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Estate/Trust Beneficiary Representation

A beneficiary of an estate or trust is often overwhelmed by the amount of information to process and the responsibilities of being named a beneficiary. In addition, a beneficiary may receive little or no communication from an executor or trustee, or he/she may distrust the executor/trustee and has concerns whether that person is acting in his/her best interests.

A beneficiary may engage legal counsel to represent them in the administration of the estate or trust to assist in understanding the importance of:

– information received from the fiduciary
– when to take action
– tax ramifications of an inheritance.

An attorney is also needed if a beneficiary believes that a fiduciary is not acting in the best interests of the beneficiary or is not carrying out the fiduciary’s responsibilities properly or in a timely manner.

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