Making the job of Executor, Administrator, Trustee and Probate easy for you
Whether you are a fiduciary or beneficiary, we can help you
Exclusive focus on probate, estates & trusts · 20+ years of experience · Various retainer options available
Phone: (631) 425-7299
Contested Accountings and Demanding an Accounting
As a part of the all estate matters, probate, administration and trust proceedings, the fiduciary or representative must put together an accounting or inventory of the assets and liabilities of the estate. The fiduciary must also report on all income, expenses and investments of the estate.
If you believe that the accounting is inaccurate—that there are items that are missing or for which values are improperly stated, or that the income or expenses of the estate have been misrepresented—you can take legal action to contest the accounting. We can help.
You are entitled to discovery, which includes access to documents, depositions, hearings and other evidence. As part of the process, we will make certain that you can review documents, as well as any testimony given at hearings or depositions.
Another common occurrence on Long Island involves the failure of a fiduciary to provide the accounting in a timely manner. The accounting should be provided after the estate or within nine (9) months of the time of the appointment of the fiduciary – the time the will is admitted to probate and the executor is appointed, the administrator is appointed, or trustee is appointed. If the accounting is not provided within nine months of the time of appointment or once all the assets are collected and distributed, there are steps that we can take to force the accounting and removal if necessary of the fiduciary, when same is appropriate.
At the Law Office of Bonnie Lawston, we have over two decades of experience handling all types of estate litigation, including contested accountings. We will listen carefully to learn the details of your case, and use our skill, knowledge, experience and resources to help you protect your rights.
Contact the Law Office of Bonnie Lawston
If you have not put an effective plan in place for the orderly distribution of assets upon death, we can help. Contact Long Island estate litigation attorney Bonnie Lawston online or call our office at 631-425-7299 , to set up a free initial consultation.
We represent clients nationwide, if you are a fiduciary (executor, administrator, or trustee) an heir or beneficiary of a New York estate. If the decedent died in New York or has assets in New York State, we can help you. If you are chosen to represent the estate or if you are receiving an inheritance from a New York estate, contact our law firm today.
There are Two Types of New York Estates
- The Decedent resided in NY at the time of death and their domicile is New York at the time of death; or
- There are assets located in NY, at the time of death, and an ancillary proceeding is needed. The Decedent may have died elsewhere.
Bonnie Lawston dedicates her practice to making the job of the Executor, Administrator, Trustee and Probate or Administration process easy for you. Whether you are a fiduciary, beneficiary or heir, we can help you, protect your interests and maximize your inheritance. The firm has represented individuals throughout the United States and in New York, throughout long island including but not limited to Huntington, Melville, Syosset, Sag Harbor, Garden City, Mineola, Bayshore, Dix Hills, Oyster Bay, Belle Terre, East Norwich, Muttontown, Cold Spring Harbor, Huntington Bay, Lloyd Harbor, Pt. Jefferson, Pt. Washington, Glen Head, Glen Cove, Bayville, South Hampton, Hampton Bays, to name a few, in matters dealing with Estate and Probate administration. For more information, contact Law Office of Bonnie Lawston at (631)425-7299 for a free consultation.