Trust Litigator Needed San Diego County California
Budget / Salary$250–750
TypeFreelance project
LocationRemote
Posted1 hour ago
I'm seeking an experienced trust litigator to file an action to compel the delivery of a trust agreement. The documents are currently being withheld due to administrative delays.
Requirements:
- Expertise in trust litigation
- Proven track record in similar cases
- Ability to review and utilize supporting documents I will provide
Ideal Skills and Experience:
- Law degree with specialization in trusts and estates
- Strong negotiation and litigation skills
- Good communication and thorough understanding of trust law
Daughter's mother remarried and new husband and mother created joint trust. Mother (79) died 5 months ago and under California Law we are told that heirs are entitled to a copy of the trust documents. That is the assignment. Are heirs entitled to a copy of the trust agreement ? If so written demand has been made via certified mail and regular mail after husband refused verbal attempts.
Husband told mother's daughter that she had been removed as a remainder beneficiary via amendment to trust but that there was a specific bequeath. need to determine the facts. There are potential side issues in last months of mother's life of mother's addiction and admitted dementia to see if there has been any illegal activity. The above is for context only. THE ASSIGNMENT IS TO FILE AN ACTION TO GET A COPY OF ALL THE TRUST DOCUMENTS.
Please provide a detailed plan of action and estimated timeline.
Requirements:
- Expertise in trust litigation
- Proven track record in similar cases
- Ability to review and utilize supporting documents I will provide
Ideal Skills and Experience:
- Law degree with specialization in trusts and estates
- Strong negotiation and litigation skills
- Good communication and thorough understanding of trust law
Daughter's mother remarried and new husband and mother created joint trust. Mother (79) died 5 months ago and under California Law we are told that heirs are entitled to a copy of the trust documents. That is the assignment. Are heirs entitled to a copy of the trust agreement ? If so written demand has been made via certified mail and regular mail after husband refused verbal attempts.
Husband told mother's daughter that she had been removed as a remainder beneficiary via amendment to trust but that there was a specific bequeath. need to determine the facts. There are potential side issues in last months of mother's life of mother's addiction and admitted dementia to see if there has been any illegal activity. The above is for context only. THE ASSIGNMENT IS TO FILE AN ACTION TO GET A COPY OF ALL THE TRUST DOCUMENTS.
Please provide a detailed plan of action and estimated timeline.
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