Trust & Estate Litigation

Victorium Legal represents beneficiaries, executors, and trustees in Sacramento, Folsom, and West Sacramento when wills or trusts are challenged, accountings are missing, or a fiduciary will not follow the rules.

Protecting inheritance rights and fiduciary duties

We contest or defend wills and trusts based on capacity, undue influence, fraud, or improper execution. When a trustee or executor fails to account, self-deals, or delays distributions, we petition for instructions, removal, or surcharge. Cases often intersect with probate in Sacramento and prior planning decisions, so we coordinate with estate planning counsel and our business litigation team when a family business is involved.

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Capacity, undue influence, and fraud

We investigate medical records, witness testimony, and document history. Our petitions target invalid provisions or entire documents when evidence supports it, or defend valid plans from meritless attacks.

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Compel accountings and enforce duties

When information is withheld or assets are mishandled, we compel reports, seek repayment for losses, and, if needed, remove the fiduciary so the estate or trust can be administered correctly.

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Resolve disagreements and interpret terms

Ambiguous provisions create conflict. We file petitions for instructions, mediate practical settlements, and pursue court orders when interpretation or reformation is required to honor intent.

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Trust and estate questions, answered

  • How do I contest a will or trust

    Timing is critical. After notice, a trust contest window can be short. We evaluate evidence, preserve assets where possible, and file targeted petitions before deadlines expire.

  • What are grounds for removal of a trustee

    Breach of duty, failure to account, self-dealing, or persistent mismanagement. We document issues and request removal and surcharge to protect beneficiaries.

  • Can beneficiaries force an accounting

    Yes. Beneficiaries have a right to information and periodic accountings. If a fiduciary refuses, we petition the court to compel compliance and impose consequences for delays.

  • Do these disputes always go to trial

    No. Many resolve through mediation or negotiated settlements that preserve relationships and reduce cost. We prepare for trial while pursuing efficient solutions.

  • How long do trust and estate cases take

    Simple disputes can resolve in months. Contested matters with discovery can take a year or more. We provide a timeline early and update you as hearings are set.

Protect your rights now

Speak with a Sacramento trust litigator

A direct plan can stabilize the situation. Victorium Legal will review your documents and outline next steps to secure a fair outcome.