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- Breach of Fiduciary Duty
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- Trust Administration
- Trust Contest
- Trust Disputes
- Trust Petitions
- Trustee, Removal, Suspension, & Resignation
- Undue Influence Claims
- Breach of Fiduciary Duty
- Estate & Probate Administration
- Inheritance Disputes
- Will Contests
- Financial Elder Abuse
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Inheritance Disputes
Common Causes of Inheritance Disputes
Inheritance disputes can stem from a wide variety of circumstances. Common triggers include:
Unexpected changes to a will or trust
Allegations of undue influence or elder abuse
Disagreements over the validity of estate planning documents
Claims by excluded or disinherited heirs
Concerns about the executor’s or administrator’s conduct
Ambiguities or contradictions in the estate plan
How We Help
Whether you are contesting a will, challenging asset distributions, or defending your rights as a beneficiary or executor, we provide:
- Help prevent misunderstandings and disputes
- Allow beneficiaries to verify that the trustee is acting in their best interest
- Offer legal protection to the trustee by documenting their actions
- Provide clarity for tax purposes and future planning
We understand that litigation isn’t always the preferred path—but when necessary, we are fully prepared to advocate for you in court.
Illustrative Example
Imagine this situation: A beneficiary has not received any financial updates from the trustee in over a year and begins to wonder if the trust is being mismanaged. Attempts to get answers are met with vague responses—or silence altogether.
In a situation like this, a legal team may file a petition to compel a formal accounting, review the trustee’s financial actions for accuracy, and help the beneficiary determine whether their rights have been violated.
How often should a trust accounting be provided?
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Unless waived, accountings are generally required at least annually and upon certain triggering events, such as the termination of a trust or change in trustee.
What if I suspect the trustee is hiding information?
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Can a trustee be removed for failing to account properly?
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Do all trusts require formal accounting?
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What if I’m a trustee and the records weren’t properly kept before me?
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Frequently Asked Questions
Some of your burning questions have been answered.
Get in touch Protecting What Matters Most
Inheritance disputes can be difficult—but with the right legal support, they can also be resolved with fairness, clarity, and dignity. At Burrey Law Group, Inc., we help clients protect their rightful inheritances and preserve family legacies.
Contact us today to discuss your case and take the next step forward!