Free Consultation

Schedule a free consultation with a trust litigation or probate estate litigation attorney in California or Texas. 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.

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.

How Your Free Probate Litigation Consultation Works

RMO LLP is laser-focused on estate and trust disputes, financial elder abuse, and conservatorship and guardianship disputes. Our firm is dedicated to protecting people like you every day, providing comprehensive legal support in these often complex and emotionally charged cases. We look forward to assisting you in protecting you and your loved one’s legacy.

Interested in a free consultation? Here is a brief overview of our process here at RMO.

To get started, simply fill out our online form, chat with a member of our team, or call us directly. A member of our client relations team will be in touch shortly to guide you through the next steps.

Next Steps

1. Get In Touch

To get started, simply fill out our online form, chat with a member of our team, or call us directly.

2. Client Relations Team Outreach

After you reach out, a member of our client relations team will contact you shortly. They will gather important details about your case and assess whether we are the right fit for your trust and estate litigation needs.

3. Free Consultation with An Attorney

If we’re able to move forward, we’ll schedule a free consultation with an experienced RMO attorney. Prior to your consultation, the attorney will review your case and any relevant documents related to your trust and estate dispute.

The consultation is your opportunity to ask questions and discuss your goals with the attorney, ensuring we’re aligned on how best to proceed with your trust and estate litigation case.

4. Engagement Agreement & Retainer

If we decide together to move forward, you will enter into an engagement agreement with RMO. You’ll also pay a retainer for our services, which will kick-start our efforts on your case.

5. Begin Work On Your Case

Once we receive the signed engagement letter and retainer, your legal team at RMO will begin working on your trust and estate litigation case. Here’s what you can expect from us as we work together:

Understanding Your Family Dynamics:
We understand that family dynamics and relationships often play a significant role in trust and estate disputes. Our legal team takes the time to carefully consider these aspects to build a strategy that reflects the complexity of your situation.
Thorough Diligence & Strategy:
Our team will conduct in-depth research, gather all necessary facts, and perform the required due diligence to understand the key issues in your case. We will then develop a real-world strategy designed to achieve the best possible outcome for you efficiently.
Achieving Results & Peace of Mind:
Our goal is to deliver results that not only positively impact your trust and estate litigation case but also provide you with the peace of mind knowing that your legacy and loved ones are well protected.
Continued Support:
We are committed to providing ongoing support throughout the course of your dispute. We’ll be with you every step of the way to guide you through this process.

Free Consultation
FAQs

What types of clients does RMO typically serve?

At RMO, we serve trustees, beneficiaries, heirs, conservators, guardians, spouses, creditors, successors, and other interested parties in the areas of trust, probate, and estate litigation to provide legal guidance in the process, ensure proper management of responsibilities under the law, and oversee a fair distribution of assets while preserving the wishes of the deceased.

Do you charge for consultations?

RMO offers free consultation, you can schedule your consultation on our website or give us a call. Our 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.

If I am unhappy with my current attorney, can I have a consultation while still represented?

Of course. If you are looking for a second opinion on your case, you are welcome to have a consultation with other probate and estate attorneys, even while an attorney represents you.

What distinguishes RMO from other estate and probate litigation firms in the area?

At RMO, we understand the emotional and financial toll that legal disputes can have on you and your family. Our mission is to help you protect your family legacy and get your life back on track swiftly and efficiently. We work tirelessly to preserve your inheritance and ensure that your loved one’s intentions are honored, so you can spend less time in legal battles and more time on what truly matters. Our experienced team is dedicated to securing better results, sooner, providing you with the peace of mind, relief, and closure you need.

Can you tell me about the experience and qualifications of the attorneys at RMO?

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 clients. RMO is honored to be recognized regularly for our accomplishments as a firm and as individual attorneys, including US News & World Report, Best Lawyers in America, Super Lawyers, and many more. Our attorneys serve as thought leaders for various trust and estate organizations in our communities, often serving as keynote speakers, presenters, and panelists. RMO works on several high-profile probate litigation cases, and we are frequently featured in news media coverage.

