CALL OR TEXT US FOR A COMPLIMENTARY CASE EVALUATION (858) 999-9905

CALL OR TEXT US FOR A COMPLIMENTARY
CASE EVALUATION (858) 999-9905

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San Diego Probate Attorneys

Are You Facing Difficult Decisions About Your Family’s Future?

San Diego Probate Attorneys understands the challenges families face after losing a loved one, especially when navigating the complexities of probate administration. Managing a court process on top of grief can be overwhelming, but our skilled and compassionate team is dedicated to easing the burden. If you’re dealing with the probate court process, we’re here to support you every step of the way.

Call now to speak with a top-rated law firm experienced in a wide range of probate and trust cases. Let us provide you with a FREE, no-obligation case evaluation tailored to achieve the best possible outcome for your family’s unique needs and circumstances.

San Diego Probate Attorneys
402 W Broadway Suite 400 – B
San Diego, CA 92101
United States

San Diego Probate Attorney Services

We Listen.
We Execute.
We Follow Up.

OUR 3-STEP LEGACY BUILDING PROCESS

At San Diego Probate Attorneys, our unique three-step process is designed to create and implement a plan that truly works for your family’s future.

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Step 1: Deep-Dive Planning Session

In our initial session, we’ll examine what would happen to your family and assets if no plan is in place. If you have an existing estate plan, we’ll review its impact and identify any areas that don’t align with your goals. From there, we’ll design a personalized plan that brings you peace of mind.

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Step 2: Signing Meeting

About four weeks after your Planning Session, we’ll meet to sign all your documents. At this stage, we’ll provide you with an asset list and clear instructions, ensuring a solid foundation.

san-diego-probate-lawyers-check-in-meeting

Step 3: Check-in Meeting

In this final step, we’ll confirm with you that all asset transfers and beneficiary updates have been completed. We address any remaining questions and assist with any outstanding transfers to ensure every detail is managed.

Probate Attorney In San Diego CA

Practice Areas

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Probate administration is the legal process of settling an individual’s estate after they pass away. This process involves validating the will (if one exists), identifying and inventorying assets, paying debts and taxes, and distributing the remaining assets to beneficiaries. It can be complex and time-consuming, often requiring careful guidance to ensure compliance with state laws and minimize delays. An experienced probate attorney can help streamline the process, easing the burden on family members during an emotionally challenging time.

Probate Administration

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Probate litigation arises when disputes occur during the probate process, often involving challenges to the validity of a will, disagreements among beneficiaries, or claims of executor misconduct. These cases can become emotionally charged, especially among family members. A skilled probate litigation attorney helps protect your rights, resolve disputes efficiently, and ensures that the final wishes of the deceased are honored, while safeguarding the interests of beneficiaries.

Probate Litigation

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Trust administration involves managing and distributing assets held in a trust according to its terms after the grantor's death or in the case of incapacity. Trustees are responsible for safeguarding assets, managing distributions, handling taxes, and keeping beneficiaries informed—all while adhering to legal and fiduciary standards. With proper legal guidance, trustees can navigate these duties confidently, ensuring the trust operates smoothly and meets the intended goals.

Trust Administration

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Trust litigation occurs when conflicts arise regarding the terms or management of a trust. This can include disputes over trustee actions, disagreements about asset distribution, or allegations of mismanagement or undue influence. Trust litigation often requires a skilled attorney to advocate for beneficiaries or trustees, ensuring the trust is administered fairly and in accordance with its original intent. A knowledgeable attorney can help resolve conflicts efficiently, often preserving family relationships in the process.

Trust Litigation

What Our Clients
Are Saying

When our kids were very small my husband and I had basic a will and trust created. Now that we are in our later middle age, with our kids growing and a pandemic raging, we realized it was probably time to review our needs and do an update. Daniel and his wife Miriam (she helps Daniel with some of the admin stuff) we're so amazing. Not only were they extremely professional and knowledgeable but they were also such nice people to deal with.

San Diego Probate Lawyers 5 Stare Reviews

Monta Zelinky Briant

My wife and I recently worked with Daniel on our estate planning and found him to be a pleasure to work with, knowledgeable and patient. Estate planning is not necessarily a fun experience (!) but Daniel’s high level of professionalism and expertise in this area kept us in good hands throughout. We also really appreciate that we can check in with him periodically to review these plans over time. We highly recommend the professional services of Daniel and his team.

San Diego Probate Lawyers 5 Stare Reviews

K CD

We engaged Dan to update our will and trust. Our children are now young adults and our assets have changed over the years. Dan thoughtfully guided us through the process and helped illuminate nuances to our estate. Dan is extremely thorough, patient and connected to additional resources if needed. We also very much appreciated the sensitivity to safety during the pandemic - utilizing zoom and an outdoors signing of the final documents. The entire process was swiftly coordinated and finalized. My husband and I highly recommend Dan and team.

