Beneficiary Counseling

Beneficiaries of a New Jersey estate or trust often have questions and concerns about their rights and the administration process. We provide clear and practical guidance to ensure that the interests of beneficiaries are protected and that they understand their role in the administration of an estate or trust. This includes advising beneficiaries on their right to an accounting and the timely and proper distribution of assets, pursuing and reviewing accounts on behalf of beneficiaries, and addressing any concerns about the actions of an executor or trustee.