Los Angeles Estate & Trust Attorney
Call Today for a Free Evaluation 310.853.1554
Handling Your Legal Matters With the Utmost Care Your Advocate for Trust Administration, Probate and Other Matters

Petition for Instructions in Los Angeles

Explanation by a Los Angeles Trust Administration Lawyer

There are many probate and trust administration instances when a petition for instructions may come in handy. A petition for instructions can be sought by a trustee or personal representative of an estate. That individual can seek court approval of the potential actions that are taken by the trustee in association with the trust administration. The purpose is to ask the judge to explain whether the trustee or executor's action are acceptable. It provides an opportunity for a beneficiary or heir to object. The procedure of a petition for instructions can be most appropriately handled by a Los Angeles trust administration lawyer from our firm.

Purpose of a Petition for Instructions

A petition for instructions can be filed in cases where the trustee of a trust or a personal representative of an estate would like court guidance on an issue that is concerning to them regarding the trust or probate administration. This can be filed with the probate court and ask the court to "instruct" the trustee if his or her actions have become questionable. Under California Probate Code §17200(b)(6), the code states that those who proceedings can be held to instruct the trustee. It is important to remember that this procedure is not beneficial for every circumstance that arises in trust administration, but can help for many issues.

If you serve as a fiduciary and are in need of court guidance, a Los Angeles probate lawyer can help you request this assistance. When an issue of how much in reserves to retain for future interests or with issues involving a conflict of interests that requires court guidance, a petition for instructions can be the means to resolution. It is beneficial to consult with your attorney from the Law Offices of David A. Shapiro, P.C. to have this issue handled in the most efficient manner possible.

Contact our firm today to learn more!

Clients Share Their Experience

  • “He is an excellent trial attorney who has the necessary skill and experience to get a positive outcome for his clients. ”

    Robert F.

  • “David provided rational analysis of what he felt would be the best way to proceed and I put my trust in his judgement.”

    Lisa M.

  • “On top of being a great attorney, he is very down to earth and humble man.”

    Feryal A.

  • “I expected to not be able to reach a lawyer on a Sunday, but he called me back within 5 minutes.”

    James D.

  • “ He goes above and beyond the call of duty and is very easily accessible.”

    Cary S.

  • “From the beginning David stood out from all the other lawyers we contacted by his clear and straight communication.”

    Christian M.

Why Choose David. A Shapiro

  1. Board Certified Specialist
  2. 100% Committed to Client Satisfaction
  3. Personalized Representation
  4. Focused on Trust Litigation
Get In Touch
  • Please enter your name.
  • This isn't a valid email address.
    Please enter your email address.
  • This isn't a valid phone number.
    Please enter your phone number.
    You entered an invalid number.
  • Please select an option.
  • Please enter a message.