Practice Areas

Probate & Estate Administration

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San Diego probate administration lawyer Jackie Robert Geller assists families and representatives of an estate through the process of probate.

Probate is the process of transferring ownership from the estate of a person who has died to that person's beneficiaries. If the person had a will or trust, those beneficiaries will have been named in those documents and their wishes can be carried out with some certainty. If the person died without a will, those assets pass to people that California state law identifies as legal heirs.

Probate

With or without a will, the process of probate is much the same. Paperwork is filed in Probate Court and a legal representative (an Executor) is named to represent the estate. The Executor has the responsibility of wrapping up all the business affairs of the estate. Creditors have the right to file claims against the estate and that's why most probate estates are held open for at least one year.

Probate can be complicated and confusing, especially for people who have not filled this role before or who are experiencing grief at the death of a loved one. At the law office of San Diego probate administration lawyer Jackie Robert Geller we explain the entire process and will walk you through the procedures of:

• Taking an inventory of the property and assets in the estate
• Documenting creditors and determining the validity of creditors' claims
• Distributing assets,
• Liquidating assets, if needed
• Ensuring income tax returns are filed and federal estate tax returns, when those are required

Contact San Diego probate administration lawyer Jackie Robert Geller.for help from an experienced attorney with in-depth knowledge of the tax implications of estate planning and probate.

We also provide legal representation for cases of probate litigation.

Estate Administration

Estate administration includes the probate process as well as the transfer of assets that did not go through the probate court process for one reason or another (for example, such as when there is a trust in place). Attorney Jackie Robert Geller will handle the administration of any size estate, and works with clients who are located outside of the San Diego, California area whose family member owned property in California. We can help with as little or as much as you need.

Contact our office to talk with an experienced probate and estate administration attorney to ensure all tax matters are handled correctly.

The law office of Jackie Robert Geller serves the residents and businesses of San Diego County, and the Southern California communities of San Diego, La Jolla, Del Mar, University City, UTC, Clairemont, Sorrento Valley, Mira Mesa, Sorrento Mesa, Scripps Ranch, Carmel Valley, Oceanside, Carlsbad, Vista, San Marcos, Escondido, Encinitas, Poway, Santee, Chula Vista, El Cajon, Lemon Grove, Coronado, and Imperial Beach.