Probate Litigation

1-888-318-4430

Probate Litigation Attorney

What is Probate and How Can You Avoid It?

We understand the probate legal and administrative headaches you might face during such a difficult time. We also know it’s often difficult to find attorneys experienced in Trust and estates with proven litigation skills. So let’s go over a few crucial facts and best practices to ensure you get experienced legal counsel and avoid legal complications.

Choosing the Right Probate Law firm is Paramount

When you are looking for an Orange County Probate Attorney. Hess-Verdon & Associates is one of the most reliable and most sophisticated trusts and estate law firm in the state of California at both the trial and appellate levels. 

Our probate litigation team has spent years acquiring extensive experience in trial preparation, strategy, and trial presentation to help you with your specific case.

We welcome the opportunity to discuss your needs, our qualifications, staffing approaches, and rate structures with a view toward the successful resolution of Estate, Trust, and Probate-related problems.

Probate Litigation Attorney

HESS-VERDON IS YOUR #1 SOUTHERN CALIFORNIA TRUST & ESTATE LAW FIRM

(DEEP BENCH COURT TIME)

What is Probate and How Can You Avoid It?

We understand the probate legal and administrative headaches you might face during such a difficult time. We also know it’s often difficult to find attorneys experienced in Trust and estates with proven litigation skills. So let’s go over a few crucial facts and best practices to ensure you get experienced legal counsel and avoid legal complications.

First of all, Probate is a court-supervised procedure that can take several months to several years, depending on multiple complex factors.

For an uncontested probate proceeding, it can be between 10 months to 18 months. For contested, i.e., probate litigation, it can take years.

Now, a Probate attorney can guide you through the judicial process. The decedent’s estate is valued, beneficiaries are determined, and executor in charge of the estate is declared.

Our probate litigation attorneys are well versed in helping mitigate loss, ensuring a cost-effective and smooth process.

See: California Probate Fees (chart)

Need immediate assistance, feel free to call us now at 888-318-4430.

In California, below are the top 4 reasons the court will oversee estate cases:

A Valid Will: The decedent’s valid Will, managed by the probate judge and the court of decedent’s jurisdiction.

  1. The dependent passed intestate (without a Will)
  2. A challenged Trust: The reviewing of the tested Trust as to the validity, capacity, fraud, or undue influence.
  3. A Trust is unfunded, and property remains outside of the Trust’s intended protection from the probate process.

Moreover, the probate court will look to certify the executor designated in the decedent’s estate plan or may appoint another 3rd party administrator under certain circumstances.

Need a Second Opinion?

There are times when you need a second opinion from another attorney. We can confidentially evaluate what the problems and solutions are for your case. Our probate attorney will tell you the truth about what the source is of your delays, questions, or increased expense. 

If you are currently in litigation, consider the following:

  • Why is this taking so long?
  • Is it your lawyer?
  • Do you wish your attorney was more like your opposing counsel?
  • Why is this costing so much?
  • When will this be over?
  • When should you settle and for how much?

If you have questions that your attorney is not answering, or the litigation has taken unexpected twists and turns, you should seek a second opinion.

What is the cost of a second opinion?

Second opinions on handling your case can be rendered on favorable terms, in some cases, at no charge.

To discuss your situation, to meet with us, or to get your questions answered, please call our office to schedule an appointment.

Have Your Case Reviewed Today by a Hess-Verdon Attorney
Call 1-888-318-4430

Trustee Removal

Are you a Trustee or Beneficiary where protection of the Trustors wishes are being challenged and causing family disputes?

Develop strategies on preempting a Trust dispute and discover What You Need to Know About the Trustee Removal Process

Hess Verdon has a deep bench and knows both sides of the equation to remove or suspend a Trustee or to safeguard the Trustee from a frivolous legal process. Hess-Verdon top litigators will help you stay on track!

 

Contact Us Green Probate Litigation Attorney | #1 Best Probate Lawyers

 or Call Now

(949) 706-7300

Beneficiary is attacking me

Attacked by a beneficiary who objects to how you, a Trustee, or Administrator, is handling an estate?

Prevent Trustees from Making Some Common Mistakes. 

Duties | Delays | Choices | Distributions

Timing on each one is critical to avoid litigation

Hess-Verdon has over 30 years of dealing with Beneficiary and trustee disputes. Let us review your situation. You’ll be glad you did. Contact us for a No Charge, No-Obligation Consultation.

Contact Us Green Probate Litigation Attorney | #1 Best Probate Lawyers

 or Call Now

(949) 706-7300

Contesting a Trust

 Are You Considering Contesting a Trust or the most recent amendment? Was there a capacity issue or undue influence?

Be Careful when contesting a trust and know the elements it takes to protect the trust assets. Reserve your rights before Statute of limitations happen!

Hess-Verdon works hard to resolve Trust and Estate issues and preserve the estate by minimizing costly litigation. Contact us for a No Charge, No-Obligation Consultation.

