Fiduciary and Estate Litigation

The executive summary: fiduciary litigation the process of working out disagreements that relate to how an estate, trust, guardianship, business ownership, or other fiduciary relationship is being handled.

At a glance

This page defines fiduciary litigation as disputes the administration of estates, trusts, or guardianships. Hardie Alcozer offers clear‑headed, compassionate representation in will and trust contests, breach‑of‑fiduciary‑duty claims, business disputes, and trust modifications, while guiding clients through a complex process that may span months or years.

Helping you productively move through the litigation process so you can close this chapter and get back to the rest of your life.

Divvying up a loved one’s estate after their death can be an emotionally charged experience and lead to painful conflict even between otherwise-loving family members. Disputes can also arise before death, particularly when power of attorney agents make decisions that other family members question or disagree with. And while you likely want to come to a resolution in a smart, efficient, and fair way, getting to that point feels a lot less straightforward.

Maybe you’re worried about damaging relationships with family members, colleagues, or friends by moving forward with the litigation process. Or maybe you’re unsure about your legal rights or if taking action is really necessary.

But you know one thing for sure: like driving on I-35, it’s best to proceed with caution.

We're Here for Your Estate Dispute

What you can expect from us

Clear-headed, Compassionate Advocacy

We’ll help you understand the legal implications of your situation, methodically consider your options, and gauge what a favorable outcome might realistically look like. And because your interests are always top of mind, efficacy and efficiency are both important to us. We’re known for providing thorough, quality service at a rate that’s appropriate and competitive.

And having dedicated our careers to learning, analyzing, and applying the law, we’re well practiced at making compelling arguments on behalf of our clients. Our fiduciary litigation attorneys have successfully represented a wide range of clients, from those with relatively small estates to multi-million-dollar ones throughout Austin, Travis County, Williamson County, and surrounding areas. And we’d be honored to work with you, too.

Fiduciary and Estate Litigation Services

Our litigation team can assist in the representation of individuals, executors, trustees, beneficiaries, guardians, and general and limited partners in the following types of matters:

Will & Trust Contests

Breach of Fiduciary Duty Claims

Will & Trust Modifications

Trust Reformation & Termination

Declaratory judgment actions interpreting Wills, Trusts & partnership agreements

Determination of capacity & qualification of guardians in guardianships

Challenges to Powers of Attorney designations

Challenges to financial account agreements

Estate Defense Attorney

Fiduciary Litigation Details

Our services are comprehensive: we will work up the viability of your claim, manage the relationship with other involved parties, appear in court, and handle all requirements of a civil case in Texas, all while keeping you informed throughout the entire process.

Average investment depends on the complexity and specifics of each case. We’re paid by the hour at a competitive hourly rate, but in some situations we’ll take on a case for a contingency fee (i.e., we’re paid a percentage of any money we receive for you, but you owe us nothing if we aren’t successful.)

Step 01: Get in Touch

To get started, fill out our online contact form to briefly tell us about your situation. Our intake coordinator will review your submission and send you the appropriate questionnaire to complete.

Step 02: Submit the Questionnaire

Once you’ve completed the questionnaire, our intake coordinator will use that information to match you with the right attorney on our team and reach out to schedule your consultation.

Step 03: Schedule a Consultation

Our intake coordinator will coordinate a free or paid consultation, depending on your situation. During this call, you’ll have the opportunity to get any initial questions answered and learn more about what the process might look like. If you choose to move forward, we’ll send along a contract and request any relevant documentation we might need from you.

Step 04: Connect With an Attorney

You’ll meet with one of our attorneys virtually or at our Austin office to discuss your situation in depth. Once we have analyzed the specifics of your case, the attorney will walk you through your legal options and their potential outcomes. From there, we’ll build a strategy and outline clear next steps.