San Bernardino Probate Lawyer Handling Breaches of Fiduciary Duty

Businessman Stealing MoneyThere are many instances in which an estate may need to deal with the breach of a fiduciary’s duty. One such instance is the need to sue someone who violated a responsibility they had to the deceased. Another such circumstance arises when one fails to complete an important task after the deceased has passed. If the estate is owed money then it may be able to bring suit to recover the monies it is owed. This can help assets end in the hands of the heirs, which is where they belong. Our San Bernardino probate lawyer handles matters involving a fiduciary’s breach of duty to an estate. Call our attorney today to schedule an initial consultation.

San Bernardino County attorney litigating fiduciaries who have violated a power of attorney or other responsibility to an estate

Unfortunately, it is a common occurrence for one to have been appointed an estate executor, power of attorney, trustee, or some other important role only to see such people swindle funds. Such people often use the money for their own lavish lifestyle, to lend to friends, or simply to pay their own bills. Other circumstances may involve a series of small financial transfers that add up to a large total or one putting money into unknown bank accounts. The probate process allows one to bring an action for such malfeasance so that the heirs are not deprived of assets that are rightfully theirs.

Candice Garcia-Rodrigo assists estates throughout San Bernardino County and elsewhere in California. Actions to recover an estate’s assets are brought in a California Probate Court. In such a matter our office will immediately file any necessary Motions so that assets may be frozen or placed in a protective account. This will help to ensure that funds are not squandered, or otherwise hidden, while the case proceeds. We will then begin acquiring evidence of the fraud/misappropriation. This evidence may include bank records, wire transfer records, and other financial documents. Depending on how clear-cut the issues are, it may be possible to resolve the matter quickly through a Motion for Summary Judgment. If a summarial motion is not feasible then we will aggressively represent your interests at trial. Contact our office today to speak with a San Bernardino probate lawyer. Our attorney also services Rancho Cucamonga, Fontana, Ontario, Victorville, Rialto, Hesperia, Chino, Upland, Apple Valley, Redlands, Highland, Colton, Yucaipa, Montclair, elsewhere in the Inland Empire, as well as Los Angeles.

Lawyer providing quality service to California residents pursuing a fiduciary

It is devastating enough to have a loved one pass away. The hurt should not be compounded by learning that fraudulent or immoral activity has occurred. Unfortunately, such circumstances do arise. We will make our best efforts to make this process as seamless as possible for you. We strive to respond to all phone calls and emails within one business day, if not the same day. Our lawyer and staff copy clients on correspondence, ensure that they receive copies of all Court documents, and follow up with people on a regular basis. Our firm is built upon the idea of quality service and this is our promise to all that we represent.

All cases must be properly reviewed prior to determining applicable law and likely conclusion.