Your family knows exactly what to do
No confusion, no court. Your successor trustee follows a clear roadmap and distributes your assets directly, usually within weeks, not years.
Your San Bernardino home goes to your family, not a year in Probate court.
Without a Trust, California Probate can cost San Bernardino families approximately $24,000 in combined mandatory fees on a typical home and tie up their inheritance for 9 to 18 months in San Bernardino County Superior Court. Isha Singh creates flat-fee California Estate Plans completed by Zoom from your home.
Start a conversation
Tell us how we can help.
Share a few details and our team will be in touch.
Trusted by Leading Providers
Why this matters now
Without a plan, California decides who gets everything you built.
San Bernardino County families are building equity as the Inland Empire grows. On a typical San Bernardino home, combined mandatory probate fees total approximately $24,000 before your family sees a dollar. California estate planning law applies statewide, so Isha serves your family by Zoom without the drive.
In California, even a simple home goes through probate if you only have a will. That means a court-supervised process lasting 9 to 18 months, fees of 4–8% of your estate’s gross value, and your private financial affairs becoming public record, accessible to neighbors, creditors, and anyone who looks.
San Bernardino is in San Bernardino County Superior Court. Our Chatsworth office serves San Bernardino families by Zoom or in person, with plans built around California requirements and your family’s needs.
After your plan is done
Here's what life looks like after your plan is done.
Your privacy stays protected
Trusts don’t go through probate court, which means your assets, your beneficiaries, and your wishes remain completely private.
Your children are protected no matter what
If something happens to both you and your spouse, your plan names exactly who raises your children, no court makes that decision for you.
The fees your family saves are yours to keep
The cost of a well-drafted trust is a fraction of what probate would take. Most families save 10x–20x the cost of the plan in avoided fees.
Your attorney
Meet Isha Singh, estate planning attorney for San Bernardino families.
After serving as a partner at a prominent California firm, Isha launched her own practice to give clients something big firms can’t: direct access to a senior attorney who genuinely invests in each family’s outcome, without the layers of associates, billing surprises, or being handed off mid-process. Whether you prefer meeting by Zoom from your San Bernardino home or coming into the Chatsworth office in person, every consultation and every document review is conducted by Isha directly.
Recognized by
How it works
Your estate plan in four simple steps.
Most families complete their entire estate plan in two to three weeks. Here’s exactly what to expect.
01
Intake & scheduling
You reach out and our team handles intake, gathering your basic information and scheduling your Zoom consultation with Isha. Quick, simple, and done on your timeline.
02
Zoom consultation with Isha
Isha meets with you personally by video to walk through what estate planning means for your family, answer every question, and design your custom plan on the spot, tailored to your exact situation.
03
Review & sign, your way
Isha reviews every document with you personally. If you’re local or prefer in-person, come to our Chatsworth office. If you prefer to stay home, we schedule a second Zoom and connect you with a digital notary, fully legal, fully remote.
04
Lifetime plan support
Once your plan is signed, you’re part of the family. Isha remains available as your life evolves, marriages, new children, property changes, and more. When amendments are needed, they’re handled under the firm’s amendment fee schedule. What you’ll never do is pay to rebuild your entire estate plan from the ground up.
Your custom estate plan
What's included in a San Bernardino estate plan.
Every plan is custom-built for your family. Most clients include some or all of the following core documents.
See what’s right for my family
Revocable Living Trust
Avoids probate entirely
Your most powerful tool. Assets held in a trust pass directly to your beneficiaries, no court, no delays, no public record. In California, this is essential for anyone who owns a home.
Last Will & Testament
Names guardians for minor children
Designates who raises your children if something happens to both parents, a decision no court should make for you. Also captures assets not titled in the trust via a pour-over provision.
Durable Power of Attorney
Keeps finances in trusted hands
Names the person you trust to manage your finances, pay bills, and handle legal matters if you become unable to, preventing a court-appointed conservatorship.
Advance Healthcare Directive
Your medical wishes are honored
Combines a living will and a healthcare Power of Attorney under California law. Your wishes about medical treatment are documented, and your chosen person speaks for you if you cannot.
HIPAA Authorization
Gives loved ones access to info
Authorizes your designated people to receive your medical information, so your family isn’t blocked from updates during a health crisis.
Who we serve
San Bernardino families at every stage of life.
You don’t need to be wealthy or elderly to need an estate plan. You just need people who depend on you.
Planning for your next chapter
Marriage is a good time to align beneficiary choices, property ownership, and decision-making documents so your plan reflects the life you are building together.
Client testimonials
What our clients say
Why families choose us
The San Bernardino estate planning firm that does things differently.
Partner-level experience. Boutique attention. Flat fees. Here’s what sets Isha apart.
Transparent flat-fee pricing
You know the full cost before we start. No hourly billing, no surprise invoices, no awkward “how long did that email take” calculations. Peace of mind starts with the fee.
All attorney work done by Isha personally
Scheduling and intake are handled by our support team so the process runs smoothly. But every consultation, every document review, and every signing is conducted by Isha, the only attorney at this firm. You are never advised by a paralegal or associate.
Deep expertise in California probate law
California’s community property rules, Proposition 19 implications, and trust-funding requirements are not generic, and neither is Isha’s advice. Every plan is built for California.
Virtual or in-person, built around your life
Consultations and signings happen by Zoom or in person at our Chatsworth office, your choice. Remote clients can complete the entire process including notarization from home through our digital notary service. No one-size-fits-all approach.
Specialists in blended families & special needs
Modern families are complex. Isha designs trusts for blended families, multi-generational planning, and families with a loved one who has special needs, with the nuance these situations require.
