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Trust Administration

Trust Administration

Financial & Legal Services - Legal Advisors & Consultants

Service Description

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• Trust administration begins when a trust becomes irrevocable after the grantor’s death.
• The successor trustee must manage and distribute assets according to Florida law and the trust terms.
• A Boca Raton trust administration attorney helps you fulfill your legal duties and avoid personal liability.
• Required steps include notices, accounting, tax filings, and final distributions.

When a loved one passes away and you’ve been named as trustee, the trust doesn’t settle itself. You now carry a legal responsibility to manage, safeguard, and distribute someone else’s property, while balancing the needs of heirs, handling debts, and staying compliant with state law.

Trust administration in Florida can feel overwhelming, especially if it’s your first time. A trust lawyer in Boca Raton helps you understand what’s required, what could go wrong, and how to handle everything with confidence and clarity.

Boca Raton Probate Attorneys
2263 NW Boca Raton Blvd Ste 203,
Boca Raton, FL 33431
(561) 300-6099

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