San Bernardino
Probate & Trust Administration

Probate and Estate Administration | Executors | Administrators | Personal Representatives | Heirs | Trustees | Beneficiaries | Valuation of Property | Payment of Final Debts | Distribution of Assets | Trustee Succession | Fiduciary Duty

If you have been named executor or administrator of an estate, or as Trustee of a trust for the benefit of family members or others, you want an experienced lawyer to help you protect your rights and the interests of the trust or estate. The probate process can be complex and intimidating. You may find it difficult to fully understand your rights and obligations as a Trustee or as executor or administrator of an estate. You want a probate & trust administration attorney who has successfully counseled others in similar situations.

At the Rancho Cucamonga / Ontario, California, office of Hart, Mieras & Morris, we have extensive experience helping individuals throughout San Bernardino who need advice regarding a trust or estate. We opened our first office in Los Angeles in 1952, and senior partner Gary Morris has been with the firm since 1972. We know from experience that the effective administration of an estate or trust may require that you seek assistance from a broad range of professionals. For that reason, we have other professionals available in our offices to meet your needs, including investment planners and money managers, insurance agents, real estate professionals, and tax and accounting specialists.

To schedule an appointment, email our Rancho Cucamonga / Ontario office or call us at 626-445-1212 (toll-free at 1-800-LAW-5570).

Our San Bernardino Probate Administration Practice

We offer comprehensive counsel to anyone with an interest in another person’s estate, whether you have been designated as executor, administrator or personal representative, or you believe you have rights as an heir or potential heir of the estate. We will help you complete all the steps required to settle the estate through the probate court, including:

• preparing and filing an inventory of the estate’s assets
• completing and sending out all required notices
• identify and contacting all creditors to determine and pay the final debts or obligations of the estate
• obtaining property valuations, when necessary
• making certain all estate or inheritance tax returns are completed and filed
• overseeing the orderly distribution of property according to the  terms of the will
• officially closing the estate

We will prepare all documents required during the process and will represent you in all hearings or meetings.

Our Trust Administration Practice

We advise individuals who have become Trustees of a trust upon the death or incapacity of the Trustor (the person who set up the trust). We will help you understand your fiduciary duties as well as your rights, and will provide guidance regarding trust investments and distributions. To learn more, see our page on Living Trusts — What to Do Now.

Contact Our San Bernardino, California Office

Contact us or call our Rancho Cucamonga / Ontario office at 626-445-1212 (toll-free at 1-800-LAW-5570) to set up an appointment.

At the Rancho Cucamonga / Ontario, California, office of Hart, Mieras & Morris, we represent clients throughout San Bernardino, including Rancho Cucamonga, Alta Loma, Ontario, Fontana, Colton and Chino . We also have offices located in Arcadia, Whittier, Burbank, and Glendora CA.

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