 

Contact Us Green Probate Litigation Attorney | #1 Best Probate Lawyers

 or Call Now

(949) 706-7300

Hess-Verdon Team of attorneys

See our Successful Reviews!

stars 5 Probate Litigation Attorney | #1 Best Probate Lawyers

“I have been working with this firm since 1994; you can’t beat a firm like this, that is so ethical and competent.”

Dixie Fisher

Client Since 1994

stars 5 Probate Litigation Attorney | #1 Best Probate Lawyers

“We’ve always felt comfortable sharing our concerns with Hess-Verdon & Associates and have felt confident that the job was well done and the concerns answered.”

Malou Cole

Client Since 2006

Servicing Southern California Probate Clients

PROBATE ATTORNEY NEAR ME

Many people believe to search for “Probate attorney near me is ok but that may be a downfall. You see, there are dozens of estate planning attorneys in Orange County, and they do quite well in their endeavors. But probate is an entirely different situation, especially when a beneficiary may be contesting the will.

Needing Probate Litigation? – What You Should Know!

Hess-Verdon – Best Probate Litigation Attorney

and what to consider when working with Hess-Verdon.

Your Orange County Probate Litigation Attorneys 

 

What Are Assets Not Part of Probate?

Now the good news is that not all the assets that are left behind need to go through Probate. In some cases, the heirs will receive assets without the probate process.

So what assets are subject to Probate?

Assets owned solely in the name of the deceased person are subject to Probate. The courts will review that the Will is valid and will administer the estate in the wishes of the passed loved one.

So what assets typically don’t have to go through Probate?

Here is a shortlist:

  • Retirement accounts – IRA’s or 401K’s, for example, naming the beneficiary.
  • Life Insurance proceeds.
  • A living trust manages the property.
  • POD: in a bank account that funds in Payable-on-death.
  • Property held in joint tenancy with rights of survivorship
  • Household goods, etc..

With that said, there are more, but it’s best to speak to an Orange County probate attorney who can guide you through this complex probate litigation process.

Probate Lawyer – Orange County – Hess Verdon

As a probate law firm, Hess-Verdon & Associates has helped thousands throughout California through the probate process.

Now, every estate and Will is different. What varies is the instructions left in the Will and the creditors, assets, and beneficiaries the estate has. We recommend setting up a meeting with one of our probate lawyers for a consultation.

Examples of trust and probate litigation cases:

  • Will contests
  • Defending Trustees
  • Actions to remove trustees who fail to fulfill their obligations or breach their fiduciary duties to the beneficiaries
  • Disputes over Distribution of Inheritance
  • Trustee Accountings
  • Spousal property characterization proceedings
  • Elder financial abuse claims
What happens if there is no Will? 

Well, you can’t grant Probate if there is no Will, but you can still administer the estate and distribute the inheritance through a slightly different process. The process is called rules of intestacy succession. Our special probate lawyer litigators are well versed and can sometimes work in contingency depending on the circumstance.

If someone dies intestate, i.e., without a Will, then you will enter into the California probate process. 

We recently handled a case where a mom added her daughter to her accounts to help with bill paying. Her son assured all was correct, continued his day-to-day activities. Mom died in 2019, making the son the successor trustee. All of the accounts have, “Transfer on Death” (TOD) designation, and go to the daughter outside of the Trust.

The daughter refuses to split those equally because she feels that she deserved them for taking care of their mother. 

Issues like this happen more often than you think.

Have Your Case Reviewed Today by a Hess-Verdon Attorney
Call 1-888-318-4430

Orange County Probate Court and Surrounding Counties

We made it simple for you to maintain some essential links and numbers for future reference. Feel free to bookmark this page as we continually keep it up-to-date on the latest tax laws on estate plans.

Below are some helpful links to the Probate Courts

Orange County Probate Court and Surrounding Counties

We have made is simple for you to maintain some important links and numbers for future reference.  Feel free to bookmark this page as we continually keep it up-to-date on the latest tax laws pertaining to estate plans. Below are some helpful links to the Probate Courts

Why Consider hiring Hess-Verdon Probate litigation attorneys

We work efficiently to help individuals, families, fiduciaries, organization with the following:

  • Trustees
  • Beneficiaries
  • Individuals and families
  • Banks
  • Trust Companies
  • Charitable entities
  • Family Offices
  • Corporate Fiduciaries
  • Corporate Trustees
  • Business Owners

Here at Hess-Verdon, we counsel clients on various aspects of estate disputes. Such as investigating potential claims, evaluating the merits of bringing a claim, filing or defending a claim, and when necessary litigating a claim through trial or settlement.

With our expert team of trust litigators, in many instances, we can settle such proceedings without going to trial after taking into account the merits of the positions advanced by the respective parties and the tax rules applicable. 

Rest assured, the Hess-Verdon team is here to help you. Unlike some other law firms, we are a full-service firm. Handling thousands of probate and trust litigation cases helps us know exactly steps are crucial for your case.

Visit us in Fashion Island in Newport Beach. If you believe you need a team of attorneys, paralegals, and a helpful, caring staff, then read on.

