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Inheritance Dispute Attorneys in Irvine

Aerial view of suburban housing neighborhood in irvine, California, where inheritance dispute cases are common

At The Estate Lawyers, APC, we focus on inheritance disputes, bringing over 150 years of combined courtroom experience to families across Irvine. Since 2005, we’ve been a litigation-only firm, trusted for delivering results in the toughest estate battles while guiding clients with clarity and compassion.

Inheritance disputes in Irvine often center on real estate, the most valuable and contested family asset. With the median home value around $1.6 million, according to Zillow, fights over property in communities like Shady Canyon can escalate quickly into high-stakes litigation. 

As reported by OC Aging services in 2024, Orange County residents aged 65+, are expected to represent nearly 25% of the county’s population, indicating that disputes over wills, trusts, and inheritances will continue to rise.

We represent heirs, beneficiaries, and executors in cases involving will contests, trust disputes, fiduciary misconduct, and other probate controversies. Families turn to us because we fight with precision while never losing sight of preserving legacies and protecting what matters most.

Understanding Inheritance Disputes in Irvine

An inheritance dispute occurs when heirs or beneficiaries challenge how an estate or trust is managed, distributed, or interpreted. The most common grounds in Orange County include:

  • Undue influence: a caregiver or family member pressures a vulnerable elder into changing their estate plan.
  • Lack of capacity: the decedent lacked the mental ability to sign a valid will or trust.
  • Fraud or forgery: estate documents are falsified or manipulated.
  • Executor or trustee misconduct: mishandling, concealing, or mismanaging estate property.

In Irvine, these cases are heard in the Probate Division of the Orange County Superior Court in Santa Ana, where probate judges regularly handle disputes over family homes, trust distributions, and sibling conflicts. 

Because estates in Irvine often include high-value properties and complicated assets, inheritance disputes require seasoned litigators with deep local experience.

Why Choose Us For Your Inheritance Dispute

Families in Irvine choose The Estate Lawyers, APC because we bring focus, strength, and results to inheritance disputes.

  • Nearly 20 years of serving Southern California, founded in 2005
  • Attorneys with more than 150 years of combined trial experience
  • Exclusive focus on litigation, no estate planning distractions
  • No junior associates, every case is handled by senior litigators
  • Strong rapport with Orange County probate judges
  • Proven record in will contests, trust disputes, and fiduciary removals
  • Recognized by Super Lawyers, Martindale-Hubbell, and Avvo

Our Inheritance Dispute Services

Our practice covers the full range of inheritance disputes in Irvine:

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Meet The Estate Lawyers, APC

The Estate Lawyers, APC has served Southern California since 2005, with offices in Irvine and San Diego. We have sole focus in litigation, allowing us to resolve inheritance disputes, protect vulnerable elders, and enforce the rightful wishes of the deceased.

Our attorneys have more than 150 years of combined courtroom experience. We are known for precise preparation, relentless advocacy, and compassion for families facing some of life’s most difficult conflicts. 

In Irvine, we regularly represent heirs, beneficiaries, and executors in high-value disputes. Families choose us because we fight with strength, skill, and integrity, never losing sight of the people and legacies at the center of each case.

Our Inheritance Dispute Litigation Process in Irvine

Inheritance disputes demand strategy and speed. At The Estate Lawyers, APC, we guide clients through every stage of the process with a litigation-ready approach.

Case evaluation

We begin by reviewing wills, trusts, financial documents, and family history. Many cases involve forensic accountants from local CPA firms to trace assets and prepare accountings.

Filing in court

Cases are filed in Santa Ana’s Superior Court, where judges hear inheritance contests involving wills, trusts, and fiduciaries.

Discovery and evidence

We gather medical records to prove capacity issues, interview witnesses on undue influence, and subpoena financial records. When necessary, we bring in professionals from UC Irvine Medical Center or Hoag Hospital to testify on mental competency.

Settlement negotiations

Many disputes resolve in mediation, especially sibling conflicts. Our trial readiness often pushes the other side to negotiate fairly.

Trial and remedies

If settlement fails, we present a focused case in court. Remedies can include setting aside a fraudulent will or trust, removing a bad executor or trustee, and making sure rightful inheritances are protected.

How Is Inherited Property Divided in California?

In California, inherited property is divided based on the terms of a will or trust. If no plan exists, assets pass under intestate succession, starting with spouses and children, then parents, siblings, and more distant heirs.

Real estate often creates the biggest conflicts. When multiple heirs inherit a home, they usually share ownership as tenants in common. Each heir has the right to sell their share, and if they cannot agree, one may file a partition action in Superior Court to force a sale or division of the property.

At The Estate Lawyers, APC, we handle inheritance disputes throughout Irvine and Orange County. Our litigation-only firm represents heirs, beneficiaries, and executors in disputes over wills, trusts, and real estate, making sure rights are protected and family legacies preserved.

Local Inheritance Dispute Trends in Irvine

Inheritance disputes are rising in Irvine, fueled by valuable real estate, an aging population, and family conflicts.

High-value real estate

With the median home value in Irvine around $1.6 million, property is the number one contested inheritance asset. Estates involving multimillion-dollar homes, can lead to disputes that combine legal and emotional battles.

