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What To Know About Contested Estate Accountings

Accounting is a critical part of estate and trust administration. Accurate and timely accountings provide transparency. They’re also the foundation for properly managing assets in accordance with the terms of the will or trust.

When questions arise regarding the validity or timeliness of estate accountings, legal guidance is critical. Our team at Vella, Carbone & Vinson, LLP, represents beneficiaries and executors in contested estate matters, including disputes over estate and trust accountings.

How We Can Help With Estate And Trust Accounting

Our lawyers can provide guidance on questions such as:

  • Whether and how often accountings are required, whether in formal probate proceedings or outside of court
  • Whether an informal accounting is an option, and the benefits and risks of going that route
  • Who is entitled to review or request an accounting, and under what circumstances
  • Whether the accounting was properly conducted

We are skilled at navigating both formal and informal accountings. Applying meticulous attention to detail, we can ensure that nothing gets overlooked in addressing the matter.

We also handle breach of fiduciary duty claims involving mismanagement of funds by trustees or executors. Whether you’re a beneficiary seeking to raise such a claim or a fiduciary defending against an accusation of mismanagement, we can help.

Benefit From Our Decades Of Experience

You can rely on us for guidance on any aspect of estate accounting. Our award-winning attorneys are highly knowledgeable about the nuances of New York estate law. We have decades of experience helping clients protect their interests, whether as beneficiaries, trustees, executors or other interested parties.

Should your estate matter proceed to litigation, our lawyers are in a strong position to protect your interests. We are skilled trial attorneys and effective advocates in court.

Get Answers To Your Estate Accounting Questions

For guidance on your specific estate matter, please contact our firm online or by phone at 518-257-7304 to speak with a member of our legal team. We look forward to assisting you.