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.

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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. 

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