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Estate Litigation

Estate Litigation Attorney in Virginia

The advantages and benefits of thorough estate planning are minimizing the chances of a dispute arising out of the distribution of assets and the role and responsibilities of who is in charge of your estate when you are gone. Despite your best-laid plans, avoiding a will contest or other legal disputes is sometimes impossible.

When a contest arises regarding a will, trust, or any other estate planning vehicle, or an accusation is made that an executor or fiduciary is failing to live up to his or her duties, the team at J.S. Burton, P.L.C. can offer experienced legal guidance.

Take the first step toward resolving your case with a skilled estate litigation lawyer in Virginia. Reach out or call (888) 885-9001 now to set up your consultation.

Types of Estate Litigation Cases We Handle in Virginia

Our attorneys handle a wide range of trust & estate litigation matters, including:

  • Disputes regarding the appointment of a conservator over a large estate
  • Disagreements involving the distribution of personal effects
  • Undue influence claims (defense or pursuit)
  • Questions regarding the capacity of the deceased at the time a will or other estate planning document was signed
  • Will contests & trust controversies
  • Representation before county commissioners of accounts in a broad range of estate & probate matters

Virginia’s legal landscape includes both common and unique litigation matters, and understanding the distinctions is essential for effective representation by an estate litigation attorney. Many disputes require interaction with the Virginia Circuit Courts, where probate and estate cases are adjudicated, and the Commissioners of Accounts, who oversee the administration of estates and ensure all fiduciary responsibilities are met. Our attorneys are familiar with county-specific procedures and the requirements set forth by the Virginia Code, allowing us to skillfully advocate for clients throughout the Commonwealth. By leveraging our knowledge of local courts and administrative processes, we aim to resolve estate disputes efficiently while minimizing additional stress for families and fiduciaries. We also remain attentive to changes in state law that may impact your interests, keeping you informed every step of the way.

We represent heirs and beneficiaries who seek an accurate accounting from executors, personal representatives, and other fiduciaries accused of wrongdoing. Regardless of the nature of a will contest or other estate dispute, our extensive experience and thorough understanding of Virginia law and estate litigation processes allow us to represent our clients’ interests efficiently and assertively.

Estate Litigation in Virginia

Estate litigation in Virginia encompasses a wide array of disputes involving wills, trusts, and the administration of estates and assets when parties cannot agree or statutory duties are put into question. From pursuing justice for beneficiaries to defending executors and trustees, disputes often require a nuanced knowledge of the Virginia Uniform Probate Code and local court practices. At J. S. Burton, P.L.C., our focus is always on achieving equitable solutions that protect both our clients’ wishes and Virginia law’s requirements. By leveraging more than twenty years of experience in courts throughout Virginia Beach, Williamsburg, McLean, and beyond, our estate litigation attorneys in Virginia provide clients with a practical understanding of what to expect at each stage of the litigation process. Whether the case involves straightforward will contests or multi-layered fiduciary matters, we tailor our approach to the unique needs of every client, always aiming to resolve conflicts as efficiently and respectfully as possible.

The Commonwealth of Virginia establishes oversight of estate disputes through its circuit court system and the local Commissioner of Accounts, who reviews estate closures and fiduciary conduct. This localized structure means navigating estate litigation is often specific to the city or county where the decedent resided or the assets are held. Our in-depth familiarity with these local nuances as an estate litigation lawyer in Virginia enables us to provide timely, strategic counsel throughout Virginia—including coordination with local officials and court-appointed administrators. If you are facing an estate dispute in any region across the state, our attorneys are equipped to help you understand the procedures ahead and protect your interests at every turn.

