Probate, Estate & Trust Litigation Attorneys Serving California & Texas

Protecting people, defending legacies. That’s RMO.

Practice Areas

At RMO, we are laser-focused on guiding our trustee, executor, beneficiary, heir, conservator and guardian clients through some of the most complex and emotionally charged issues life can throw them.

Trust litigation can arise for various reasons, such as disputes over the interpretation of the trust document, disagreements among beneficiaries, allegations of trustee misconduct or breach of fiduciary duty, challenges to the validity of the trust, or claims of undue influence. We can help you navigate trust disputes and fight for your inheritance.

When an individual dies with or without a will, you will likely go through the probate process. Probate can be overwhelming, especially while coping with the loss of a loved one. If you are involved in a probate dispute or you have concerns about a recently deceased loved one’s will or estate, let us help protect and claim your inheritance.

Oftentimes, elderly individuals can fall victim to manipulation and scams. Bad actors, be they caregivers, acquaintances, or family, possess the capacity to gradually assume authority over an elderly person’s essential requirements and finances. Through deceit, they can coerce seniors into relinquishing their assets and wealth. We can help restore these individuals’ finances or their intended final wishes.

Whether you are looking to protect a loved one through a conservatorship or guardianship, or if someone is seeking to establish an unnecessary conservatorship or guardianship for a loved one, we are here to help.

Our Awards

Clients We Serve

Trustees

We focus on providing comprehensive representation to trustees who may need guidance with trust administration or find themselves embroiled in trust disputes in California and Texas. RMO is dedicated to serving trustees with strategic legal counsel and zealous efficacy tailored to the unique challenges they face in these complex fiduciary roles.

Executors

We have the expertise to guide you through the appointment process, handling all of the paperwork and probate hearings so you don’t have to, walking you through your duties and responsibilities, preparing accountings, coordinating with tax and other professionals, and responding to beneficiaries so your estate and probate administration is worry-free, cost-effective, and efficient.

Beneficiaries

As a beneficiary, you have specific rights that need to be protected. Our probate litigation team is here to guide you through the complex trust, estate, or probate administration process. If you’re facing litigation or dealing with abuse from fiduciaries, or other beneficiaries, we are committed to safeguarding your interests and those of your loved ones.

Heirs

As an heir navigating the complexities of probate litigation, it’s crucial to understand your rights and what to expect. Our team has the experience to guide you through the process. We’re here to fight for what’s rightfully yours, protect you from misuse or abuse by fiduciaries and other parties, and ensure that your interests are defended every step of the way.

Spouses

Surviving spouses often have special inheritance rights under state probate laws, including priority as executor, the ability to seek a family allowance, pursue a spousal property petition, and in some states, community property rights. These complex rights, especially with prenuptial agreements or pending divorces, require legal guidance. If you are a surviving spouse, even if you were in the middle of a divorce at the time of death, we can help you.

Creditors

Creditors are people and businesses to whom a decedent owed money at the time of death. Creditors must act swiftly after a debtor dies to assert claims or their claims will be time-barred and lost. If you’re a creditor, you need to act swiftly to protect your rights.

Conservators

A conservatorship appoints someone to manage personal care or finances when an individual cannot do so themselves. This helps prevent undue influence and financial elder abuse. If you think you or a loved one needs help or has been or may become the victim of abuse, or if someone is seeking to establish an unnecessary conservatorship or guardianship for you or a loved one, we can help.

Guardians

 A guardianship allows a court-appointed person to care for someone unable to manage their health or finances, protecting against undue influence and financial elder abuse. If you think you or a loved one needs help or has been or may become the victim of abuse, or if someone is seeking to establish an unnecessary conservatorship or guardianship for you or a loved one, we can help.

Meet Our Attorneys

Recognized as the best trust & probate attorneys, and even better people; our lawyers are recognized among the best and brightest probate dispute attorneys in the country, and our efforts in the courtroom are bested only by the quality of our people and the work we do serving our communities.

Client Testimonials

See what our clients have to say about working with us.

Ready to Get Started?

Our probate attorneys focus on all types of trust and estate disputes. Whether you’re a trustee, executor, heir, or beneficiary we can help you resolve your probate dispute.

We Never Lose Sight Of Who You Are, Your Goals, and Your Bottom Line.

Every single thing we do is driven by our core values.

What does this mean for you and your case? We will take the time to hear you, to understand the family dynamics and personalities that drive your case, learn the facts, do the diligence, and construct a real-world strategy designed to drive your case to a better result sooner. You get a result that not only adds to your bottom line, but your peace of mind.

Lead With Empathy

We are here to help people. We genuinely value and support our clients, each other, and our communities. We treat everyone with dignity and respect.

Zealous Efficacy

We are committed to excellence. We are passionate about efficiently achieving better real-world results, sooner. We never lose sight of our clients’ bottom line.

Be Authentic

We honor our commitments to our clients, the firm, and one another. We hold ourselves and our colleagues accountable. We own our role in and responsibility for our mutual financial success. We do the right thing—always, every time, regardless of the consequences.

Stronger Together

We work together to achieve our individual, team, and client goals. We elevate our colleagues and our firm as a whole. We support advancement and celebrate achievement.

Our Proven Process

RMO Lawyers uses a proven process to ensure consistent, high-quality legal representation in each case. By applying this structured approach, we can effectively manage and address the specific needs of our clients, ensuring thorough and efficient handling of legal matters. This methodical process sets RMO Lawyers apart by providing reliable outcomes and maintaining a high standard of client service.

How RMO Provides RELIEF?

We thoroughly investigate the initial facts of your case to develop a comprehensive understanding of the people, documents, and events involved. Our meticulous review process includes the following steps:

  • Detailed Fact-Finding: We conduct an in-depth analysis of all relevant facts and gather critical information to build a solid foundation for your case.
  • Comprehensive Document Examination: Our team carefully reviews all pertinent documents to identify key details and insights that can impact the outcome of your case.
  • Understanding Key Individuals: We delve into the backgrounds and roles of all involved parties to gain a clear perspective on the dynamics and relationships that may influence your case.
  • Event Analysis: We meticulously reconstruct the timeline of events to ensure every aspect is understood and accurately represented.

By combining these elements, we ensure a deep and thorough understanding of your case, enabling us to develop a tailored strategy to achieve the best possible outcome for you.

Review

We investigate initial facts and develop 
a deep understanding of the people, documents, and events.

Evaluate

We analyze the law and apply what we learned from our initial fact investigation to the law to guide case strategy

Level Set

We advise you of our initial impressions and recommend and employ strategies aimed at achieving your goals. 

Illuminate

We constantly evaluate case developments and update you to further fine-tine strategies and maximize resources. 

Execute

We execute on agreed upon strategies efficiently to maximize your return.


Finalize

We secure better results sooner, ending your dispute, which allows you to move on with your life. 

Our Case Results

RMO has a proven track record of protecting people and defending legacies.

As Seen On

From Our Blog

Insights and advice on trust and probate estate litigation from our blog.

Schedule a Consultation

Be advised that the RMO Client Relations Team will reach out prior to your scheduled time, as our policy requires that we gather additional information concerning the parties to your case before we can confirm your consultation. In the event that we are unable to reach you, regrettably, we will need to cancel your requested consultation.

Communication Disclaimer

Please note that communications by you to RMO LLP or any of its lawyers through this website do not create an attorney-client relationship between you and the firm. Do not send any privileged or confidential information to the firm through this website or otherwise until instructed in writing from us to do so.