Serving the Needs of Our Clients since 2009
Call Us Today 415.992.9452
25 Years of Combined Experience Providing Thoughtful Legal Guidance to all Estate and Probate Matters

Estate Legal Services at O’Neil & Rueppel, LLP

Determined Estate Representation in San Francisco, Larkspur & Berkeley

Our Bay Area firm exists to provide advice and preparation of documents for individuals, married couples, domestic partners, and non-traditional families seeking to create an estate plan. We work to give our clients the plans they deserve, not the default arrangements set by the State of California. Our well-crafted documents protect families, conserve assets, avoid or minimize taxation, and provide peace of mind.

Our attorneys in San Francisco can assist you with estate law matters involving:

To learn more about our services, give us a call at (415) 992-9452 or contact us online. We serve clients throughout the Bay Area.

Trust & Estate Litigation

Our San Francisco attorneys provide vigorous and detail-oriented legal representation in disputes over trusts and estates. We have recovered millions of dollars in assets for our clients after wrongful attempts to rob them of their inheritance. Our law firm has also protected trustees and executors from attacks upon the validity of documents, beneficiary designation, and the ownership of property. Our experience and knowledge, along with our respectful but determined manner, make for a powerful tool in any trust and estate dispute.

We handle cases involving:

  • Trust and will contests
  • Removal of trustees/executors
  • Compelling accountings and accountability
  • Financial elder abuse claims
  • Enforcing financial powers of attorney
  • Financial power of attorney
  • Probate Code Section 850 petitions

Trust Administration

Our highly trained and experienced San Francisco trusts and estates attorneys – in conjunction with your accountants and financial planners – can assist and advise you in the process of properly administering revocable and irrevocable trusts. Numerous pitfalls await the unwary trustee. Our advice can help protect trustees from liability, preserve and protect trust assets, and help avoid costly court battles.

Probate Proceedings

Navigating the court probate process in California can be disheartening. On top of dealing with the grief and shock of the loss of a loved one, a probate process involves expense, delay, and seemingly endless paperwork required by a fussy court clerk with their own sense of how things should work. Our attorneys in San Francisco can ease your burden by handling all court filings, hearings, and other necessary tasks. Our fees are paid out of the estate at the end of the proceeding, not out of your own pocket.

Conservatorships

Conservatorships, or power of attorney, involve a court proceeding that appoints someone to manage an adult’s finances or health. Our conservatorship attorneys in San Francisco represent appointed conservators, conservatees, and other interested parties in negotiating the complicated process.

Call (415) 992-9452 to get started on your case with a compassionate and skilled attorney from O’Neil & Rueppel, LLP. We serve clients throughout Marin and Alameda counties.

Helping Our Clients Realize Their Goals

Read What Some of Our Former Clients Have to Say
  • “Everything was made simple and the fear of signing a will was removed!”

    Former Client

  • “His writing is clear, understandable, and succinct—he is a superb writer.”

    Kate C.

  • “Thank you for your guidance and expertise!”

    Julie N.

  • “Very easy to work with and an outstanding professional. ”

    Former Client

  • “ I went away feeling empowered to continue with the process. ”

    Former Client