Service
Trust Disputes & Beneficiary Concerns
When a beneficiary and a trustee disagree, a clear review of the documents and the facts comes first. Representation is provided by Perkins Law Firm, APC.
Who it helps
- Beneficiaries who have received no information or accounting
- Beneficiaries waiting on distributions
- Trustees facing a challenge from a beneficiary
The process
- Party and conflict screening
- Attorney review of the documents
- An engagement or a referral decision
- Next steps explained in writing
What to prepare
- A copy of the trust, if you have one
- Any letters or accountings you have received
- The names of the trustee and the other beneficiaries, for the conflict check
- A short timeline of what has happened
Your next step
Start with a short, confidential inquiry. We check for conflicts before an attorney reviews your matter.
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