AT THE EARLIEST PHASE, WE CAN HELP YOU:
- Find out when and in what form you can receive your benefits.
- Complete and submit the necessary demands to update information with the trust or estate to make sure your rights are protected.
- Assist in arranging for you to borrow against your benefit (where available).
- Determine whether the stated value of your benefit is accurate.
- Determine whether expenses and charges being paid to the administrator or trustee is fair and reasonable.
- Determine whether assets are being secured and administered properly.
- Determine whether other people are being improperly benefited.
- Determine whether property was transferred into other peoples’ names just prior to death.
- Determine whether property was transferred into the name of an individual who was serving as power of attorney or in some other close relationship with the decedent and when that was done.
- Determine whether property was used or money was paid for the benefit of others and why that may have been done.
IF THERE IS TROUBLE, WE CAN HELP YOU:
- File your claim with appropriate support and authority.
- If your claim has been denied, request a full and fair review/appeal and to represent you throughout the process.
- Evaluate and pursue your right to seek court or higher court review of action impacting on your rights.
YOU DON’T HAVE TO TAKE NO FOR AN ANSWER!
Yes, you have a right to sue the estate or trust as well as the administrator or the trustee to enforce or clarify your rights under the law in the following situations:
- To recover benefits due to you.
- To clarify your right to future benefits.
- To obtain information and documents pertinent to the full and accurate disclosure regarding the management of the assets to which you are entitled.
- To address mismanagement or
- To stop the estate or trust from continuing any act or practice that violates the terms of the law, a last will and testament or trust.
RECOVERING DAMAGES
You may be entitled to damages including recovering the proper amount of your benefit plus appreciation on that as well as attorney fees, costs and if the fiduciaries improperly used assets of the estate or trust, they would have to disgorge (meaning pay over) the profit made on the assets improperly used. Your are also entitled to other relief as would be suitable under the circumstances.