Beneficiary Representation & Fiduciary Dispute Attorney in Pennsylvania
Beneficiaries are entitled to clear communication and honest administration. When an executor or trustee fails to provide information, delays distributions, or mishandles assets, Pennsylvania law allows beneficiaries to seek judicial intervention through the Orphans’ Court.
At Chadwick Estate Law PLLC, we advocate for beneficiaries who suspect fiduciary misconduct or negligence. We combine a careful review of financial records and trust documents with strategic petition practice to compel compliance and safeguard your inheritance.
Common Situations We Handle
Trustees or executors refusing to provide an accounting
Suspicious transactions or unexplained withdrawals
Delayed or withheld distributions
Conflicts of interest or self-dealing
Requests to remove or surcharge a fiduciary
Breach of fiduciary duty claims
We begin by evaluating the governing document—will or trust—and comparing it against the fiduciary’s actions. If informal resolution fails, we file petitions under 20 Pa.C.S. §§ 3353, 7781–7783 to compel accountings, remove fiduciaries, or seek restitution for losses. Throughout, we focus on achieving efficient, enforceable outcomes that protect your financial and legal rights.
Our Approach
Next Step
If you believe an executor or trustee is not fulfilling their duties, we can help you understand your remedies under Pennsylvania law.
