Probate Attorney

Probate Process in Monterey California

Attorney helps with Tax Problems, Probate, Trustee (photo: happy woman)

As a Probate Attorney, Lori Silver guides clients through the intricacies of the probate process to follow the will of the decedent, protect her client’s interests, and ensure lawful distribution of estate assets. Ms. Silver’s expertise includes:

  • Expert guidance through the Probate Process
  • Full support for clients, ensuring proper and lawful distribution of assets
  • Over 40-years expertise in implementing California’s Probate Law

Special Qualifications

Beyond a typical probate attorney, Ms. Silver has additional qualifications that benefit her clients:

  • LL.M. in Taxation – Attorney’s Masters degree in Taxation, to guide and advise clients on tax law and protect clients from taxation issues
  • Certified Public Accountant (CPA) – expert knowledge of accounting and tax preparation practices for estates, individuals, and trusts

What Is Probate?

Probate is a court-supervised legal process for reviewing the assets of a deceased person and determining the inheritors, by validating the Will, taking inventory and appraising assets, settling debts and taxes, and distributing remaining assets according to the Will. If there is no valid Will, assets are distributed according to state laws.

How Long Does Probate Take?

Probate requires a minimum of six months to a year in probate court, so that creditors and other issues have an opportunity to be heard. It can take significantly longer, depending on the complexity.

What Clients Say

Re: Probate & Trust Administration 

“Dear Lori, Thank you for all of the help that you gave me. I would never have been able to navigate through all this paperwork without your help. Not only were you reassuring, but you taught me along the way. There was a good feeling in your office every time that I walked in. I sincerely feel it was worth it, getting to know you and have you on my side. Thanks again.” — Carolyn H.

Learn More

Temporary - Monterey Carmel Attorney Trustee

  Probate & Trust Administration
  What is Probate?
  Cost of Probate
  Assets in Probate
  How to Protect Assets

To discuss your professional Probate and Trust needs, please call us for an appointment: 
831-375-3030

Lori Silver Logo

 

Contact Lori Silver

Monday-Friday:  9:00am - 5:00pm PST
Phone: 831-375-3030
187 El Dorado Street, Monterey, CA 93940