
PLANNING AHEAD
WILLS & TRUSTS



Nevertheless, Contested Cases, whether in probate or trust administration, are a completely different process.
Contested Cases are unique and are governed by special rules. The Contested Process often involves the following phases:
1st: Plead the Allegation. Here, we raise the issue regarding the any wrongdoing. Note: if your family is challenging a will or trust, there is a brief window of time in which to raise the contest – 6 months from the admission or denial of the will, but no later than 2 years from date of death, inclusive of that date.
2nd: Discovery Phase. Here, we find out and assess all relevant information.
3rd: Pretrial Phase. During this phase, we can attempt motion on the pleadings, motions concerning the admission, and the non-admissibility of evidence.
4th: Trial. For most estate administration cases, the trial will be a Bench Trial, but sometimes, in a will or trust contest, the parties may elect a jury trial. This election for a jury trial shall be made at the onset of the proceeding.
5th: Appeal. Any appeal must be made, if at all, within 30 days of a final order.
In addition to trial, there are multitude of contested hearings that may take place. These include the following:
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Hearing on Heirship
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Citation to Recover Assets
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Action for Accounting by Fiduciary
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Citation to Discover Assets
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Citation to Remove Administrator or Executor
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Pleading to Remove Trustee
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Motion for Declaratory Judgment

