Bay Area Probate Lawyers & Trust Attorneys
At RMO, our probate lawyers and trust litigation attorneys have the experience to effectively assist beneficiaries, heirs, families, and clients. Our attorneys have been recognized by SuperLawyers, AVVO, and Martindale-Hubble as the best in the Bay Area.
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Probate & Trust Services We Offer
Between having to navigate specific legal processes and resolve any potential disputes, facing trust litigation, probate, and related circumstances presents several challenges. An experienced attorney can make all the difference. As some of the most trusted trust litigation and probate attorneys in San Francisco, Oakland, and San Jose, we represent clients in all the following areas and more.
Trust litigation is a necessary process when disputes arise surrounding the administration of a trust. These disputes can include challenges regarding the interpretation of a trust document, allegations of trustee misconduct, disagreements between beneficiaries, and more. Our trust attorneys in San Francisco, San Jose, and Oakland can represent clients in multiple areas of trust litigation to help resolve trust disputes and facilitate the rightful distribution of an inheritance.
The probate process is often necessary when someone dies with or without a will, and this process is important for determining how to distribute assets. Navigating this process can be a significant challenge, especially while also grieving the loss of a loved one. Probate estate litigation can complicate the process further when there are disagreements about the distribution of an individual’s assets or estate. As experienced probate lawyers in San Francisco, Oakland, and San Jose, RMO Lawyers can offer legal guidance and representation in the probate process to resolve disputes and preserve the wishes of the deceased.
A conservatorship or guardianship is a beneficial arrangement in situations where a vulnerable individual is unable to make financial or medical decisions in their best interests. These arrangements can lead to disputes over a trust, including claims of incapacity and disagreements over the rightful conservator or guardian. A conservatorship attorney serving San Francisco, San Jose, and Oakland can help you navigate these nuanced legal processes, ensure proper trust administration, and resolve any potential disputes while serving the best interests of the vulnerable individual.
Cases of financial elder abuse arise when a bad actor manipulates or exploits an elderly individual for their own financial gain. Examples of financial elder abuse can include a caregiver stealing funds from an elderly individual, family members coercing seniors into relinquishing their assets, or an outsider scamming an individual into sharing financial information. At RMO, our financial elder abuse lawyers will provide support by gathering evidence against perpetrators and representing victims in the search for appropriate restitution.
Who We Represent
Trustees
Our Dallas trust attorneys assist trustees in navigating the complexities of their responsibilities. We provide counsel on interpreting and managing trustee duties, ensuring compliance with legal requirements, and offering strategic guidance for sound decision-making. If disputes or breach of duty claims arise, we’re here to defend trustees and protect their interests.
Beneficiaries & Heirs
Beneficiaries and heirs often face challenges when disputes arise over trust distributions or inheritance rights. Our Dallas trust litigation attorneys advocate for beneficiaries and heirs, defending their rights in disputes, contesting questionable amendments, and ensuring they receive the assets to which they are entitled.
Spouses
Spouses have distinct rights in probate and trust litigation, and our Dallas probate estate attorneys are dedicated to helping them understand and assert these rights. Whether dealing with trust disputes or pursuing spousal claims, we offer legal representation and guidance to help spouses recover what is rightfully theirs.
Creditors
Creditors involved in the probate process must follow specific procedures to ensure they can collect debts owed to them. Our Dallas trust litigation attorneys assist creditors in navigating the legal process to assert claims, ensuring that they take the right steps to recover what they are due.
Conservators & Guardians
If you are a guardian and your ward has passed, legal representation may be necessary to resolve any disputes between you and trustees, beneficiaries, or any other interested parties. At RMO, we’ll guide you through the process, providing legal support every step of the way.
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Why Hire RMO Lawyers
Clients in the San Francisco, Oakland, Silicon Valley, and San Jose area recognize us as some of the best lawyers in the area. Not only that, they recognize us as even better people. We strive to not only be the best representatives for our clients in the courtroom but also do right by our community as quality individuals in the process. Throughout every step, we prioritize who you are, your goals, and your bottom line.
In everything we do, we’re driven by our core values:
- Lead with Empathy
- Be Authentic
- We’re Stronger Together
- Zealous Efficacy
What do these values mean for you? They mean you can expect us to go to every length to understand your case and find you an appropriate resolution. We take extra time to listen to you and your needs, understand the family dynamics that influence the case, and learn the facts. We’ll use this understanding to develop a winning strategy and bring about the best possible outcome for you.
Client Testimonials
See what our clients have to say about working with us.
Direct, honest, and helpful in our conservatorship dispute!
“Absolute pleasure to deal with! I highly recommend Scott and RMO. They are direct, honest, and helpful, and guided my family in a conservatorship dispute. Honesty these days is harder and harder to come by and it’s much appreciated!”
True professionals who provide five-star service!
“For a person who did not know where to start in seeking guidance for my family’s estate and legacy, Patricia who was the intake specialist and Scott Rahn were an amazing introduction to this world! Their friendliness, willingness, and prompt responses/follow-ups were appreciated and timely. True professionals! I have them on my important people list to share with my friends and family who may need their services. Five star Service!”
Aggressive and Compassionate Advocacy
“Scott Rahn and his team are not just a zealous advocates but caring individuals. Scott has a great bedside manner and takes care of his clients who are often times in a very vulnerable position. I highly recommend Scott to anyone looking for an aggressive yet compassionate attorney.”
A Huge Advantage
“RMO lawyers represented me in a civil suit involving corporate fraud, profiteering, etc. This was a complex case involving many moving parts, while going up against one of the largest law firms in LA. They settled the case. During the term of the litigation, they treated my case as though they were the plaintiff. They work with utmost diligence, competence and care. Sean and Matt knew my case better than I did, They used great strategy and their knowledge of the law was a huge advantage to us. This case represented my life’s work, savings and wealth, going up against a monster. I am glad I trusted them with it.”
Utmost diligence in complex litigation.
“Talking with Mr. Rahn was truly uplifting! He had all of the qualities I was looking for in an attorney. I was truly surprised of how good of a listener he was. I was expecting him to just run through my issues, dish some false hope, and be done with our consultation, but that was not the case at all. We talked well beyond my allotted consultation time and I was offered valuable advice and even a remedy to my situation where lawyers before him were unable to do. I can’t say enough about this wonderful man and what he has done for my family. We can now breathe comfortably. Thank you Mr. Rahn.”
Scott Rahn guided me through a complex case.
“Scott Rahn is an expert in this area of law. I have an unscrupulous sister who moved my father to another state. My sister sold his home and drained his bank accounts. Scott helped and guided me through the process. I highly recommend him and without hesitation would refer him.”
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From Our Blog
Insights and advice on California probate and trust litigation from our blog.
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Scott Rahn & Mathew Wrenshall Named Los Angeles Business Journal “Leaders of Influence: Litigators & Trial Attorneys”
RMO LLP Founding Partner Scott Rahn and Pasadena Managing Partner Mathew Wrenshall have been named among the Los Angeles Business Journal’s Leaders of Influence: [...]
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