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Why You Might Need A Beneficiary Attorney

When someone creates a will or trust, they can choose to name beneficiaries who will inherit their assets one day. However, their intent may not have been stated clearly. By the time the problem is discovered, the person may have passed away and therefore cannot be asked to clarify. In these situations, it is common for complicated issues to arise involving finances and family relationship dynamics. The help of an experienced and knowledgeable beneficiary attorney can be invaluable.

At Frisella Neilson, APC, our lawyers provide direct counsel to beneficiaries in the San Diego area and throughout California. We can help you understand which assets you may legally be entitled to as well as help you preserve and honor your loved one’s wishes.

We Facilitate Asset Distribution

Our attorneys can assist you with numerous aspects of inheritance and probate, including:

  • Reviewing estate documents to confirm or question inheritance rights
  • Navigating complex probate matters
  • Representing beneficiaries throughout estate administration and trust administration
  • Explaining your rights and helping you understand any obligations

Our lawyers have decades of combined experience with estates of all sizes. No matter what your case requires, we are ready to assist you.

Your Inheritance Rights Matter – We Are Here To Protect Them

Beneficiary representation is necessary – whether a beneficiary is a spouse, family member or a charitable organization. Our estate law attorneys understand the importance of protecting inheritance rights.

Executors, plan administrators, financial institutions and other parties who oversee an estate or account must fulfill their legal obligations. Failure to do so could both violate the decedent’s personal wishes and deprive beneficiaries of sentimental and economic value. Some cases involve disputes regarding undue influence. If you believe that someone wrongfully coerced a decedent into changing a beneficiary designation against their true wishes, we can help you with a will or trust contest or seeking to void a beneficiary designation on an account.

Contact A Beneficiary Attorney For Service And Advice

Our beneficiary lawyers can provide you with clear and compassionate legal counsel at Frisella Neilson, APC. Call 866-334-2614​ or email our law firm in San Diego to schedule an appointment with one of our experienced lawyers.