Trust Administration
Administering a trust allows you to avoid probate court, but it does not mean “do nothing.” We guide Trustees through their legal duties to avoid liability.
Protect Yourself TodayThe “Hidden” Work of a Trustee
Many people believe that having a Revocable Living Trust means the estate settles itself automatically. Unfortunately, this is a myth.
As the Successor Trustee, you have a fiduciary duty to manage the assets, pay debts, file taxes, and distribute property according to the strict terms of the Trust. If you make a mistake—even an honest one—beneficiaries can sue you personally for the loss.
Florida law provides specific statutory notices that must be sent to beneficiaries to shorten the time they have to sue you. Without these notices, your liability can remain open for years.
Your Duties as Trustee
We assist you with the entire administrative workflow, including:
-
Notice of Trust
Filing the required notice with the court in the county where the decedent resided.
-
Beneficiary Notifications
Sending statutory notices to all heirs to limit your liability window.
-
Asset Inventory
Identifying, valuing, and securing all trust assets (Real Estate, Brokerage Accounts, etc.).
-
Debts & Taxes
Identifying creditors, paying valid debts, and filing final income tax returns.
-
Distribution
Preparing a final accounting and release for beneficiaries to sign before you write them a check.
How We Help
At Probate Florida Estate, we act as the “Trustee’s Safety Net.” We prepare all the legal notices, guide you through the accounting, and ensure you have signed releases from every beneficiary before the trust is closed. This gives you peace of mind that the job is done right.
Why Choose Us?
John Grant
Former State Senator
Trust administration requires a delicate balance of legal compliance and family diplomacy. Lean on 57 years of experience to keep the peace.
- Minimize Taxes
- Avoid Beneficiary Disputes
- Close the Trust Faster
Administer the Trust with Confidence
Don’t guess at your legal duties. The risk of personal liability is real. Schedule a free 15-minute review to protect yourself and the estate.
Trustee Liability Protection
“Mr. Grant was the first attorney to be more focused on living rather than dying. He took an eternal perspective regarding my assets.”