Hire San Bernardino Top Estate Planning Lawyer for Zero Probates
Your trusted SB estate planning attorney can give you peace of mind with minimum taxes, smooth transfer of assets, and prevent the pain of family conflict.
- Revocable Living Trusts
- Wills
- Healthcare Powers of Attorney
- Durable Powers of Attorney
- Financial Powers of Attorney
- Special Needs Trusts
- Guardianship Planning
- Blended Family Planning
- Uncontested Probate
- Spousal Property Petitions
- Heggstad Petitions
- Virtual Services
Contact us
We’re here to help you achieve your peace of mind!
Recognized By:
Your San Bernardino Estate Planning Lawyer
Here's why working with Isha Singh gives you true peace of mind:
- She connects with you as a parent. As a mother of two, Isha understands what it means to protect your family firsthand. She creates personal plans that deliver real security and clarity.
- You get true peace of mind. With a dedicated focus on estate planning, trusts, and probate prevention, you'll have a well-structured plan that safeguards your loved ones.
- She always keeps you in the loop. Isha provides legal guidance in clear, simple language—keeping you confident and informed at every step of the process.
- Every detail is handled. From living trusts and powers of attorney to guardianship nominations and probate matters, Isha ensures everything is managed with care and precision.
- Local care with statewide support. Isha supports families across San Bernardino, Riverside, and Los Angeles Counties, as well as throughout California, offering dependable, lasting guidance.
A Simple, Caring Process
The entire process of working with me, your estate planning lawyer in San Bernardino, CA, consists of 4 simple steps:
1. Initial Call
Share your goals and learn how we protect your family.
2. Free Strategy Session
Free consultation where I assess your unique estate planning needs.
3. Document Review & Signing
Review personalized documents and sign in-office or virtually.
4. Ongoing Support
We provide you with lifetime support even if the case has been resolved.
Why San Bernardino Families Trust Us
Estate planning isn’t just about paperwork; it’s about your family’s future. As a San Bernardino estate planning lawyer, here is why families like working with the Law Office of Isha Singh:
Preserve More for Your Heirs
Eliminate California's steep probate costs, which can take away 5-8% of your estate's value.
Bypass San Bernardino County Probate Hassles
Utilize California-compliant trusts to move assets swiftly, sidestepping expensive court procedures.
Safeguard Your Loved Ones
Tailored estate planning for San Bernardino families guarantees equity for every child and beneficiary.
Designate Guardians for Your Kids
Protect your children's tomorrow with legally binding guardian designations.
Stay in Control When Health Fails
Complete powers of attorney for medical decisions and financial matters under California regulations.
Have your San Bernardino Lawyer Available Anytime
Immediate connection to top estate planning counsel in San Bernardino for time-sensitive concerns.
What Your San Bernardino Estate Plan Contains
As your San Bernardino estate planning lawyer, I examine your situation and create a complete plan under California law. Your plan may include:
| Document | Key Function |
|---|---|
| Last Will & Testament | Names guardians for children and decides who inherits your assets. Without it, California's laws decide instead. |
| Living Trust | Helps your family avoid probate, keeping matters private and faster than court processes. |
| Durable Power of Attorney | Authorizes someone trusted to manage finances if you're incapacitated. |
| Advance Healthcare Directive | States medical wishes and names a healthcare agent, legally binding in California. |
Who We Serve?
Newly Married Couples
Empty Nesters
First-Time Parents
Senior Citizens and Aging Parents
Blended Families
San Bernardino Estate Planning Essentials
Estate planning is organizing legal documents to manage your assets. Your “estate” includes everything you own minus debts. In San Bernardino County, the Superior Court’s Probate Division in Fontana or Victorville handles court processes when planning isn’t done properly.
Estate planning protects your legacy, reduces costs, and prevents probate chaos.
In California, probate for estates over $184,500 takes 9–18 months, with fees of 4–8% of property value. Without a plan, California’s intestate laws decide who inherits, possibly ignoring partners or charities you care about.
California has no estate tax, but the federal estate tax applies to estates over $13.6M at 40%. Strategic trusts reduce taxes and protect assets.
Start when you own assets or have dependents.
Key moments include:
- Turning 18
- Marriage and having children
- Buying property or experiencing health changes
Review your plan every 3–5 years or after major life events to ensure accuracy and compliance.
List your assets and debts, define goals (protect kids, avoid probate, minimize taxes), and choose trusted fiduciaries.
Essential documents include:
- Will: Distributes assets and names guardians.
- Living Trust: Avoids probate and keeps matters private.
- Durable Power of Attorney: Handles finances if incapacitated.
- Advance Healthcare Directive: States medical wishes.
- Beneficiary Designations: For accounts and insurance.
Sign documents properly, fund trusts by transferring titles, and review regularly. For local help, visit San Bernardino Superior Court Probate at sb-court.org/divisions/probate.
Don't Let the Court Decide Your Family's Future
Schedule a free 30-minute consultation and find out how to keep 100% of your estate in family hands and safely transfer assets with zero headaches.
Frequently Asked Questions
Seek California Board-certified specialists focusing exclusively on estate planning with advanced credentials (Tax LLM, ACTEC fellowship). Verify excellent communication skills, attention to detail, transparent fees, clean disciplinary record, and ongoing client support.
California recovers long-term care costs from deceased recipients’ probate estates. Protect assets by using revocable living trusts, joint tenancy, POD accounts, Transfer-on-Death deeds, or irrevocable trusts. Deaths after 2017 only face probate estate recovery.
Name beneficiaries on retirement accounts (IRAs, 401(k)s), life insurance, bank accounts (POD), investment accounts (TOD), and real estate (Transfer-on-Death deeds). Assets transfer directly to beneficiaries, bypassing probate entirely. Update designations regularly.
California’s intestate succession laws distribute assets to the closest relatives: the spouse receives community property plus separate property share; the remainder goes to the children, parents, and siblings. The court decides guardianship for minors. Probate is usually required for such cases.
Named beneficiaries receive accounts directly, avoiding probate. Spouses can roll over into their own accounts. Non-spouse beneficiaries must generally withdraw within 10 years. Without beneficiaries, accounts enter probate. Withdrawals are taxable as income.
