Estate Planning & Probate Attorney in San Bernardino, CA
A San Bernardino estate can stretch well beyond one address. It might include a house in Verdemont or Arrowhead Springs, a cabin in the nearby San Bernardino Mountains and a parcel of desert land bought decades ago. The Soto Law Group helps San Bernardino residents build estate plans that account for every piece, and stands with families through probate, trust administration and conservatorships when a loved one dies or can no longer manage alone.
Our office is on MacArthur Boulevard in Newport Beach. San Bernardino families travel to meet with us there, and we take care of their filings with the San Bernardino County Superior Court. Probate paperwork in that court goes through the probate clerk’s office at the San Bernardino Justice Center, 247 West Third Street, while hearings have been held at the Fontana Courthouse and the Victorville Courthouse since September 2023, based on how each case is assigned.
Our San Bernardino Practice Areas
- Estate Planning in San Bernardino: wills, living trusts, powers of attorney and health care directives, with every property you own accounted for.
- Probate in San Bernardino: help for executors and administrators from the opening petition through final distribution.
- Trust Administration in San Bernardino: support for successor trustees with notices, assessor filings, property decisions and distributions.
- Conservatorships in San Bernardino: guidance when an adult can no longer handle their own care or finances, including alternatives that may make court unnecessary.
- Will & Trust Disputes in San Bernardino: representation in will and trust contests and in conflicts with executors or trustees.
- Inheritance Rights in San Bernardino: advocacy for beneficiaries and heirs who are owed information, an accounting or their share.
More San Bernardino Resources
Why San Bernardino Families Choose The Soto Law Group
- Direct access to an experienced attorney. Romelia “DeDe” Soto, our Attorney/Owner, has more than 20 years of legal experience and works with clients directly, alongside Thomas Roll (Of Counsel) and Associate Attorney Jessica Munoz.
- Planning and settlement from the same team. Because we also carry out estate plans after a death, we see where documents fall short and draft to prevent it.
- County filings handled for you. We file your papers through the probate clerk’s office and find out which courthouse has your hearing, so that isn’t one more thing to chase.
- Plain answers. You will know what comes next, what it involves and roughly how long it should take.
Planning for Property Across San Bernardino County
San Bernardino County is the largest county by area in the contiguous United States, and a family’s real estate can be scattered across it. A home in the city, a mountain cabin and a piece of open desert are easy to lose track of when they were bought years apart. If one was never deeded to your trust, your family may have to go to court to transfer it, even though everything else passes privately. When we prepare or review a San Bernardino plan, we check the deed for each property, confirm whether it belongs to the trust, and talk through who can realistically look after land in very different parts of the county.
Directions to Our Office From San Bernardino
The map shows the route to our office at 4041 MacArthur Boulevard, Suite 200, near John Wayne Airport; call ahead to schedule a meeting.
Other Areas We Serve
Start With a Conversation
Whether you want a plan in place or need help with a loved one’s estate or trust, call (949) 945-0059 or contact us online and we will find a time to meet.