San Diego Probate Lawyers 5 Stare Reviews

Debra Sammon

I cannot express more highly the positive and professional experience my family has had with the Law Office of Daniel Weiner. Mr. Weiner was responsive, thorough, patient, following through on every detail, taking the time to not only answer every question, but also making sure we really understood and were comfortable with the decisions being made. Daniel helped us move forward on finalizing some important family goals and we look forward to having a strong relationship with his office for years to come.

San Diego Probate Lawyers 5 Stare Reviews

Mike Harrison

Meet
The
Team

DANIEL WEINER

Founding Attorney

Allison R. Lemeshewsky, Esq.

Senior Attorney

Christopher A. Fortunati

Senior Litigation Attorney

What Makes San Diego Probate Attorneys Different?

AT SAN DIEGO PROBATE ATTORNEYS

We understand that handling probate and trust matters can be overwhelming, which is why we’ve designed a supportive environment where clients feel comfortable and well-informed at every step. Our approach to client relationships is straightforward and respectful; we pride ourselves on clear, grounded communication. Our commitment lies in probate and trust administration and litigation, where we leverage our experience and skills to provide each client with customized solutions that address their unique needs.

OUR ATTORNEYS & STAFF

Recognize the emotional and legal challenges our clients face during probate and trust disputes. We are dedicated to offering compassionate support alongside exceptional legal counsel and advocacy. While we strive for amicable resolutions that respect all parties involved, we’re also known for our strong litigation skills when disputes require a firm defense of our clients’ rights and interests. At San Diego Probate Attorneys, our mission is to secure the best possible outcomes for each client and family we represent, bringing clarity and relief to even the most complex cases.

WHAT OTHER ATTORNEYS SAY ABOUT US

He Will Work Hard To Remedy A Client’s Issues

I endorse this lawyer. Dan is high integrity and highly intelligent and he will work hard to remedy a client’s issues.

Leonard Bernstein

PEER REVIEWED

Is San Diego Probate Attorneys
The Right Firm for My Probate or Trust Case?

At San Diego Probate Attorneys, we believe that effective legal representation comes from a dedicated and compassionate team that provides personal attention and commitment to each client’s unique needs. We approach every case with an individualized perspective, avoiding a one-size-fits-all approach. Each client and case is distinct, and we treat them as such—this commitment is central to our approach.

Is San Diego Probate Attorneys the Right Firm for My Probate or Trust Case?

We believe that effective legal representation comes from a dedicated and compassionate team that provides personal attention and commitment to each client’s unique needs. We approach every case with an individualized perspective, avoiding a one-size-fits-all approach. Each client and case is distinct, and we treat them as such—this commitment is central to our approach.

We know you have options when choosing who will represent your best interests in probate or trust matters, and this decision can greatly influence the outcome of your case. That’s why we encourage you to get to know the team at San Diego Probate Attorneys. Managing attorney Daniel R. Weiner, Esq., is a highly regarded professional known for delivering strong results, underscoring our team’s creativity, dedication, and commitment to each client’s goals.
While we’re proud of our reputation as one of California’s most trusted probate and trust law firms, our greatest fulfillment comes from positively impacting our clients’ lives and delivering results that matter.

We see our clients as partners in our practice. We demonstrate this by making our processes transparent, our fees straightforward, and access to quality legal services simpler and more straightforward. Over the years, San Diego Probate Attorneys and founding attorney Daniel R. Weiner, Esq., have distinguished themselves as a firm built on genuine commitment and respect for each client’s journey.

Call Us Now to Discuss Your Unique Situation and…
Get a Free & Confidential Case Evaluation with a Firm That Truly Cares!

Proudly Serving All of California

At San Diego Probate Attorneys, we understand that probate and trust issues often stem from deeply emotional experiences, making it challenging to navigate legal matters with a clear mind. That’s why it’s essential to have a compassionate legal advocate by your side who will represent you with care and commitment. Our approach is centered on treating every client with exceptional professionalism and respect. We honor each person’s unique needs and circumstances while fostering a collaborative approach that consistently achieves strong results.

Proudly Serving All of California

We understand that probate and trust issues often stem from deeply emotional experiences, making it challenging to navigate legal matters with a clear mind. That’s why it’s essential to have a compassionate legal advocate by your side who will represent you with care and commitment. Our approach is centered on treating every client with exceptional professionalism and respect. We honor each person’s unique needs and circumstances while fostering a collaborative approach that consistently achieves strong results.

We recognize what’s at stake when we take on a case. We are committed to delivering strategic, approachable, and thorough representation that our clients can depend on. When you work with a firm dedicated to probate law, trust administration, and trust litigation, you gain the benefit of both thoughtful planning and effective legal tactics tailored to your best interests.

No matter your situation, discover how our approach can make a difference.

Call Us Now to Discuss Your Unique Situation and…
Get a Free & Confidential Case Evaluation with a Firm That Truly Cares!

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