A Professional Corporation

Experienced Probate Lawyer in Pleasanton

Compassionate Probate Assistance

The probate process can feel overwhelming during an already difficult time. At Phillips Law Offices, we provide trusted legal guidance to executors, administrators, and trustees to ensure a smooth and efficient probate and trust experience.

Contact us today to learn how we can assist with your probate case

Schedule a Consultation

The following are examples of
probate court matters within our practice:

  • Probate of will
  • Probate where there is no will (intestacy)
  • Ancillary probate
  • Independent administration of estates
  • Special administration
  • Creation of special needs trust to prevent loss of government benefits where the deceased person did not create a SNT
  • Trust interpretations
  • Real property tax planning
  • Petitions for instructions by the executor, attorney-in-fact under power of attorney or trustee
  • Trust modifications or terminations
  • Substituted judgment to establish a living trust or to approve a tax plan
  • Appointment of new trustees
  • Spousal property proceedings
  • Probate litigation and dispute resolution
  • Estate tax return preparation (IRS form 706)
  • Income tax consequences and issues in the inheritance
  • Handling a decedent's farm or business
  • Settlement of creditor claims
  • Sale of estate property
  • Determining proper compensation for the person in charge
  • Actions on behalf of agents under powers of attorney
  • Determining entitlement to estate distribution
  • Dealing with the valuables and "stuff" inside the house
  • Dealing with cars, boats, and motor homes

Let us handle the probate process for you. Schedule a consultation today.

Schedule a Consultation
Estate &
Tax Planning Trust Administration &
Non-Probate Matters Probate
Court Matters Special Needs &
Elder Law

We provide probate court services for any county in California and estate planning services to California residents, including those in Pleasanton , Livermore , Dublin , San Ramon , San Leandro , Alameda, Hayward , Castro Valley , Antioch, Brentwood, Danville, El Cerrito, Moraga, Walnut Creek, Tracy, Stockton, as well as Alameda and Contra Costa Counties, and the San Francisco Bay Area.