Trust & Estate Litigation Software
Built for California Probate Court, Legion helps attorneys representing trustees, private professional fiduciaries, and beneficiaries draft petitions, discovery, and motions – grounded in the facts and documents of the case
Built for T&E Litigation on Both Sides
Legion serves attorneys representing trustees and private professional fiduciaries defending their conduct – and attorneys representing beneficiaries pressing claims. The document problem is the same regardless of which side you’re on.
The Paper Trail Problem
T&E disputes are won and lost on documents. But the record doesn’t just live in financial statements – it lives in years of emails, texts, letters, care notes, estate planning drafts, and communications with attorneys that can span decades.
Petitions
Drafting a trust contest or removal petition means synthesizing trust instruments, amendments, financial records, personal correspondence, and medical history – across a timeline that can stretch back years.
Discovery
Every interrogatory and RFP requires reconstructing timelines of asset transfers, fiduciary decisions, and family communications from bank statements, emails, texts, and care records scattered across years.
Motions
Motions to compel accountings, applications to freeze assets, and surcharge briefs require synthesizing trust provisions, transaction records, and fiduciary standards into a coherent legal argument.
How Legion Helps
A Petition That Commands the Record
Whether you’re pressing claims or defending conduct, your petition needs to own the factual narrative.
T&E petitions aren’t civil complaints – but the drafting challenge is the same: synthesizing years of trust documents, amendments, financial records, emails, letters, and personal communications into a coherent story that holds together under scrutiny.
Legion does the synthesis. Who made decisions, when, what the documents show, and why it matters – whether you’re alleging breach of fiduciary duty or defending every transaction as proper. Petitions can include causes of action (elder financial abuse, breach of fiduciary duty) and be filed as mixed pleadings. Legion drafts for the Probate Court context.
You control the legal theory. Legion handles the synthesis.
Ask the Questions That Find What’s Buried
The smoking gun in T&E litigation usually exists – you just have to know to ask for it.
The estate planning attorney’s file. The care facility records from the year the trust was amended. The texts between the trustee and a favored beneficiary. The bank records from the month the transfers happened.
Generic discovery lets the other side respond generically. Legion generates Special Interrogatories, Requests for Production, and Requests for Admission tied to the specific people, accounts, and time windows the documents actually point to.
Your strategy. Legion’s drafting horsepower.
Respond Consistently Across a Complex Factual Record
Your responses follow you – across depositions, hearings, and court.
Trustees face demands for years of accounting records and communications. Beneficiaries face demands for the factual basis of their claims. In T&E cases, the record can span decades – and imprecise language in your interrogatory responses gets used against your client when it matters most.
Legion drafts responses that preserve objections, stay consistent with your petition, and hold up across a multi-year factual record. Both sides, any posture.
Protect your objections. Hit your deadlines. Keep the narrative coherent.
Motion Practice in Probate Court
When trust assets are at stake, you need to move fast.
When a fiduciary is stonewalling or assets are at risk, the ability to escalate quickly changes the posture of the entire case. Legion drafts the motions that actually move T&E disputes.
Use Legion to draft:
- Motions to compel accountings
- Ex parte applications to freeze assets or suspend a trustee
- Meet and confer letters
- Notices of motion and memoranda of points and authorities
- Separate statements (discovery motions)
- Proposed orders
- Attorney declarations Coming soon
- Witness declarations Coming soon
You click send. They scramble.
Don’t Leave Your Fee on the Table
Fee petitions are one of the most common tasks in T&E litigation – and one of the most tedious to draft well. A credible fee petition requires a clear narrative of the work performed, its necessity, and its benefit to the estate or trust.
Legion helps draft the supporting narrative for your fee petition: organized chronologically, tied to the work product, and written to withstand court scrutiny. Whether you’re seeking statutory fees under the Probate Code or fees in a contested matter, the petition needs to tell a coherent story about what the work required and why it was worth it.
You did the work. Legion helps you get paid for it.
Why T&E Litigators Use Legion
For Trustees & Fiduciaries
Defending fiduciary conduct means showing every decision was proper, documented, and consistent with the trust instrument. Legion synthesizes years of accounting records, correspondence, and financial transactions into a coherent defense narrative – without months of manual review.
For Beneficiaries & Claimants
Pressing a trust contest, removal petition, or elder financial abuse claim means building a factual record from years of documents that nobody has organized. Legion does the synthesis: turning emails, bank records, care notes, and amendments into a petition that commands the court's attention.
For Both Sides
The document problem doesn't care which side you're on. T&E disputes live and die on the ability to master a complex, multi-year factual record and present it clearly. Legion handles the volume so you can focus on the strategy.
Frequently Asked Questions
Master the Record. Win the Case.
Bring your case files and read the finished documents before you pay. Your first document is free. After that, $10 a page, billed to the matter.
Try Legion