We Protect People Like You.
We have decades of experience protecting people like you. At RMO, our attorneys investigate your case and create the leverage necessary to settle on favorable terms, or try your case in court to verdict. Call us anytime with questions, the consultation is always free.
Who We Represent
Administrators & Executors
Wills nominate executors to administer an estate, but only when approved by the probate court. Where there is no will, the court will appoint an administrator to manage the estate.
Trustees
Trusts identify who will serve as trustees, often the surviving spouse, children, other family members, friends, or a bank. Unlike an executor or administrator, a trustee normally will not require court approval to administer a trust.
Beneficiaries
Beneficiaries are entitled to some benefit under a will or a trust, or under a beneficiary designation (e.g. insurance or IRA) because they are identified in a document as an intended recipient of a benefit.
Heirs
Heirs are the natural descendants of a decedent, following each state’s intestate laws and lines of consanguinity (i.e. who’s your kin). Heirs have natural legal rights, even if not named as beneficiaries.
Conservators/Guardians
Conservators/Guardians are court-appointed fiduciaries, often family members, friends, or professional fiduciaries, who serve to manage a person’s health and/or finances.
Creditors
Creditors are those to whom a decedent owed money at the time of death. Creditors must act swiftly after a debtor dies to assert claims or their claims will be time-barred and lost.
Surviving Spouses
Spouses often have special inheritance rights and benefits regarding trusts and probate, which can make them the target of disputes.
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.
From Our Blog
Insights and advice on trust and probate estate litigation from our blog.
- Trust Litigation
- 10 min read
How to Find Out If a Trust Exists and Where to Locate It
Do you believe you may have been named in a trust and are wondering how to find out if a trust exists in California [...]
- Trust Litigation
- 4 min read
How to Compel a Trustee to Do Their Job
When dealing with a trustee who won’t do their job, compelling them via court order has been the traditional route for recourse. But even [...]
- Probate Litigation
- 3 min read
The Abuse of Anti-SLAPP Motions in Probate and Civil Matters
Litigants are still finding new applications for California’s powerful (and sometimes infamous) anti-SLAPP statute in civil matters, and as evidenced by the recently resolved [...]
- Probate Law
- 4 min read
When Probate Meets the Prenup
- Inheritance
- 5 min read
Do You Pay Taxes on Inherited Art?
Inheriting a valuable piece of art can feel like a fantastic gift. But if you’ve recently inherited a loved one’s art collection, you may [...]
- Inheritance
- 5 min read
Can You Inherit a Family Business?
It is possible to inherit a family business. In fact, family businesses are often passed down from generation to generation through a will, a [...]
- Inheritance
- 12 min read
Can Lottery Winnings Be Inherited?
Winning the lottery gives a lucky person access to substantial financial resources that can help them achieve their financial goals and dreams. But what [...]
- Estate Administration
- 5 min read
What Is the Fair Market Value of Inherited Property?
Inheriting property can be a complex process, with numerous factors to consider. Before you decide whether to keep, donate, or sell your inherited property, [...]
- Inheritance
- 5 min read
What Do You Do With Inherited Jewelry?
If you have inherited jewelry, there are several options you can consider. Ultimately, the decision of what to do with inherited jewelry depends on [...]
- Estate Administration
- 5 min read
Can You Sell Stock In a Trust After Death?
Whether you can sell stocks in a trust after death generally depends on the specific terms and conditions of the trust and the laws [...]
- Inheritance
- 11 min read
The Guide To Liquidating Stocks After Death
If your loved one dies and leaves behind a significant portfolio of stocks, navigating the legal process to liquidate those assets can be complicated [...]
- Inheritance
- 5 min read
What Do You Do If You Inherit Millions of Dollars?
If you recently inherited a large sum of money, you may be wondering what your next steps should be. Coming into millions of dollars [...]
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