Estate Planning & Probate

Trust administration for successor trustees.

A trust avoids probate, but it doesn’t administer itself. When the person who created the trust dies, the successor trustee takes on legal duties to the beneficiaries under the Florida Trust Code, along with personal liability if things go wrong.

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Estate planning and probate consultations are free. Book online or call us at (941) 704-4049.

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Trust Administration
Estate Planning & Probate

Trust Administration

A trust avoids probate, but it doesn’t administer itself. When the person who created the trust dies, the successor trustee takes on legal duties to the beneficiaries under the Florida Trust Code, along with personal liability if things go wrong.

We help successor trustees understand their obligations and meet them: sending the required notices, filing a notice of trust with the court, identifying and valuing assets, paying expenses and taxes, transferring or selling trust real estate, and preparing accountings before final distribution.

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What you get

Trust Administration: what’s included

The scope below is typical for this matter type; exact scope is confirmed at the consultation.

  • Successor trustee guidance
  • Required notices to beneficiaries
  • Notice of trust filing
  • Asset inventory and valuation
  • Transfer or sale of trust real estate
  • Trust accountings
  • Final distribution and trustee releases

Good to know

Frequently asked questions
Within 60 days of accepting the role, a Florida trustee must notify qualified beneficiaries of the trust’s existence, the trustee’s name and address, and their right to request a copy of the trust and accountings. A notice of trust is also generally filed in the county where the settlor lived.
Usually, if the trust gives the trustee power of sale. We prepare the trustee’s deed and the supporting affidavits title companies require, and we can handle the closing.
It isn’t always required, but trustees owe fiduciary duties to beneficiaries and can be personally liable for mistakes. Many trustees retain counsel to make sure notices, accountings, and distributions are done correctly.
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Ready to talk about trust administration?

Estate planning and probate consultations are free. Book online or call us at (941) 704-4049.

(941) 704-4049
1904 Manatee Ave. W., Suite 300, Bradenton, FL
Mon–Fri 9:00 AM – 5:00 PM ET

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The information on this website is for general informational purposes only and is not legal advice. Reading this site or contacting Golm Law Firm does not create an attorney-client relationship. Past results do not guarantee a similar outcome.