Unmatched Service for Families in Probate
in Southern California

At MacLean Realty Group, we simplify the probate process for families in Southern California. Our trusted network of probate attorneys, real estate experts, and estate planning professionals supports you at every stage, even after probate closes. Whether you need help with probate paperwork, selling inherited property in Southern California, or planning your estate, we’re here to lighten your load with personalized, cost-effective solutions.

Help with the Probate Process

Navigating probate in California can be complex, but our experienced partners make it easier. We connect you with top probate attorneys to assist with:

Guidance on Probate Paperwork: Streamline filing requirements for County Superior Court.
Petition for Probate: File efficiently with expert legal support in Southern California.
Asset and Debt Identification: Locate and manage estate assets across Southern California County properties.
Heir Search Support: Find heirs and beneficiaries in California and beyond.
Notifications to Heirs & Beneficiaries: Ensure compliance with probate regulations.
Inventory of Property and Accounts: Create detailed inventories for estates.
Asset Management and Protection: Safeguard properties and finances during probate.
Creditor Claims: Handle claims from creditors with ease.
Tax Filings: Navigate California and federal tax requirements for probate estates.
Estate Accountings: Draft transparent transaction reports for courts.
Asset Transfers: Facilitate smooth transfers to beneficiaries.
Final Distribution Reports: Prepare and submit closing documents for probate cases.
Mediation Services: Resolve disputes among heirs with professional mediation.
Estate Settlement: Finalize accounts and distributions for estates.

Help with Real Property in Probate

Managing inherited property in Southern California, is seamless with our real estate expertise. Whether you’re local or out-of-state, we offer:

Property Cleanouts: Clear personal belongings from homes.
Lock Changes: Secure probate properties in Southern California neighborhoods.
Property Protection: Monitor and maintain vacant homes in Southern California.
Property Visits: Regular check-ins for probate properties.
Weatherization/Winterization: Protect homes from Orange County’s coastal climate.
Junk Removal: Efficient haul-aways for estates.
Estate Inventory: Catalog assets in properties.
Estate Sales: Organize professional estate sales.
Relocation Support: Assist family members moving within or from Southern California.
Senior Downsizing: Simplify transitions for seniors.
Property Rehab and Renovations: Upgrade homes for sale or rental.
Selling Probate Property: We are brokered to sell homes anywhere in California.
Closing Documents: Coordinate with title companies for smooth transactions.
Real Estate Transactions: Manage sales of probate properties.
Title and Deed Issues: Resolve ownership disputes for probate properties.
Live-in Tenant Situations: Address tenant issues of inherited homes.
Reverse Mortgage Assistance: Navigate reverse mortgage challenges.
Pre-Foreclosure Help: Prevent foreclosure on probate properties.
Investment Property Conversion: Turn inherited Southern California homes into rentals.

Planning for a Better Future

Avoid probate complexities with proactive estate planning in Southern California. Our network helps you:

Draft Wills and Trusts: Create valid wills or revocable living trusts.
Beneficiary Designations: Set up designations for retirement accounts and insurance.
Trust Setup: Place estates in trusts for beneficiaries.
Joint Tenancy: Utilize survivorship rights for properties.
Transfer-on-Death Deeds: Simplify property transfers.
Payable-on-Death Accounts: Designate bank account for beneficiaries.
Gifting Assets: Transfer assets to beneficiaries during your lifetime.
Small Estate Affidavits: Handle lump-sum transfers for small estates.
Life Insurance Strategies: Pass assets outside probate.
Special Needs Trusts: Support dependents with disabilities.
Irrevocable Life Insurance Trusts (ILIT): Protect assets in estates.
Qualified Personal Residence Trusts (QPRT): Plan for home transfers.
Charitable Remainder Trusts: Set up charitable giving.
Family Limited Partnerships (FLPs) and LLCs: Protect property ownership.
Tax Planning: Use exemptions and credits to reduce estate taxes.
Financial Advisor Connections: Partner with advisors for estate planning.
Real Estate in Trusts: Transfer properties into living trusts.
LLCs for Property Protection: Establish LLCs for real estate.
Charitable Gift Planning: Create tax-efficient giving strategies.

Help with Other Common Issues

We address unique challenges for Southern California families, including:

Collectibles: Appraise and sell valuable items.
Inheritance Cash Advances: Access funds during probate.
Storage Units: Arrange storage solutions.
Mail Forwarding: Manage mail for estates.
Elder Care Resources: Find trusted care providers.
Property Maintenance: Handle upkeep for absentee owners.
Pet Rehoming: Find loving homes for pets.
Mediation Services: Resolve family disputes.
Life Insurance Lookups: Locate policies for estates.
Auction Sales & Consignment: Manage sales.
Estate Sale Professionals: Connect with reputable vendors.
Will Contest Support: Referrals to probate attorneys.
CPA Referrals: Find tax preparation experts.
Life Transitions: Support families through change.

Is There a Cost Involved?

MacLean Realty Group is committed to supporting Southern California families with transparent, flexible probate and real estate solutions. Many services can be billed to the estate, and some incur no cost. Personal administrators in California may bill their time to the estate. Costs are often deferred until closing or tailored to your needs. Contact us today for a free consultation to discuss your probate or real estate needs.