When Family Conflict Meets the Law, We’re Here to Help
Losing a loved one is hard enough, but when questions arise about their will or how their estate is handled, emotions can run high.
At Montgomery Law Firm, LLC, we help clients navigate probate disputes with compassion and skill, protecting your loved one’s true intentions and your rightful inheritance.
What Is Probate Litigation?
Probate litigation refers to legal disputes that arise during the administration of an estate or trust.
These cases often involve challenges to wills, trusts, powers of attorney, or beneficiary designations usually because someone suspects misuse of funds, undue influence, or lack of mental capacity.
Our team helps clients understand their rights, whether they’re challenging or defending a will or trust.
Common Probate Disputes We Handle
Will Contests
Disputes about the validity or fairness of a will.
Undue Influence
When someone manipulates a vulnerable person into changing their estate plan.
Lack of Mental Capacity
Challenges involving whether the person understood their actions when creating or changing a will.
Misuse of Power of Attorney
When someone entrusted with financial or medical authority acts in bad faith.
Payable-on-Death (POD) Designation Disputes
Questions about last-minute changes to beneficiaries on bank or retirement accounts.
Executor Misconduct
When the person managing the estate fails to act in the best interests of heirs or beneficiaries.
Why Hire an Experienced Probate Litigation Attorney?
- Probate litigation involves tight deadlines and complex court procedures.
- Evidence such as medical records, communications, or bank statements must be preserved early.
- Family relationships can make direct negotiation difficult — that’s where we step in.
- We handle everything from investigation and document review to filing or defending claims in probate court.
Our Process
Initial Consultation
We listen, review your situation, and explain your options.
Case Review & Investigation
We gather the necessary records and build your case strategy.
Negotiation or Mediation
We aim for efficient, fair resolutions without unnecessary court battles.
Court Representation
If needed, we’ll fight for your rights in probate court to protect your interests.
Example Situations We Help With
- A family member was left out of a will unexpectedly
- An elderly relative changed their estate plan under suspicious circumstances
- A power of attorney agent made large withdrawals before death
- Executor refuses to provide accounting or estate details
- Beneficiary designations were changed just before passing
Each of these can lead to serious legal consequences and our firm can guide you through the next steps.