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Contact Information
Irvine

2372 Morse Ave, Irvine, CA 92614

irvine@citadel.law
949-852-8181
Beverly Hills

9777 Wilshire Blvd. #400, Beverly Hills, CA 90210

beverly-hills@citadel.law
424-239-6433
San Diego

12526 High Bluff Dr #300, San Diego, CA 92130

san-diego@citadel.law
619-359-8834
San Francisco

1 Sansome St #3500, San Francisco, CA 94104

san-francisco@citadel.law
415-604-3231

Beneficiary Mediation/Agreements

Beneficiary Mediation/Agreements

A successful trustee manages the assets of the trust responsibly, while also maintaining cordial relationships with the designated beneficiaries. The trustee-beneficiary relationship can sometimes become strained, which could create legal trouble with you.

Maintaining relationships with beneficiaries often proves to be one of the biggest challenges for the trustee. Sometimes tension between beneficiaries and trustees can become negative since there is someone who has been chosen to handle their money for them.

A mediation service can prevent or manage some of these difficulties before they get out of control, and create unnecessary legal battles. Contact a certified estate-planning attorney today at (800) 662-0882 and set up an appointment to get assistance on mediation services.

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