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Empowering families to move forward with
Clarity, Confidence, and Purpose
Success Stories
We have a deep understanding of estate law, probate, and estate administration. Explore a sample of our legal work and dedication.
Compassionate
Our work involves death and family dynamics, which can difficult topics for many people. We approach these issues with empathy and respect.
responsive
We explain complex legal concepts in understandable terms without oversimplifying or omitting critical details.
Unlock your Legacy
Families evolve, and with change comes the need to ensure the future protection of you and your loved ones. It’s about having the peace of mind that comes from knowing you’ve done everything within your power. At ROI Law Firm, we advocate for safeguarding your family’s future as though you were still present — with your resources, your affection, and your wisdom.
Estate & Guardianship Planning
We frequently overlook the significance of our abilities to communicate, move, and think critically. While these capacities are a constant presence in our lives, it’s easy to underestimate the extent to which others rely on us — for our guidance, our company, and, undoubtedly, our financial support. No matter your life’s path — be it a world traveler, a business owner responsible for employees, a parent in a bustling family, or anything else — preparing for the possibility of incapacity and considering the aftermath of your passing are critical steps. Click here to learn more about the importance of estate planning. Approach planning with a positive mindset, free from guilt. Schedule a strategy session today to gain valuable insights and explore your options.
Probate & Trust Administration
Estate administration is a critical and complex undertaking. It encompasses numerous detailed tasks that must be executed promptly and accurately. Failure to complete these tasks, or doing so incompetently, can lead to personal financial liability. As a trustee or executor, you find yourself in a pivotal role, managing the affairs of a deceased loved one during a period that is often marked by heightened grief, emotional turmoil, and potential family conflicts.
Engaging our firm from the onset can significantly ease the burdens associated with navigating the maze of responsibilities involved in estate administration. This includes interactions with beneficiaries, government agencies (such as the IRS, FTB, and Recorder’s Office), financial institutions, pension funds, real estate agents, and the execution of specialized notifications, tax filings, creditor claims, and possibly ongoing accounting requirements.
Creating a trust may seem straightforward, but its administration is anything but simple. The relatively informal nature of trust administration can misleadingly suggest to new trustees that the process is straightforward. This misconception can lead to underestimating the complexity and scope of the responsibilities involved.
Don’t be misled into thinking trust administration is a simple task. Click here to delve deeper into estate administration. Schedule a consultation with us today to discover how ROI Law Firm can guide and support you through this intricate process.
Litigation & making things right
Trustees and personal representatives carry significant legal obligations to both the deceased and the beneficiaries. Bryan stands out as a balanced yet assertive litigator, dedicated to resolving disputes promptly to allow all parties to benefit from their inheritance. He adeptly represents trustees, heirs, beneficiaries, and third-party creditors to ensure they receive the assets to which they are rightfully entitled following someone’s passing.
While the likelihood of litigation can be reduced through meticulous estate planning and regular updates, certain complexities like overlooked children, blended families, and challenging family dynamics can still give rise to valid disputes.
Discover more about how Bryan and ROI can advocate on your behalf. Click here to learn how we can help protect your interests and fight for your rightful inheritance.
We’re Here to Help You Protect All That You’ve Worked For
As families evolve, safeguarding the future of you and your loved ones becomes paramount amidst these changes. It’s about having the assurance that you’ve done everything possible to protect them. ROI Law Firm advocates for a proactive approach to caring for your family, empowering you to provide for them with your resources, love, and wisdom, as if you were still by their side.
Estate & Contingency Planning
Our ability to communicate, move, and think critically is something we often overlook, despite its constant presence in our lives. It’s easy to forget the extent to which others rely on us — for guidance, companionship, and financial support. No matter your lifestyle — be it a globetrotter, an entrepreneur with a team, a parent with a family, or anything else — preparing for the unforeseeable, including incapacity and the end of life, is crucial. Discover more about the importance of estate planning by clicking here. Approach this planning with positivity rather than guilt. Schedule a strategy session today to gain valuable insights and consider your options.
Estate Administration (Probate and Trusts)
Every well-crafted estate plan includes clauses that allow the personal representative — whether an Executor or Trustee — to enlist legal support for estate administration. Typically, this representative is someone the deceased trusted implicitly. Yet, it’s crucial to understand that personal representatives can face significant liability for mistakes made during the administration process. Seeking legal counsel early can help mitigate errors, simplify the administrative procedures, and decrease the potential for litigation. While establishing a trust may seem relatively simple, administering it is often more complex. Click here for in-depth information on estate administration. Book a consultation today to discover how ROI can provide the support you need.
Litigation Services
Trustees and personal representatives are entrusted with significant legal obligations toward both the deceased and the beneficiaries. Bryan is committed to advocating for individuals to secure the assets they are rightfully entitled to upon someone’s passing. Unfortunately, it’s not uncommon for individuals to attempt taking advantage of situations when someone is vulnerable or has passed away. Litigation services are essential for resolving disputes and ensuring justice, involving court appearances to address and rectify disagreements.
Proactive estate planning and regular updates can significantly reduce the likelihood of litigation. Nonetheless, complex family dynamics such as unrecognized children, blended families, and strained relationships can still give rise to valid disputes. Click here to learn more about how Bryan and ROI can stand up for your rights and help navigate these challenges.
A Message from our Attorney...
“I am committed to empowering families to navigate the future with clarity, confidence, and purpose. Dealing with the loss of a loved one can be incredibly challenging, sometimes even leading to conflicts within the family. It’s essential that every family member is treated with dignity and respect during such times.” – Bryan Thompson
