Uberrima Fides | Utmost Faithfulness

Trustees and other fiduciary agents are held to the standard of Uberrima Fides — utmost faithfulness. Their relationship to their beneficiary is of the very highest character and binds the fiduciary to a duty of utmost conscientious fidelity. They must account for expenses, earnings and disbursements, and they must provide regular reports to beneficiaries and account holders.

Trustees and fiduciaries can and should be held to these standards.

Vigorous, Results-Oriented Representation

The Daily Law Group is an experienced fiduciary litigation law firm that represents clients in cases involving all types of fiduciary abuse and negligence. Such cases can be complex and therefore they require thorough investigation and preparation.

Our attorneys have the experience, knowledge and resources needed to investigate document-intensive cases and those involving complex financial transactions. We provide legal services in cases involving:

  • Alleged fiduciary negligence
  • Disputes involving trusts
  • Trustee mismanagement
  • Trustee self-dealing
  • Trust litigation
  • Financial exploitation of the elderly
  • Malfeasance in the administration of trusts and estates

California | The Golden State For Diggers

Our office has handled matters where headlines and movies could not possibly comport with the reality of real families and their struggles.

Essentially there are four types of cases:

  • The Cinderella story: We offer strong advocacy for beneficiaries whose parents have remarried and now find their rights and access to their own parent restricted.

  • Cain and Abel: We are there to assist when siblings no longer have a parent to guide them to make sound decisions having been left in charge of the cookie jar.

  • Trustee who cannot be trusted: We also are there to shine the bright lights of justice on the dark and secret places that your trusted trustee has hidden from you for so many years.

  • Rip Van Winkle: Guiding children of successful parents or a client too ill or infirm to make a sound choice about succession.

Very often it is the lawyer's job to stand up for those who cannot speak for themselves — including the long deceased. Breathing life into a written contract and enforcing a judgment as it was intended by the parties as the final determination of their rights.

Get Guidance And Counsel For When You Question What Is Going On

When things just do not add up, the chances are that your hunch is correct and something is off. Call our offices in Newport Beach at 949-612-2743 or toll-free at 800-491-2712 or send us an online inquiry to find out more about our services.