Estate litigation is a complex area that requires a deep understanding of both state statutes and local court procedures. Disputes can arise for a variety of reasons—even with a well-drafted will or trust. For instance, issues often involve disagreements between beneficiaries, concerns about the proper administration of the estate, or conflicting interpretations of ambiguous terms within estate documents. When facing these unforeseen challenges, consulting with an estate litigation attorney in Virginia can provide critical clarity and peace of mind. Our team has experience navigating Virginia's unique probate & estate administration and fiduciary laws, allowing us to identify the most effective path forward for our clients, whether in negotiation or in court. As a client-focused estate litigation lawyer in Virginia, we are committed to guiding families and fiduciaries through what can otherwise be a stressful and uncertain process, ensuring your rights and interests remain protected throughout the litigation.

The Estate Litigation Process in Virginia: What to Expect From Your Attorney

Navigating estate litigation involves distinct phases, each governed by local rules and statewide statutes. The process typically begins with a complaint filed in the circuit court where the estate is administered. Parties may be required to attend hearings, submit evidence, and participate in mediation or settlement conferences, depending on the nature of the dispute. Pre-trial motions and discovery enable both sides to clarify claims and gather supporting information. Throughout the process, strict adherence to Virginia’s statutory deadlines—including those found in the Virginia Code—helps ensure that actions are addressed efficiently and in accordance with state law.

Our estate litigation attorneys can guide clients through each step, from pre-filing investigation to the resolution of the matter, whether by court ruling or negotiated agreement. We engage with local Commissioners of Accounts and handle communications with all interested parties, striving to resolve disputes with minimal court intervention when possible. By prioritizing thoughtful preparation and open lines of communication, we position families, fiduciaries, and business clients with an informed, proactive approach tailored to Virginia’s legal requirements.

Common Grounds for Contesting a Will or Trust in Virginia

Contesting a will or trust in Virginia generally involves proving legal grounds such as lack of testamentary capacity, undue influence, fraud, improper execution, or ambiguous language. It is important for affected parties to recognize that the burden of proof lies with those challenging the document. To protect your interests, an estate litigation lawyer in Virginia can review the circumstances, develop persuasive arguments, and ensure that your position is thoroughly presented to the court.

Some common legal bases for contest include:

  • Lack of capacity: The deceased was not of sound mind when the document was signed.
  • Undue influence: Another party improperly persuaded or coerced the decedent in the creation of the will or trust.
  • Improper execution: Statutory requirements—such as witness signatures—were not satisfied under Virginia law.
  • Fraud or forgery: The document is proven to be fraudulent or forged.
  • Ambiguity or conflicting terms: The language of the will or trust is unclear, leading to conflicting interpretations.

Our approach not only involves meticulous document review but also close engagement with local court procedures and authorities, ensuring clients receive comprehensive representation throughout Virginia. If you believe you need to contest a will or trust, or defend against such a challenge, an estate litigation attorney in Virginia can help you evaluate your options and move forward with confidence.

Get the help you need from an experienced estate litigation attorney in Virginia. Fill out our online form without delay.

Frequently Asked Questions About Estate Litigation

How Long Does Estate Litigation Usually Take?

The length of estate litigation in Virginia depends on numerous factors, including the complexity of the dispute, the willingness of parties to settle, and the court’s docket. Simpler issues—such as a straightforward will contest—may be resolved within several months, particularly if parties reach an agreement early in the process. More complex cases involving multiple heirs, complicated assets, or challenges surrounding capacity or undue influence can extend litigation to a year or longer. In Virginia, the involvement of local Circuit Courts and the Commissioners of Accounts can also affect timelines, especially when fiduciary accountings or additional hearings are necessary. Our estate litigation lawyers in Virginia strive to move every case forward efficiently, while keeping clients updated on expected timelines and developments at every stage.

What Is the Role of the Commissioner of Accounts in Estate Matters?

