Rancho Santa Margarita Probate Lawyers

I opened my law firm over 20 years ago in the San Francisco, Bay Area, focusing solely on estate planning (wills/trusts) as well as non-contested trust administration. I quickly became a Certified Legal Specialist by the Board of Certification of the State Bar of California and maintained that status for many years. In 2009, my firm had grown and I was honored in Forbes Magazine as one of 10 leading providers of legal services in California (as determined by Goldline Research). I know you're busy, so I make estate planning and trust administration easy, Why pay...

I help clients create an individualized estate plan for themselves and their loved ones. I also help individuals who have lost a loved one and are navigating the process of settling an estate or trust.

I was raised in inner city Washington, DC and I truly understand the challenges that working class people face. I was lucky to attend a Jesuit college prep high school that prepared me for college. I attended the United States Air Force Academy, served 20 years and now I am a retired Air Force military officer. While serving, I attended evening law school and passed the California State Bar in 1992.

During my time in the Air Force, and post retirement, I have been a commander and directed the paths of many individuals. I have also worked in the business...

Mr. Perez is a former federal prosecutor.
Mr. Perez was appointed an Assistant United States Attorney (AUSA) in the criminal division in the Central District of California in 1977. He has been in private practice since 1981. He has concentrated his practice in the defense of federal crimes and of individuals and businesses under IRS criminal tax investigations. He is a skilled negotiator and trial lawyer who consistently gets good results for his clients. He believes that the defense of anybody facing any criminal charge is a serious undertaking requiring a unique skill-set because the client’s liberty is at stake. Defending...

Kyle A. Patrick is the principal of The Law Office of Kyle A. Patrick, P.C., where he practices in the areas of estate planning, conservatorships, probate administration, trust administration, trust and will litigation, business planning, real estate, and civil litigation. Kyle has represented individuals, families, private professional fiduciaries, businesses, non-profit organizations, religious groups, public entities, and governmental organizations in a variety of matters. A Hoosier by birth, Kyle moved to California at a young age. He graduated from Riverside Polytechnic High School in 1994, enlisted in the United States Army, and was assigned to the 1st Infantry...

Brian Sterzer has been practicing solely in the area of estate planning law for over 15 years. He received his undergraduate degree from California State University, Long Beach and went on to receive his Juris Doctor from Western State University in Colorado. Mr. Sterzer graduated at the top of his class and passed the bar exam on his first attempt! He then went on to open his own firm, Sterzer & Associates, A Law Corporation. His firm is committed to assisting clients in making effective estate plans that protect their financial assets and physical well-being. Attorney Sterzer has been certified...

I have received her law degree from California Southern University and started practicing law as attorney in California in 1996. I have represented numerous satisfied clients in in the areas of Probate, Trust & Will Contest, Elder abuse, Civil Litigation cases, including Trust Litigation; Real Estate litigation, and Ownership disputes with a high success rate and has built a large following of a very loyal and satisfied clientele. My Law Office represent clients in San Bernardino, Arcadia, Pasadena, Victorville, Hesperia, Apple Valley, Riverside, Orange and Los Angeles counties and are proud to have helped thousands of our satisfied clients with their legal...

Cagla received her law degree from Southwestern Law School and her bachelor’s degree from California State University, Long Beach, where she majored in Political Science. Cagla serves clients throughout Southern California in the counties of Orange and Los Angeles. Cagla represents a clientele that includes corporations, small to medium sized businesses as well as individuals and families. Cagla strives to become a trusted advisor and source for her clients through the complex and often confusing financial and legal decisions to create plans that protect their estates and businesses. Cagla’s office is located in Huntington Beach, where she calls home. Prior...

Eric S. Hartman is a southern California attorney with several decades of experience and offices located in Huntington Beach, serving coastal and other southern California communities. Mr. Hartman places an emphasis on personally meeting with clients and honestly analyzing their legal needs and objectives. He has earned the highest peer rating available from the Martindale-Hubbell lawyer rating service based on competency and ethics. Mr. Hartman's current law practice emphasizes (1) business law, from start-ups to well established local and national businesses, including corporate and limited liability company formations, transactional and business litigation matters; (2) estate...

Born in Virginia. Traveled extensively and worked abroad. Attended Nurnberg American High School in Nurnberg, Germany and George C. Marshall Regional High School In Ankara, Turkey. B.A. in International Relations from University of Arizona, 1975. J.D. from Seattle University School of Law, 1979. Phi Alpha Delta legal Fraternity. Rule 9 Limited Admission to Practice in Washington State, 1979. Admitted to California Bar, 1980. Admitted to U.S. District Court, Central District of California and U.S. Court of Appeal for the Ninth Circuit, 1981. Parliamentarian, NASBA. Past delegate ABA. Arbitrator for the Orange County Superior Court. Member Family Law section...

