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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.
- Estate Executors and Administrators
- 16 min read
Common Executor Mistakes
- Published on
Key Takeaways Introduction During the probate administration process, an executor plays a crucial role and has significant responsibility, including marshaling and inventorying all assets, [...]
Key Takeaways Introduction During the probate administration process, an executor plays a crucial role and has significant responsibility, including marshaling and inventorying all assets, […]
- Trust Administration
- 3 min read
What Happens to a Revocable Trust When the Grantor Dies?
- Published on
Executive Summary Introduction A trust is a fiduciary arrangement where the title of assets are placed under the control of a third party known [...]
Executive Summary Introduction A trust is a fiduciary arrangement where the title of assets are placed under the control of a third party known […]
- Trustees
- 13 min read
How to Handle a Trustee Not Acting in Beneficiaries’ Best Interest
- Published on
Executive Summary Learning How to Address a Trustee Not Acting in a Beneficiary’s Best Interest A trustee not acting in the beneficiaries’ best interest [...]
Executive Summary Learning How to Address a Trustee Not Acting in a Beneficiary’s Best Interest A trustee not acting in the beneficiaries’ best interest […]
- Trust Administration
- 8 min read
Affidavit of Successor Trustee California: What to Know
- Published on
Key Takeaways Introduction A successor trustee is an individual who takes over the administration of an estate from the originally identified trustee after they [...]
Key Takeaways Introduction A successor trustee is an individual who takes over the administration of an estate from the originally identified trustee after they […]
- Trustees
- 16 min read
Co-Trustee Problems: Common Disputes and Resolutions
- Published on
Key Takeaways What Are Co-Trustees Co-trusteeship refers to the appointment of multiple trustees to manage and administer a trust, which is a legal arrangement [...]
Key Takeaways What Are Co-Trustees Co-trusteeship refers to the appointment of multiple trustees to manage and administer a trust, which is a legal arrangement […]
- Breach of Fiduciary Duty
- 13 min read
What Constitutes a Breach of Fiduciary Duty?
- Published on
Key Takeaways Introduction When a professional serves in a fiduciary role they have a responsibility to do the best possible job for the client [...]
Key Takeaways Introduction When a professional serves in a fiduciary role they have a responsibility to do the best possible job for the client […]
- Probate Estate Litigation
- 13 min read
What Questions To Ask a Probate Attorney
- Published on
Key Takeaways Introduction A probate attorney is a valuable resource during the probate and estate administration process. Depending on your needs, they can support [...]
Key Takeaways Introduction A probate attorney is a valuable resource during the probate and estate administration process. Depending on your needs, they can support […]
- Will Contest
- 12 min read
How Long Do You Have To Contest a Will or Trust in California?
- Published on
Key Takeaways Introduction If you are planning on contesting a will or trust in California, there are specific deadlines you must follow for your [...]
Key Takeaways Introduction If you are planning on contesting a will or trust in California, there are specific deadlines you must follow for your […]
- Probate Litigation
- 11 min read
Strategies for Minimizing Probate Costs in High-Value Estates
- Published on
Executive summary Introduction Probate can be a helpful process for distributing the estate assets of a deceased individual to the rightful heirs and beneficiaries. [...]
Executive summary Introduction Probate can be a helpful process for distributing the estate assets of a deceased individual to the rightful heirs and beneficiaries. […]
- Trustees
- 14 min read
California Successor Trustee Checklist
- Published on
Key Takeaways Introduction A successor trustee is the individual first in line to take over the administration of a trust when the initial trustee [...]
Key Takeaways Introduction A successor trustee is the individual first in line to take over the administration of a trust when the initial trustee […]
- Probate Administration
- 11 min read
Probate & Non-Probate Assets in California: What to Know
- Published on
Executive Summary Learning About Probate & Non-Probate Assets in California Even when times are difficult, managing estate assets efficiently is essential to avoid legal [...]
Executive Summary Learning About Probate & Non-Probate Assets in California Even when times are difficult, managing estate assets efficiently is essential to avoid legal […]
- Estate Administration
- 13 min read
Testate vs. Intestate: Key Differences
- Published on
Key Takeaways Introduction Probate is a complex process that involves managing a deceased person’s assets and distributing them from their estate to identified beneficiaries. [...]
Key Takeaways Introduction Probate is a complex process that involves managing a deceased person’s assets and distributing them from their estate to identified beneficiaries. […]
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