death. It is a pretty complex and intricate system that involves many laws and procedures. Our lawyers are skilled in this field and understand the emotional impact it can have on families in San Francisco.

In San Francisco, we aim to simplify the probate process, minimize uncertainties, and assist you and your loved ones. Our experienced attorney can help avoid probate altogether if you choose to work with us.

We Work For Your Family’s Interests In San Francisco

If you want to engage in the probate process in San Francisco, this requires the expertise of a compassionate probate attorney. Why so? It’s because their role is crucial in protecting your family’s best interests.

CPT Law has an intimate understanding of San Francisco’s legal landscape. Our attorney offers extensive probate services tailored to the residents of California.

What CPT Law Probate Lawyers Bring To San Francisco?

The probate process in San Francisco helps define the distribution of your assets and property as drafted in estate plans, wills, and trusts. Its complexity and duration can vary significantly based on the availability and enforceability of these documents.

Our probate lawyer is responsible for several important tasks during probate proceedings in San Francisco. These include:

Estate Plans Assessment 

Initiating the process, our probate attorney in San Francisco begins with a thorough evaluation. It includes the assessment of documents, encompassing estate plans, wills, trusts, and other legal papers. We settle all these documents in alignment with San Francisco regulations.

For Personal Representatives

Our team collaborates closely with personal representatives and estate executors. We provide all the necessary tools and guidance to fulfill their responsibilities during the probate process. We also take into account the unique intricacies of San Francisco’s legal landscape.

Disbursement of Assets

In San Francisco, our proficient attorney team aids in the equitable distribution of estate assets. We handle the settlement of estate debts and maintain a record of expenses related to the estate. While doing all this, we adhered to the legal requirements of San Francisco.

Intestate Succession Planning 

In situations where no estate plans are in place, we assist San Francisco families in preparing for intestate affairs. This is particularly relevant when local laws dictate beneficiaries’ rights to the assets and debts of the deceased. Rest assured, your future is secure with our expert lawyers.

Why Opt For CPT Law As Your Probate Partner?

Selecting a proper legal ally for your probate needs holds immense importance, especially in the distinctive legal setting of San Francisco. When seeking legal representation for probate affairs, it’s crucial to pose pertinent questions to evaluate the suitability of your chosen legal ally.

At CPT Law, we stand as your dependable probate allies. And we encourage you to contemplate these crucial factors in your decision-making process:

Years of Expertise

We bring a wealth of experience in probate law skillfully tailored to meet the unique needs of San Francisco residents. Our legal team’s profound understanding of the local legal landscape ensures that your probate proceedings will be managed with expertise and efficiency.

Proven Track Record

Our successful handling of cases akin to yours in San Francisco and the neighboring areas attests to our capabilities. We excel in navigating the intricacies of local regulations and consistently achieve favorable outcomes for our clients.

Tailored To Your Need

Recognizing the uniqueness of each case with its intricacies, when you select CPT Law as your probate ally, we prioritize a personalized approach that addresses the specific elements of your case. This encompasses considerations intricately tied to San Francisco’s regulations.

Proficiency & Efficiency

Our commitment to transparent communication and realistic timelines guarantees that you are well informed about the duration of the probate process. We strive to minimize uncertainty and streamline the proceedings within the framework of San Francisco.

Let’s Start Your Probate Journey With CPT Law!

At CPT Law, we provide regional proficiency, a robust history of success, and a working strategy to adeptly maneuver via San Francisco’s legal framework. We are enthusiastic about becoming your trusted probate partners. 

Contact us without any hesitation for inquiries, consultations, or support with probate-related issues. We anticipate leading you through your legal requirements with the utmost expertise and dedication.

Why Choose California Probate and Trust, PC?

1 Free Consultation

Find out how our attorneys can help you create your estate plan (wills, trusts, power of attorney, Advanced Medical Directives) during your free consultation.

2 Quick-Start No Money Down

Get started now, with no money out of pocket. The faster you start, the faster you will reach the end. And it won’t cost you a dime to get the ball rolling!

3 Flat-Fee Billing

Call, email, or visit as much as you want without paying more with flat-fee court-approved legal fees. No hourly bills; no surprises.

