Protecting Beneficiaries When Trustees or Executors Fail to Fulfill Their Duties
Beneficiaries have important legal rights under California law. Unfortunately, trustees and executors do not always fulfill their fiduciary obligations. When information is withheld, distributions are delayed, or assets are improperly managed, beneficiaries may need experienced legal counsel to protect their interests.
Our firm represents beneficiaries throughout California, and most concerns are resolved through direct communication with the trustee or executor, informal accountings, or negotiated agreements — without the need for court involvement.
We regularly assist clients with:We regularly assist clients with:
- Failure to provide trust information
- Failure to provide required accountings
- Unreasonable delays in distributions
- Mismanagement of trust or estate assets
- Self-dealing by trustees
- Breach of fiduciary duty
- Trustee removal
- Executor removal
- Financial elder abuse
- Recovery of improperly transferred assets
- Trust and will contests
- Probate Code section 850 proceedings
We approach every matter by first pursuing practical, cost-effective solutions. Litigation is a tool we use when it’s the right one — not the default — and when negotiation doesn’t resolve things, we’re fully prepared to protect our clients’ rights in probate court.
Concerned About the Administration of a Trust or Estate?
If you believe a trustee or executor is not fulfilling their legal obligations, contact Pettler, Miller & Aldover LLP to discuss your rights and the legal options available to you.