Skip to content
Call Us Today 626-956-3500
Trust Law Partners Logo
  • About
    • Our Firm
    • Meet the Partners
    • Videos
    • Results
    • Blog
    • FAQs
  • Legal Team
    • Wayne Dong
    • Matthew Thompson
    • Jeff Liu
    • Jamie L. Ackerman
    • Molly Pitruzzelli
    • Chris Nagakawa
    • Michelle Lee
    • Mark Russakow
    • Jeffrey Loew
    • Lisa Tan
    • Greg Aslanian
    • Jeffrey Hall
    • Jason Grutter
    • David DePianto
    • Brent Smyth
  • Practice Areas
    • Overview
    • Compel Distributions
    • Mediation
    • Trustee Defense
    • Trustee Removal
    • Will & Trust Contests
    • Wrongful Disinheritance
    • Inheritance
  • Contact
    • Pasadena
    • San Mateo
    • San Diego
    • Newport Beach
    • Santa Barbara
    • Dallas
  • Search
Get A Free Consultation

Better Together: Financial Advisors and Probate Litigation Attorneys

  • All Posts
  • Estate Litigation
  • Estate Planning
  • Mediation
  • Trust Litigation
  • Will or Trust Contest
  • Will Trust
  • Wrongful Disinheritance

Home  >  Blog  >  Better Together: Financial Advisors and Probate Litigation Attorneys

June 8, 2023 | By Trust Law Partners
Better Together: Financial Advisors and Probate Litigation Attorneys

Financial advisors play a key role when a family member dies. They not only help with practical matters such as asset valuations, pensions, insurance and tax implications — they often act as trusted liaison for the family and offer emotional support.

When disputes arise between family members over the estate, it’s important to seek the counsel of an experienced probate litigation attorney to help navigate the intricate probate litigation process and ensure best possible outcome for your client.

At Trust Law Partners LLP, trust and probate litigation is all we do. Our attorneys have decades of combined experience in this area, and are passionate about obtaining the unique justice each client is looking for.

What makes us so successful? We build a customized legal strategy, then put our plan into action with the speed, expertise and determination that sets us apart. Whether through keen legal analysis, tough negotiations, or battling in court, each of our partners contributes distinctive skills to maximize our impact.

RECENT ARTICLES
  • Charitable Beneficiaries in Trust Litigation: Enforcing Gifts to Nonprofits

  • Will vs. Trust: Which One Controls Your Inheritance?

  • Trustee Self-Dealing and Conflicts of Interest: How Courts Address Them

  • Can You Be Disinherited Without Warning? Legal Options for Heirs

  • How Digital Assets & Cryptocurrency Complicate Trust Disputes in California

  • What to Know About No‑Contest (“In Terrorem”) Clauses in California Trusts & Wills

  • How Trustees Can Defend Against Wrongful Removal Requests

  • Taxable Estates and Original Works of Art: What Trustees and Heirs Need to Know

  • Mediation vs. Litigation: What’s Better for Trust and Estate Disputes?

  • Is a Half-Sibling Still an Heir Under Intestate Succession If They Live in Another Country?

Safeguard Your Future with Professional Legal Support

Name(Required)

OUR OFFICES

Locations

 

Pasadena
San Mateo
San Diego
Newport Beach
Santa Barbara
Dallas

Contact us to discuss
your case with our
trusted lawyers.

California probate law is one of the most intricate areas of state law, filled with technical procedures, filing deadlines, and evidentiary burdens. Without legal representation from a professional in this field, it’s easy to overlook key facts, waive important rights, or become entangled in long, frustrating legal processes.

Our California inheritance lawyers are not just familiar with California probate law—we’re immersed in it. We stay current on legal updates, case law trends, and judicial interpretations. We collaborate as a team to examine every angle of a case and develop the most strategic and effective approach for our clients.

Name(Required)

  • About
  • Legal Team
  • Practice Areas
  • Contact
  • Search
Sitemap