Life’s transitions are easier when you have a trusted guide to help protect what matters most. We understand how overwhelming it can be to handle the legal complexities after a loved one’s passing. Even more challenging, you may not be sure what steps to take or who to trust to ensure your family’s future is secure.
OVER 27 YEARS IN PRACTICE
With multiple offices, a dedicated probate team, and solutions tailored to meet most budgets, we make navigating the probate process straightforward, accessible, and as stress-free as possible. Our comprehensive probate & estate services include:
Elder Law
Power of Attorney
Probate
Estate Administration
Estate Planning
Conservatorships
Special Needs Planning
Trusts
Wills
Medi-Cal Planning
(That's what really matters!)
Julianna was easy to work with
Julianna was easy to work with, answered all my questions and delivered my Estate Planning documents on the timeline that we discussed at our first meeting. I plan to use her services in the future.
Dean W.
She's truly a super star attorney
My experience with Julianna was nothing but professional and caring. I found her extremely knowledgeable, helpful in providing expert advice about my situation, and compassionate. She's truly a super star attorney and I refer others to her on a regular basis.
Cassi N.
TERRIFIC! Julianna Malis is a fantastic attorney.
TERRIFIC! Julianna Malis is a fantastic attorney. I had a will and trust drafted, and the process was so efficient, detail-oriented and professional...great communication. She provides top-notch service, and I look forward to using her as the years move on.
Alex M.
Julianna Malis is a nationally recognized probate law, estate planning and elder law attorney with over 27 years of experience serving families and small businesses on the Central Coast. As the founder of Santa Barbara Estate Planning Law Group, she specializes in protecting assets, planning for life’s uncertainties, and addressing the unique challenges of aging and caregiving. Inspired by her personal experience as a caregiver, Julianna takes a holistic approach to ensure her clients’ legal, financial, and personal needs are met with professional and compassionate support.
Julianna Malis, Attorney at Law, LL.M
Art Aquino brings over 25 years of hospitality experience with Marriott International, specializing in guest relations and executive management. As the front-line staff member at our law firm, Art applies his expertise to deliver exceptional, white-glove service that builds trust and provides clients with peace of mind. Known for his warm and genuine approach, Art ensures every client feels supported and valued throughout their experience.
Art Aquino – Client Relations Manager
Kristine has been practicing law since 1998, focusing on helping families achieve their probate & estate planning goals and secure their futures. With a background in family law and insurance defense, she now specializes in probate law, and creating comprehensive estate plans, including living trusts, wills, powers of attorney, and health care directives. Kristine is dedicated to helping clients avoid probate, minimize estate taxes, and ensure a smooth administration process while reducing the likelihood of conflict.
Kristine Vance, Attorney
1. You Schedule A Call
2. We Suggest A Solution
3. We Handle the Details
4. Achieve Peace of Mind
Probate is the legal process of settling a deceased person’s estate. This involves validating their will (if one exists), paying off any debts or taxes, and distributing assets to the rightful heirs. Probate ensures that the estate is handled according to the law and the deceased’s wishes.
Probate is often required to settle an estate in California, but not always. Estates under a certain value or with assets placed in a living trust can bypass probate. If the deceased had a will, probate is typically more straightforward. Without a will, the process can be more time-consuming and complex. Reach out to learn how we can guide you through the probate process.
When preparing for probate, here are some key factors to consider:
- Does the deceased have a valid will?Are there any outstanding debts or taxes?A living trust is one of the most effective tools to avoid probate. Assets placed in a trust are transferred directly to beneficiaries upon death, bypassing the need for probate court. This can save time, reduce costs, and ensure privacy for your family. If you’re interested in learning more about setting up a trust, schedule a consultation today.
A probate attorney helps guide families through the legal process of settling an estate. This includes validating the will, gathering and valuing assets, paying debts and taxes, and distributing the remaining assets to heirs. Having professional guidance ensures the process is handled efficiently and according to the law.
Newly Weds
New Parents
Empty Nesters
Retirees
Caregivers
Blended Families
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