Legal plan memberships accepted
We work with LegalEase, LAMP, LegalShield, LawPoint, and CLC, making professional estate planning accessible at reduced cost for members. Not sure if your plan is covered? Ask on your free consultation call.
San Bernardino estate planning
What every San Bernardino homeowner needs to know.
San Bernardino County has its own Superior Court for probate matters, separate from Los Angeles County, with filing procedures and local rules of its own. The same California Probate Code governs the process statewide, and Isha serves San Bernardino County families by Zoom with the same California expertise without the drive.
Without a plan, California’s intestate succession laws decide who inherits your estate, and their answer may not match yours. Unmarried partners receive nothing. Blended families face competing claims. And every asset above $208,850 (the 2025–2026 probate threshold, excluding the primary residence) goes through the court system before reaching your family.
A properly drafted and funded revocable living trust solves all of this in one document. It keeps your estate out of court, keeps your affairs private, and gives your family a clear roadmap at the worst possible time.
California’s community property rules add another layer, and under Proposition 19 (2021), how your real property is titled in your trust can significantly affect your children’s property tax bill when they inherit.
Consider starting or reviewing a plan if:
The right time to start your estate plan is before you need it, because once a health crisis or death occurs, your options narrow dramatically.
- You own real property in California.
- You have children, especially minor children.
- You have married, divorced, or remarried.
- A loved one with special needs depends on you.
- You have experienced a major change in assets.
- Your existing plan is more than three to five years old.
If you already have a plan, review it after a child, property, divorce, or trustee change.
Start your estate planCalifornia’s estate planning requirements are specific and unforgiving. A trust that isn’t properly funded provides no probate protection, a will with incorrect witness signatures is invalid, and an advance healthcare directive must meet California’s execution requirements.
Online templates frequently miss California-specific requirements such as community property elections, Prop 19 structuring, HIPAA authorizations, and language required by financial institutions and healthcare providers.
A single drafting error can invalidate a document and expose your estate to the probate process you were trying to avoid.
Talk with our teamNeighboring areas
Right in your San Bernardino neighborhood.
We know the San Bernardino your family calls home and build estate plans around the life you have here.
- Downtown San Bernardino
- California State University, San Bernardino
- San Manuel Stadium
- National Orange Show
- Glen Helen Regional Park
- Perris Hill Park
- Arrowhead Springs
Areas we serve across California
Personal attention, wherever you are in California.
You get personal attention and flat-fee pricing no matter where you are in California. Estate planning isn't one-size-fits-all. Your plan is built around your family, assets, and situation.
- Northridge
- Encino
- Porter Ranch
- Chatsworth
- Canoga Park
- Reseda
- Van Nuys
- Tarzana
- Woodland Hills
- Sherman Oaks
- Studio City
- North Hollywood
- Calabasas
- West Hills
- Los Angeles
- Burbank
- Glendale
- Pasadena
- Culver City
- Long Beach
- Santa Clarita
- Simi Valley
- Ventura
- Irvine
- Anaheim
- Santa Ana
- Huntington Beach
- Riverside
- San Bernardino
- Rancho Cucamonga
- San Diego
Common questions
San Bernardino estate planning questions and answers
Do I really need a trust if I already have a Will in San Bernardino?
In California, a Will still goes through probate. If your estate is above $208,850, which applies to virtually every San Bernardino homeowner, a Will alone sends your family to San Bernardino County Superior Court. At typical home values, that can mean approximately $24,000 in combined mandatory fees. A revocable living trust avoids the entire process.
How much does probate cost in San Bernardino County?
California sets statutory probate fees on a sliding scale of 4–8% of the estate’s gross value, not equity. On a typical San Bernardino home worth $450,000, attorney and executor fees total approximately $24,000 before court costs and appraisal fees.
How long does a San Bernardino estate plan take?
Most clients complete their estate plan in two to three weeks from the initial consultation to signing. Isha meets with you by Zoom, prepares the documents, and reviews them before signing at the Chatsworth office or remotely with a digital notary.
How much does a professional estate plan cost in San Bernardino?
The firm uses transparent flat-fee packages, so you know the full cost upfront. The investment depends on your family situation and documents. Ask about pricing on your free call, with no pressure or obligation.
Can I use an online Will or Trust service in San Bernardino?
Online templates may miss California-specific laws, community property elections, Proposition 19 structuring, trust funding, or execution requirements. A trust that is not properly funded provides no probate protection.
What happens to my San Bernardino home without a Trust?
If your home is not held in a Trust, it may go through probate even if you have a Will. Court filings, a waiting period, a hearing, and fees based on gross value can delay transfer. Proposition 19 may also affect your children’s future property tax bill.
What is Medi-Cal estate recovery in San Bernardino?
California’s Medi-Cal Estate Recovery Program can recover long-term-care costs from probate estates. A properly funded revocable living trust generally passes assets outside probate, but the timing and structure of a plan should be discussed during a consultation.
What happens to my 401(k) and IRA when I die in California?
Named beneficiaries generally receive retirement accounts directly and bypass probate. Beneficiary designations should be coordinated with your estate plan because mismatches can create costly problems.
Can a San Bernardino home worth over $1 million avoid probate?
Yes. What matters is how the home is titled, not only what it is worth. A home held in a living trust may avoid probate; a home owned alone above the applicable threshold generally requires the full process.
Is a San Bernardino Trust from the 1990s still valid?
Usually, yes, but an older plan may not reflect changed tax and property rules, current family choices, or later-acquired property. An older trust should be reviewed.
Give your San Bernardino family a clear path forward.
Schedule your free consultation by Zoom from your San Bernardino home. Most plans are completed in two to three weeks, flat fee, with Isha personally handling every detail.
Take the first step