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Attorney Referrals

We take pride in our ability to deliver the best possible outcome for our clients, which in turn maximizes fees paid to our referring attorneys

FREE CONSULTATION
MAXIMIZE YOUR CLIENT’S RECOVERY

Refer your case to Trust Law Partners

Trust Law Partners is a leading trust, will and probate litigation firm located throughout Califiornia and in Texas. Our attorneys have been collectively selected as Super Lawyers 48 times. As leading trust and probate lawyers, many of our cases are referred to us by fellow attorneys. We take pride in our ability to deliver the best possible outcome for our clients, which in turn maximizes fees paid to our referring attorneys.

BECOME A REFERRING ATTORNEY

Why Trust Law Partners

We have over 237 years of combined legal experience

We've paid millions in referral fees

Trust and probate law is our sole focus

We get the best results for our clients

CASE RESULTS

Recent Victories for our Clients

$32,000,000

Heirship Contest Settlement

TLP

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TLP attorneys negotiated a settlement to have their client named the primary recipient of an estate amid relatives from another country contesting the entire estate under the will.

$24,500,000

Petition For Substituted Judgement

TLP

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TLP successfully recovered $24,500,000 in assets to family members by objecting to a petition for substituted judgement in favor of non family members.

$8,350,000

Will Contest Settlement

TLP

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TLP attorneys defended an executor against claims of undue influence and lack of mental capacity brought by an estranged sister and out-of-country relatives concerning the validity of a will that bequeathed the entire estate to the clients. TLP successfully negotiated a recovery for clients in the amount of $8.35 million.

$8,100,000

Trust Contest Judgment

TLP

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TLP attorneys prosecuted a case against a sibling who procured a fraudulent trust from his demented mother, leaving the entire estate to himself. TLP obtained a judgment invalidating the fraudulent trust, surcharged the sibling for estate damages, and recovered assets of approximately $8.1 million for the executor.

$7,500,000

Will Contest Settlement

TLP

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TLP attorneys represented a beneficiary of a will against decedent’s relatives who claimed undue influence and mental incapacity. Those relatives absconded with investment accounts, and Trust Law Partners negotiated return of assets to the estate totaling approximately $7.5 million (stock values vary).

$6,000,000

Trust Contest Settlement

TLP

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TLP attorneys represented a mother who had been named in a holographic will, while an estranged father challenged it. They recovered the majority of the estate for the mother, totaling approximately $6 million.

$5,100,000

Trust Contest Settlement

TLP

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TLP attorneys prosecuted a case against siblings who improperly amended a demented father’s estate plan using an improper power of attorney to cut out a third sibling. Trust Law Partners recovered $5.1 million in assets and cash for the client via mediation.

$5,000,000

Trustee Defense Settlement

TLP

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TLP attorneys represented a trustee and beneficiaries in successfully defending the trust against a beneficiary’s claim for additional assets. At the close of trial, the court ordered the losing beneficiary to reimburse the trust for all legal fees and costs incurred.

$3,500,000

Trust Contest Settlement

TLP

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TLP attorneys invalidated a will procured from a parent suffering from dementia who created an estate plan just weeks before death in a medical facility, cutting out a sibling. Through mediation, Trust Law Partners recovered $3.5 million for the client.

$3,200,000

Sexual Assault Settlement

TLP

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TLP attorneys asserted that the grantor had sexually assaulted their client as a minor and that the client had a superior claim to estate assets compared to those beneficiaries designated by the estate plan. Trust Law Partners secured a settlement of approximately $3.2 million (investment accounts fluctuate).

$2,100,000

Financial Elder Abuse Jury Verdict

TLP

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TLP attorneys secured a jury verdict in favor of a client who accused her daughter of committing elder abuse by transferring assets and property to herself while the mother was mentally incapacitated and hospitalized.

$2,100,000

Improper Trust Invalidated

TLP

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TLP Invalidated improper trust made to a non family member as a result of undue influence and lack of mental capacity.

