San Diego Probate Lawyers & Trust Attorneys

Our probate dispute lawyers are industry leaders, recognized by our peers and community literally as “the best” in San Diego.  Whether you’re a trustee, executor, heir, beneficiary, spouse, creditor or conservator, we have the experience to help you get a better result in your probate litigation case sooner and for less legal spend, so you can move on with life.

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Probate & Trust Services We Offer

Probate estate litigation and trust litigation are complex processes that involve many variables and differing circumstances. Fortunately, experienced legal representation makes the process much simpler. Whether you need a trust attorney or a probate lawyer, our attorneys at RMO offer the following services and more to individuals and families with cases in the San Diego area.

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Trust litigation is necessary when disputes arise surrounding the interpretation, allocation, or administration of a trust. These disputes can include questions about the capacity of the trust’s creator, allegations of trustee misconduct, disagreements between beneficiaries, and more. Our trust attorneys in San Diego can represent clients in multiple areas of trust litigation. This support includes resolving trust disputes, protecting the rights of beneficiaries, and ensuring the rightful distribution of an inheritance based on the wishes of the decedent.

When someone dies with or without a will, the probate process is often a necessary step for determining how to distribute assets. Navigating this process can be a significant challenge, especially while also grieving the loss of a loved one. Not to mention that probate estate litigation can be even more complicated when there are disagreements about the distribution of an individual’s assets or estate. Our team of experienced San Diego probate attorneys can offer legal guidance and representation in the probate process to resolve disputes in line with the best interests of the decedent and any other parties involved.

A conservatorship or guardianship is an arrangement that may be necessary when a vulnerable individual is unable to make financial or medical decisions on their own and requires a designated individual to make these decisions on their behalf. This arrangement can potentially lead to disputes over a trust in the event of a conservatee or ward’s death, especially if loved ones disagree regarding the distribution of assets or the legitimacy of a trust or will. If you need help establishing a conservatorship in San Diego, navigating the legal responsibilities of a conservator/guardian, or need representation for any potential disputes, our team at RMO Lawyers can help. We’ll offer legal advice and support through the process, all while centering the best interests of the vulnerable individual.

Cases of financial elder abuse take place when a bad actor intentionally exploits vulnerable elderly individuals for financial gain. Circumstances that make up elder abuse include everything from credit card theft by a caregiver to a scammer using a financial scheme to obtain an elderly individual’s financial information. As a respected elder abuse law firm in San Diego, RMO Lawyers can support victims of elder abuse in establishing a case against perpetrators and seeking appropriate restitution.

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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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Get trusted guidance and resolution in your probate litigation case – contact our San Diego probate lawyers today for a free consultation.

Why Hire RMO Lawyers

We’ve developed a reputation in San Diego as some of the best and most reliable trust and probate attorneys in Southern California. We’ve built this reputation as skilled and experienced lawyers in the courtroom, but we’ve established ourselves as even better people outside of it—we remain dedicated to serving our clients and our community with genuine concern and attention to detail.

Throughout all our work, we lead with our core values:

  • Lead with Empathy
  • Be Authentic
  • We’re Stronger Together
  • Zealous Efficacy

Leading with these values means that we go to great lengths to center our clients throughout the process, listening carefully to understand their unique concerns, family dynamics, and desired outcomes. We then use all the information we gather from you, and any additional insights about your circumstances, to build the strongest possible case in court.

Between our advanced legal expertise and our genuine care for our clients, you can rely on us to bring the best possible outcome for your case while ensuring your peace of mind.

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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. 

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