Probate & Trust Administration
By Nektarios V. Fotopoulos, Esq. · Updated
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8 min read
Family disagreements over an estate are common, understandable, and often resolvable without going to court. Grief, old family dynamics, and uncertainty about the process can turn small questions into big conflicts. Every family and every estate is different, but knowing the usual sources of tension, the steps that tend to help, and the formal options that exist can make a hard time a little easier.
Why do families disagree about an estate?
Most family disagreements over an estate come from a handful of sources: slow or unclear communication from the executor, sentimental personal belongings, decisions about the family home, concerns about how the will was made, unequal shares, and the complexity of blended families. Often several overlap, and grief makes each one feel heavier.
A few of the most common:
Delays and lack of transparency. Beneficiaries may not know what the executor is doing or why it is taking so long. Silence is easily mistaken for wrongdoing.
Personal property. A watch, a set of dishes, or a family photo album can matter more than money.
Selling the house. One person wants to sell quickly, another wants to keep it, a third is living there.
Concerns about undue influence or capacity. “Undue influence” means someone pressured the person into terms that reflect the influencer’s wishes rather than their own. “Capacity” means the person understood what they were signing when they signed it.
Unequal distributions. A will that treats children or relatives differently can feel like a final message, even when there were practical reasons.
Blended families. Spouses, stepchildren, and children from earlier relationships may have different expectations and different histories.
What can families do to calm an estate dispute?
Clear, regular communication resolves many estate disagreements before they escalate. Executors who share information early, and beneficiaries who ask direct questions calmly, usually get further than either side does through accusations or silence.
Steps that often help:
Share a simple timeline. Probate has built-in waiting periods, especially for creditor claims. Explaining that can ease frustration. For more, see: How Long Does Probate Take?
Ask for, or offer, an accounting. An accounting is a written report of what the estate owned, what came in, what was paid, and what remains. Seeing the numbers often answers suspicions on its own.
Use a fair process for personal items. Families sometimes take turns choosing items, or have valuable pieces appraised and credited against a share.
Put agreements in writing. A short written agreement among beneficiaries can prevent the same argument from resurfacing later.
Consider mediation. A neutral mediator helps family members talk through options and reach their own agreement. Mediation is private, usually less expensive than litigation, and lets the family keep control of the outcome.
For more on the executor’s role, see: What Does an Executor Actually Do? Duties, Deadlines, and Personal Liability
Is mediation available for estate disputes?
Yes. Families can hire a private mediator at any point, with or without a court case. In D.C., the Superior Court’s Multi-Door Dispute Resolution Division runs a Probate Mediation program; judges can refer probate cases to it, and referred parties are required to attend.
Maryland and Texas courts also support mediation and other forms of alternative dispute resolution, and a family can agree to mediate at any stage. Your lawyer or the court can tell you what options are available where the estate is being handled.
What are the formal options if talking doesn’t work?
When informal steps fail, the main formal options are asking the court to require an accounting, asking the court to remove the executor, and challenging the will itself. Each has its own rules and deadlines, and a will challenge in particular should never be undertaken lightly.
It helps to know that formal will contests are the exception, not the rule. Most estates are settled without one.
Requesting a formal accounting
In Maryland, a personal representative in a regular estate generally must file an account with the court within 9 months of appointment, and then every 6 months until the estate is closed (Md. Code, Est. & Trusts § 7-305). In D.C., accounts are required in supervised administrations, but not in the more common unsupervised administration, where interested persons receive notice of their right to object to the final account. In Texas, an interested person may demand an accounting from an independent executor once 15 months have passed since letters were first issued (Tex. Est. Code § 404.001).
Asking to remove an executor
Can an executor be removed? Yes, but only for recognized reasons. In all three jurisdictions, courts may remove an executor for problems such as mismanaging property, disregarding court orders, being unable to do the job, or failing to perform important duties without a good reason. Removal typically requires a court process with notice to interested persons. A disagreement about style or speed alone is usually not enough.
Challenging the will
Challenging a will means asking the court to decide that it is not valid, for example because of undue influence, lack of capacity, fraud, or improper signing. The deadlines are strict and differ by jurisdiction (see below). Missing one can end the right to challenge.
