Estate Planning & Probate Attorney in Huntington Beach, CA
Surf City USA is known for its pier, its beaches and Main Street, but the questions that bring Huntington Beach residents to our office are closer to home. What happens to the house after we are gone? Who settles a parent’s estate once they pass? The Soto Law Group helps Huntington Beach families answer those questions with estate plans that hold up, and stays with them through probate or a trust settlement after a death.
We work from 4041 MacArthur Boulevard in Newport Beach, near John Wayne Airport and a short drive from Huntington Harbour, Seacliff and the neighborhoods around Huntington Central Park. Huntington Beach sits within Orange County, so a probate, trust or conservatorship case for a Huntington Beach family belongs to the Orange County Superior Court. Those matters are currently handled at the court’s Costa Mesa Justice Complex, 3390 Harbor Boulevard.
Our Huntington Beach Practice Areas
- Estate Planning in Huntington Beach: living trusts, wills, powers of attorney and reviews of trusts signed long ago.
- Probate in Huntington Beach: help for executors through each Orange County court step, from opening the estate to closing it.
- Trust Administration in Huntington Beach: guidance for successor trustees on notices, the family home, taxes and final distribution.
- Conservatorships in Huntington Beach: court help when a loved one can no longer handle their own care or money.
- Will & Trust Disputes in Huntington Beach: representation when a will or trust is challenged or a fiduciary isn’t doing the job.
- Inheritance Rights in Huntington Beach: support for beneficiaries still waiting on answers, an accounting or their share.
Why Huntington Beach Families Choose The Soto Law Group
- You meet with your attorney. Romelia “DeDe” Soto brings more than 20 years of legal experience to each matter, working alongside Associate Attorney Jessica Munoz and Thomas Roll, who is Of Counsel to the firm.
- We plan estates and we settle them. Settling trusts and wills after a death shows us which provisions work, and that shapes every plan we write.
- At home in the Orange County court. We prepare the petitions, track the notice periods and appear at the hearings, so you aren’t learning the system during a loss.
- We keep you informed. Expect plain-language explanations and steady updates until the work is done.
Homes Held for Decades, and Trusts That Need a Second Look
If you bought your Huntington Beach home decades ago, it may now be worth far more than you paid, and that gap shapes your plan. Heirs who inherit a home generally take an income tax basis equal to its date-of-death value, and a married couple’s community property can receive a full step-up when the first spouse dies. Property tax works differently: Proposition 19 generally leads to reassessment when a parent’s home passes to a child, with an exception for a child who makes it their primary residence, and that exception is capped.
A Huntington Harbour home and a boat kept there should each be titled to match your plan, since the boat has a title of its own. If your trust was signed years ago, check that the people and property it names still fit your family.
Directions to Our Office From Huntington Beach
From Huntington Beach, our office is a short drive southeast on the I-405, close to John Wayne Airport.
Other Areas We Serve
Talk With The Soto Law Group
Ready to start a plan, review an older trust or get help with a loved one’s estate? Our Newport Beach office line is (949) 945-0059, or you can contact us online and we will find a time to meet.