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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.
- Probate Law
- 12 min read
- Published on
Key Takeaways Introduction Yes, you can live in a home during probate under select circumstances. However, this is not always the case. To be [...]
Key Takeaways Introduction Yes, you can live in a home during probate under select circumstances. However, this is not always the case. To be […]
- Estate Litigation
- 18 min read
- Published on
Key Takeaways Introduction Estate planning is a vital process for protecting your assets and ensuring your children and heirs have access to a respectable [...]
Key Takeaways Introduction Estate planning is a vital process for protecting your assets and ensuring your children and heirs have access to a respectable […]
- Probate Estate Litigation
- 13 min read
- Published on
Key Takeaways Introduction Probate is the legal process for settling a deceased person’s estate, either with or without a will. During an initial probate [...]
Key Takeaways Introduction Probate is the legal process for settling a deceased person’s estate, either with or without a will. During an initial probate […]
- Undue Influence
- 18 min read
- Published on
Key Takeaways Introduction A trust is a valuable estate planning tool that can help you identify beneficiaries to receive assets after death. However, if [...]
Key Takeaways Introduction A trust is a valuable estate planning tool that can help you identify beneficiaries to receive assets after death. However, if […]
- Trust Administration
- 17 min read
- Published on
Key Takeaways Introduction Spousal lifetime access trusts and spousal lifetime access non-grantor trusts are two types of marital trusts, also known as spousal trusts. [...]
Key Takeaways Introduction Spousal lifetime access trusts and spousal lifetime access non-grantor trusts are two types of marital trusts, also known as spousal trusts. […]
- Inheritance Disputes
- 17 min read
- Published on
Key Takeaways Introduction Determining the proper way to distribute assets to beneficiaries can be a difficult process after a loved one dies. Siblings may [...]
Key Takeaways Introduction Determining the proper way to distribute assets to beneficiaries can be a difficult process after a loved one dies. Siblings may […]
- Undue Influence
- 16 min read
- Published on
Key Takeaways Introduction Undue influence is the act where one party takes advantage of the vulnerability of another for their own selfish gain at [...]
Key Takeaways Introduction Undue influence is the act where one party takes advantage of the vulnerability of another for their own selfish gain at […]
- Trust Administration
- 18 min read
- Published on
Key Takeaways Introduction In a community property state like California, community property trusts can be a beneficial estate planning tool for married couples. These [...]
Key Takeaways Introduction In a community property state like California, community property trusts can be a beneficial estate planning tool for married couples. These […]
- Estate Administration
- 19 min read
- Published on
Key Takeaways Introduction Real estate property is often one of the most valuable assets administered during probate—these may include a primary residence, vacation home, [...]
Key Takeaways Introduction Real estate property is often one of the most valuable assets administered during probate—these may include a primary residence, vacation home, […]
- Estate Executors and Administrators
- 16 min read
- 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
- 20 min read
- 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
- 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 […]
As Seen On
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