The RegistryCounty Record · California

Estate Planning Attorneys in Sonoma County, California

Looking for a estate planning attorney near you in Sonoma County? Explore the county record for estate planning attorneys on the State Bar of California's official roll and review each profile for yourself.

Wine country's most populous county; wildfire recovery has kept insurance, rebuilding, and property matters prominent on the Santa Rosa docket since 2017. Venue for most estate planning matters arising in the county lies with the Superior Court of California, County of Sonoma, seated at Santa Rosa.

Deadlines shape these cases before merits do · 120 days to contest a trust after the trustee's statutory notice (Cal. Prob. Code § 16061.8). A trustee's notification under Prob. Code § 16061.7 starts a 120-day contest window. Creditor claims in probate are generally barred one year after death (Cal. Code Civ. Proc. § 366.2).

This page is the Sonoma County chapter of the registry's statewide record · Estate Planning Lawyers in California collects all 58 counties.

The clock & the court

Statute of limitations

120 days to contest a trust after the trustee's statutory notice.

Cal. Prob. Code § 16061.8

A trustee's notification under Prob. Code § 16061.7 starts a 120-day contest window. Creditor claims in probate are generally barred one year after death (Cal. Code Civ. Proc. § 366.2).

Court of record

Superior Court of California, County of Sonoma.

County seat: Santa Rosa

Official court information, locations, and filing rules: sonoma.courts.ca.gov

Estate Planning · Sonoma County roster

284 attorneys on the official State Bar of California roll list estate planning among their practice areas with an address of record in Sonoma County.

271 of them hold an active licence; the remainder are recorded as inactive and are not currently eligible to practise.

The roster concentrates in Santa Rosa (159), Petaluma (37), Healdsburg (17) and Sebastopol (16).

23 hold a State Bar Certified Legal Specialist designation, a certification issued by the State Bar's Board of Legal Specialization, and not a rating or a ranking.

3 are recorded as taking client work in a language other than English.

Admission years on this roster run from 1965 to 2026.

The employers most represented here are Friedemann Goldberg Wargo Hess LLP (8), Spaulding McCullough & Tansil LLP (4) and Anderson Zeigler (3).

Brian A. Noble

Business Law · Santa Rosa

Bar #216216 · Admitted 2001

Official record

Teresa J. Norton

Estate Planning · Santa Rosa

Bar #182653 · Admitted 1996

Official record

Kevin T. O'Connor

Estate Planning · Santa Rosa

Bar #297765 · Admitted 2014

Official record

Stephen R. Olsen

Estate Planning · Santa Rosa

Bar #122714 · Admitted 1986

Official record

Gregory B. Orton

Business Law · Sonoma

Bar #184142 · Admitted 1996

Official record

Richard E. Paris

Estate Planning · Windsor

Bar #152350 · Admitted 1991

Official record

The full Sonoma County roster · 271 attorneys with an active license and a estate planning practice area: is listed by surname in the 1 sections below.

Estate Planning matters in Sonoma County

The matters this field covers, as Californians search for them. Each attorney's own profile states which of these they take.

  • wills and living trusts
  • probate administration
  • trust administration
  • will and trust contests
  • powers of attorney and health care directives
  • conservatorships
  • estate tax planning
  • special needs trusts
  • small estate procedures
  • trustee and executor disputes

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Legal information, not legal advice · The AI reception identifies itself

Estate Planning questions, cited

What makes a will valid in California?

A formal will must be in writing, signed by the testator, and witnessed by two people present at the same time who understand it is a will (Cal. Prob. Code § 6110). A holographic will, with the signature and material terms in the testator's own handwriting, needs no witnesses (Cal. Prob. Code § 6111). California also offers a fill-in statutory will form (Prob. Code § 6240).

Does a living trust avoid probate in California?

Assets properly titled in a revocable living trust pass under the trust's terms without probate administration, the successor trustee distributes them per Cal. Prob. Code §§ 16000 et seq. The trust only works for assets actually transferred into it; property left outside may still require probate unless it fits the small-estate procedures or passes by beneficiary designation.

When is probate required in California, and can a small estate skip it?

Probate is generally required when the qualifying gross value of a decedent's California property exceeds the small-estate threshold of Cal. Prob. Code § 13100: $208,850 for deaths on or after April 1, 2025 ($184,500 for deaths from April 1, 2022 to March 31, 2025), adjusted every three years under § 890. Below it, successors can collect assets by affidavit 40 days after death. Real property has separate procedures: a petition for the decedent's primary residence worth up to $750,000 (Prob. Code § 13151) and an affidavit for real property of small value (§ 13200).

How long do I have to contest a trust or a will in California?

For a trust, 120 days after the trustee serves the notification required by Cal. Prob. Code § 16061.7 (or 60 days after receiving the trust terms on request, if later), Prob. Code § 16061.8. A will contest is filed before admission to probate or, after admission, within 120 days (Cal. Prob. Code § 8270). Missing these windows usually ends the challenge.

What happens if I die without a will in California?

Your estate passes by intestate succession under Cal. Prob. Code §§ 6400 et seq. Community property goes to the surviving spouse; separate property is divided among spouse, children, parents, or siblings by statutory formula. The court chooses the administrator and heirs are fixed by statute rather than by your wishes, the situation an estate plan exists to prevent.

Legal information, not legal advice.

From the answer files

Every estate planning attorney in Sonoma County, by surname

Estate Planning by city in Sonoma County

Related counsel in Sonoma County

Estate Planning in nearby counties

Source: Cal. Prob. Code § 16061.8 · State Bar of California licensee records · Checked: · Maintained by the California Attorney Registry from official State Bar of California records. Legal information, not legal advice.

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