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Estate Planning, Trust and Probate Law Board Certification in California

In California, the board certification for Estate Planning, Trust and Probate law is awarded by the State Bar of California Board of Legal Specialization. An attorney who has received their certification can advertise or identify themselves as "certified specialists" or "board certified" in California for that specialty field of law. Although any licensed attorney can practice in estate planning, lawyers who are certified as specialists in estate planning, trust, and probate law by the State Bar of California have demonstrated constant improvement and proficiency in the specialized field of law. 

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About California Board Certification in Estate Planning Law

In California, the board certification for Estate Planning, Trust and Probate law is awarded by the State Bar of California Board of Legal Specialization.

Only California attorneys board certified in estate planning, trust, and probate law can advertise or identify themselves as "certified specialists" or "board certified" in California for that specialty field of law.

The Standards for certification in Estate Planning, Trust and Probate law must be read in conjunction with the Rules Governing the State Bar of California Program for Certifying Legal Specialists.

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Board Certified Estate Planning, Trust and Probate Lawyers Active on Lawyer Legion

Anne Bradley Marshall
Elworthy & Marshall, PC
Sheridan, WY
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Directory of Board Certified Estate Planning, Trust and Probate Lawyers in California

Lawyer Legion maintains a directory of board certified Estate Planning, Trust & Probate Law specialists in California. This directory provides the public with a valuable resource which allows them to narrow their search to local attorneys who have earned board certification in criminal law by the State Bar of California.

Lawyer Legion is the only commercial lawyer directory to properly acknowledge all ABA-accredited specialization programs and provide a dynamic directory of virtually every lawyer who has earned each certification, including board certification in Estate Planning, Trust & Probate Law offered by the State Bar of California.

Use this directory to connect with lawyers who are board certified specialists in Estate Planning, Trust & Probate Law by the State Bar of California. Start by choosing your county from the list below.


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Estate and Probate Law Lawyers by County

More About California Board Certification in Estate Planning Law

Definition of Estate Planning, Trust and Probate Law in California

The definition of "estate planning, trust, and probate law" for purposes of California's board certification program is the practice of law dealing with the following practice areas:

  • the administration of estates and trusts (such as necessary court or non-court procedures;
  • the management and transfer of assets;
  • the protection of the property and provision for the personal needs of individuals unable to handle their own affairs by reason of age, illness or other incapacity;
  • tax reporting, payment of tax and tax audits;
  • the creation, protection, and disposition of a client’s assets, during life and upon and after death, in accordance with the client’s expressed desires;
  • the preparation of wills, trusts and other documents to carry out the client’s desires; and
  • the tax and family relationship consequences of the client’s acts and desires.

Requirements for Certification in Estate Planning

A trust and estate attorney who applies for board certification in California must demonstrate that within the specified period he or she has been substantially involved in the practice of estate planning, trust, and probate law.

The attorney can make a prima facie showing of substantial involvement in the area of estate planning, trust and probate law by showing the attorney participated in a specified type and number of cases.


Requirements for Recertification in California Estate Planning

The requirements for recertification include demonstrating continued direct and substantial participation in the practice of estate planning, trust, and probate law.

Additionally, the attorney must complete a certain number and type of continuing legal education activities specifically approved for estate planning, trust, and probate law.


Finding a Board Certified Estate Planning in California

Attorneys focused on certified Estate Planning, Trust & Probate Law can:

  • help you with guardianship proceedings, Medi-Cal planning, and conservatorships;
  • implementing Asset Protection plans; 
  • organizing the succession of a family or closely-held business;
  • minimize taxes paid in connection with an estate plan; and 
  • prepare a will or trust.

Although any licensed attorney can practice in estate planning, only about 1% of lawyers are certified as specialists in estate planning, trust, and probate law by the State Bar of California.

The State Bar certifies legal specialists in order to:

  • encourage the maintenance and improvement of attorney competence in specialized fields of law; and
  • to help the public identify attorneys who have demonstrated proficiency in specialized fields of law.

The search to find a good estate planning attorney in California can be a challenging and exhausting task. At Lawyer Legion, we make that task easier by properly recognizing board-certified attorneys in our online directory.


Other Specialty Certification Areas by the State Bar of California

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