Trust or Estate Accounting Dispute?

It’s not uncommon to find discrepancies in accounting prepared by trustees or executors. Sometimes the errors are simple mistakes. Sometimes they are blatant attempts to cover up acts of theft.

We can represent either the trustee or beneficiary in an accounting dispute, but not both. We have strategies and forensic accountants at the ready to make sure our client receives the maximum allowable benefits.

To tell us about the facts and circumstances of your case, discover your rights, and explore your options, call now.

Don’t wait another minute. California’s trust laws reward fast and diligent action, and waiting too long will prevent you from using the best strategy.


Our Intake Specialist will ask questions that get to the root of your matter. They’ll document your story (so you won’t have to repeat it several times), verify your contact information, and pull public records (when appropriate) to complete the intake. Everything is placed in your prospect file.

Once the intake is complete, they will schedule your Consultation. Although FREE OF CHARGE, the consultation is valued at $175.00

During the Consultation, we will go over your prospect file, and develop it further if necessary, help you identify and set goals, and explore options. And it gets better.


Your prospect file is reviewed by a team of 5 probate court trial attorneys. Although it’s also FREE OF CHARGE, the service is valued at over $1,000.00

Those attorneys will consider applicable laws, local court trends, and procedures, and collaborate to form the best strategy to achieve your goals.

Afterward, you’ll meet the Lead Attorney on your case. You’ll confirm facts, verify goals, review your custom strategy, and discuss the next step.


If after meeting the Lead Attorney you’re not 100% sure you hired the right law firm, we will refund your deposit, NO QUESTIONS ASKED!

“We’ve served over 1,000 people involved in California probate, will, trust, elder abuse, and conservatorship matters since 1998.” We look forward to serving you too. Call now.