Probate Team Uncovers Estate Fraud

Estate planning aims to ensure proper distribution of assets, but sometimes personal representatives fall short of their duties.

In this case, beneficiaries sought our help to recover funds owed from a loved one's estate. Our Probate Team immediately initiated a thorough investigation into the estate's administration. We discovered significant discrepancies in the handling of assets and distribution of funds. The personal representative had failed to properly manage donations exceeding $100,000 earmarked for multiple charities.

Our legal strategy focused on two key objectives recovering our clients' rightful inheritance, and addressing the mishandled charitable donations. 

Through meticulous documentation and negotiation, we secured the funds owed to our clients. We also held the personal representative accountable for the substantial charitable contributions.

This case underscores the importance of vigilant oversight in estate administration. It demonstrates our commitment to protecting both individual beneficiaries and charitable interests in complex estate matters.