Compassionate Probate & Trust Administration Across California

Losing a loved one is hard enough, settling their affairs shouldn’t add to the pain. At Hsiao Law, we guide families through California probate and trust administration with clarity, care, and steady communication, so you can honor their wishes and move forward with confidence.

Certifications And Affiliations

What Is Probate?

When someone you love passes away, you’re suddenly faced with more than just grief, you’re asked to make legal and financial decisions too. Probate is the process that ensures your loved one’s final wishes are honored and their assets are distributed fairly under California law. It can feel overwhelming, but you don’t have to go through it alone. At Hsiao Law, we help families handle probate with empathy, clarity, and care, so you can focus on healing, not paperwork.

The Probate Process

Probate can seem intimidating, especially when you’re grieving and unsure where to begin. But once you understand the process, it becomes much easier to navigate. Here’s how it typically unfolds:

Filing the Petition

The process begins when someone, usually a family member or the executor named in the will, files a petition with the probate court to open the estate.

Appointing the Executor or Administrator

The court officially appoints someone to handle the estate. This person is responsible for managing all assets, debts, and distributions according to the will or, if there’s no will, California law.

Notifying Heirs and Creditors

All interested parties, including family members and creditors, must be formally notified. This step ensures transparency and gives everyone a chance to make claims or raise questions.

Inventorying the Estate

Every asset, homes, accounts, investments, and personal property, is identified, valued, and reported to the court.

No Tax Planning

Before assets can be distributed, the executor must settle outstanding debts, taxes, and administrative costs.

Distributing the Remaining Assets

Once obligations are met and the court approves, the remaining property is distributed to the rightful heirs or beneficiaries.

How to Avoid Probate

Probate doesn’t have to be part of your family’s story. With the right estate planning strategies, you can make sure your loved ones avoid the delays, costs, and emotional stress that come with court involvement. The key is preparation, setting up a clear plan that transfers your assets smoothly and privately when the time comes.

One of the most effective ways to avoid probate is by creating a revocable living trust. Unlike a will, a trust keeps your assets out of court, allowing them to pass directly to your beneficiaries. You can also name beneficiaries on bank accounts, retirement plans, and life insurance policies, or add transfer-on-death designations to real estate and investment accounts. Each of these steps ensures your assets go exactly where you want them, without the court’s permission or delay.

By taking proactive steps now, you can save your loved ones months, or even years, of unnecessary hardship and give them the gift of a seamless transition when they need it most.

What Is Trust Administration?

When a loved one creates a trust, the goal is often to make things easier for their family after they’re gone: avoiding probate, keeping matters private, and ensuring a smooth transfer of assets. But even without court involvement, trust administration still requires care, accuracy, and legal guidance.

At Hsiao Law, we help trustees and families understand their roles, meet important deadlines, and protect everyone’s interests. From asset transfers to final distributions, we make sure every detail is handled with respect for both the law and your loved one’s legacy.

Our Probate & Trust Administration Services

Every family’s situation is unique, which is why Hsiao Law offers personalized probate and trust administration services designed to fit your needs.

Probate Administration

We guide families through the probate administration process with care and clarity. From filing court documents to notifying heirs and creditors and ensuring all assets are properly distributed, our team handles every step efficiently so you can focus on your loved ones during a difficult time.

Trust Administration Guidance

We guide trustees through their legal and fiduciary duties, from distributing assets to preparing accountings and resolving disputes. Our goal is to make sure the process runs smoothly, transparently, and in full compliance with California law.

Estate Asset Management

From property sales to investment transfers, we help manage and distribute estate assets efficiently and in accordance with your loved one’s wishes. We also coordinate with accountants and financial advisors to ensure all records are accurate and complete.

Creditor and Tax Resolution

We handle all communications with creditors, address outstanding debts, and ensure all tax obligations are properly managed, protecting both the estate and the trustee from potential liability.

Beneficiary Communication & Support

Clear, compassionate communication is key to avoiding conflict. We facilitate transparent updates with beneficiaries, explaining the process and answering questions to maintain trust and understanding throughout.

Ongoing Legal Support

Through our FamilyCare VIP Program, we continue to support families even after the process ends, helping you update documents, manage assets, and plan for future generations.

Why Everyone Needs Professional Probate & Trust Administration

Managing a loved one’s estate can be overwhelming, emotionally and legally. Professional guidance helps you navigate every step with confidence, care, and peace of mind.

Probate and trust laws are complex. An attorney ensures filings, deadlines, and distributions are handled correctly from the start.

