Beneficiary Representation

Our attorneys represent beneficiaries of trusts, wills, probated estates, retirement accounts, life insurance policies and annuities in San Diego and throughout California. Beneficiaries may require representation for a number of reasons, whether due to a disagreement or to ensure understanding of the probate or trust administration process.

Adversarial circumstances that require representation can be difficult, particularly when the adversarial relationship is with family members or friends. Our attorneys and staff are experienced and capable of managing both the legal and human aspects of a case. We provide one-on-one advice and personal attention throughout your case. Our goal is to help you understand your matter and provide you with options to protect your legal interests as a beneficiary.

Representing Beneficiaries throughout California

We represent beneficiaries involved in all types and sizes of estates, from small estates to multi-million dollar estates and those with complex issues. We assist clients who need representation due to concerns about another beneficiary or administrator of an estate. We can assist you in taking the proper legal steps following the death of a loved-one whether they died with or without testamentary documents such as a will or a trust.

Our attorneys can assist you in making sense of the related documents and information you may have received regarding the estate. Our experience navigating complex probate matters allows us to help you make decisions that are best for you by providing you with sound legal advice and keeping you fully informed.

Why You Need Your Own Legal Representation as a Beneficiary

The lawyer representing the administrator or personal representative of an estate or the trustee of a trust is unable to advise you about your own legal interests as a beneficiary. You should have your own attorney to advocate for your interests. Our attorneys provide clear and effective legal representation to beneficiaries whether or not the matter is contested. We ensure that you are being treated fairly and that your legal interests as a beneficiary are being maintained.

Litigation is sometimes necessary. You may decide to take legal action if the estate is not being administered properly or in accordance with the decedent’s testamentary wishes. We are experienced trial attorneys who will evaluate all factors and develop an effective strategy to protect your legal interests.

Talk with Us About Your Matter

We are committed to our clients. If you have concerns, send us an email or call us at 866-334-2614​ to schedule a case evaluation. Time is a consideration as some legal claims can only be made within a limited period of time, so taking action quickly is important.

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Kimberly D. Neilson
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