Probate Counsel for California Professional Fiduciaries

Advance Planning, A Law Corporation serves as probate counsel to California licensed professional fiduciaries administering decedents' estates. The practice is probate-only, led by an attorney licensed in California and New York, with offices in Dublin and Berkeley and a statewide remote process — built for fiduciaries who need filings done right the first time, on predictable timelines.

What we handle for fiduciary-administered estates

Petitions for probate and for letters of administration, including successor appointments. Inventories and appraisals coordination, notices, and creditor claim handling. Accountings and petitions for their settlement. Statutory and extraordinary fee petitions for both fiduciary and counsel. Real property matters within administration, and final distribution.

Why fiduciaries work with us

Our Berkeley office is a two-block walk from the courthouse where every Alameda County probate is filed — practical for corrections, certified copies, and continued hearings. Every filing is prepared for e-signature and every appearance is made by us, so your cases proceed the same whether the estate is in Alameda County or anywhere else in California. And because the practice is probate-only, your matters are never competing with a trial calendar.

Do you take referrals where no fiduciary is appointed yet?

Yes — and it runs both directions. When families come to us with no one able to serve, we recommend established licensed professional fiduciaries; when you need counsel on a new appointment, we are ready at the petition stage.

What do you charge?

Statutory fees under Probate Code Section 10810 for ordinary services, quoted to the dollar at engagement, with extraordinary fees only by court approval. Flat fees are available for defined-scope filings.

Call (925) 336-3632 or email admin@advanceplanninglaw.com to talk through a matter.