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Inheritance Dispute Attorneys in San Diego

San Diego city, where Inheritance Dispute cases are very common

At The Estate Lawyers, APC, we focus on inheritance disputes, bringing over 150 years of collective courtroom experience to families across San Diego County. 

Since 2005, our litigators have earned a reputation with local judges for precision, persistence, and compassion. From will contests and trust disputes to fiduciary breaches and elder financial abuse, we fight to protect your rightful inheritance while guiding you through every step with clarity and care.

Inheritance disputes are among the most stressful legal battles families face, especially when real estate is involved. In San Diego, where the median home value is around $850,000 (Zillow), property is the most contested asset. 

Families turn to The Estate Lawyers, APC because we bring not only the litigation strength needed to win in court, but also the compassion to guide clients through one of the most difficult times in their lives. 

What Are Inheritance Disputes and Why They Matter in San Diego

An inheritance dispute happens when family members or beneficiaries challenge a will, a trust, or the actions of a fiduciary. In San Diego, the most common grounds include undue influence, lack of capacity, and fraud. These conflicts often arise after a loved one passes, when emotions are high and significant assets are at stake.

Disputes can involve disagreements over whether a will was valid, whether a trust amendment was the product of pressure, or whether an executor mishandled estate property.

Local context matters. All inheritance disputes in the city run through the San Diego Superior Court Probate Division at the Central Courthouse on Union Street, and strict deadlines apply. The probate code gives challengers just 120 days to contest a will after it’s admitted to probate. 

Families in neighborhoods such as La Jolla and North Park are also seeing more disputes tied to the region’s aging population and rising home equity.

Addressing these disputes early is critical. 

Why Families Choose The Estate Lawyers, APC

At The Estate Lawyers, APC, inheritance disputes are at the core of what we do. Families across San Diego turn to us because we combine litigation strength with compassion, protecting what matters most when estates and property are contested.

  • Nearly 20 Years Serving San Diego. Since 2005, we’ve represented families from La Jolla and Oceanside to San Marcos and Chula Vista.
  • 150+ Years of Combined Trial Experience. Our seasoned litigators know the nuances of probate courts throughout the county.
  • Direct Representation. Clients meet directly with the attorneys who will fight for them and are never handed off to junior staff.
  • Respected by Local Courts. We appear regularly in the San Diego Superior Court, earning a reputation for precision, persistence, and professionalism.
  • Trusted for Compassion. We guide families through some of life’s hardest conflicts with clear communication and care.

Our mission is to protect families, resolve disputes, and secure rightful inheritances across San Diego.

Our Inheritance Dispute Process in San Diego

Every inheritance case is unique, but the path through the San Diego probate courts follows a clear series of steps. We guide families through each phase with strategy and care, making sure deadlines are met and evidence is fully developed.

1. Consultation
We begin by confirming whether you have legal standing to challenge or defend an estate action. During this stage, we review wills, trusts, and accountings, and explain your rights under California probate law.
2. Filing in San Diego Superior Court
If grounds exist, we file petitions in the Probate Division at the Central Courthouse on Union Street. This courthouse oversees all inheritance disputes in the county and sets strict schedules for hearings and filings.
3. Investigation and Discovery
Our team works with local forensic accountants and CPA firms who focus on probate and trust matters. They provide critical forensic accounting, examining trust statements, deeds, and financial transactions to uncover hidden transfers or mismanagement. 
In cases involving questions of mental capacity, we often draw on evaluations from clinics such as UC San Diego Health’s Memory Disorders program, which provide professional testimony about cognitive function.
4. Mediation and Settlement Efforts
Many disputes can be resolved through mediation. Judges in San Diego frequently encourage settlement to avoid costly trials. We leverage evidence and reports to negotiate favorable outcomes while protecting your inheritance rights.
5. Trial and Judgment
When resolution is not possible, we proceed to trial. Our attorneys have 150+ years of combined courtroom experience and maintain strong rapport with local probate judges. That credibility can make a decisive difference in intricate disputes involving fraud, undue influence, or elder financial abuse.

Our Inheritance Dispute Services

Our practice covers the full range of inheritance disputes in San Diego:

Trusted by Estate Planning Professionals & Families
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Get to Know The Estate Lawyers, APC

Since 2005, The Estate Lawyers, APC has focused exclusively on probate and estate litigation in San Diego and across Southern California. 

Our office maintains close working relationships with judges and practitioners at the San Diego Superior Court Probate Division. This reputation is built on integrity, precision, and results. 

Unlike general practice firms, we do not “dabble” in probate, litigation is our entire career focus. Above all, we are committed to preserving family legacies, protecting rightful inheritances, and making sure that assets are passed on as intended.

Local Resources We Work With in San Diego

Inheritance disputes rarely happen in isolation. Our attorneys coordinate with a range of local resources:

  • San Diego Superior Court – Probate Division at the Central Courthouse (Union Street)
  • Adult Protective Services (APS), hotline 800-339-4661, for suspected elder abuse
  • UC San Diego Health – Memory Disorders Clinic, often called for professional testimony on capacity
  • CPA firms focusing on probate and trust accounting for forensic financial reviews
  • Scripps and Sharp hospital networks, providing medical records critical in proving or defending capacity

Take the Next Step Today

If you are facing an inheritance dispute in San Diego, act quickly. Deadlines are strict, evidence can vanish, and waiting often strengthens the other side. The Estate Lawyers, APC are here to guide, here to fight, and here for you.

Call us today to schedule a confidential consultation with a litigation attorney. We serve clients throughout San Diego County.

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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Trusted by Estate Planning Professionals & Families
When Trusts & Estates Face Disputes

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