OC Trial Group offers dependable, strategic probate litigation services backed by years of courtroom experience and a client-first mindset. Families count on our firm for clear communication, strong advocacy, and successful outcomes in even the most sensitive estate matters.
Why Choose Us?
- 5-star client satisfaction with consistent positive results
- Tailored strategies for complex and high-conflict probate disputes
- Free consultation for Newport Beach residents
- Skilled trial attorneys with a strong record in probate court
- Dedicated support from start to finish of your case
Understanding Probate Litigation
Probate litigation is the legal process of resolving disputes related to estates, wills, trusts, property ownership, fiduciary conduct, and elder abuse. These cases often involve disagreements between beneficiaries, executors, trustees, or family members. The goal is to ensure the estate is handled fairly and according to California law.
Types of Probate Litigation We Handle
OC Trial Group provides thorough representation in all types of contested estate matters.
Will Contests and Trust Disputes
Will and trust disputes arise when someone challenges the validity, terms, or interpretation of estate documents. These cases often involve claims of undue influence, lack of capacity, or fraud. Our team advocates for fair outcomes and ensures your loved one’s intentions are honored. We assist with the following:
- Undue influence claims
- Lack of testamentary capacity
- Fraud or forgery allegations
- Ambiguous trust or will provisions
- Improper execution challenges
Fiduciary Misconduct
Fiduciary misconduct occurs when a trustee, executor, or agent fails to act in the best interest of beneficiaries. This includes mismanagement of assets, failure to account, conflicts of interest, or self-dealing. We assist with the following issues:
- Breach of the fiduciary duty
- Failure to provide required accounting
- Misappropriation of assets
- Excessive trustee or executor compensation
Property and Asset Disputes
Property disputes often arise when ownership, transfers, title, or asset distribution is unclear or contested. These cases require detailed legal analysis and strong advocacy to protect your rights. We address:
- Real property ownership disputes
- Community property claims
- Joint tenancy disputes
- Improper asset transfers
- Creditor claims against the estate
Financial Elder Abuse
Financial elder abuse involves the wrongful taking or retention of an elder’s property. These claims often surface during probate when suspicious transactions are discovered. Our attorneys pursue justice and recovery on behalf of victims and their families. Indicators include:
- Sudden changes to wills or trusts
- Unexplained withdrawals
- Isolation from family members
- Pressure to sign legal documents
Physical Elder Abuse and Nursing Home Abuse
When physical harm, neglect, or mistreatment occurs, probate courts may become involved in protecting the victim or addressing related estate concerns. Our team helps families pursue accountability and ensure the safety of vulnerable loved ones.
Trust and Estate Administration
Trustees and executors rely on OC Trial Group for guidance in fulfilling their legal duties. Proper administration reduces conflict, protects beneficiaries, and limits liability for the fiduciary. We assist with:
- Required notices
- Formal accountings
- Asset inventory and valuation
- Distribution planning
- Legal compliance during administration
Conservatorships and Guardianships
When a loved one is no longer able to manage personal or financial decisions, families may seek conservatorship or guardianship. Our attorneys guide clients through these complex proceedings and handle contested matters when disputes arise.
How Does Probate Litigation Work in Newport Beach?
Probate litigation follows a structured legal process designed to resolve estate disputes through negotiation, mediation, or trial. The process begins with evaluating the claim, gathering evidence, and determining the best path forward. Many matters resolve without trial, but our team fully prepares each case for courtroom presentation.
The Steps in a Probate Litigation Case
- Legal Evaluation: The attorney reviews estate documents, evidence, and claims.
- Case Strategy: A tailored plan is created to protect your rights and pursue your goals.
- Filing or Responding to Petitions: Formal documents are submitted to the probate court.
- Discovery: The parties exchange records, financial information, and testimony.
- Mediation or Settlement Discussions: Many cases resolve through negotiated agreements.
- Court Hearings and Trial: If needed, the court decides the dispute based on evidence.
OC Trial Group Creates Legal Strategies for Your Probate Needs
A customized strategy is essential in probate litigation because every estate and family dynamic is unique. OC Trial Group develops targeted approaches that reflect your goals, the available evidence, and the legal issues at play.
Contact Our Newport Beach Probate Litigation Attorneys
If you are facing a will dispute, trust conflict, fiduciary misconduct claim, or any other probate challenge, the attorneys at OC Trial Group are ready to help. We provide clear guidance, strong advocacy, and compassionate support throughout every stage of your case. Contact our team today to schedule your consultation.
OC Trial Group, APC, is a top-rated law firm based in Orange County, with offices in Newport Beach and San Juan Capistrano. We also serve clients throughout California, including Westminster, Tustin, Irvine, Buena Park, Laguna Hills, Fullerton, Newport Beach, Fountain Valley, San Juan Capistrano, Costa Mesa, Garden Grove, Stanton, Cypress, Anaheim, Mission Viejo, Laguna Niguel, Brea, and Dana Point.