Probate and trust administration in San Clemente

Coastal homes in San Clemente are often the most valuable asset an estate holds, and the decision to keep a beach-area home in the family or sell it shapes the whole administration.

What we see most often

• Keep or sell. Under Proposition 19, keeping a parent's low property tax base generally requires a child to live in the home, and the benefit is capped. A second home kept as a rental is usually reassessed.
• Several heirs, one house. Buyouts between siblings, or a sale with a fair process everyone can see.
• Out-of-state beneficiaries who need clear, regular updates.

Services for San Clemente families

• Probate administration when assets were in the decedent's name alone
• Trust administration for successor trustees
• Spousal property petitions
• Small estates and the $750,000 home petition
• Selling a house in probate

Probate cases for San Clemente are heard at the Orange County Superior Court's Costa Mesa Justice Complex. We handle the filings and appearances.