Contested Accountings & Breach of Fiduciary Duties
Trustees, administrators, and executors have an obligation to work in the best interest of the beneficiaries. This fiduciary responsibility for probate situations requires that the administrator provide proper accounting of how bills and debts have been resolved prior to the distribution of the assets to the heirs and beneficiaries. In ongoing trust situations, the trustee must provide annual accounting statements to the trust beneficiaries.
In addition to the accounting documents, there can be breaches of the fiduciary relationship which calls for the trustee, executor, or administrator to act in the best interests of the beneficiaries. In some situations, there can be fraud or even embezzlement from the estate.
If you are concerned about the information in the accounting or the lack of accounting efforts, a trust and probate litigation attorney will help you determine the best next steps.
You may have legal options to protect your interests in this challenging time and Daniel Leahy is the attorney who can help you decide what to do next. Dan’s practice includes resolving disputes among beneficiaries and fiduciaries. Often this requires litigation and Dan has the experience and skills to help you. Dan regularly appears in Bay Area probate courts and handles matters through trial.
Contact Daniel Leahy today at (510) 985-4151 or with our contact form to schedule your free consultation. Read more about our legal fee options and the possibility of contingency fees so that you don’t have any upfront costs.