Probate and Trust Help - La Mesa, California

Probate and Trust Help: Your Trusted Legal Partner

For individuals and families navigating the complexities of estate planning and probate, Probate and Trust Help offers a comprehensive suite of services designed to provide clarity, support, and peace of mind. Located at 9424 Fuerte Dr, La Mesa, CA 91941, United States, this established firm specializes in guiding clients through every step of the probate process and the creation of effective trusts. With a dedication to personalized attention and legal expertise, they’ve cultivated a reputation for reliability and success.

Phone: 6197410111

Website: probateandtrusthelp.com

Specialties: Real estate agency (in addition to probate and trust services)

Other Points of Interest: This firm proudly identifies as women-owned. They offer convenient online appointments, providing flexibility for clients. Language assistance is available to cater to a diverse clientele. Furthermore, the office is equipped with a wheelchair-accessible car park and wheelchair-accessible entrance, demonstrating a commitment to inclusivity. An appointment required for all consultations, ensuring focused attention and efficient service.

Understanding Probate and Trusts

Probate is the legal process of administering a deceased person's estate. It involves validating the will, paying debts and taxes, and distributing assets to beneficiaries. It can be a lengthy and emotionally challenging process. Probate and Trust Help simplifies this process by providing expert legal guidance, handling all necessary paperwork, and representing clients in court when required. They adeptly manage complex estates, ensuring compliance with California law and minimizing potential disputes.

Trusts, on the other hand, are legal arrangements that allow a grantor (the person creating the trust) to transfer assets to a trustee, who manages them for the benefit of beneficiaries. Trusts can be used for a variety of purposes, including estate planning, asset protection, and providing for individuals with special needs. Probate and Trust Help assists clients in establishing various types of trusts, including revocable trusts, irrevocable trusts, and special needs trusts, tailoring the trust to meet specific individual needs and goals.

What Sets Probate and Trust Help Apart

• Experienced Team: The firm is staffed by knowledgeable and experienced attorneys who specialize in probate and estate planning law.
• Personalized Service: They prioritize building strong relationships with their clients, taking the time to understand their unique circumstances and goals.
• Transparent Fees: They offer clear and transparent fee structures, ensuring that clients are fully aware of the costs involved.
• Dedicated Support: Clients receive dedicated support throughout the entire process, from initial consultation to final distribution of assets.
• Real Estate Agency Services: Beyond probate and trust services, they provide real estate agency services, offering a seamless solution for handling estate assets like property.

Client Feedback and Reputation

Opinions: This company has 40 reviews on Google My Business.

Average Opinion: 4.9/5

The overwhelmingly positive feedback from clients highlights Probate and Trust Help’s commitment to client satisfaction. Reviewers consistently praise the firm’s professionalism, expertise, and compassionate approach. Many clients specifically mention the firm’s ability to alleviate stress and provide clarity during a difficult time. Here’s a summary of common themes from the Google My Business reviews:

• Exceptional Communication: Clients consistently commend the firm’s clear and responsive communication.
• Expert Legal Guidance: Reviewers frequently express appreciation for the attorneys’ knowledge and strategic advice.
• Stress Reduction: Many clients report that the firm’s services significantly reduced their stress and anxiety during the probate process.
• Efficient Service: Clients appreciate the firm’s efficient handling of paperwork and timely completion of tasks.

Probate and Trust Help is more than just a legal firm; it's a partner dedicated to guiding clients through one of life’s most significant transitions. Their dedication to client success, combined with their comprehensive services and convenient amenities, makes them a valuable resource for anyone navigating the complexities of probate and estate planning. The firm’s location in La Mesa, California, provides accessibility for clients throughout the region.

👍 Reviews of Probate and Trust Help

Jeanie R.

5/5

When you are in a probate situation, you need a realtor who has experience, expertise, is professional, personable, flexible and a can-do attitude. My cousin passed away in CA. My cousin in WY and I who live in CO were appointed executors of the estate. Kim Ward and her staff proved to be one who guided us through challenges that were far from and above normal. She did not give up and kept driving to help us sell a condo. She did this and conquered crazy obstacles that were encountered. I cannot recommend her enough. Her attention to detail and ability to adapt are impeccable. All this with a smile and a pleasant attitude. She was invaluable to us. Because of her experience she had a quiver full of resources that were needed...appraisers, plumbers, general repair people, people to come in and take the contents of the property, cleaners, etc. All efficient and reasonably priced. She is THE BEST in the business, and I would hire her and her staff in a heartbeat.

Tim S.

5/5

Smooth sale all the way. We were a trust sale and the team knew all the ins and out and made it so easy. This made for a stress free experience. Being a trustee can be very stressful at times. We sold our house in five days and we received offers way above the listing price. They kept us informed at every step and called me many times and I live in Colombia. This was the best experience I ever had with a realtor.

Ellen C.

1/5

The team at Horizon Real Estate are true professionals. Kim and Ashlie are really nice people, easy to talk to and very pleasant to work with. There were 3 parties involved on the seller side, none of which live in San Diego. Communication was key and we were kept well informed at every step. Kim is a dynamite negotiator! She got us more than $100,000 above our asking price. And from listing to close of escrow took less than 5 weeks. I highly recommend the Horizon Real Estate Team. They are capable hard working and trustworthy.

Andrew F.

5/5

Kim and the whole Horizon team was excellent every step of the way. From the very first meeting they understood and was very sympathetic to our needs during this very difficult process for our whole family.
In the end the results exceeded our expectations and their kindness and efficiency throughout was extraordinary.

Christina L.

5/5

The Horizon team has been excellent to work with, Kim and Ashlie made sure all my needs were met from start to finish. It def was a hard process for me letting go of the house, but they ensured all was taken care of and I never once worried with them! Communication and commitment was a 5+!
I’d def recommend them!

Chris M.

5/5

The Horizon Real Estate team did fantastic work helping me through selling my mother's home. This was also my first time selling, so I had a bit of anxiety at points of the process, but Kim was the perfect person to ease my concerns and carry the process until closing. They responded to any issues immediately and communicated with me promptly, as needed. I would definitely recommend Kim and her team for your needs. Thank you Kim, Ashleigh and Laura!

Paul D.

5/5

Hiring Kim and Ashlie at Horizon real estate was the best decision I made while selling my brother's house after his passing. Being from out of town some 10hrs away by car, I was stressing out about the whole experience, they were very professional, kept in touch with me every step of the way, great problem solvers when it came time to get the house ready. Just great people who care about their clients, I wouldn't hesitate to recommend them to anyone in need of a real estate professional.

Anthony S.

5/5

After my Mom passed away, we used Kim and Ashlie and others on the Horizon team to sell her home. These two did such a wonderful job. They took care of every detail along the way and always kept us up to date with frequent phone calls, emails and text messages. We had a few unique and difficult challenges that they handled so professionally and patiently. They really made some rather difficult situations much easier to handle. From sitting down with us the first time we met until the final title papers were signed, the Horizon team was there to assist us. I give Kim, Ashlie and Horizon my highest recommendation.