Common grounds

The most frequent disputes in Orange County involve undue influence, lack of capacity, trustee misconduct, and fraud. California law even presumes undue influence in cases where caretakers benefit from sudden estate changes.

Business and community impact

The Irvine Chamber of Commerce regularly emphasizes fiduciary responsibility and financial accountability in family-owned businesses, which often become flashpoints in inheritance disputes when control passes between generations.

Elder protection

The Orange County Adult Protective Services (APS) investigates financial elder abuse, which frequently overlaps with inheritance litigation. Many contested wills and trusts originate from abuse or manipulation uncovered by APS reports.

Professional support

Inheritance disputes often require forensic accounting. Irvine heirs commonly work with CPA firms near Jamboree Road and MacArthur Boulevard to produce accountings that probate judges rely on in trust and estate disputes.

Local Resources We Work With

Inheritance disputes in Irvine often require coordination with local courts, agencies, and professionals, including:

  • Orange County Superior Court – Probate Division (Santa Ana): where inheritance disputes are filed and resolved.
  • Irvine Chamber of Commerce: Inheritance disputes frequently impact family-owned businesses tied to the local economy.
  • Orange County Adult Protective Services (APS): investigates financial elder abuse, often a factor in undue influence or contested wills.
  • UC Irvine Medical Center & Hoag Hospital: provide medical records and professional testimony in capacity and undue influence cases.

Protect Your Inheritance Today

If you’re facing an inheritance dispute in Irvine, whether it’s a contested will, a trust conflict, or sibling disagreements over property, the sooner you act, the stronger your case.

Contact us online to schedule a confidential consultation at our Irvine office.

The Estate Lawyers, APC: Here to guide, Here to Fight, Here for You.

Client Success Stories

Craig Robinson

a year ago

Amy, Michelle and their team are the best of the best. When it comes their field, they are the most qualified, diligent, responsive, empathetic as it gets for a law firm. I would not hesitate to send a family member or any person needing their services, and I could not be more confident in their team!

ICECHIPS5000

a year ago

I don’t trust 90 percent of attorneys forever. I trust Ryan. My issue has been going on for nine years. I finally have traction and intend to prevail. After a court action in the New Year I will hire Ryan for the new actions.

Kady Kley

a week ago

Brittany Guest is the best litigation paralegal in the business! I have had the pleasure of working with her on many cases. She is willing to bend over backwards for her firm and their clients!

Karsyn Construction

a week ago

I had the pleasure of working with Brittney Guest as she helped guide me through my unique and complicated situation. She was extremely thorough and was very quick to respond. I would highly recommend her.

ben ogo

5 months ago

One of the best decisions I made when it comes to my estate portfolio was hiring The Estate Law. The did an amazing and outstanding job, I am still amazed at the results and outcome of their diligence and outstanding deal! Great Job Amy and Michelle, I really appreciate your hardwork and effort!

Brian Robinson

3 months ago

When things aren’t going well, these are the people to turn to. Very strong litigators, and solid advocates for your estate and or probate matter controversies.

Sergio Men

2 years ago

Amy and her team are excellent. They formed the Special needs trust form my daughter and helped us with the administration of it during my daughter’s life. The law firm who we were dealing with the claim of the accident and who we are very grateful with, because of their humbleness and experience in accidents, they did what others firms didn’t even consider trying. After the accident case was settled, we needed a trust to receive the funds on behalf of my daughter and they try to set it up, but after a few hearing with the courthouse they just said, go see Amy, We did, and oh my goodness, they were able to set and get it approved in just one hearing. This is amazing for what I saw in the court room. Some cases NOT HANDLED by Amy, that I was able to hear during the several times we were in the court room with the accident attorney, some cases were already into 2 years and not resolved. When Amy took our case in her hands. Her staff was so professional that in the first try, the trust was approved by the court. In addition, they were very caring and supportive to us during the time of our relationship as client and attorney, and even though our relationship has ended after the passing of our daughter, I know that if in any case I need someone who I can fully trust blindly this is Amy and her team. If you are looking for fast, reliable and a accurate results look no more, Amy and associates is who you are looking for.

Sincerely

Sergio Mendoza

Janet Taylor

2 years ago

I am writing to commend Lauren for the excellent customer service she provided to me. The self-initiative she showed and the prompt, considerate follow-up communications through-out the process were greatly appreciated. She represents an asset to your team and deserves recognition for her professionalism.

Daniel Rodriguez

10 months ago

This is a firm with top-notch litigators. I have personally met Amy Gostanian and Michelle Bartolic. Amy and Michelle are some of the best legal minds I have worked with. Aside from being excellent attorneys, Amy and Michelle are some of the most caring and compassionate people you will meet.

Kylee Modoc

5 years ago

Joe Patton has been a terrific estate planning resource. He’s very knowledgeable and well-versed. He’s a higher-end attorney but he helped us understand the complexities of setting up a revocable trust and took the time to answer all of our questions candidly (and make suggestions surrounding those hypothetical circumstances). My husband and I feel very fortunate to know him and to know now that our affairs are in order should the unthinkable occur. We’d both highly recommend his counsel as we know him to be very hard-working and honest. He’s a good guy!

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