Complex Probate & Estate
We manage complex and contested probate cases. When assets have been mishandled or the legal process has stalled, we intervene to ensure the estate is administered correctly and the legacy is preserved.
Complex Probate & Estate
Service Areas
We accept cases for Complex Probate & Estate across the Rio Grande Valley, with a focus on:
The Reality
Probate should be a transfer of legacy, not a destruction of value.
Too often, the administration of an estate devolves into confusion. Assets vanish. Fiduciaries fail to communicate. Family disputes paralyze the process.
We excel in high-conflict scenarios where the estate is at risk and immediate stabilization is required.
Scope of Intervention (What We Do)
Contested Wills & Trust Litigation
When the validity of a document is in question due to undue influence, lack of capacity, or fraud, we litigate to establish the true intent of the estate.
Fiduciary Removal & Defense
An executor or administrator has a legal duty to the beneficiaries. If a fiduciary is stealing assets, self-dealing, or simply failing to act, we petition the court to remove them and hold them personally liable for the damages.
Heirship Determination
In cases where a will does not exist (Intestate), we navigate the complex Texas and Arizona laws to identify and prove the rightful heirs, preventing unauthorized claimants from seizing the estate.
The Law Firm of Octavia LaVon Martinez PLLC
"I cannot recommend Octavia enough. She is an incredible attorney who is both passionate about her work and deeply committed to her clients. From the very beginning, she's gone above and beyond. I've always felt heard, supported, and protected every step of the way. What sets her apart is her rare combination of warmth and professionalism. She has a calming, reassuring presence while also being razor-sharp and thorough in her work. You always know she truly cares and is fighting for the best possible outcome. Five starts isn't enough for the journey she has walked alongside me."
Jenn
Texas
Our Strategy
We do not wait for the truth to surface. We find it.
Complex probate cases are rarely solved by passive administration. They require a strategy that combines financial investigation with aggressive litigation tactics.
Audit: We move quickly to secure the estate’s value. This includes requesting a full accounting from the current administrator to identify every transaction and ensure assets are protected from further loss.
Investigation: We utilize formal discovery tools—including subpoenas and depositions—to uncover hidden assets, unauthorized transfers, and off-book deals that those involved may be trying to conceal.
Correction: Once we have the evidence of mismanagement or fraud, we petition the court for the necessary remedies. Whether that means removing a negligent executor or recovering funds that were improperly transferred, we act to restore the estate’s integrity.
Corrective Counsel
Has your case stalled?
We frequently inherit cases from attorneys who are unable to handle the complexity.
If your current counsel is failing to communicate, missing deadlines, or allowing the opposition to seize the momentum, you need corrective counsel.
We conduct an audit of your case, identify where the strategy is failing, and move immediately to rectify the errors.
Do not let a passive attorney cost you your outcome.