Estate Litigation
Justice for your legacy
When estate plans unravel, we protect what’s yours.
Losing a loved one shouldn’t lead to confusion or conflict—but poor planning or mishandled duties often make it unavoidable. If you’re a beneficiary facing unfair treatment or unclear rights, we’re here to help. With decades of estate planning and litigation experience, we know how to hold fiduciaries accountable and ensure your inheritance is protected.
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When Estate Plans Go Wrong
Unfortunately for many people, death brings out the worst in the heirs and the survivors. Sometimes, the individuals chosen in the estate plan as the Executor or the Trustee do not adequately carry out their fiduciary duties. To make matters worse, many decedents did not receive competent advice when setting up their Will or Trust.
This problem is often compounded by the use of internet-based estate planning tools. While these forms may seem easy to complete, they frequently overlook complex issues. As a result, estate litigation has become a prevalent issue in estate planning. In fact, “when I owned and operated the Dana Law Firm, estate litigation was the fastest growing practice area,” said attorney Matt Dana.
Why Estate Litigation Requires Estate Planning Expertise
Being effective at estate litigation begins with being deeply knowledgeable in estate planning. It’s not enough to hire just any litigator—especially not one whose experience is limited to general civil litigation, like contract disputes.
Estate litigation is handled in probate court, which operates with its own rules and procedures. A detailed understanding of how the estate plan was intended to work is crucial to determine whether a fiduciary has acted inappropriately. Our firm has helped clients establish thousands of estate plans and has reviewed nearly every type of scenario. This depth of experience ensures we know exactly what to look for.
Acting Quickly to Protect Your Rights
Many estate litigation issues are time-sensitive. If you are a beneficiary or heir, we recommend hiring our firm immediately to safeguard your interests before any potential fiduciary misconduct occurs. We ensure fiduciaries carry out their duties correctly and are compensated fairly—not excessively.
If wrongdoing has already occurred, immediate legal intervention is critical to preserve your rights.
Full-Service Support for Beneficiaries
We represent beneficiaries of Wills, Trusts, IRAs, and life insurance policies. With our extensive tax background—many of our attorneys are CPAs, MBAs, or have Master’s degrees in Taxation (LLMs)—we can also advise on the tax implications of your inheritance and ensure that the estate does not overpay on estate or income taxes.
Charitable Organizations Need Strong Advocacy
If you are a charitable organization named as a beneficiary, it is especially important to have legal representation. We help ensure your percentage of the estate is accurately calculated and that fiduciaries do not overcharge the estate. When your share is based on a percentage rather than a fixed amount, our legal oversight helps prevent overpayment to others and ensures fair tax handling.
