What to Know About the Probate Litigation Process

Probate litigation is the legal process used to resolve disputes involving a deceased person's estate, will, or trust. In California, probate litigation may arise when beneficiaries, heirs, executors, or trustees disagree about the validity of estate planning documents or how an estate is being administered. While many estates move through probate...

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Common Reasons Probate May Be Contested

Probate may be contested when family members, beneficiaries, or other interested parties believe that a will is invalid, an executor has acted improperly, or the estate is not being administered according to California law. While disagreements over inheritances are common, not every dispute provides legal grounds for a probate contest. An...

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Can a Trustee Be Removed?

Yes, a trustee can be removed under California law under certain circumstances. Courts may remove a trustee who breaches their fiduciary duties, mismanages trust assets, fails to communicate with beneficiaries, or becomes unable to perform their responsibilities. However, removal is not automatic simply because a beneficiary disagrees with a trustee’s decisions. Whether...

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Can a Co-Owner Refuse to Sell Property?

In California, one co-owner generally cannot permanently prevent the sale of jointly owned property. When co-owners disagree about whether to sell, refinance, or keep a property, California law provides a legal process called a partition action that allows the dispute to be resolved in court. These disputes commonly arise among family members,...

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What Counts as Undue Influence in an Estate Plan?

Undue influence occurs when someone pressures or manipulates another person into changing a will, trust, or estate plan in a way that does not reflect their true wishes. In California, courts consider whether the person creating the estate plan was vulnerable, dependent on others, or isolated from family and trusted advisors....

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What Are the Duties of a Successor Trustee?

A successor trustee is responsible for managing and distributing trust assets after the original trustee can no longer serve, often due to death or incapacity. In California, this role includes handling finances, paying debts, communicating with beneficiaries, and carrying out the instructions in the trust document. A successor trustee must act in...

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