What Role Does Mediation Play in Trust Litigation Cases?

Slater Cosme, PC
Two parties shaking hand after successful mediation

Trust disputes can involve disagreements about how a trust is interpreted or administered, whether a trustee has fulfilled their duties, or whether the trust reflects the settlor’s intentions. Because the people involved are often relatives or others with longstanding relationships, these cases may involve personal conflict as well as significant financial interests.

Mediation offers one way to resolve some trust litigation disputes without asking a judge to decide every contested issue. Instead of determining who wins, a neutral mediator helps the parties discuss their positions and explore whether they can reach an acceptable agreement.

At Slater Cosme, PC, we help you evaluate whether mediation makes sense for your trust dispute and prepare for the process when it does. If an agreement cannot be reached or litigation is necessary to protect your interests, we can continue representing you through the court process. From our Pasadena office, we serve clients throughout Los Angeles County.

Why Trust Disputes May Benefit From Mediation

Trust litigation often involves beneficiaries, trustees, siblings, stepparents, or other people whose relationships existed long before the dispute. Litigation can resolve legal questions, but it may not address the practical concerns underlying a family disagreement.

Mediation gives the parties an opportunity to discuss possible resolutions with the assistance of a neutral mediator. The mediator does not decide the case or force you to accept a settlement. You retain the ability to accept or reject proposed terms.

Los Angeles County Superior Court recognizes mediation as a form of alternative dispute resolution and offers mediation opportunities for probate and trust cases. In 2026, the court identified programs that can provide mediation or settlement opportunities for probate, trust, estate, guardianship, and conservatorship matters.

We can help you evaluate the legal and financial consequences of proposed terms before you decide whether settlement is preferable to continuing the litigation.

Advantages of Mediation in Trust Litigation

Mediation can offer practical advantages when the parties are willing to participate meaningfully in settlement discussions.

  • Potentially lower costs: Resolving a dispute through mediation may reduce the attorney time and other expenses associated with continued litigation and trial.

  • Potentially faster resolution: A successful mediation can resolve some or all disputed issues without waiting for those matters to be decided through further court proceedings.

  • Confidential discussions: California law generally protects communications, negotiations, and settlement discussions made during mediation from disclosure and use in later noncriminal proceedings.

  • More control over the resolution: At trial, the court determines the disputed issues. Mediation allows the parties to negotiate terms they are willing to accept.

  • Flexibility: Parties may be able to consider practical settlement terms that address their particular dispute rather than limiting the outcome to what a court might order after trial.

These benefits do not mean mediation is appropriate in every case or that participating will produce a settlement. Our trust litigation attorneys can help you assess the strengths and risks of your position and determine whether mediation is worth pursuing.

When Mediation May Not Resolve a Trust Dispute

Some trust disputes are difficult to settle because the parties fundamentally disagree about the facts, the governing documents, or an acceptable outcome. Mediation may also be unsuccessful when a party is unwilling to negotiate or when additional information is needed before meaningful settlement discussions can occur.

Cases involving allegations of breach of fiduciary duty, undue influence, lack of capacity, fraud, improper distributions, or disputed trust terms are not automatically unsuitable for mediation. Depending on the circumstances, however, formal discovery or other litigation may be necessary to develop the evidence before the parties can properly evaluate settlement.

A substantial imbalance in available information can present a similar concern. For example, if a beneficiary questions a trustee’s handling of trust assets but does not yet have sufficient financial records, obtaining relevant information may be necessary before mediation can be productive.

We can evaluate where your case stands and whether mediation should occur early, after discovery, or not at all. If settlement efforts fail, we can continue pursuing your claims or defenses through litigation.

What Happens During a Mediation Session

Mediation generally begins with the parties selecting or agreeing to a neutral mediator. Before the session, we can review the disputed issues with you, assess available evidence, discuss your priorities, and identify possible settlement terms.

The format can vary. The mediator may meet with everyone together, speak with each side separately, or use a combination of approaches. Your attorney remains your advocate during the process; the mediator does not represent either side or provide a binding decision.

California provides strong confidentiality protections for mediation. Under Evidence Code § 1119, communications, negotiations, and settlement discussions between mediation participants generally remain confidential, subject to statutory exceptions. Documents that were otherwise discoverable do not become protected merely because they were used during mediation.

If mediation does not produce an agreement, the litigation can continue. Los Angeles Superior Court similarly explains that when a probate settlement session does not resolve a case, the parties return to the court process.

If you do settle, the terms should be carefully documented. California law contains specific requirements governing the admissibility and enforceability of agreements reached through mediation, including requirements applicable to written mediated settlements.

Speak With Litigation Attorneys About Mediation in a Trust Dispute

Deciding whether to mediate is a strategic decision, not simply a choice between being cooperative and going to court. The strength of the evidence, the information available to each side, the disputed assets, the parties’ willingness to negotiate, and the potential costs and risks of continued litigation can all affect whether mediation is worthwhile.

At Slater Cosme, PC, we help you evaluate those considerations in the context of your trust dispute. We can prepare you for mediation, advise you during negotiations, review proposed settlement terms, and continue representing you if the matter does not settle.

Our office is located in Pasadena, California, and we serve clients throughout Los Angeles County in trust and estate disputes and other litigation matters. If you are involved in a trust dispute and want to understand whether mediation may be appropriate, contact us to schedule a consultation.