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Burrey Law Group Represents Trustees

When you’ve been named a trustee, you’ve been given an important responsibility—and with it, a significant legal and fiduciary burden. Whether you’re navigating a straightforward administration or facing complex disputes, our firm is here to ensure you carry out your duties confidently, correctly, and with minimal personal risk.

At Burrey Law Group, we represent trustees throughout the lifecycle of trust administration—from interpreting the trust and communicating with beneficiaries to defending against claims of mismanagement or breach of fiduciary duty. Our goal is to help you fulfill your obligations while avoiding common pitfalls that can lead to unnecessary conflict or litigation.

Protecting Trustees From Legal Exposure

Serving as a trustee is an important responsibility—but it’s not always straightforward. Trustees are expected to act with total transparency and integrity, all while managing finances, fielding questions from beneficiaries, and ensuring the trust is carried out exactly as intended.

Even when your intentions are good, mistakes or misunderstandings can lead to conflict. That’s why it’s so important to have trusted legal counsel in your corner. Trustees can find themselves in difficult positions, especially when:

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Beneficiaries are at odds or uncooperative
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The terms of the trust are unclear or contested
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They’ve inherited a trust with existing problems or red flags
Living Trust Attorney
They need to navigate complex accounting, distributions, or tax issues
Living Trust Attorney
There are concerns about mismanagement or undue influence
Even trustees who act in good faith can be accused of wrongdoing. We help minimize that risk through proactive legal guidance, ongoing counsel, and strong courtroom advocacy when disputes arise.
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Common Trustee Legal Needs

Our team assists trustees with:

  • Navigating trust administration
  • Preparing trust accountings
  • Responding to beneficiary demands or challenges
  • Interpreting unclear trust language
  • Defending against allegations of breach of fiduciary duty
  • Managing conflicts among co-trustees or beneficiaries
  • Pursuing trustee resignation or petitions for instructions

Whether you’re serving as an individual trustee or as part of a professional fiduciary service, we help you move forward with clarity, confidence, and compliance.

Illustrative Example

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.

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

Technically, no—but probate is a legal process with strict deadlines, court filings, and potential disputes. Most executors choose to work with an attorney to avoid mistakes and personal liability.

If a will is ambiguous or doesn’t exist, California intestacy laws determine how assets are distributed. We help you interpret unclear documents—or navigate the process when no will is available.

Yes. Executors and administrators can be held financially responsible for errors in distributing assets, failing to pay taxes, or mishandling funds. Legal guidance minimizes that risk.

Disputes are common. We represent you neutrally, protect your role, and help mediate or litigate where necessary—so the estate can move forward.

Frequently Asked Questions

Some of your burning questions have been answered.

Get in touch Ready to Protect Your Role as Trustee?

If you’ve been named as a trustee and want to ensure your legal responsibilities are met—or if you’re already facing legal pushback—Burrey Law Group is here to help. We’ll stand by your side with knowledgeable, compassionate, and strategic counsel every step of the way.

Call Burrey Law Group today!