The Commissioner of Accounts plays a critical oversight role in Virginia estate and probate matters. Appointed by the local circuit court, the Commissioner reviews estate accountings, ensures executors and administrators are fulfilling their duties, and protects the interests of beneficiaries and creditors. They may hold hearings, require additional documentation, or intervene if irregularities are discovered in the handling of estate assets or distributions. Their review helps promote transparency and accountability in the administration process across each Virginia city and county. If a dispute arises, our estate litigation attorneys in Virginia frequently coordinate with or appear before the Commissioner, ensuring that our clients’ interests are presented accurately and assertively in all aspects of the estate.

Can Mediation Be Used to Resolve Estate Litigation Disputes?

Yes, mediation is increasingly used as an alternative method for resolving estate litigation disputes in Virginia. Many courts encourage, or may even order, parties to participate in mediation before proceeding to trial. Mediation allows those involved to address concerns in a more private and flexible setting, promotes creative solutions, and often helps preserve family relationships that could otherwise suffer from prolonged litigation. At J. S. Burton, P.L.C., our estate litigation lawyers in Virginia advise clients on when mediation may be in their best interest and represent them at every stage—helping clarify priorities, evaluate options, and reach a solution that aligns with their goals and the legal standards outlined in Virginia. Should mediation not yield an acceptable resolution, our attorneys are prepared to assertively advance your interests in court proceedings.

Call us today or contact us online!

Opinions That Matter Most

Read What Our Former Clients Have to Say
    "If you're looking for trustworthy and skilled professionals for your estate planning, look no further!"
    I recently had the pleasure of working with Fallon Whidden from the JSBurton Law Firm for my estate planning needs, and I cannot recommend them highly enough!
    - Tamara C.
    "I give them a 5* plus! Honest, Reliable, and Caring!"
    John Burton is the best and most honest that I have found. You can rely on him for all your needs. Once you have spoken to him, you won't be going anywhere else.
    - Richard K.
    "We highly recommend them"
    We recently had our Living Trust prepared by Fallon at JS Burton, PLC and they did an excellent job. Everything was explained in great detail and Fallon was awesome to work with! We highly recommend them for estate planning services.
    - Paul H.
    "An excellent estate planning attorney"
    Mr. Burton, Esq. is an excellent estate planning attorney and I recommend him with a 5 star rating. He is patient and answers all questions. His organization of the plan that he provided was in a binder and very complete.
    - Jeffrey S.
    "Very professional, friendly, thoughtful, and highly knowledgeable, Fallon expedited preparation and delivery of my documents. Overall, this was an awesome experience"

    I just had a great experience with this firm in preparing my estate planning documents. I needed to update some wishes and also ensure everything is in line for the state of Virginia, as I moved here from Pennsylvania. I worked with Fallon Francesca Whi

    - Wendy V.
    "I would highly recommend him."
    I have met with Mr Burton several times and always found him to be professional and personable
    - Bonnie T.
    "Highly recommended for estate planning"
    We were heard and guided to do the best for our families needs
    - Fred S.
    "Friendly and personable service."
    J S Burton, PLC has helped with my estate planning. All aspects of my trust are clearly defined in an easy-to-understand folder. They coordinated with my financial planner seamlessly. The staff is friendly and personable. I highly endorse J S Burton.
    - Elizabeth M.

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FAQs

  • What estate planning documents should I have?
    A comprehensive estate plan should include the following documents, prepared by an attorney based on in-depth counseling which takes into account your particular family and financial situation:

    A Living Trust can be used to hold legal title to and provide a mechanism to manage your property. You (and your spouse) are the Trustee(s) and beneficiaries of your trust during your lifetime. You also designate successor Trustees to carry out your instructions in case of death or incapacity. Unlike a will, a trust usually becomes effective immediately after incapacity or death. Your Living Trust is "revocable" which allows you to make changes and even to terminate it. One of the great benefits of a properly funded Living Trust is the fact that it will avoid or minimize the expense, delays, and publicity associated with probate.

    If you have a Living Trust-based estate plan, you also need a pour-over will. For those with minor children, the nomination of a guardian must be set forth in a will. The other major function of a pour-over will is that it allows the executor to transfer any assets owned by the decedent into the decedent's trust so that they are distributed according to its terms.

