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Heirs and Beneficiaries
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Overview Our Expertise The Challenges Sample Case FAQ How We Can Help
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Burrey Law Group Represents Heirs and Beneficiaries

If you’ve been named in a will or trust—or believe you’re entitled to an inheritance—you have rights. But when those rights are ignored, delayed, or contested, it’s easy to feel powerless.

At Burrey Law Group, we help heirs and beneficiaries protect what’s theirs. Whether you’re facing a dispute, questioning a trustee’s actions, or simply trying to understand your legal standing, our team is here to advocate for your interests with clarity, compassion, and strength

Protecting What You’re Entitled To

Unfortunately, inheritance doesn’t always go as planned. Beneficiaries may be:

Beneficiary Attorney
Left in the dark by a trustee or executor
Beneficiary Attorney
Shocked by changes to a will or trust made late in a loved one’s life
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Unsure of their rights or how to assert them
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Concerned about mismanagement or wrongdoing
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Excluded from updates, distributions, or decision-making
We guide beneficiaries through every stage—from seeking transparency and clarification to pursuing legal action when necessary.
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Our Legal Support for Beneficiaries Includes:

Our team assists trustees with:

  • Reviewing trust and will documents
  • Requesting or challenging trust accountings
  • Investigating suspected undue influence or elder abuse
  • Filing petitions to compel distributions
  • Objecting to invalid amendments or suspicious last-minute changes
  • Representing you in mediation or litigation

Whether you’re involved in a straightforward distribution or a contested inheritance, we ensure your voice is heard and your rights are enforced.

Illustrative Example

We recently represented a concerned beneficiary whose trustee went silent for over a year, making no distributions. We quickly stepped in, compelling the trustee to provide a full accounting. Our persistent efforts led to the trustee’s suspension and removal, and the recovery of our client’s rightful share of the estate, plus interest.

Note: This scenario is fictional and provided for illustrative purposes only.

Your name must appear in the will or trust—or you must qualify as an heir under California law if no document exists. We can review your situation and confirm your status.

You have a legal right to information and timely distributions. We help you request what you’re entitled to—or take legal steps if those requests are ignored.

Yes. If you suspect fraud, undue influence, or lack of capacity, we can investigate and represent you in a will or trust contest.

Trustees have fiduciary duties to beneficiaries. If they’re failing to fulfill those duties, we can seek removal, compel action, or file a claim on your behalf.

Frequently Asked Questions

Some of your burning questions have been answered.

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Stand Up for Your Rights as a Beneficiary

You don’t have to navigate this process alone—or stay silent when something doesn’t feel right. Whether your inheritance is being delayed, your questions are going unanswered, or you suspect deeper issues with a trust or will, we’re here to help.

At Burrey Law Group, we take the time to explain your rights, evaluate your options, and build a strategy that protects your future. With decades of experience in estate and trust litigation, we know how to resolve disputes efficiently while preserving what matters most.

If you’re an heir or beneficiary and need guidance or legal representation, contact us today. We’re ready to listen, advise, and advocate for what you’re owed.