A loved one died and I need help! |
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 What estate planning documents did the loved one have? |
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| Do I need to file a probate? |
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| How do I manage this process when I live far away? |
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| The bureaucracy is holding everything up; what can I do? |
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 The person in charge is being secretive; what can I do? |
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Administering a probate estate is a public process. A personal representative must prepare and file an inventory and before any assets can be distributed must file a petition accounting for these assets and asking permission to distribute them. Since this process can take time, sometimes this delay appears to be secretiveness. On the other hand, a trust is a private agreement and thus there is no automatic right to informed of the trustee’s actions. Disclosure of information to the heirs and beneficiaries is going to depend, in part, on the instructions given to the successor trustee in the trust. No matter what type of plan exists, sometimes people use fiduciary positions to their advantage. Interested parties can take a number of steps to force disclosure if it is warranted. If you suspect wrongdoing, you should act quickly to protect asset loss. We have substantial experience forcing fiduciaries to account and can assist you with this process. Click on the topics below the question for more details. |
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 Can I force an accounting from the trustee or personal representative? |
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| How do I force the trustee or personal representative to act? |
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| It appears that there is stealing from the estate; what can I do? |
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| The will or trust was changed under suspicious circumstances; what can I do? |
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