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Upland, California Trusts and Estates Attorney Helping You Plan

You work hard for your family and knowing that you have planned for their long-term well-being and financial security can bring you comfort. Whether planning for the care or support of loved ones upon your death or guiding you through the probate process as you mourn the loss of a loved one, the Law Offices of Fernando J. Bernheim, APC can help with all aspects of trusts and estates issues, including:


  • Estate Planning
  • Estate Tax Issues
  • Executorship Duties
  • Guardianship
  • Living wills
  • Living Trusts
  • Probate
  • Probate And Will Disputes
  • Will Drafting And Execution

Estate Planning
When devising an estate plan, we consider how best to protect your children, support your loved ones and contribute to the charitable causes that are special to you.

We thoroughly analyze your estate and strategize the best means of transferring your assets, minimizing taxes, establishing guardianship for your children, caring for your pets, supporting personal philanthropic causes and protecting your loved ones. Attorney Bernheim drafts a will that reflects your desires and establishes living trusts if they advance your individual needs and your estate planning goals.

The process of probate typically accompanies a situation involving painful emotional loss. A knowledgeable, meticulous probate attorney at the Law Offices of Fernando J. Bernheim, APC can ease the stress of probating the estate.

We assist executors in all steps of the complex process of probating a will in California probate court, including:

  • Creating A Plan Of Action To Probate The Estate Fairly And Expeditiously
  • Filing The Will With The California Probate Court
  • Transferring Assets From The Deceased To The Estate
  • Closing And Opening Bank Accounts
  • Paying Taxes And Other Debts
  • Locating Beneficiaries
  • Hiring Professionals And Experts When Necessary

Probate Disputes
The stress of a probate dispute can compound the pain of losing a loved one. When disputes arise, Mr. Berheim’s composed courtroom demeanor can calm the emotionally charged process of challenging an invalid will or defending a valid will against erroneous claims made by unhappy beneficiaries. If you choose to preserve amiable family relationships, we can skillfully mediate disputes to reach just, equitable resolutions with your loved ones. When necessary, we assertively defend your beneficiary rights within the California probate court.

Contact An State Planning Lawyer You Can Trust At The Law Offices of Fernando J. Bernheim
For thorough and professional legal service, call the Law Offices of Fernando J. Bernheim, APC at (909) 949-1960 or contact us online to schedule a free initial consultation.

The Law Offices of Fernando J. Bernheim, APC is conveniently located in Upland and serves cities throughout San Bernardino County, Riverside County, Los Angeles County and Orange County, including the cities of Rancho Cucamonga, Chino, San Bernardino, Riverside, Pomona and Fontana.
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