What Happens at Your Initial Consultation for Estate Administration or Legal Disputes

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Meeting with an estate lawyer often comes at a turning point—after a loved one has passed, when disputes arise, or when you’ve suddenly been handed responsibility for managing an estate. Questions about probate, inheritance, or contested wills don’t wait, and having clear guidance early on can make a difficult time more manageable. Your first meeting is about getting answers, understanding your options, and knowing what immediate steps to take so you feel supported rather than lost in the process.

At Biddle Law, we want you to walk away from that first conversation with clarity, a plan, and the reassurance that you don’t have to handle everything alone.

Why People Seek Estate Help

Clients come to us for many different reasons, such as:

  • Being appointed executor or administrator after a loved one’s passing
  • Facing questions about the validity of a will or trust
  • Needing guidance to distribute assets fairly and lawfully
  • Worrying about conflicts among family members or beneficiaries
  • Receiving notices from the court and not knowing how to respond

Regardless of the circumstances, we take the time to understand what is happening before discussing next steps.

What Happens at the First Meeting

Your first consultation is an opportunity for us to understand your situation and explain how California law applies to it. We’ll ask questions, review any documents you bring, and talk through the immediate steps that need to be taken.

Typical topics we cover include:

  • Who is responsible for managing the estate or trust.
  • What court deadlines or probate filings may apply.
  • How assets are currently being handled and whether anything needs urgent attention.
  • Whether there are disputes among heirs, beneficiaries, or co-executors.
  • What rights you have if you believe a will or trust is invalid.

This isn’t about overwhelming you with legal terms. It’s about giving you a straightforward understanding of what comes next.

What to Bring With You

Arriving with paperwork helps us provide faster and more precise advice. Bring what you can, such as:

  • The will, trust, or other estate planning documents you’ve located.
  • Death certificate, if available.
  • Financial account statements or property deeds.
  • Letters or notices from the probate court.
  • Any correspondence related to disputes over the estate.

If you don’t have all of this, that’s okay. We’ll help you identify what’s most urgent and guide you on how to gather the rest.

Estate Administration Guidance

If you have been named an executor, administrator, or trustee, you may feel overwhelmed by the responsibility. During your first meeting, we will walk you through your role in clear terms. Topics we often cover include:

  • How probate works in California and when it applies
  • What your duties are to beneficiaries and the court
  • Timelines for filing documents and making distributions
  • How to protect yourself from liability as you handle assets

Part of the first meeting is identifying what needs attention immediately. That could mean drafting court documents, notifying financial institutions, or taking steps to safeguard property. Clients often leave with a clear plan of action and the confidence that matters are moving forward.

Addressing Estate Litigation Issues

Not all estate matters go smoothly. If a family member challenges a will, alleges mismanagement of a trust, or raises questions about undue influence, litigation may become necessary. At your first meeting, we will:

  • Review the issues raised and the evidence available
  • Explain possible legal remedies, such as contesting a will or defending against claims
  • Discuss the court process and what to expect in terms of timing
  • Explore whether settlement or mediation may be appropriate

Even if the dispute is still developing, we will give you practical strategies to protect your position and reduce the risk of mistakes that could make matters worse.

Leaving the Meeting With a Plan

By the time you leave, you should have a clear idea of:

  • The immediate steps that need to be taken.
  • What documents or information we may need from you.
  • Whether litigation, mediation, or straightforward administration is likely.
  • A realistic timeline for resolving the matter.

You’ll also know what our fees cover and how we’ll stay in touch as your case progresses. The goal is for you to walk out of the office with a sense of relief and direction, not more confusion.

Talk With Biddle Law About Your Estate Needs

The first meeting with an estate lawyer is not just an introduction. It is a chance to share your story, receive meaningful guidance, and begin tackling the tasks ahead. At Biddle Law, we are here to support you through estate administration, represent you in litigation if needed, and help you take practical steps with confidence. If you’re ready to take the first step, contact us today to schedule your consultation and get the guidance you need.