Legal questions? Start with the right professional.
Request a Trust or Probate Attorney Introduction
If you have legal questions about a trust, a probate estate, or an inherited property, an attorney is the right person to answer them. Joshua Heraldez can help you request an introduction to an attorney serving your area.
To be clear: Joshua provides real estate services. Attorneys provide legal advice. Requesting an introduction doesn’t create an attorney–client relationship or obligate you to work with anyone.
How an Introduction Works
Choose trust or probate below and share a few details. With your permission, Joshua will pass your contact information to an attorney who may be able to help, and the attorney or their office may reach out to you directly.
Questions to Bring to an Attorney
These are examples of topics an attorney—not a real estate agent—should advise on:
- Whether the property is held in a trust or needs to go through probate
- Who has authority to sell and what approvals apply
- Notices to beneficiaries or heirs
- Tax questions, which may also involve a CPA
Choose the Type of Attorney Introduction
Your contact details are shared with an attorney only if you give permission in the form.
Trust Attorney Referral
For questions about trust administration, a trustee’s authority, or distributing trust property.
Probate Attorney Referral
For questions about opening or administering a probate estate, including court procedures.
Attorney referrals are introductions. You choose your attorney, and legal advice is provided by the attorney.
Before Your Attorney Conversation
- The property address and county
- Names of the people involved
- Any trust or will documents you have
- Notes on questions you want answered
Frequently Asked Questions
Can Joshua help me request an attorney introduction?
Yes. Use the trust or probate request form on this page. Your details are shared only with your permission.
Does Joshua give legal advice?
No. Joshua provides real estate services and coordinates with your attorney, CPA, escrow, and title professionals.
Do I have to work with the attorney I’m introduced to?
No. You’re free to choose any attorney. The introduction is simply a starting point.
Helpful Official Resources
- California Courts Self-Help: Probate — official overview of probate in California.
- California Courts Self-Help: Wills, Estates & Trusts — official background on estates and trusts.
Related Services
Ready to Talk Through the Property?
Answer a few quick questions and Joshua will follow up with a personalized property sale plan—no pressure to decide anything yet.