Estate Planning & Probate Attorney in Newport Beach, CA
Newport Beach is home to The Soto Law Group. We help families in Corona del Mar, Newport Heights, Eastbluff, Newport Coast and the neighborhoods around the harbor make plans for the people they love, and we walk them through probate and trust administration after a parent, spouse or relative passes away.
We work from 4041 MacArthur Boulevard, Suite 200, near John Wayne Airport, so Newport Beach clients can sit down with their attorney without leaving their own city. When a matter needs the court, it goes to the Orange County Superior Court, which currently hears probate, trust and conservatorship cases at the Costa Mesa Justice Complex, 3390 Harbor Boulevard, in neighboring Costa Mesa.
Our Newport Beach Practice Areas
- Estate Planning in Newport Beach: trusts, wills and incapacity documents that account for coastal homes, boats, businesses and family members who live far away.
- Probate in Newport Beach: representation for executors and administrators whose estate has to pass through the Orange County probate system.
- Trust Administration in Newport Beach: guidance for successor trustees who take charge of a loved one’s home, accounts and other trust property.
- Conservatorships in Newport Beach: court help when a parent or spouse can no longer manage their health care or money, and advice on simpler options.
- Will & Trust Disputes in Newport Beach: representation when relatives disagree over a will, a trust or the person in charge of one.
- Inheritance Rights in Newport Beach: support for beneficiaries and heirs who are kept in the dark or shortchanged.
More Newport Beach Resources
Why Newport Beach Families Choose The Soto Law Group
- An office in your own city. We are based in Newport Beach, so consultations, signings and follow-up meetings don’t require a trip across the county.
- Attorneys who know your file. Romelia “DeDe” Soto, who has more than 20 years of legal experience, works with clients directly, alongside Thomas Roll (Of Counsel) and Associate Attorney Jessica Munoz.
- Planning shaped by administration. We settle trusts and estates, not just draft them, so we see firsthand which plans run smoothly for a family and which ones cause trouble.
- Steady handling of court matters. We draft the petitions, keep track of deadlines and attend hearings in the Orange County Superior Court, explaining each step as it happens.
Coastal Homes, Harbor Property and Heirs Who Live Elsewhere
A bayfront house on Lido Isle, a cottage on Balboa Island or a family home on the Balboa Peninsula is often the most valuable thing a Newport Beach family owns, and it is also the asset most likely to end up in probate if it was never deeded to a trust. A boat has its own registration, separate from the house, so a vessel kept in Newport Harbor has to be addressed in the plan on its own terms. When the heirs live in other states, someone still has to look after the property here. Naming the right trustee and leaving clear instructions about the home and the boat can spare a family a great deal of travel, expense and disagreement.
Visit Our Newport Beach Office
Our office is near John Wayne Airport, and most Newport Beach neighborhoods reach it easily by MacArthur Boulevard or Jamboree Road.
Other Areas We Serve
Meet With Us in Newport Beach
To talk about a plan for your family or an estate you’ve been asked to settle, call (949) 945-0059 or contact us online and we’ll set up a time to meet at our office.