    A Will, also referred to as a Last Will and Testament, is primarily designed to transfer your assets according to your wishes. A Will also typically names someone to be your Executor, who is the person you designate to carry out your instructions. If you have minor children, you should also name a Guardian as well as alternate Guardians in case your first choice is unable or unwilling to serve. A Will only becomes effective upon your death, and after it is admitted by a probate court.

    A Durable Power of Attorney for Property allows your agent to carry on your financial affairs in the event that you become disabled. Unless you have a properly drafted power of attorney, it may be necessary to apply to a court to have a guardian or conservator appointed to make decisions for you during a period of incapacitation. This guardianship process is time-consuming, expensive, emotionally draining and often costs thousands of dollars.

    There are generally two types of durable powers of attorney: a present durable power of attorney in which the power is immediately transferred to your agent (also known as your attorney in fact); and a springing or future durable power of attorney that only comes into effect upon your subsequent disability as determined by your doctor. Anyone can be designated, most commonly your spouse or domestic partner, a trusted family member, or friend. Appointing an agent assures that your wishes are carried out exactly as you want them, allows you to decide who will make decisions for you, and is effective immediately upon subsequent disability.

    The law allows you to appoint someone you trust to decide about medical treatment options if you lose the ability to decide for yourself. You can do this by using a Durable Power of Attorney for Health Care or Health Care Proxy where you designate the person or persons to make such decisions on your behalf. You can allow your health care agent to decide about all health care or only about certain treatments. You may also give your agent instructions that he or she has to follow. Your agent can then ensure that health care professionals follow your wishes. Hospitals, doctors and other health care providers must follow your agent's decisions as if they were your own.

    A Living Will informs others of your preferred medical treatment should you become permanently unconscious, terminally ill, or otherwise unable to make or communicate decisions regarding treatment. In conjunction with other estate planning tools, it can bring peace of mind and security while avoiding unnecessary expense and delay in the event of future incapacity.

    Some medical providers have refused to release information, even to spouses and adult children authorized by durable medical powers of attorney, on the grounds that the 1996 Health Insurance Portability and Accountability Act, or HIPAA, prohibits such releases. In addition to the above documents, you should also sign a HIPAA authorization form that allows the release of medical information to your agents, your successor trustees, your family and other people whom you designate.
  • How do I name a guardian for my children?
    If you have children under the age of eighteen, you should designate a person or persons to be appointed guardian(s) over their person and property. Of course, if a surviving parent lives with the minor children (and has custody over them), he or she automatically continues to remain their sole guardian. This is true despite the fact that others may be named as the guardian in your estate planning documents. You should name at least one alternate guardian in case the primary guardian cannot serve or is not appointed by the court.
  • What does my estate include?

    Your estate is simply everything that you own, anywhere in the world, including:

    • Your home or any other real estate that you own
    • Your business
    • Your share of any joint accounts
    • The full value of your retirement accounts
    • Any life insurance policies that you own
    • Any property owned by a trust, over which you have a significant control
  • Why is it important to establish an estate plan?

    Sadly, many individuals don’t engage in formal estate planning because they don’t think that they have “a lot of assets” or mistakenly believe that their assets will be automatically shared among their children upon their passing. If you don’t make proper legal arrangements for the management of your assets and affairs after your passing, the state’s intestacy laws will take over upon your death. This often results in the wrong people getting your assets as well as higher estate taxes.

    If you pass away without establishing an estate plan, your estate would undergo probate, a public, court-supervised proceeding. Probate can be expensive and tie up the assets of the deceased for a prolonged period before beneficiaries can receive them. Even worse, your failure to outline your intentions through proper estate planning can tear apart your family as each person maneuvers to be appointed with the authority to manage your affairs. Further, it is not unusual for bitter family feuds to ensue over modest sums of money or a family heirloom.