Broomfield Beneficiary Rights Attorneys
Protecting Your Inheritance: Advocating for Beneficiary Rights
When outside parties are negligent, breach their duty, and fail to act in the best interest of the rightful heirs, many families feel powerless.
The legal team at Jorgensen, Brownell & Pepin, P.C. understands these unfortunate situations. We also know how overwhelming it can be to navigate the complexity of the legal system to gain access to inheritances that are rightfully yours.
With over 40 years of combined experience, we will not only inform you of your beneficiary rights but also protect them. Do not be intimidated by the authority of an outside party or personal representative.
If you are questioning the validity of a will, suspect undue influence, or believe your beneficiary rights are being violated, contact us immediately.
Together, we will assess the details of your case and develop a strategic approach that, when necessary and appropriate, challenges the validity of a will, contests undue influence, and addresses violations of your beneficiary rights.
Understanding Your Rights: A Quick Reference Guide
Navigating the complexities of estate matters can feel daunting—especially for beneficiaries who do not know their rights. As a beneficiary, you should know that you are entitled to:
- Information about the testator's property, debt, and asset valuation
- Review a copy of the will
- Receive detailed reports regarding the personal representative's activities
- Be treated fairly and equally to other beneficiaries
- Expect efficient estate administration
If you suspect the personal representative is dishonest, mismanaging funds, or failing in their duties, contact us immediately!
Why Broomfield Families Trust Jorgensen, Brownell & Pepin, P.C.
Overcoming common probate obstacles requires the perfect blend of knowledge, expertise, and compassion. The team at Jorgensen, Brownell & Pepin, P.C. offers exactly that. Here’s what you can expect when you work with our Colorado probate team:
- 40+ Years of Experience: We’ve built a reputation on competence and compassion. Our track record speaks for itself and we encourage you to see what our satisfied clients say about us.
- Custom Legal Solutions: While we believe in upholding Colorado law, we don’t believe one-size-fits-all solutions are the right approach. You are as unique as your case. We will work with you to find a custom solution tailored to your needs and goals.
- A Comprehensive Approach: We understand the nuances of probate. Let us help you navigate the process and ensure personal representatives treat you fairly and uphold their fiduciary duty.
- Compassionate Guidance: Maintaining efficiency is critical, but not at the expense of kindness and compassion. Our Broomfield probate team is dedicated to helping clients overcome common obstacles with the right balance of strategy and care.
Frequently Asked Questions
Can a beneficiary remove a personal representative?
If a beneficiary believes that a personal representative is not acting honestly, mismanaging funds, or otherwise not fulfilling his or her duties, the beneficiary has the right to petition the court to remove the personal representative and have a different personal representative appointed.
What are the rights of heirs and beneficiaries?
In Colorado, beneficiaries have the right to receive information about the estate, review the will, be treated fairly and equally, and have estate matters handled efficiently and promptly.
What can beneficiaries do if they disagree with the distribution of assets?
They can pursue legal action in court to contest the will or challenge the trustee's decisions. This is typically done when there are valid legal grounds, such as a breach of fiduciary duty or evidence of undue influence, lack of capacity, or fraud influencing the will.
Do heirs have a say in the estate or trust administration process?
While heirs might not directly influence day-to-day decisions, they have the right to be notified about major decisions, contest questionable actions, and receive their inheritance under the will or trust terms.
Our attorneys can represent heirs who wish to assert their rights or challenge administrative decisions, ensuring their voices are heard and their interests protected.
Can beneficiaries challenge the validity of a will or trust?
Beneficiaries can challenge a will or trust if they believe it was created under circumstances such as undue influence, lack of testamentary capacity, or improper execution. These legal grounds for contesting must be pursued promptly and in accordance with established legal protocols.
Are Your Beneficiary Rights Being Violated? Contact Us.
With over three decades of experience, our skilled Broomfield probate lawyers have what it takes to uphold your rights. Whether you need to remove or appoint a trustee or are entangled in familial disputes over the distribution of assets or the validity of a will, we can assist. Contact us today!
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