Avoiding Probate in San Diego

Probate can be a lengthy and expensive process. It can take months, and sometimes years, after the death of a loved one to completely distribute assets through probate. A total of about five percent (5%) of the estate can be paid to your attorney and executor for their services. Simply having a will does not avoid probate, and everything that happens during the probate process becomes public record.

With help from Robinson & Wilson, A Law Corporation, in Rancho Bernardo in the city of San Diego, you can plan your estate to pass directly to your beneficiaries without probate. Our firm can educate you on how to avoid probate, such as:

  • Revocable living trusts
  • Beneficiary designations on: Bank accounts, IRA and retirement plans, Life insurance and annuities
  • Joint Ownership of Property
  • Joint tenancy with right of survivorship
  • Community property with right of survivorship

Shortcuts Through Probate in San Diego

Our firm can counsel you on shortcuts through probate or ways around it completely:

  • Small Estate Affidavits to transfer personal property
  • Petition to transfer property to a spouse
  • Petition to transfer real estate
  • Petition to transfer property into an existing trust

Our law firm makes every effort to keep matters as efficient and cost‑effective as possible. With more than 40 years of experience, our attorneys can assist with all issues that may come up during the process, including tax, liquidation and beneficiary concerns. We maintain constant communication with clients and their beneficiaries, even if those beneficiaries are out of state. Our experienced legal team includes an attorney who is a California Board Certified Specialist in Estate Planning, Trust and Probate Law, as well as an attorney wtih an advanced degree in Taxation