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.
1450 Frazee Road #610, San Diego, CA 92108
PARKING INFORMATION
- Wheelchair accessible
- Free parking with validation
- Valet available
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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.
Who We Represent
Probate, trust litigation, and related matters involve several interested parties, and RMO Lawyers can offer support on multiple sides of these issues. We represent the following clients throughout San Diego and Southern California to help them navigate their legal disputes and achieve the best possible outcome for their cases.
TRUSTEES
Trustees serve an important role in the trust litigation and probate process, which involves considerable nuance and legal complexities. Trustees are responsible for ensuring proper administration of a trust and that all parties receive their rightful inheritance. In some cases, trustees may also have to respond to disagreements regarding their actions or conduct.
A trust attorney can guide a trustee in understanding legal complexities, meeting their fiduciary duties, and building a case against potential disputes. Our trust attorneys in San Diego can support trustees by offering legal counsel, defending against claims of breach of fiduciary duty, and offering strategic advice.
BENEFICIARIES AND HEIRS
Beneficiaries and heirs have direct rights to an inheritance, but the process is not always simple and straightforward. For example, other family members or interested parties may dispute the allocation of the trust, raise concerns about the conduct of a trustee, or call into question the legality of a trust document. Our San Diego trust attorneys can help beneficiaries and heirs develop a case against potential disagreements or misconduct so that they can obtain their rightful inheritance as outlined by a trust.
SPOUSES
Between grieving the loss of a loved one and navigating the legal requirements of complex legal procedures, the probate and trust litigation process can be extremely difficult for spouses. Spouses often have special rights in probate, including unique property rights, the ability to option for spousal elective share, and a chance to even avoid probate altogether.
However, accessing these rights can require specific legal processes, and spouses may also have to face disputes from other parties. Our RMO trust and probate attorneys in San Diego can represent spouses to ensure they can take full advantage of the rights afforded to them.
CONSERVATORS & GUARDIANS
Conservatorships and guardianships come with important responsibilities and legal obligations. If you are a conservator or guardian and your conservatee or ward has passed, you may experience potential disputes between beneficiaries and other interested parties regarding their assets. We provide conservators and guardians assistance throughout multiple areas of these arrangements.
Whether you are looking to establish a conservatorship in San Diego, contest a potential arrangement, or litigate on behalf of a conservatee, we can help provide the appropriate advice while ensuring the individual’s best interest remains at the forefront of the process
CREDITORS
A creditor is any individual or entity to which a decedent owed a debt at the time of their death. Creditors have a right to assert a claim to recover some of their debts from a decedent’s estate, but they often must follow established legal procedures and timelines set by state law.
Our San Diego trust litigation attorneys can represent creditors in this process so they can recover money owed to them. We can help clients file creditor claims, negotiate settlements, resolve disputes over debt repayment, and more.
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.
CLIENT TESTIMONIALS
Our Case Results
RMO has a proven track record of protecting people and defending legacies.
FROM THE BLOG
The Guide to Family Trust Embezzlement and Stealing
Family trust embezzlement and stealing is more common than you might think. At RMO Lawyers, we investigate, prosecute and defend these claims every day…
The Penalty for Stealing from an Estate
When an abuser steals from an estate, the penalty can be as little as simply returning the stolen monies or assets to the trust or estate. However, the California Probate Code does…
What does a probate lawyer do?
When a person passes away, their assets must be disbursed in a manner consistent with state laws and following the directions they put forth when they were alive…