As a beneficiary, the law grants you certain rights, including the right to an Accountant to receive specific information and notices about the trust or estate. Additional rights include the right to an annual statement that provides a full account of the year's financial activity, such as profits, expenses, and any losses from investment. The personal representative or trustee is obligated to provide you with this information, and failure to do so can be considered a breach of fiduciary duties. Our estate planning attorneys can advise on these rights
to get you the information you need. Additionally, we represent in legal action against a fiduciary who has mismanaged the trust or probate estate.
The need for beneficiary representation arises in probate disputes
and cases where the administration and management of trust assets is contested. Beneficiary representation may also be necessary when the decedent’s beneficiary selection
may have been the product of undue influence, coercion or fraud. If there is evidence that the decedent was not of sound mind when a questionable beneficiary was named, the others may find themselves harmed by a bad actor.