A neutral attorney helps prevent misunderstandings and keeps communication clear and fair for everyone involved.

We handle the legal details and paperwork so you can focus on your family, not forms and court requirements.

Trustees and executors can be held personally responsible for errors. Professional support keeps you compliant and protected.

We make sure every step reflects your loved one’s intentions, with care, accuracy, and respect.

Benefits of Working with Hsiao Law

At Hsiao Law, we understand that probate and trust administration are deeply personal matters. Families come to us not just for legal expertise, but for guidance they can trust, delivered with clarity, compassion, and care.

We simplify complex legal processes, communicate openly at every step, and protect your loved one’s legacy as if it were our own. Our FamilyCare VIP Program ensures ongoing support, helping your family stay organized, compliant, and prepared for whatever comes next.

With decades of combined experience and a genuine commitment to families, we make sure you feel informed, confident, and supported from beginning to end.

Based on 34 reviews

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Joe Perone
3 years ago

Outstanding firm. Associates and leader are simultaneously very sharp as well as incredibly empathetic to the estate planning process. Strongly recommend!

Cailin Fonseca
3 years ago

I attended a planning and informational session with Amy. She is very engaging, insightful and makes you really think about your Estate Planning needs!

Lyndsay Nelson
3 years ago

Amy is a very professionell and personable attorney. Very much enjoyed the knowledge she shared at her event. Knowledge is power!

Karla Rodriguez
3 years ago

Amy was so knowledgeable and presented information in digestible chunks. I am leaving this session feeling empowered! Thank you so much Amy!

Alexis
3 years ago

Amy was so informative!! I came in knowing nothing about any planning for the future and am leaving feeling so empowered and ready for the future. She made it all very easy to understand and exciting to think about when it’s usually very overwhelming. Will definitely recommend her to everyone!

Niki Jones
3 years ago

We have been working with Hsiao Law for 3 years and I was so thrilled to be an attendees at today’s Wine & Wills event. As a single mom, estate planning seems so scary and overwhelming. Amy is absolutely amazing. She speaks in a way that is so easy to understand and helps you understand difficult subjects what you need to do by providing actionable first steps!

Bob Giramma
2 years ago

Amy is very knowledgeable and articulate. We thoroughly enjoyed her talk.

Donnaly Atajar
2 years ago

Amy was so helpful and supportive in sharing the preliminary steps and options to getting my affairs in order. This process can be overwhelming, but she provides info in a digestible way to ensure I understood. I want to make the process as easy as possible for my kids/family in the event something happens to me and Amy is making that easy with no surprise fees.

Teresa Rivers
2 years ago

I have already recommended Amy and her team to my friends, family and co-workers. Amy, Ashlee and Nikko are all very professional and knowledgeable. I love the very organized process of getting our trust developed. I also like that it's a one-stop shop for wills, trust and health care directive and PoA. The price is worth the peace of mind.

Rachel Paxton
1 year ago

Amy and her team were organized and professional while also being warm and kind. We loved working with them!

What Peace of Mind Really Feels Like

True success isn’t just having documents in a binder, it’s the comfort of knowing your family is protected no matter what tomorrow brings. It’s your children cared for, your wishes honored, and your loved ones spared from conflict or confusion.

At Hsiao Law, we make sure your plan works in real life, so you can focus on living, loving, and enjoying the moments that matter most.

Common Questions About Probate & Trust Administration

Who handles probate in California?

The court appoints an executor (if named in the will) or an administrator (if there’s no will) to manage the estate. This person is responsible for gathering assets, paying debts, and distributing inheritances.

How long does probate take?

Probate in California typically takes 9–18 months, depending on the size of the estate and whether any disputes arise. Working with an attorney helps streamline the process and avoid unnecessary delays.

Can I avoid probate?

Yes. Tools like living trusts, joint ownership, and beneficiary designations can help keep your estate out of probate. An estate planning attorney can help you set these up correctly.

What’s the difference between a trustee and a trust administrator?

A trustee is the person legally responsible for managing the trust according to its terms and in the beneficiaries’ best interests. A trust administrator (often an attorney or paralegal) assists the trustee with the legal and procedural aspects of fulfilling those duties, ensuring compliance and accuracy.

Do I need an attorney for trust administration?

While not required, having an attorney is highly recommended. Mistakes can expose trustees to liability or delay distributions. Legal guidance ensures compliance and peace of mind.

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Estate planning isn’t something you do once and forget. Our monthly newsletter shares practical tips, updates on the law, and encouragement to help you keep your plan, and your peace of mind, up to date.

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