East Bay Probate & Trust Administration - Oakland, CA
East Bay Probate and Trust Administration, established by attorney Mike Broad in Oakland, California, provides client-centered counsel in estate planning, California probate court proceedings, revocable living trusts, and trust administration, backed by four decades of East Bay legal experience.
Dedicated Estate Planning and Probate Counsel in Oakland
Preserving family wealth, safeguarding vulnerable dependents, and navigating the California probate court system require compassionate, meticulous, and experienced legal guidance. Located across from Lake Merritt in downtown Oakland, East Bay Probate and Trust Administration serves individuals, families, executors, and trustees throughout Alameda County and across California. Established by veteran attorney Mike Broad, who has practiced law in the East Bay since 1986, the firm is dedicated exclusively to estate planning, probate administration, and fiduciary trust management.
When someone passes away or family circumstances change, you may urgently need to find a lawyer who can simplify complicated California probate procedures or hire an attorney to construct a resilient estate plan. East Bay Probate and Trust Administration provides personalized attention, clear answers, and step-by-step guidance. Whether guiding an executor through court filings or assisting parents in establishing protective trusts for children with special needs, attorney Mike Broad ensures every client receives attentive, dignified representation.
Comprehensive Estate Planning and Living Trusts
A well-crafted estate plan does far more than distribute assets after death; it protects your autonomy during life and shields your beneficiaries from costly, stressful litigation. As skilled estate planning lawyers and wills lawyers, the firm designs comprehensive plans tailored to the specific financial and family circumstances of each client. Core planning services include:
- Revocable living trusts created to preserve privacy and bypass the lengthy California probate process
- Last will and testament drafting to designate guardians for minor children and direct asset transfer
- Durable power of attorney documents authorizing trusted agents to manage financial affairs upon incapacity
- Advance health care directives ensuring your medical choices and end-of-life wishes are honored
- First-party and third-party special needs trusts designed to protect public benefit eligibility
- Estate plans tailored for blended families, second marriages, and LGBT couples
Skilled Guidance Through the California Probate Process
Settling a decedent's estate through probate court can be an intimidating process governed by strict statutory rules, court deadlines, and mandatory accounting requirements. Acting as trusted probate lawyers, East Bay Probate and Trust Administration represents personal representatives, executors, and heirs in both testate and intestate proceedings. The firm handles all critical probate steps, including filing court petitions, preparing inventories and appraisals, managing creditor notices, resolving tax obligations, and securing court orders for final asset distribution.
Fiduciary Support for Successor Trustees
Stepping into the role of successor trustee carries significant legal responsibility and potential personal liability under California trust law. East Bay Probate and Trust Administration acts as knowledgeable trusts lawyers guiding trustees through every fiduciary obligation. The firm counsels trustees on formal beneficiary notices under California Probate Code section 16061.7, asset marshaling, trust accounting, property management, and tax return coordination. By lifting administrative burdens from trustees, the firm helps prevent disputes among heirs and ensures smooth administration.
Accessible, Compassionate, and Client-Focused Representation
At East Bay Probate and Trust Administration, client comfort and communication are paramount. Understanding that estate matters often coincide with profound personal grief or illness, attorney Mike Broad meets clients in his Oakland office, virtually, or at client homes and care facilities when necessary. The firm provides a free initial consultation for successor trustees to evaluate issues and outline clear options. When you need dependable legal advice to secure your family legacy or settle an estate, East Bay Probate and Trust Administration is ready to assist.
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Location & Access
Primary Address
Located in the beautiful Lake Merritt Business District of Oakland, right near the scenic shores of Lake Merritt.
Building Location
This is a 27-story Class A glass-and-steel high-rise commercial tower known as Lake Merritt Plaza. It is located close to Lulu Cafe and several major financial institutions.
Parking Details
Convenient parking options include the on-site 1800 Harrison Garage (private) and the multi-storey Kaiser Center Parking Garage (permissive public parking) located nearby.
Public Transit
Served by Alameda-Contra Costa Transit District Route 33 (Downtown Oakland / Piedmont); nearest stop is at Thomas L. Berkley Way & Webster Street.
Accessibility / Suite Access
Enter the main lobby of Lake Merritt Plaza on Harrison Street, go past the security desk, and take the passenger elevator to the 18th floor. The office is located in the premier workspaces on the 18th Floor.