A man was appointed as successor trustee after the death of a family member. He tried to manage the trust himself, but disagreements quickly escalated between siblings, and he found himself accused of mismanagement and self-dealing. We stepped in to guide him through the administration, ensure accurate reporting, and resolve disputes through mediation, ultimately protecting his role and restoring trust within the family.

Our client was the executor of her late mother’s estate. Her mother hadn’t followed all the legal formalities when drafting her will, leading to one sibling contesting its validity. This created immense stress and family tension.

We guided our client through the court process, presenting clear and convincing evidence to defend the will’s legitimacy. Our efforts ensured that her mother’s estate was distributed exactly as she intended, bringing our client peace of mind and honoring her mother’s wishes.

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.

She’d been married over 30 years, and her husband owned their home before they wed. Despite multiple refinances, the deed stayed in his name. When he passed away suddenly, without a will or children, his parents disputed her claim to the home.

Even though she’d signed quitclaim deeds, we successfully helped her obtain a significant community property interest in the home. This case shows the complexities of property rights when a spouse dies intestate. If you’re in a similar situation, we can help protect your interests.

We recently represented a client who sought to become conservator for his brother, who was suffering from a traumatic brain injury and showing signs of significant cognitive decline. Despite his genuine concern, his brother contested the appointment and accused him of overstepping.

We understood the delicate nature of this family matter. Our team guided our client through the entire petition process, meticulously helping him gather comprehensive evidence of his brother’s condition. Through our diligent efforts, we were able to present a clear and compelling case to the court, ensuring the conservatorship was approved. This allowed our client to provide the necessary care and protection his brother needed.

Navigating conservatorship can be complex and emotionally taxing. If you’re considering conservatorship for a loved one, or if you’re facing a contested appointment, we can help ensure the process is handled with care and efficiency.

Facing the unexpected legal battle of her life after her husband’s passing, a surviving spouse discovered the family home, paid for over decades, was solely in his name. This opened the door for litigation with her former in-laws, who sought to inherit the property. Turning to Burrey Law Group, our team successfully filed a petition to recharacterize the property as community property. The court’s favorable ruling ensured the surviving spouse rightfully received her husband’s share of the home, providing much-needed security during a difficult time.

For a Bay Area woman serving as executor for her late brother’s estate, questions from his spouse regarding the distribution of the family home created uncertainty. Despite her brother’s clear designation of his interest in the property to his siblings, the situation felt precarious. Seeking to protect herself and the estate’s integrity, she contacted Burrey Law Group. We provided immediate support by thoroughly examining the estate plan, confirming the separate property status of the home, and ensuring all probate procedures were flawlessly executed. With our support, she was able to finalize distributions and avoid a costly legal dispute.

A woman became concerned when her elderly father, who lived alone, began missing appointments and mismanaging large sums of money. With no power of attorney in place and growing family conflict, she petitioned for conservatorship. We helped her navigate the legal process, gather evidence of cognitive decline, and become appointed as her father’s conservator, ensuring his safety and financial stability.

Witnessing firsthand the complexities and stress of a conservatorship battle for her mother, a client in the Bay Area understood the critical need for proactive estate planning. The absence of a will or trust left valuable property and accounts in limbo. Following a successful resolution of the conservatorship with Burrey Law Group, she entrusted us to craft a thorough estate plan, providing peace of mind that her loved ones will be protected from similar hardship.