$1,800,000

Trust Contest

TLP

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TLP successfully defended a trust contest on behalf of a trustee who was wrongfully accused of procuring a trust amendment, by a jilted distant family member who utilized agent to harass and intimidate trustee.

$1,700,000

Trust Contest

TLP

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TLP contested trust leaving out wife of over 3 decades and depriving her of her community interest in the trust. Trust Law partners successfully argued the community was entitled to the good will of the family business that was sold prior to death and recovered 1.7 million for our client in mediation.

$1,600,000

Will Contest

Trust

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Trust Law Partners successfully defended client against neighbors who contested the validity of the will claiming undue influence and lack of mental capacity to create a will. Trust Law Partners allowed client to keep the house and assets gifted to her.

$1,500,000

Beneficiary, Heirship, and Trustee Dispute

TLP

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TLP contested and objected to petition of 3rd party interloper to become trustee and claim ownership of Decedent’s real estate, instead successfully securing the trusteeship for our client. TLP assisted client with securing the real property for the rightful heirs/beneficiaries and properly administering the necessary trust and estate to ensure the rightful beneficiaries received their beneficial shares.

$1,000,000

Trust Contest

TLP

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TLP secured a $1 million recovery for a trust beneficiary whose rightful inheritance had been withheld by the trustee for nearly 20 years. Through litigation, TLP compelled the distribution of the beneficiary’s interest in a real estate investment, ensuring he received the assets to which he was entitled.

$990,000

Probate Code 17200 Settlement

TLP

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TLP prosecuted a Petition seeking an order confirming the existence and terms of a trust executed by the client’s mother that was never found after her death. TLP secured a settlement of $990,000 for the client after deducting all costs related to the sale of the trust’s real property.

$973,000

Trust Contest & Elder Abuse Recovery

TLP

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TLP attorneys recovered assets including a large home (the largest in Eagle Rock) and obtained reimbursement to the trustee for costs advanced to rehabilitate the property—after brothers improperly took out equity loans against it during and after the parents’ lives. This involved three court trials, 13 appeals, four civil cases, two bankruptcy adversarial actions, an unlawful detainer action, and two contempt hearings.

$750,000

Trust Contest

TLP

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TLP secured a $750,000 settlement for heirs-at-law in a contested trust and estate matter involving allegations that vulnerable late-life estate planning documents unfairly disinherited family members and redirected substantial assets to non-family caregivers and acquaintances through undue influence. The resolution recovered significant value for our clients while resolving claims for financial elder abuse, trustee removal, recovery of trust and estate property, accounting, and related equitable relief.

$700,000

Compel Early Distribution

TLP

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TLP secured an early distribution for a client who was to be paid incrementally over a period of a decade. Client did not believe that trustee would have paid her, which trustee in-fact had represented would be the case for the first year and possibly the second year. TLP argued and negotiated a distribution against hostile trustee and his counsel.

$600,000

Financial Elder Abuse

TLP

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TLP obtained a full refund for the sale of a home procured under market by real estate professional from a severely disabled and elder person.

$285,235

Trust Contest and Elder Abuse

TLP

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TLP secured a settlement of $285,235 on behalf of the decedent’s brother and sister after challenging a trust that largely disinherited them. The trust had been executed while the decedent, an elderly blind widow dependent on a family friend for care, named that caregiver as both trustee and primary beneficiary. The settlement recovered the majority of the trust estate for our clients.

What are typical referral fees?

Referral fee amounts are dependent on the circumstances, complexity and merits of each case. Our referral fees are generally 15%, typical for estate litigation. We’ll negotiate an equitable referral amount at the beginning of the case. At TLP, we honor all of our referral agreements and pay promptly upon the resolution of the case.

We welcome collaborations

We have flexible arrangements with our referring attorneys should they wish to stay involved in the case. We are happy to serve as lead counsel or joint venture the case.

We comply with all State Bar rules

As required by The State Bar of California, all referral fee agreements are fully disclosed to the client, who must consent to the fee-sharing arrangement in writing.

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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.

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