Florida Trust Administration Attorney
If you're named as a
successor trustee after someone's death, you have important legal duties - and sometimes big questions. De Paz Law guides
Tampa Bay and Pinellas County families through
uncontested trust administration with clear steps, checklists, and responsive support so you can avoid costly mistakes and family friction.
What a Successor Trustee Needs to Do (Checklist)
- Locate and review the trust document
- Identify, secure, and appraise trust assets (including Florida real estate)
- Notify beneficiaries and provide required information
- Pay valid debts, expenses, and taxes
- Keep records and provide trust accountings
- Make distributions according to the trust's terms
- Complete all legal filings and wrap-up steps
Common Trustee Concerns We Help Address
What paperwork is required and when?
How do I communicate with beneficiaries?
What are the deadlines and risks for missing steps?
How do I handle real estate, business, or out-of-state assets?
Can I be held personally liable for mistakes?
With our guidance, you stay organized and compliant, with confidence every step of the way.
Why Families Trust De Paz Law
- Decade-plus experience focused on Florida trusts
- Responsive attorney and team support
- Secure portal for document exchange and communication
- English and Spanish service
- Step-by-step checklists and plain-English explanations