Kristen E. Caverly, Partner at our San Diego law office
Kristen E. Caverly vcard
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Kristen E. Caverly

Partner
Biography

Kristen E. Caverly is a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization and is a partner in the firm’s Litigation, Investigations, and Trials Practice Group. Her practice focuses on the administration and resolution of complex trust and estate matters, including disputed trust administrations, fiduciary litigation, probate controversies, and related litigation matters involving estates, trusts, guardianships, conservatorships, and business disputes.

Kristen represents fiduciaries, beneficiaries, and other interested parties in sophisticated trust and estate matters, particularly those involving contested issues, high-stakes disputes, and litigation. She has extensive experience guiding clients through all phases of administration and litigation, from pre-dispute strategy, risk assessment, and investigation through trial, appeal, and resolution. Kristen regularly handles sensitive matters involving fiduciary obligations, contested accountings, allegations of misconduct, administration challenges, and disputes arising from the transfer and management of wealth. She works closely with clients to navigate legal, financial, and family dynamics while developing practical strategies designed to protect fiduciaries, preserve estate assets, and resolve disputes effectively.

In addition to her litigation practice, Kristen counsels clients on trust and estate administration matters with a focus on proactive problem-solving, dispute avoidance, and positioning matters for efficient and successful resolution. She also has significant experience handling civil and commercial litigation matters and has represented clients in numerous bench and jury trials, as well as appeals before California appellate courts and the California Supreme Court.

Kristen is a Fellow of the American College of Trust and Estate Counsel and previously served as Chair of the Trusts and Estates Executive Committee of the California Lawyers Association for 2023-2024. She is recognized in the 2025 Chambers High Net Worth Guide for Private Wealth Disputes in California and has been repeatedly recognized by Best Lawyers in America and Super Lawyers for her work in trusts and estates litigation and commercial litigation.

Credentials

Bar Admissions

  • California


Court Admissions

  • United States Court of Appeals, Federal Circuit
  • United States Court of Appeals, Ninth Circuit
  • United States District Court, All Districts of California
  • United States Supreme Court


Education

  • University of San Diego School of Law (J.D.)
    • Order of the Coif
    • San Diego Law Review, Executive Editor
  • University of Maryland (B.S., Zoology)
Experience

Awards & Recognition

  • San Diego Super Lawyers®, Estate & Trust Litigation (2007-2026)
    • Top 25: Women San Diego Super Lawyers Top List (2013-2026)
    • Top 50: San Diego Super Lawyers (2018-2026)
  • The Best Lawyers in America® (2016-2026)
    • Trusts and Estates
    • Litigation – Trusts and Estates
    • Commercial Litigation
  • Chambers High Net Worth Guide®, Private Wealth Disputes (2025)
  • Women of Influence in Law, San Diego Business Journal (2024)
  • San Diego Top Lawyers, Estate and Trust Controversies, San Diego Magazine (2022)
  • AV Preeminent®, Martindale-Hubbell®
  • Bar Register of Preeminent Lawyers, Martindale-Hubbell®

Previous Professional Experience

  • Henderson, Caverly & Pum LLP, Partner, Owner
  • Brobeck, Phleger & Harrison, Associate

Professional Memberships and Activities

  • American College of Trusts & Estates Counsel, Fellow
  • Litigation Counsel of America (2016-Present)
    • Senior Fellow (2022-Present)
    • Barrister, Order of Centurions (2022-Present)
    • Barrister, Order of Veritas (2022-Present)
    • California State Bar, Member
  • California Lawyers Association, Member
    • Executive Committee, Trusts and Estates Section (2017-Present)
    • Chair, Trusts and Estates Executive Committee (2023-2024)
    • Editor-in-Chief, California Trusts and Estates Quarterly (2021-2022)

Community Involvement

  • Scripps Health Gift Planning Advisory Council, Member
  • North County Estate Planning Council, Member

Representative Presentations and Publications

  • “Assembly Bill 2016: A Study of New Legislation,” Co-Author, California Trusts and Estates Quarterly (2025)
  • “Is Probate Dying? A Look at AB 2016 and a Survey of Probate Administration Statutes for California Practitioners Preparing for the Future,” Co-Author, California Trusts and Estates Quarterly (2024)
  • “Whose Money is it Anyway? Making Cents of the California Uniform Principal and Income Act,” Co-Author, California Trusts and Estates Quarterly (2021)
  • “Legislative Update,” Co-Author, California Trusts and Estates Quarterly (2019)
  • “Help Clients Grant the Right Level of Trustee Discretion,” Author, Estate Planning (2012)
  • “Representing the Beneficiary – Defining Client’s Goals and Managing Expectations,” Author, Matthew Bender Practice Guide: California Trust Litigation (2011)
  • “Planning for Family Vacation Homes,” Co-Author, California Trusts and Estates Quarterly (2008)