4 100% Satisfaction Guarantee

California Probate and Trust, PC is confident that you’ll be pleased with our legal services. In fact, we are so confident that you will have a great experience that if you are dissatisfied, we will refund your money and will donate $100 to the charity of your choice.

5 Electronic Document Storage

We will provide free 12-month access to our online document storage.

6 VIP Administrative Assistant

We are here to serve you. If you need copies or scans, let us know. If you need legal documents emailed to a title company or insurance agent, we are here to help. Just ask. And the best part - it’s FREE!

7 Empathetic and Knowledgeable

Our team is passionate about helping Californians by providing compassionate legal counsel to guide them through life’s most difficult situations.

8 Trust Credit

After you complete the Probate process, you’ll know firsthand that the process is not worth repeating. CPT will give you a $1,500 credit toward your own personal estate plan. Probate is too much work to expect your spouse or your children to repeat the process.

9 Family Legacy Strategy Sessions

Save time and money with a 60-minute Family Legacy Strategy Session. During this session, you can talk with an estate planning attorney about your goals and your estate planning options.

10 Free Calls for Life

Our team is always here to support and serve our clients. We answer calls, return messages and emails, and ensure to that you can get the answers that you need. This free service is part of the over-the-top service you deserve.

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Frequently Asked Questions about California Probate Proceedings

Below are a few of the most common questions asked of our San Francisco Probate Lawyers.

Some assets are generally NOT subject to probate in California. If you leave any such assets to your beneficiaries, they will receive them upon your death without the requirement of the Probate process.

  • Assets owned by a Trust
  • Assets owned by an LLC or a Corporation
  • Jointly owned Real Estate with other Joint Tenants
  • Jointly owned Real Estate with your spouse as Community Property (must say “community property” on the statement or on the deed)
  • Jointly owned financial accounts
  • Life insurance that identifies the name of the beneficiary
  • Payable on Death assets (POD)
  • Transfer on Death assets (TOD)

Probates are rarely simple. Some face tax issues, questions about the Will, financial asset problems, debt, and the occasional unhappy family member. Without proper legal guidance, the probate process could last for years, and your loved one’s last wishes might not be honored.

The most significant consequence of a mistake during probate is time; lost time. This is because you generally cannot just “fix” the mistake. Instead, you need to schedule another hearing. Most Probate courts are very busy, and the next available hearing date could be three to five months away. Lost time is the enemy. Time gives creditors more opportunity to file a claim. It provides more time for family members to contest. Real estate or stock markets may change, causing lost profits. We have worked with hundreds of families just like yours. And while mistakes can occur, we do everything possible to avoid mistakes. Because we understand that you want this wrapped up as quickly as possible, that’s what we do.

If an estate goes through Probate, the Probate records and documents are available and open to the public. This includes your Will, your assets, and all your debts. Your children’s names, dates of birth, addresses, and phone numbers. The whole world will know exactly how much money you left each child. The world will also learn how much you owe in back taxes, credit cards, and other debts. Your whole life will become public information. 

If you want to keep your affairs private, you can use a Trust instead. A Trust allows you to distribute your assets without going through Probate, keeping the proceedings confidential. California Probate and Trust, PC will review the benefits of a Will and a Trust during our initial discovery meeting. Then, you can determine which path you want to take when creating your estate plan.


To avoid probate in California, the gross value of an estate must be no larger than $184,500. (For deaths before April 1, 2022, the minimum gross value of an estate requiring probate was anything over $166,250.) Understand that this is gross, not net value. For example, if you die today owning a house valued at $500,000, with a loan of $400,000, the equity in the home is $100,000. But for probate purposes, the gross value of $500,000 will trigger the requirement of the probate. Furthermore, executor and legal fees are based on a percentage of the gross value. This means that executor and legal fees are higher even though the amount of equity is modest. 

Estates valued below these amounts do not have to go through probate. However, you must file a Small Estate Affidavit and still have to go to court and get a judge’s signature. This affidavit must be signed under oath and must include real estate property. If you’re unsure if your estate will need to go through probate, California Probate and Trust, PC can examine your case and provide legal guidance.

Are You Facing a Probate? Do you have additional Probate questions?

We are proudly serving the San Francisco Bay Area. Our law offices are open weekdays from 8-5, and we offer a free consultation to help you understand the next steps.

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