How does RMO handle client communication and updates throughout the litigation process?

RMO Lawyers uses a proven process we call RELIEF to ensure consistent, high-quality legal representation in each case. R – Review, E – Evaluate, L – Level Set, I – Illuminate, E – Execute, F – Finalize. 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 Lawyers apart by providing reliable outcomes and maintaining a high standard of client service. Client communication is involved in each step of the process but is best exemplified in our Level Set and Illuminate processes. Our Level Set process is where we share initial impressions of the case and highlight its strengths and weaknesses; we also ensure that our recommended strategies align with your objectives and expectations. In the Illuminate process, we continue to keep clients informed with timely updates, ensuring they are always aware of the late progress and developments.

What are some common outcomes for cases handled by RMO?

Here are a few recent outcomes to share:

Trust Amendment Invalidated for Undue Influence
After trial, awarded a seven-figure judgment, plus attorney’s fees and costs on behalf of the elderly niece of the decedent, where auntie’s neighbor/caregiver used undue influence to connive her way into becoming the primary beneficiary of her trust shortly before she passed.

Recovery of Stolen Trust Property + Double Damages and Attorney’s Fees
Representing the successor professional fiduciary trustee, secured a seven-figure probate court judgment, plus double damages, attorney’s fees and costs in recovering real property that had been transferred and stolen by an unscrupulous trust beneficiary.

Summary Adjudication of Disinherited Beneficiary’s Trust Contest
Swiftly secured the dismissal of a trust contest of a disgruntled, disinherited trust beneficiary on a motion after strategically allowing the trust contest period to expire before serving a notice of proposed action to distribute trust assets to the trust’s remaining beneficiaries and nothing to the disinherited beneficiary.

Secured Family’s Business Legacy
Representing the successor family trustee, secured the generational family business for the decedent’s heirs by acquiring from a disgruntled beneficiary their interest in the family business on extremely favorable terms that will allow the family to continue operating the family business for future generations to come.

Family Jewels Recovered
On behalf of a professional fiduciary, convinced the probate court to award our client double damages, attorney’s fees and costs in addition to recovery of significant personal property wrongfully taken from – and refused to be returned to – the estate.

What are the most important values and principles that guide RMO's legal practice?

At RMO LLP, we understand that our clients are often dealing with significant loss and uncertainty. Our mission is to guide them through these difficult times with care, ensuring they feel supported and informed every step of the way. We take pride in our ability to resolve disputes efficiently and effectively, whether through trial or settlement, always aiming to put our clients in a better place than we found them. Our team at RMO Lawyers is guided by our core values:

Compassion
We are here to help people. We genuinely value and support our clients, each other, and our communities. We treat everyone with dignity and respect.

Precision
We are committed to excellence. We are passionate about efficiently achieving better real-world results, sooner. We never lose sight of our clients’ bottom line.

Accountability
We honor our commitments to our clients, the firm, and one another. We hold ourselves and our colleagues accountable. We own our role in and responsibility for our mutual financial success. We do the right thing—always, every time, regardless of the consequences.

Partnership
We work together to achieve our individual, team, and client goals. We elevate our colleagues and our firm as a whole. We support advancement and celebrate achievement.

What should clients bring to their initial consultation with RMO?

Prior to your initial consultation, our Client Relations Team will ask for documents, including trusts and wills, death certificates, and more. This allows our attorneys to review them before the consultation so they can be ready to answer any specific questions you have about the estate planning documents or any other document or issue related to your case. Be sure to mention any documents you want to review with the Client Relations Team member you speak with. We also tell potential new clients to come to the consultation with a list of questions that can help keep them on track.

Does RMO offer virtual consultations or meetings for clients who are unable to visit in person?

Yes, our initial consultations are done over the telephone or Zoom if you prefer.