Advising Trust & Estate Beneficiaries

If you are the beneficiary of an estate, you may have questions about your rights or concerns that the estate assets are not being administered properly.  As a beneficiary, you have a right to know about estate assets, liabilities, income, and expenses.  There are also actions you can take to ensure that the estate is being properly managed and estate assets are not squandered.  The same is true if you are the beneficiary of a trust.

At the Village Law Firm, we believe that, as a beneficiary, you deserve transparency about how the assets in a trust or estate are managed.  We can help you understand your rights, obtain information, and protect your interests.  Often, we can make progress with a simple letter to the executor or trustee.  If informal efforts aren’t effective, we are prepared to file the appropriate motions with the court to obtain complete disclosure and ensure your interests are protected – whether that means compelling an accounting of the estate, removing an executor or trustee, or seeking damages against the executor or trustee.

If you’re the beneficiary of an estate or trust and are concerned that your interests are not being protected, contact us to find out if we can help.