Case review

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Four short steps: how to reach you, the dispute, what happened, and where things stand.

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1. 1. Contact
2. 2. Dispute
3. 3. Details
4. 4. Status

1. Contact and county

Full name

Email

Phone

California countySelect a countyAlameda CountyAlpine CountyAmador CountyButte CountyCalaveras CountyColusa CountyContra Costa CountyDel Norte CountyEl Dorado CountyFresno CountyGlenn CountyHumboldt CountyImperial CountyInyo CountyKern CountyKings CountyLake CountyLassen CountyLos Angeles CountyMadera CountyMarin CountyMariposa CountyMendocino CountyMerced CountyModoc CountyMono CountyMonterey CountyNapa CountyNevada CountyOrange CountyPlacer CountyPlumas CountyRiverside CountySacramento CountySan Benito CountySan Bernardino CountySan Diego CountySan Francisco CountySan Joaquin CountySan Luis Obispo CountySan Mateo CountySanta Barbara CountySanta Clara CountySanta Cruz CountyShasta CountySierra CountySiskiyou CountySolano CountySonoma CountyStanislaus CountySutter CountyTehama CountyTrinity CountyTulare CountyTuolumne CountyVentura CountyYolo CountyYuba CountyNot sure which countyOutside California

2. The dispute

Is this about a trust or a probate estate?

A trustA probate estate (with or without a will)BothNot sure

Your relationship to the person who died or who created the trustSelect oneChildGrandchildSpouse or partnerSiblingOther relativeFriend or caregiverOther

Your roleSelect oneBeneficiaryHeirBeneficiary who was removed or left outTrustee or co-trusteeExecutor or administratorOther or not sure

Is there a dispute now?

Yes, there is a dispute nowNot yet, but I expect oneNo, I am gathering information

3. What happened

What happened?

Approximate value at issueSelect oneUnder $500K$500K to $1M$1M to $3M$3M to $5M$5M or moreNot sure

Is real estate involved?

YesNoNot sure

Was the trust or will recently changed?

YesNoNot sure

Is a trustee or executor refusing to distribute?

YesNoNot sure

Do you suspect theft or self-dealing?

YesNoNot sure

4. Where things stand

Has litigation already been filed?

YesNoNot sure

Is there an upcoming hearing or deadline?

YesNoNot sure

Hearing or deadline date, if known

Is an attorney currently involved for you?

YesNo

I consent to being contacted about my request using the information I provided.

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