Helping Clients Resolve Inheritance Disputes

Not every inheritance dispute involves a will or trust. While those documents exist to protect a deceased person’s assets and final wishes, some of the most serious – and expensive – disagreements surround a deceased person’s bank accounts. Because these accounts may hold the bulk of a person’s net worth, heirs have a vested interest in making sure their loved one’s accounts are distributed properly.

At Zigray Law Office, LLC, we frequently encounter disputes between heirs regarding the ownership and beneficiaries of a deceased person’s bank accounts, life insurance policies and other assets. Our lead attorney, Daniel Zigray, has decades of experience helping clients resolve complex inheritance disputes in mediation and litigation.

We have helped clients pursue fair distribution of a full range of assets with beneficiaries, including:

  • Bank accounts
  • Stock accounts
  • Investment accounts
  • Life insurance policies
  • College savings accounts
  • Individual and joint bank accounts
  • Health savings accounts
  • Annuities
  • Retirement accounts, including IRAs and 401(k)s

Challenging Beneficiary Distributions From Bank Accounts

Under federal banking regulations, bank account holders may designate another adult to receive any account balance in the event of the account holder’s death. This provides a fairly simple way for account holders to protect their assets and document important decisions about who should receive what assets.

However, disputes often arise over beneficiary designations on these accounts. Sometimes, loved ones suspect that their deceased relative made a change under undue influence from another person – or that a power of attorney changed the beneficiary designation without the account holder’s knowledge.

If you have concerns about the distribution of a loved one’s assets, we encourage you to discuss them with an attorney as soon as possible to begin preserving your rights.

Protect Your Interests And Your Loved One’s Wishes

Contact Us For A Free Consultation

At Zigray Law Office, LLC, we serve clients all over Ohio. We often represent clients on a contingency fee basis, which means we only collect attorney fees if we secure a recovery for you. For experienced guidance and answers to your questions about inheritance disputes, please call or contact us online.