When Something About a Trust Doesn’t Add Up

• Where did the trust assets go?

• Was property sold or transferred?

• Is the trustee withholding information?

• Are trust assets being used for someone else’s benefit?

• Was the trust properly funded in the first place?

A Thorough Investigation Can Change Everything

We analyze trust documents, financial records, property transactions, business interests, and historical records to determine what happened — and what should have happened.

Then bullet points:

• Locate missing or undisclosed trust assets

• Identify potential breaches of fiduciary duty

• Trace real estate, businesses, accounts, and sale proceeds

• Prepare detailed and targeted demands for information

• Seek recovery before immediately resorting to litigation

We Don’t Just Ask Where the Money Went. We Reconstruct What Happened.

• Original trust schedules

• Amendments

• Deeds and property records

• Business ownership records

• Historical transactions

• Bank and brokerage accounts

• Tax documents

• Trustee accountings

• Asset sales

• Trustee compensation

• Transfers to related parties

  “Assets are gone.”

Reduced Contingency Fee Options for Qualifying Matters

For certain trust recovery matters, M2 Trust Law may offer representation on a reduced contingency fee basis.

This can allow beneficiaries to investigate and pursue significant missing, withheld, or improperly transferred trust assets without immediately incurring substantial hourly legal fees.

Contingency representation is evaluated on a case-by-case basis. No particular result is guaranteed. Fee arrangements and responsibility for costs are established in the written engagement agreement.

Our Goal Is Recovery — Not Litigation for Litigation's Sake

Many trust disputes involve family members.

Before escalating a matter into expensive litigation, we often begin by identifying the assets, developing the evidence, and making detailed demands requiring the trustee to explain specific transactions.

In appropriate cases, that process may lead to disclosure, repayment, distribution, or negotiated resolution without full-scale litigation.

When litigation is necessary, M2 Trust Law works with experienced trust and probate litigators to pursue the matter in court.

Our Trust Recovery Process

01 — Review the Trust
We determine what the trust required and what the beneficiary was supposed to receive.

02 — Identify the Assets
We examine property, accounts, businesses, investments, and historical trust holdings.

03 — Investigate What Happened
We trace transactions and identify inconsistencies, missing information, or potential fiduciary violations.

04 — Demand Answers
We make specific requests for documents, accountings, records, and explanations.

05 — Seek Recovery
Where appropriate, we pursue return, distribution, repayment, or other corrective action.

06 — Escalate When Necessary
If the trustee refuses to cooperate, litigation counsel can be brought in.