Estate Distribution

Lighten your burden as trustee with a neutral third party

After a loved one dies, those left behind have the seemingly impossible task of distributing their estate. During the grieving process, emotions are running high, and conflict can arise. A once harmonious family unit can suddenly turn against one another. People can become possessive, irrational, and illogical. Often, a family member is designated as acting trustee to distribute the estate amongst heirs and even to themselves. This situation can be stressful, confusing, and emotionally draining. A mediator can assist you in the estate distribution process. As a neutral third party, we can help lighten the burden you may feel as a trustee.

Some of the things we can help you with include:

  • Addressing family conflicts after your loved one’s passing
  • Working through intestate distribution conflicts
  • Interpreting estate documents
  • Discussing conflicts of interest, competency, and undue influence concerns
  • Maintaining harmony during this difficult time

We will encourage communication, minimize conflict, and perform a fair estate distribution that aligns with your loved one’s last wishes.

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"I want to thank you so much for helping us out with this whole thing. You have helped make smooth a time in our lives that could have been much more crazy and messy – I can’t thank you enough for your help. You do a noble thing."

M.H.
San Diego, CA
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"I feel like we made such good progress. You made everything so easy and you were very helpful and knowledgeable. When we were walking out my husband literally called you “a God-send.”"

A.D.
San Diego, CA
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"Thank you for making everything convenient and thanks for helping me out! Especially, thank you for showing my ex respect and not making him feel small like many lawyers would have done."

J.P.E.
San Diego, CA
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"My husband said the money we paid you was the best we have ever spent. I agree."

J.H.
San Diego, CA
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"Thank you for all of your help! I don’t know how you do what you do, but I am glad you do!"

R.H.
Escondido, CA
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"Thank you for sharing with me some of your own personal experiences, that information changed my life. I am so happy now. I never believed I would get over this and now I truly have. I cannot thank you enough."

J.B.
San Diego, CA
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"I really feel so much better about everything! I have told many people about your words of wisdom and how you helped make a hard situation feel less hopeless."

J.P.
San Diego, CA
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"Thank you for your professionalism and neutrality for helping us solve our issue Amanda. It is a huge relief to have it settled. I still hope in the end my ex and I will be friends again."

C.R.
San Diego, CA
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