Copper Wren Law

A Legal MinutePreventing disputes

How Lack of Information Triggers Probate Lawsuits

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The short answer

Many probate lawsuits stem from missing information, such as when someone says a will or trust exists but shares no copy. A formal demand letter can ask for the document to be sent to those entitled to it. Often, once it is disclosed, the court can stay out of it. Otherwise, the court may be needed to force disclosure.

From the full episode Avoiding Probate Litigation: Practical Strategies for Families in Arizona (19:59).

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Transcript

The most common cause of probate lawsuits is going to be lack of information, lack of disclosure. And when we don't get information, maybe somebody has said there is a will, but we don't have a copy of the will. Maybe somebody has said, "I'm in charge," but we don't have a copy of the trust. That's when everybody's imaginations kind of start to run away with them, because then we start imagining, well, what's in there? What did Mom and Dad put in there? What did Sibling put in there? Am I in it? Am I not?

And so usually, a lot of the times, we can actually avoid litigation when we get the information and just say, look, we need the document. Just give us the document, we can look at it and go from there. And so a lot of the times, that is what causes the litigation issues, is because nobody knows. And so you have to involve the court to force the disclosure.

So if we can write, you know, basically a demand letter, a formal letter that says, hey, under the law you have to disclose this, this isn't optional, you know, you can't hold it. You can't hold it here. I need you to send it out to the people entitled to it. A lot of the times, once they do that, we can kind of keep the court out of it and continue on and just sort of kind of monitor, rather than going through the litigation process.

Information on this website is general in nature and is not legal advice. Viewing this website or contacting the firm does not create an attorney-client relationship. Past results and client experiences do not guarantee a similar outcome.

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Information on this website is general in nature and is not legal advice. Viewing this website or contacting the firm does not create an attorney-client relationship. Past results and client experiences do not guarantee a similar outcome.