Maximization and Protection of Inheritance Rights

Maximizing Your Inheritance and Protecting Your Rights as an Estate Beneficiary

When your loved one dies, you want to take all appropriate measures to protect your interests as a potential beneficiary of the estate. That may require having an attorney review the will and monitor the probate proceedings, so that you know you receive everything your loved one wanted you to have. But it may also necessitate legal action. We can help and guide you to take the appropriate steps that will save you money and maximize the estate and your inheritance.

How We Can Help

Whether we are dealing with an administration matter or any other estate proceeding, we will review the actions of the fiduciary, evaluate the financials, oversee the administration of the estate, and ensure that matters are handled efficiently. Regardless of the type of proceeding you are involved in, we will always look at what the fiduciary is doing with the estate and how quickly he or she is in administering the estate. We will evaluate all the financials, as well as the actual distribution of assets, always looking to maximize your inheritance and minimize tax consequences and other estate expenses.

We can work directly with or make suggestions to the fiduciary, if it appears that he or she can do a better job and simply does not realize it. We will do whatever we can to make the process as efficient and effective as possible, while always keeping your best interests a priority. We don’t seek to litigate, but will work to maximize your inheritance while getting the job done quickly and efficiently. We will work hard to keep you aware of what will potentially happen at all stages of the process. The more you know about the process and about what to expect, the less anxious you will be and the happier you will be, not only with our services, but the process itself.

At the Law Office of Bonnie Lawston, we can do both—we’ll monitor the proceedings in the Surrogate’s Court to ensure that your rights are protected, and, if necessary, we’ll take legal action to enforce and protect your rights. We bring more than 20+ years of estate administration and litigation experience to individuals across Nassau County and Suffolk County on Long Island. We’ll work closely with you throughout the process, making certain you clearly understand the law and the process, as well as your rights and options.

Do You Reside Outside of New York State?

All of the above matters apply if you reside out of state but have an interest in a New York estate. Whether you are a fiduciary of a New York estate matter or an heir of a New York estate matter but live in Florida, Georgia, New Hampshire, California, North Carolina, Virginia, Hawaii or any other state, we can assist you.

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