Probate, Estate & Trust Litigation Attorneys Serving California & Texas
Protecting people, defending legacies. That’s RMO.
Practice Areas
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 or 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
Beneficiaries
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
Creditors
Conservators
Guardians
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.
Office Locations
At RMO LLP, our extensive network of offices across California—including Los Angeles, Pasadena, Orange County, San Diego, the Bay Area, and Fresno—and in Texas, with locations in Dallas and Houston, uniquely positions us to best serve our clients’ needs.
Los Angeles
(424) 320-9444 | losangeles@rmolawyers.com
901 Bringham Ave, Los Angeles CA 90049
Orange County
(949) 226-8509 | orangecounty@rmolawyers.com
3200 Park Center Dr, Suite 250, Costa Mesa CA 92626
Bay Area
(628) 466-3555 | walnutcreek@rmolawyers.com
2121 North California Blvd, Ste 290, Walnut Creek CA 94596
San Diego
(619) 323-3200 | sandiego@rmolawyers.com
1450 Frazee Road #610, San Diego CA 92108
Pasadena
(626) 772-3335 | pasadena@rmolawyers.com
225 S. Lake Avenue, Ste 300, Pasadena CA 91101
Houston
(346) 502-6700 | houston@rmolawyers.com
12 Greenway Plaza, Ste 1100, Houston TX 77046
Dallas
(214) 427-5642 | dallas@rmolawyers.com
4131 N. Central Expressway, Suite 900 Dallas, Texas 75204
We Never Lose Sight Of Who You Are, Your Goals, or 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 Integrity
Integrity is the foundation of all we do. We are unwavering in our commitment to doing the right thing, always and without exception. We hold each other to the highest standards, and our actions reflect our deep respect for our clients, communities, and ourselves. In all that we undertake, we are dedicated to earning trust through accountability and transparency.
Precision-Driven Results
We strive for excellence in everything we do. Our approach is disciplined, focused, and intentional, ensuring we deliver meaningful results. Every decision we make is carefully considered, always with the goal of contributing to the long-term success of our clients, communities, and firm. We work tirelessly to protect the reputation we have earned.
Stronger Together
Collaboration is at the heart of everything we do. We achieve the best outcomes by working with our clients, communities, and team. By encouraging innovation and celebrating success, we create stronger bonds and deliver more fulfilling results.
Our Proven Process
RMO 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 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.
- Estate Administration
- 14 min read
- Published on
Key Takeaways Introduction After a parent dies and leaves behind assets for their children to receive, it may leave some remaining questions for the [...]
Key Takeaways Introduction After a parent dies and leaves behind assets for their children to receive, it may leave some remaining questions for the […]
- Executor of a Will
- 18 min read
- Published on
Executive Summary Introduction A will’s executor is responsible for managing and administering the estate as outlined by the terms of the will. An executor [...]
Executive Summary Introduction A will’s executor is responsible for managing and administering the estate as outlined by the terms of the will. An executor […]
- Executor of a Will
- 13 min read
- Published on
An executor can override a beneficiary if they need to do so to follow the terms of the will or the probate laws of the [...]
An executor can override a beneficiary if they need to do so to follow the terms of the will or the probate laws of the […]
- Will and Trust Beneficiaries
- 7 min read
- Published on
If your loved one unexpectedly changed a will or trust, you might be wondering what to do. Or perhaps a family member recently passed [...]
If your loved one unexpectedly changed a will or trust, you might be wondering what to do. Or perhaps a family member recently passed […]
- Estate Litigation
- 7 min read
- Published on
Duress and claims of duress often come into play in estate conflicts and trust litigation. For example, if a will or trust is changed [...]
Duress and claims of duress often come into play in estate conflicts and trust litigation. For example, if a will or trust is changed […]
- Trust Administration
- 14 min read
- Published on
Executive summary Introduction When a person passes away without a valid will, their heirs are the individuals who are next in line to receive [...]
Executive summary Introduction When a person passes away without a valid will, their heirs are the individuals who are next in line to receive […]
- Estate Litigation
- 7 min read
- Published on
Estate disputes that occur after a loved one passes away can be painful and exhausting, emotionally and financially. It’s for these reasons we often [...]
Estate disputes that occur after a loved one passes away can be painful and exhausting, emotionally and financially. It’s for these reasons we often […]
- Trust Administration
- 6 min read
- Published on
If you’re the beneficiary of a dynasty trust, you might not know what to expect. Dynasty trusts are complicated legal structures, and it makes [...]
If you’re the beneficiary of a dynasty trust, you might not know what to expect. Dynasty trusts are complicated legal structures, and it makes […]
- Estate Litigation
- 7 min read
- Published on
Estate contests and disputes can be intimidating for anyone, even a professional trustee. In this guide, we’ve answered some of the questions we’re commonly [...]
Estate contests and disputes can be intimidating for anyone, even a professional trustee. In this guide, we’ve answered some of the questions we’re commonly […]
- Trust Administration
- 5 min read
- Published on
Appointment of a successor trustee refers to the process of having a new trustee take over management of a trust. Most trusts are managed [...]
Appointment of a successor trustee refers to the process of having a new trustee take over management of a trust. Most trusts are managed […]
- Trust Administration
- 14 min read
- Published on
Executive summary Introduction Corporate trustee duties are complex and highly scrutinized. Why? When a trust is particularly large or contains a complex mixture of [...]
Executive summary Introduction Corporate trustee duties are complex and highly scrutinized. Why? When a trust is particularly large or contains a complex mixture of […]
- Fiduciary Duty
- 6 min read
- Published on
Fiduciary conflict of interest claims are very common. Conflicts of interest can be a confusingly grey area for fiduciaries, especially when they are also [...]
Fiduciary conflict of interest claims are very common. Conflicts of interest can be a confusingly grey area for fiduciaries, especially when they are also […]
Featured Content
Free Consultation
A member of the RMO Client Relations team will reach out to gather additional information concerning the parties to your case and schedule your consultation.
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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.