JOHN P. CONLON, ESQ. Aggressive litigator representing Real Estate, Construction, Business and Financial Elder Abuse victims. Licensed Attorney (SBN 338585), Licensed California Real Estate Broker, Broker License (00551441), Licensed California General Contractor (B 842882) with extensive Business, Contracting, Transactions and Negotiation experience in the Federal & State arena. Beware! I answer the phone and respond to clients in a timely manner. FREE INITIAL CONSULATION!

Thomas L. McKenzie received his Juris Doctor degree from Western State University College of Law, in Fullerton, California. While working full-time at night and attending full-time daily classes, Tom graduated law school with honors in 1993. While at law school, Tom was on the Dean’s List, and was selected as Associate Editor of Western State's Law Review. He also received several American Jurisprudence Awards for excellence in academics and real estate. Passing the bar on his first try, Tom established McKenzie Legal & Financial, and went on to practice in...

Paul R. Kelly, Esq. is a litigator and estate planning attorney experienced in trust, estate, probate, elder abuse, real property, and civil disputes. His past experience working for a trial judge gave him unique insight into the judicial process. Then as a former criminal prosecutor and civil litigator, Paul Kelly, Esq. spearheaded trials before both juries and judges. Today in private practice, Mr. Kelly has narrowed his focus to concentrate on the complexities of probate, trust and property law. Paul R. Kelly has represented a wide variety of clients, ranging from the elderly to professional fiduciaries, from corporations...

For over thirty years, attorney Fred J. Knez has been representing individuals and corporations in serious personal injury and business litigation (plaintiff and defendant). Attorney Knez graduated from Pepperdine University School of Law in Malibu, California in 1979, was a member of the Honor Board and Law Review, admitted to practice law in California in 1980, admitted to practice in the U.S. District Court in 1981, admitted to practice in the Ninth Circuit U.S. Court of Appeals in 1983, and in the U.S. Supreme Court in 1984. Attorney Knez began his private practice in 1984.

Dana L. Green is an Estate Planning and Elder Law attorney in North County, San Diego serving all of California. She was born in New York and was raised bi-coastally in New York and California. She received her B.A. in Finance and Business Economics with an emphasis in Spanish and French from Goucher College and her J.D. from the Benjamin N. Cardozo School of Law. Dana is admitted to the bar in three states: California, New York and Connecticut.

She has practiced in various fields of law over the years including Insurance Defense Litigation, Family Law and Real Estate Law before...

Michael Perdue is an attorney licensed to practice law in the State of California since 1982. He received his bachelor's degree in Economics (with an emphasis in business) from Brigham Young University. He is a graduate of The University of San Diego School of Law and speaks Japanese (although not as well as he once did). Upon graduation from law school, Mike was admitted to practice law before all the courts of the State of California including The California Superior, State Courts of Appeals and the State Supreme Court, as well as The United States District Court, and The...

Mr. Duncan has over 20 years experience following areas: Immigration Law, Estate Planning and Probate, Bankruptcy/Debt Relief, and Family Law Gregory S. Duncan earned his law degree from the University of San Diego and was admitted to the State Bar of California in 2000.

Leslie E. Riley is an estate planning and business attorney in Varner & Brandt’s Ontario office. She was born and raised in the Pomona Valley area of Southern California. She received her undergraduate degree from California State Polytechnic University, Pomona, in Business Administration with an emphasis in Management and Human Resources. With a strong interest in the law and with the purpose of helping people navigate a complex legal system she pursued a legal education at the University of La Verne College of Law. There, she served as the Juvenile Law Editor for the University of La Verne Law Review....

Jennifer Dean has worked for many years in Estate Planning, Trust Administration, and Probate. She particularly has a passion for ensuring wishes for end-of-life decisions are respected and enforceable with the appropriate directive. Jennifer grew up in Oklahoma and then moved to California in 2010, after earning her Bachelor of Arts Degree in History from Lee University in Cleveland, Tennessee, where she graduated Magna Cum Laude. While working with a family law attorney in Santa Barbara, California, Jennifer began attending the paralegal program at U.C. Santa Barbara, and fell in love with the estate planning field, and earned her Paralegal Certificate...

Aaron Gregg is a highly experienced estate planning lawyer located in Fullerton, CA. For the past 3 decades he has helped families and individuals create customized wealth protection strategies to ensure the easy transfer of assets after their passing. Our services include: will preparation, trust administration, probate and all other areas of estate planning. By contact a estate planning attorney you help your beneficiaries bypass the probate process, saving a large amount in taxes and avoiding a process that takes many months, if not years. If it is too late to enact a estate plan and the process has already...