My Family is Suing me

Are you being sued by a family member over a Trust or Will?

From threats to harassment to emotional distress, many people’s knee-jerk reaction is to sue and has become increasingly common. 

There are many options to resolve a family dispute in court and out of court. 

With over 30 years, Hess-Verdon has handled Trust and Estate Lawsuits and dealing with family dynamics. Do not panic; Hess-Verdon is ready to help you today.

Contact Us Green Probate Litigation Attorney | #1 Best Probate Lawyers

 or Call Now

(949) 706-7300

Trustee Delaying my Inheritance

Past the reasonable “time period,” and Trustee has yet to make the required distributions?

Diagnose the stalling tactics from an uncooperative Trustee and UNCOVER Steps to Take to Get the Trustee to Distribute Your Inheritance.

Hess-Verdon, for over 30 years, has worked on both sides of the coin. Receive counsel on staying on the right side of the courts. Seeing thousands of problems facing Trustees and Beneficiaries has allowed us to assist and complete the wishes of the Trustor/Executor. Contact us for a No Charge, No-Obligation Consultation.

  

Contact Us Green Probate Litigation Attorney | #1 Best Probate Lawyers

 or Call Now

(949) 706-7300

Trustee Deadlines

Up against or even missed a deadline? Know which ones are upcoming?

Shore up your fiduciary responsibilities 

Conflict of Interest | Distribution of Funds | Upcoming deadlines

And put yourself back on track and avoid a trustee removal petition

Time is ticking, and seeking guidance from a Hess-Verdon Attorney is your attorney source to know protect your family’s legacy. Contact us for a No Charge, No-Obligation Consultation.

Contact Us Green Probate Litigation Attorney | #1 Best Probate Lawyers

 or Call Now

(949) 706-7300

Changed Trust Before Death

Was a Trust changed while under the care of a brother, sister, or institution and possibly been influenced?

 Act fast and attain a strategy on resolving fraud, forgery, undue influence, while protecting your rights and staying on the right side of the court.

 Hess-Verdon & Associates helps seek proper legal advice and provides you with the sound direction you need to understand what constitutes an invalid Trust or amendment. Contact us for a No Charge, No-Obligation Consultation.

 

Contact Us Green Probate Litigation Attorney | #1 Best Probate Lawyers

 or Call Now

(949) 706-7300

Elder Abuse

Has a family member has been subjected to emotional, physical, and financial abuse?

Whether it be a nursing home, or in their own home, they need to be protected.

Abandonment | Medical Abuse | Self-Neglect | Violation of Rights

From the evidence of medical experts to testimony of witnesses, Hess-Verdon & Associates will listen and guide you through this complicated legal arena. Understand your rights today! Contact us for a No Charge, No-Obligation Consultation.

 

Contact Us Green Probate Litigation Attorney | #1 Best Probate Lawyers

 or Call Now

(949) 706-7300

We are here to help!

Emotions Can Run High in Disputes Between Family Members, Especially in Matters Involving Money.

Need a Second Opinion?

Are you feeling your attorney is not answering your questions? 

Up against a deadline | Going over Budget | Case Taking too Long 

These are just a few reasons why you need a second opinion.

Hess-Verdon has a deep bench experience and works with the courts. If you have questions that your attorney is not answering, or the litigation has taken unexpected twists and turns, Hess-Verdon has handled Trust and Estate Lawsuits for over 30 years. Do not panic; Hess-Verdon is ready to help you today.

 

Contact Us Green Probate Litigation Attorney | #1 Best Probate Lawyers

 or Call Now

(949) 706-7300

You found the right team. See our Successful Reviews!

stars 5 Probate Litigation Attorney | #1 Best Probate Lawyers

Truly exceptional law firm! They provided concise, decisive legal assistance during unanticipated events during estate proceedings. They made a bad situation better. Our family will always be grateful. There is no one I would rather have than Hess-Verdon & Associates representing my family.

Wade Shannon

Client Since 2014

stars 5 Probate Litigation Attorney | #1 Best Probate Lawyers

“Definitely a firm that will “fight to the finish.”

Frances Gruben

Client Since 2010

stars 5 Probate Litigation Attorney | #1 Best Probate Lawyers

“Outstanding expertise and client support”

Suzanne Casey

Client Since 2018

stars 5 Probate Litigation Attorney | #1 Best Probate Lawyers

“Hess-Verdon is very professional and knowledgeable on corporate law, that can help with estate planning matters.”

Roy Trachsel

Client Since 1995

advanced Trust & Estates, Business and Real Estate Litigation Attorneys

Schedule an Appointment Today. 
The Hess-Verdon Team is Ready to Help You!

Call: 1-888-318-4430

Jillyn Hess-Verdon

Jillyn Hess-Verdon

Managing Partner

R. Kurt Ketchum

R. Kurt Ketchum

Associate Attorney

David Crumpton

David Crumpton

Associate Attorney

Stacy L. Olsen

stacy l. Olsen

Associate Attorney