San Mateo, CA estates & probate lawyer Jeffrey Loew talks about a memorable case in which he was able to recover his clients’ mothers’ entire estate. He reveals that one of Trust Law Partners LLP’s most rewarding cases involved a man who was the sole heir to his mother’s estate, which included several pieces of real property in San Francisco. It was clear that his mother had intended for him to inherit these properties. However, over time, both his mother and grandmother had failed to properly transfer title to certain parcels, leaving gaps in ownership records.

The firm had the client appointed as executor, anticipating a straightforward process. Instead, distant relatives intervened, arguing that the transfer deeds were defective and should be voided, which would entitle them to a share of the estate—even though the decedent had never intended for them to benefit.

While the firm attempted to resolve the matter amicably, they also prepared aggressively for trial. After a three-day trial, the firm secured a complete victory for their client, enabling him to recover his mother’s entire estate, valued at several million dollars. The outcome was especially meaningful as it honored the decedent’s clear wishes.