My inheritance is being withheld
The trustee or executor keeps delaying payment or won’t explain why.
How we may help
Review distribution terms, seek answers and assess a demand or court petition when appropriate.
Explore this problemFor beneficiaries & heirs
Problems we solve.
Your inheritance is personal. When a trustee or family member controls the answers, we help you understand your rights and assess a practical path forward.
Get My Free Case ReviewMoney or property is missing
A relative transferred property, emptied accounts or took estate assets.
How we may help
Trace ownership and transfers, review records and evaluate recovery options supported by evidence.
Explore this problemNo one will show me the records
You cannot get the trust, an accounting or a clear explanation.
How we may help
Determine your rights to information and whether a formal request or accounting petition fits your situation.
Explore this problemThe trustee is abusing their role
You suspect self-dealing, favoritism or misuse of trust funds.
How we may help
Review the conduct and evidence; assess safeguards, an accounting or trustee removal where legally supported.
Explore this problemThe will or trust changed unexpectedly
You believe pressure, forgery or lack of capacity affected your inheritance.
How we may help
Examine the documents, circumstances and deadlines to assess whether a challenge has a legal basis.
Explore this problemA family member took over the estate
No one starts probate, or a relative controls the property without clear authority.
How we may help
Identify the heirs and proper representative, evaluate probate steps and protect estate assets when appropriate.
Explore this problemAfter a loved one passes away
What happens next?
It depends on what your loved one left behind.
Path 01
There is a living trust
The trustee manages trust assets for the beneficiaries.
- Who is in charge?
- Successor trustee
- Who receives the assets?
- Beneficiaries named in the trust
- What is the process?
- Trust administration
Path 02
There is a will
The will gives directions. Probate may still be needed.
- Who is in charge?
- Court-appointed executor or other personal representative
- Who receives the assets?
- Beneficiaries under a valid will
- What is the process?
- Probate or an eligible simplified transfer
Path 03
There is no will or trust
California law determines who inherits estate assets.
- Who is in charge?
- Court-appointed administrator, if probate is required
- Who receives the assets?
- Heirs under California intestacy law
- What is the process?
- Probate or an eligible simplified transfer
Not sure which applies? We can review your situation with you—free, with no retainer required.
Let’s start with your situation.
Your initial consultation and initial case analysis are absolutely free. No retainer is required for either. We listen first and take on cases where we believe we can genuinely help.
Free Case ReviewA concern is not proof of misconduct. Acceptance, available remedies and outcomes depend on attorney review of the facts and documents.