Special Needs Planning

Walnut Creek Probate Attorney

What is Probate?

Probate is the court-supervised legal process of validating a deceased person’s will and gives effect to the terms it lays out according to the deceased’s wishes. The word “probate” comes from the same Latin root as “prove” and “proof,” and indeed, entering a will into probate “proves” that the will is the valid and enforceable last will and testament of the deceased person who made the will (known as the testator).

Once the will is accepted into probate, the executor or administrator – which you may have been named by the deceased in their will or assigned by the court – can then distribute the deceased person’s estate according to the terms of the will.

Before this can happen, however, a myriad of other tasks, such as the following, must be completed:

  • Notifying creditors of the probated estate
  • Filing a final tax return for the estate
  • Collecting and inventorying all assets of the estate
  • Managing, selling, or liquidating estate assets as appropriate
  • Paying debts or resolving claims against the estate

Do you Need a Probate Attorney in Alameda County?

For help with probate in Walnut Creek and Alameda County, contact Feldman Law Group online or call (925) 208-4543 for an efficient probate process with the help of a knowledgeable and experienced Walnut Creek probate attorney.

If you would like help from someone with more than 35 years of experience in these matters, reach out to Feldman Law Group online or call (925) 208-4543 and ask how you can get Aaron’s assistance today.

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Hear From Families We’ve Helped
  • “Very pleased with him and my results.”

    - Paul T.
  • “Highly recommend having your trusts reviewed!”

    - Vikki B.
  • “Highly recommend!”

    - Justin H.

How Does Feldman Law Group Help With Common Probate Matters?

It seems that no matter how thoughtful, careful, and thorough your estate planning is, some issue always arises during probate that was not foreseen at the time the will was prepared. With more than 35 years of legal experience in estate planning and probate in Alameda County, attorney Aaron Feldman is well-situated to provide sound advice and professional representation in your probate dispute, no matter how unique or complicated the matter.

A Walnut Creek probate and trust litigation attorney can help you resolve common legal problems such as:

  • Multiple wills – People sometimes redraft their will or revoke an old will and write a completely new one. If the old will was not properly amended, revoked, or destroyed, it can create doubt, confusion, and disagreement over which is the true “last will and testament” that should be admitted into probate and given effect by the court.
  • Invalid wills – Drafting and executing a valid will requires hewing to a strict set of statutory requirements in California probate law regarding the testator’s capacity and intent, the presence of witnesses, and other technical aspects of the statute of wills. A challenge or will contest that results in a will being declared invalid may mean there is no will at will, and property will pass according to the California laws of intestate succession.
  • Fraud, duress, and undue influence – Even a will that appears valid on its face may be challenged by beneficiaries who believe a family member or caregiver exercised undue influence on a vulnerable testator, forcing the individual to make a will that did not truly reflect his or her actual wishes. As an experienced elder law and financial elder abuse lawyer, attorney Aaron Feldman provides valuable assistance when dealing with allegations of fraud or undue influence.
  • Omitted heirs – A spouse or child who expected to inherit under a will but was left out either intentionally or unintentionally may challenge the omission as improper. California law provides an “elective share” to an omitted spouse except under a few specific circumstances. Wills involving blended families with children from a previous marriage may give rise to challenges by omitted or pretermitted heirs.
  • Challenges to the personal representative – Beneficiaries of the estate may complain that the executor or administrator is failing to properly exercise his or her fiduciary duties as the personal representative of the estate, such as by failing to maintain the value of estate property during probate, or engaging in dealings that involve self-enrichment or a conflict of interest. These issues may especially arise when the personal representative is also an heir or beneficiary of the estate, making the resolution of disputes even more challenging and complex.
Begin Planning Today!

Whether you’re building a simple estate plan or one that’s more complex and require accounting for those with special needs, we can help.

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