At The Estate Lawyers, APC, we take on cases involving undue influence, lack of capacity, trustee misconduct, accounting disputes, and no-contest clauses across Irvine and Orange County. When a trust is changed under pressure or handled unfairly, our litigators move quickly to protect your rights.
We live our motto: Here to Guide, Here to Fight, Here for You. That means we have your back in every hearing, and we fight for you with relentless focus. Whether through mediation at the Costa Mesa Justice Complex or trial before judges at the Central Justice Center in Santa Ana, we stand by families when the stakes are highest.
As one client, Daniel R. explained, “Amy and Michelle are some of the most caring and compassionate people you will meet.” That balance of fierce courtroom skill and genuine empathy is what sets us apart.
We also give back to the community that trusts us. From elder advocacy programs near UC Irvine to outreach at the Irvine Civic Center and support for local neighborhood initiatives, our firm is part of Irvine life. We fight hard for families inside court, and we stand with our community outside it.
What Is a Trust Contest and Why It Matters in Irvine
A trust contest is a legal challenge to the validity of a trust or to how a trust is being carried out. These disputes typically arise when family members suspect undue influence, question a loved one’s mental capacity, or believe a trustee is mismanaging assets.
California law is clear. Once a trustee serves formal notice, beneficiaries and interested parties usually have 120 days to file a contest, or 60 days if the trust document is delivered during that period. Missing that deadline almost always ends the right to challenge.
In Irvine, trust contests are not just paperwork fights. They are emotionally charged proceedings that determine whether inheritances are honored, whether elders’ wishes are respected, and making trustees accountable. Knowing the local filing systems, judges, and probate examiners can make the difference between delay and success.
Orange County has seen high-stakes cases that show the importance of skilled trust litigation. One of the most widely discussed was the Morgan Trust case, where allegations of undue influence and trustee misconduct led to a $12 million surcharge judgment.
Cases like these show how courts treat breaches of trust with gravity and why experienced counsel is vital.
Our Trust Contest Services in Irvine
- Challenging the validity of a trust
- Defending against trust contests
- Claims of undue influence
- Lack of capacity challenges
- Fraud or forgery claims
- Breach of fiduciary duty
- Trustee misconduct or mismanagement
- Accounting disputes
- Removal of a trustee
- Interpretation of ambiguous trust terms
- Beneficiary rights enforcement
- Mediation and settlement of trust disputes.
Trusted by Estate Planning Professionals & Families
When Trusts & Estates Face Disputes
Contact UsWhy Choose Us For Your Trust Contests in Irvine
Families in Irvine turn to The Estate Lawyers, APC, because we deliver strength, precision, and compassion when the stakes are highest.
- Litigation is our sole focus: Unlike firms that dabble in probate, our attorneys dedicate their careers to trust and estate disputes. Every case is led by seasoned litigators, never junior associates, which means you always have experienced trial lawyers fighting for you.
- Proven authority and results: With more than 150 years of combined courtroom experience, our team knows the judges, procedures, and strategies that drive outcomes in Irvine.
- Compassion when it matters most: Inheritance disputes are painful and personal. We understand that protecting an elderly parent’s dignity or preserving a loved one’s legacy requires empathy as well as legal skill.
- Innovative, client-centered advocacy: We integrate advanced strategies to move cases forward with efficiency while keeping communication clear and responsive.
- Rooted in the Irvine community: From our office near the Irvine Spectrum Center to our support of elder advocacy initiatives at the Irvine Civic Center, we are more than trial lawyers. We are neighbors, partners, and advocates committed to protecting local families.
Trust Contest Timelines in Irvine
The length of a trust contest in Irvine depends on whether the case settles or proceeds to trial.
- Early settlements: With skilled negotiation, some cases resolve in as little as six to nine months.
- Moderate disputes: If discovery is required, expect 12 to 18 months.
- Trials: Fully litigated trust contests can take two years or more, especially if appeals are filed.
The heavy caseload in Orange County contributes to these timelines. In the last reporting year alone, there were over 2,400 estate and trust filings in the county, underscoring why patience and persistence are critical for families seeking justice.
Our Contest Process in Irvine
At The Estate Lawyers, APC, we move quickly to protect your rights in trust disputes. Our process is straightforward and focused on results:
- Review & Deadlines : We analyze the trust and confirm filing windows (usually 120 days in California).
- Investigation: We gather medical records, financial evidence, and witness statements to build your case.
- Filing: We file the contest in Orange County Superior Court, making sure every requirement is met.
- Mediation: When possible, we use local mediators to resolve disputes efficiently.
- Litigation: If needed, we fight in court at the Costa Mesa Justice Complex or Central Justice Center.
From start to finish, you’ll have seasoned trial attorneys guiding you, fighting for you, and keeping you informed.
Local Resources We Work With in Irvine
- Orange County Superior Court – Costa Mesa Justice Complex
- Orange County Superior Court – Central Justice Center, Santa Ana
- Probate Court eFiling Portal
- Local mediators and ADR providers for probate disputes
- UC Irvine Medical Center (capacity and medical testimony)
- Irvine Civic Center community programs
- John Wayne Airport (accessible for out-of-town clients and witnesses)
Take the Next Step With The Estate Lawyers, APC
If you are facing a trust or inheritance dispute in Irvine or anywhere in Orange County, do not wait until deadlines pass or evidence is lost. The Estate Lawyers, APC have been trusted by families for nearly two decades.
Call us today or schedule a consultation through our online form. Our office is conveniently located near the Irvine Spectrum Center, minutes from the Costa Mesa Justice Complex and Central Justice Center.
The Estate Lawyers, APC: Here to Guide, Here to Fight, Here for You.