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Resolving Estate and Trust Disputes With Confidence

Estate and Trust Litigation Attorneys in Rocklin, California

Estate and trust disputes can arise at the most stressful times, often when families are already dealing with grief or uncertainty. Whether you’re a beneficiary concerned about mismanagement or a trustee facing allegations of wrongdoing, navigating litigation on your own can be overwhelming. At Filippi Law Firm, P.C., we represent clients in complex estate, trust, and fiduciary disputes. Our attorneys provide clear guidance, skilled negotiation, and strong advocacy aimed at protecting your rights and reaching a fair, timely resolution.

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    Proven Trust & Recognition

    Where Legal Excellence Meets Personal Care

    100+ 5-Star Google Reviews

    Trusted by Northern California Families & Businesses

    Award-Winning Legal Team Committed to Your Peace of Mind

    Estate litigation brings together legal complexity and emotional strain. Our role is to simplify the process, explain your options, and advocate firmly for your interests—while treating every client with the compassion and respect they deserve.

    How We Can Help

    Estate Litigation & Trust Dispute Services in Rocklin, CA

    We handle disputes involving wills, trusts, fiduciary misconduct, asset mismanagement, undue influence, fraud, and beneficiary conflicts. Our attorneys work efficiently and strategically to protect your rights, resolve disagreements, and ensure the intentions of the deceased are upheld.

    Trust Litigation

    Trust litigation often arises when beneficiaries believe a trustee has mishandled funds, failed to communicate, or breached fiduciary duties. Disputes may also stem from disagreements about trust interpretation, improper distributions, or challenges to the trust’s validity. We help beneficiaries and trustees understand their legal obligations, investigate potential misconduct, and pursue fair resolutions—whether through negotiation or litigation.

    Probate Litigation

    Probate disputes can involve questionable wills, allegations of undue influence, capacity concerns, executor misconduct, or conflicts among heirs. These issues can stall the probate process and create significant emotional strain. We represent executors, heirs, and beneficiaries in contested probate matters, ensuring the estate is handled properly and the decedent’s intentions are respected.

    Fiduciary Misconduct & Breach of Duty

    Trustees and executors have a legal duty to act in the best interest of the estate and its beneficiaries. When they fail—through mismanagement, self-dealing, poor record-keeping, or withholding information—legal action may be necessary. We help clients hold fiduciaries accountable or defend them when they’re facing unfounded allegations.

    Early Dispute Resolution

    Many trust and estate disputes can be resolved without going to trial. We negotiate directly with involved parties and explore settlement options that save time, reduce stress, and minimize legal costs.

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    Understanding Estate Disputes

    Common Causes of Trust & Estate Litigation

    Disputes often arise when beneficiaries disagree about how a trust or estate is being managed. Issues such as missing assets, unclear instructions, sudden changes to estate documents, or concerns about a trustee’s actions can escalate quickly. We help identify the underlying problems, gather evidence, and build a clear legal strategy that protects your rights and resolves conflict efficiently.

    Litigation can be emotionally and financially draining. Our approach emphasizes transparency, communication, and practical solutions—resolving many cases through settlement rather than prolonged court battles. When litigation is unavoidable, our attorneys advocate aggressively to ensure your voice is heard and your interests are protected at every stage of the process.

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    Ready to Get Started?

    If you’re facing a trust or estate dispute, you don’t have to navigate it alone. Contact Filippi Law Firm today for a free consultation and get clear, confident guidance tailored to your situation.

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    Our Process

    What to Expect When Working With Our Estate Litigation Team

    We handle your dispute strategically and transparently, guiding you from initial evaluation to final resolution with clarity and support.

    01

    Case Evaluation

    We assess the trust or estate documents, gather relevant information, and determine the strengths and challenges of your case.

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    02

    Investigation & Evidence Review

    Our attorneys examine financial records, communication history, and witness testimony to build a clear picture of what occurred.

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    03

    Negotiation & Settlement Efforts

    Whenever possible, we pursue resolution outside of court, saving you time, stress, and legal costs, while still protecting your interests.

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    04

    Litigation & Court Representation

    If a settlement isn’t possible, we are prepared to represent you in court and advocate for a fair, legally sound outcome.

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    What Sets Us Apart

    Why Choose Filippi Law Firm, P.C.?

    Comprehensive Expertise

    From planning and administration to litigation, we handle every aspect of estate law under one roof.

    Local Knowledge

    Based in Rocklin, we understand California’s unique estate, tax, and probate laws.

    Personalized Service

    Every client receives hands-on attention and clear communication from start to finish.

    Free Consultations

    Get advice and clarity with no upfront cost — in person, over the phone, or via Zoom.

    When you choose Filippi Law Firm, you’re not just hiring an attorney; you’re gaining a long-term partner dedicated to protecting your family’s future.

    Meet Our Team

    Our Trusted Estate Planning Attorneys

    Our team of experienced estate attorneys brings years of experience in both transactional and litigation matters. We take pride in building lasting relationships with clients throughout Northern California.

    • James Filippi

      CEO & Principal Attorney

    • Katia Colaprico

      Director of Operations & Managing Attorney

    • Tori Votino

      Associate Attorney

    • Marci Arredondo

      Of Counsel Attorney

    • Mike Bishop

      Of Counsel Attorney

    • Courtney Filippi

      Director of Communication

    • David Emerson

      Paralegal & Legal Support Supervisor

    • Nichol Reigelman

      Paralegal

    • Melissa Bianco

      Administrative Assistant

    • Joelle Frechou-Vieira

      Administrative Assistant

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    Testimonials

    Client Reviews

    • Barbara C. | Roseville, CA

      Everyone at the Filippi Law Firm is professional, kind and friendly. As an older woman by herself they were very helpful with everything I needed done for me. I highly recommend them to anyone needing an attorney in my situation.

