Resolving Disputes Over Trust, Estate, and Professional Duties

Fiduciaries—such as trustees, executors, guardians, and professionals—are entrusted with managing another’s money, property, or legal rights. When conflicts arise over the performance or conduct of a fiduciary, the stakes are high for everyone involved. At Calvert Law Firm, our fiduciary litigation attorneys provide experienced, strategic representation in Oklahoma trust, estate, and fiduciary cases. We work to resolve disputes efficiently and protect your interests—whether you’re a beneficiary, family member, fiduciary, or professional.

What Is a Fiduciary?

A fiduciary is someone with a legal duty to act in another person’s best interests. Fiduciaries can include:

• Trustees (managing trusts for beneficiaries)
• Executors or personal representatives (administering estates)
• Guardians and conservators (protecting children or incapacitated adults)
• Attorneys, accountants, or financial professionals (managing client assets)
• Corporate officers and board members (acting for a company)

Fiduciaries are required to act honestly, avoid conflicts of interest, follow the terms of documents or law, and always put the beneficiary’s interests first.

Types of Fiduciary Litigation We Handle

• Breach of fiduciary duty (mismanagement, self-dealing, fraud, or neglect)
• Trust and estate disputes (interpretation of wills, trust provisions, asset distribution)
• Contested accountings (challenging financial management or reporting)
• Removal or surcharge of fiduciaries
• Allegations of fraud, undue influence, or coercion
• Disputes between co-fiduciaries or family members
• Guardianship or conservatorship litigation
• Claims against professionals for malpractice or ethical violations

How Calvert Law Firm Supports Fiduciary Litigation Clients

• Comprehensive Case Analysis: We review trust documents, wills, accountings, correspondence, and all relevant financial records to build your case.
• Aggressive Investigation: We uncover hidden assets, improper transactions, or self-dealing through forensic accounting and expert testimony.
• Mediation and Negotiation: Where possible, we resolve disputes privately to save time, cost, and family relationships.
• Trial-Ready Advocacy: When settlement isn’t possible, we’re prepared to present your case clearly and forcefully in court.
• Personalized Service: We help beneficiaries, fiduciaries, and professionals navigate their rights and obligations under Oklahoma law.
• No Fee Unless We Win (for many cases): Ask us about contingency or alternative fee arrangements.

Common Issues in Fiduciary Litigation

• Failure to properly invest or manage assets
• Misappropriation or theft from a trust or estate
• Improper distributions or favoritism among beneficiaries
• Failure to provide required accountings or transparency
• Conflicts of interest or undisclosed relationships
• Breach of loyalty, impartiality, or prudence

Our mission is to protect your inheritance, your loved one’s wishes, and your legal rights.

Frequently Asked Questions

How long do I have to file a fiduciary lawsuit in Oklahoma?

Statutes of limitations vary. Some claims must be filed within one to five years of discovering the issue—don’t delay in seeking advice.

Can a fiduciary be removed or replaced?

Yes. Courts can remove fiduciaries for misconduct, neglect, or inability to perform their duties.

What if a family member is the fiduciary?

Family disputes are common. We handle these with sensitivity and a focus on resolution.

How do I pay for legal representation?

We offer flexible billing arrangements, including hourly, contingency, and hybrid structures.

Contact Calvert Law Firm Today

If you’re involved in a trust, estate, or fiduciary dispute, contact Calvert Law Firm for a confidential consultation. Our attorneys understand the law, the stakes, and the need for sensitive, effective representation. We’ll protect your interests and help you find a fair solution.