Probate, Estate & Trust

PROBATE, ESTATE & TRUST

Probate, Estate & Trust

From estate planning to will disputes, we offer thoughtful, cost-effective administrative and litigation services to our clients. The passing of a loved one is a highly emotional time. We make our process clear, with easily understood steps and expectations. Meet our attorneys >>

 

Probate, Estate & Trust Litigation

We represent beneficiaries, heirs, administrators, executors, trustees and conservators/conservatees in cases involving disputing a will or trust, claims of breach of fiduciary duty, fiduciary misconduct and fraud, misfeasance and malfeasance in estate administration, investment mismanagement, financial elder abuse, incapacity, and undue influence. We understand, however, that not every case needs to be litigated, and we counsel clients early and often on the relative and ever-changing strengths and weaknesses of their cases. We create and utilize "leverage" to put ourselves in the best position possible to secure the best result for our clients, whether that is through negotiated settlement, mediation, or trial.

 

Probate, Estate & Trust Administration

Stepping into the role of “Personal Representative” to handle your loved one’s trust, will, or probate estate can be an overwhelming experience. We have decades of experience helping individual and institutional administrators, executors, and trustees fulfill all their duties efficiently and cost-effectively.

Although just a summary, below are many of the things we can help you with:

  • Coordinate handling of funeral arrangements and expenses;
  • Locate, inventory, safeguard and consult on best practices for handling assets, including bank accounts, investment accounts, insurance policies, safe deposit boxes, personal property, real estate, and business interests;
  • Examine and negotiate creditor claims;
  • Investigate and pursue debts owed to your estate;
  • Coordinate the preparation and filing of all income, estate, inheritance, income or gift tax returns required by state or federal authorities;
  • Keep detailed records of all income, expenses and estate transactions, and render accounting to the court and to beneficiaries;
  • Handle all court filings;
  • Locate potential heirs and determine heirship – i.e. who gets what;
  • Calculate final costs of administration, including what you should be paid as the personal representative; and
  • Determine final distributions to be made to heirs.

 

"Do I need an estate attorney near me?"

We believe clients receive the most cost-effective service when meeting with their attorneys in-person. The majority of our clients retain us for local services in Los Angeles, Orange County, San Diego, and Kansas City. The advantages of experience with local probate codes, Ex. "California Probate Code Trustee Duties", is significant, and should be considered when retaining estate attorney services.  
Contact RMO now >>

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