It is the duty of an executor or trustee to carry out the final wishes of a decedent; when they fail to do so – either out of negligence or by committing misconduct – what can be done? What factors should one consider when selecting an executor or successor trustee to avert problems from the get-go? What proactive steps can beneficiaries take to ensure the executor or trustee goes about their responsibilities diligently and ethically?
Download this free whitepaper to learn the answers to the aforementioned questions and more. By knowing the ways in which executors and trustees can go wrong, you can prevent these common pitfalls from occurring.
This 18-page whitepaper by Keystone Law Group will teach you everything you need to know about executor and trustee misconduct, including how to prevent it, detect it and remedy it.
Learn tips for choosing the right executor or trustee.
Learn about what constitutes executor or trustee misconduct.
Learn about possible remedies for an executor or trustee misconduct.
“In particular, I found Josh and [his associate] to be exceedingly pleasant to deal with. Their personal and professional demeanor telegraphed the virtues of our case. I found it personally very validating to have them as my representatives.”
“Considering probate and will/trust disputes make an already difficult situation with a loved one passing even more difficult, the attorneys and staff at Keystone Law did a lot to help me successfully navigate and manage the trust that I was overseeing.”
“When my mom passed away, I unexpectedly had issues with my sibling regarding my mother’s trust. I was referred to Keystone Law Group. First off, everyone you work with is smart, professional and nice. Response time was always quick and efficient. My lawyer Monica was incredibly smart, organized and easy to talk to about my concerns.”
“Hila diligently researched my questions regarding contesting the trust. She contacted the estate planner and secured the receipt of amendments one-four of the trust straightaway. She acquired requested real estate reports, which painted a picture of the remaining assets due to the fact there was no schedule of assets. The combination of these efforts laid a foundation upon which to decide to contest or not.
Ms. Golchet was prompt in her communication and followed through daily with the discussed tasks. Hila welcomed client input as to which direction to pursue, but also displayed her expertise in directing me to pertinent information. She communicated by email and phone daily regarding newly acquired information – many times in the evening after traditional work hours.
However, most impressive was the compassion with which Hila conducted our conversations. Potentially contesting a trust, necessitates exposing personal information. Hila was adept at teasing out information that would productively contribute to a solid contest of the trust, while graciously listening to difficult life events.”