How long do you have to contest a will in Maryland, D.C., and Texas?
The deadlines are strict, and in Maryland and D.C. they are short. Here is the general rule in each jurisdiction, with more detail below.
Maryland | Washington, D.C. | Texas | |
|---|---|---|---|
General deadline to challenge a will | 6 months after the first appointment of a personal representative under a will | 6 months after notice by publication of the personal representative’s appointment | 2 years after the will is admitted to probate |
What it’s called | Petition to caveat | Verified complaint to contest | Will contest |
No-contest clauses | Void if there was probable cause to bring the challenge | Enforced under D.C. case law, even when a challenge is brought in good faith | Enforceable unless the challenger shows just cause and good faith |
Maryland
A petition to “caveat” (formally object to) a will generally must be filed within 6 months after the first appointment of a personal representative under a will (Md. Code, Est. & Trusts § 5-207). Different timing can apply if a later will is offered for probate.
Maryland law makes a no-contest clause (also called an “in terrorem” clause, a provision that cuts off a beneficiary who challenges the will) void if probable cause existed for bringing the proceeding (§ 4-413).
Washington, D.C.
A complaint to contest a will generally must be filed within 6 months following notice by publication of the appointment of a personal representative (D.C. Code § 20-305).
D.C. courts have historically enforced no-contest clauses strictly. The D.C. Court of Appeals has described local case law as enforcing them even when a challenge is brought in good faith and with probable cause. If a will includes one, talk to a lawyer before taking any step that could be considered a contest.
Texas
An interested person generally may contest a will within 2 years after it is admitted to probate. A claim of forgery or other fraud may be brought within 2 years after it is discovered (Tex. Est. Code § 256.204).
Texas no-contest (forfeiture) clauses are enforceable unless the person who brought the action shows that there was just cause for it and that it was brought and maintained in good faith (§ 254.005). Texas law also indicates that these clauses generally are not read to prevent a beneficiary from asking a court to make an executor do their job, seeking redress for a breach of duty, or asking the court to interpret the will.
What does an estate dispute cost, financially and emotionally?
Contested estate litigation can be expensive and slow. Legal fees may come out of the estate, reducing what everyone receives, or from the individuals involved, and distributions can be delayed for months or longer. The emotional cost is often larger: family relationships can be strained for years. That is one reason many families try communication and mediation first, while keeping an eye on legal deadlines.
When should you talk to a lawyer about an estate disagreement?
It is wise to talk to a lawyer when a deadline may be approaching, when a will contains a no-contest clause, when you suspect assets are being mismanaged, or when conversations have broken down. An early, calm conversation can clarify your options and often helps keep a disagreement from growing.
A lawyer can also help an executor who is facing criticism: organizing records, preparing an accounting, and communicating clearly with beneficiaries.
Frequently asked questions
Can an executor sell the house if a beneficiary objects?
It depends on the will, the executor’s powers, and state law. Some wills give broad authority to sell; in other cases court approval or beneficiary consent may be needed. An objecting beneficiary can raise concerns with the executor or, in some cases, with the court.
Do I have a right to see the will?
Generally, once a will is filed for probate it becomes part of the court record, and interested persons receive notice of the proceeding. The register of wills or probate clerk can explain how to obtain a copy where the estate is being handled.
Is it too late to challenge a will?
It may be. Maryland and D.C. deadlines are generally measured in months from the personal representative’s appointment or its publication, and Texas generally allows 2 years after probate. Because exceptions can apply, check the specific dates promptly.
Does challenging an executor’s decisions count as contesting the will?
Not necessarily. Asking for an accounting or questioning how an estate is being managed is generally different from challenging the will’s validity. Whether a particular step could trigger a no-contest clause depends on the clause’s wording and the jurisdiction, so get advice before filing anything.
Talk it through with us
Estate disagreements are rarely just about money, and every family’s situation is different. If you are an executor trying to keep things on track, or a family member with questions about how an estate is being handled, a calm conversation about your options is a good place to start.
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Attorney advertising. This article is general information, not legal advice, and reading it does not create an attorney-client relationship.