    • R.L

      I want to thank you Filippi and your law firm I am extremely grateful for all the hard work and all your support and most of all thank you for making me feel like I was important as a client. Highly recommend Filippi Law firm. Respectfully, R.L

    • Christina E. | Granite Bay, CA

      Everyone I dealt with in this office was kind and professional. My attorneys Jim and Tori were exceptionally knowledgeable and helpful to me. Thank you Filippi Law Firm.

    • Judith E. | Roseville, CA

      So very appreciative of all the staff they are all amazing!!!! It took me a few years thinking about getting a trust. Once I met the team I was amazing how much knowledge and comfort they gave me then I was wondered what took me so long you ask? Well I found a 5 star…

    • Jeri S. | Lincoln, CA

      Mr. Filippi and Ms. Votino were prompt and professional. Tori was very respectful of my time which resulted in a quick process and a refund of more than what I expected from my original deposit. The potential plaintiff also received a significant amount less than what they were asking for regarding a real estate transaction….

    • Susan L. | Lincoln, CA

      We used Filippi Law firm for out trust needs. Everyone we worked with was professional, friendly and very thorough. Whether we met in person or virtually we never felt rushed and they took the time to explain everything to us. I would highly recommend them for your trust needs.

    • Renee T. | Loomis, Ca

      Filippi Law Firm was simply exceptional at revising my trust. It is the second time I’ve revised it and they did it for less than a quarter of what I paid for the first one (and this one was more complicated). I have no doubt this is my last revision as they were thorough and…

    • Robert Y. | Roseville, CA

      I really enjoyed meeting Jim Filippi and his team. Although, we had to hold off on doing our estate planning for now, we will definitely use Filippi Law Firm in the next year or two. Jim impressed me with his presentation, and his character. Jim came across as decent, humble, and honest. These are qualities…

    • Melvin S. | Granite Bay, CA

      My wife and I had a great experience at the Filippi Law Firm setting up our Family Trust. Everyone at the office was very professional, knowledgeable, and nice to work with. I highly recommend the Filippi Law Firm for any of your estate’s legal needs.

    • Connie B. | Lincoln, CA

      Selecting Filippi Law firm was perfect for my needs. Updating my Living Trust – every aspect of the document was clearly explained and my requests were met with sincere interest. And solutions offered to questions unanswered by the previous firm! The initial consultation was free of charge and not rushed in any way. I’m happy…

    • Robin B. | Lincoln, CA

      The Filippi team made everything so easy. Thanks again

    • Eleanor R. | Rocklin, CA

      Coming to the Rocklin area from Florida, I needed to find an attorney I felt comfortable working with to make sure all my paperwork was acceptable to CA. The Fillippi Law firm fit that need. Would not hesitate to recommend them. I felt comfortable asking questions and was given all information explaining the process of…

    • Beth M. | Roseville, CA

      This firm was amazing. They made the process easy and their follow up is top notch. If you need Estate Planning services this is who I would recommend.

    • Scott W. | Citrus Heights, CA

      Great help with my sister’s probate. Katia was very quick to respond to my questions. James helped us with questions as well. Definitely will use in the future. Thank You!

    • Arturo R. | Rocklin, CA

      We thank you for your patience with us because we had soo many questions about completing the entire process. You demonstrated excellent customer service. We are happy to have you as our law firm.

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    FAQ’s

    Estate Law Frequently Asked Questions

    Litigation may be necessary when there are allegations of fraud, undue influence, mismanagement, unclear terms in the will or trust, or when beneficiaries or fiduciaries cannot resolve disagreements. A lawyer can help determine whether court involvement is required.

    The timeline varies based on the complexity of the dispute. Some cases resolve through negotiation within a few months; others involving significant assets or contested issues can take a year or longer. Early legal guidance helps streamline the process.

    Yes. Courts can remove a trustee or executor for breaches of duty, dishonesty, mismanagement, or failure to communicate with beneficiaries. Evidence of wrongdoing or neglect is typically required for removal.

    Beneficiaries have the right to receive information about the trust or estate, request accountings, challenge improper decisions, and ensure the fiduciary acts in their best interest. If those rights are violated, legal action may be available.

    Estate Planning Resources

    Learn More About Estate Litigation

    Stay informed with our latest insights and resources on trust and estate disputes in California:

    • Don’t Wait Until You’re Sick to Create an Estate Plan

      Don’t Wait Until You’re Sick to Create an Estate Plan

      Estate planning is a vital component of financial security for individuals and their families. While it may seem like an…

    • Reviewing and Updating Your Estate Plan in California

      An estate plan is a crucial legal document that states your wishes for how your assets will be managed and…

    • Estate Planning Checklist

      Estate Planning Checklist

      Creating a comprehensive estate plan is very important to ensure that your assets are disbursed in accordance with your preferences…

    View All Insights

    Areas We Serve

    Estate Litigation Services Across Northern California

    We represent clients in trust and estate disputes throughout Rocklin and nearby communities, including Roseville, Lincoln, Granite Bay, Loomis, Citrus Heights, Antelope, and select areas of Sacramento.

    Rocklin

    Roseville

    Lincoln

    Granite Bay

    Loomis

    Citrus Heights

    Antelope

    Sacramento

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    Contact Us

    Start Planning Your Legacy Today

    If you’re facing a dispute over a will, trust, or estate, our attorneys are here to help you protect your rights and pursue a fair resolution.

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