Being named as trustee or executor of a loved one’s estate is both an honor and a responsibility. Trustees and executors have a fiduciary duty to the beneficiaries of an estate, and it is important to follow the correct procedures and comply with the law in every aspect of the administration process.
Trust and probate administration can be a complex, time-consuming process and a daunting responsibility, particularly when grieving for the loss of a loved one. An experienced probate administration attorney can provide sound legal guidance and assistance to take much of the burden off your shoulders.
At Stern Zwelling LLC, we focus our practice on estate planning and probate matters. We understand that dealing with the loss of a family member is a difficult and emotional time. Our knowledgeable of the probate administration process can assist and help you fulfill your fiduciary obligations.
Probate is the court-supervised process of distributing a deceased person’s estate. The personal representative or executor of an estate has certain duties in the probate process, as outlined by the Florida Bar, including:
If the decedent ’s assets were held in a trust at the time of death, then the assets would be distributed without the need of going through the probate process.
Duties of the trustee include:
If you have been named as trustee or personal representative of a deceased loved one’s trust or estate, our Boca Raton probate administration attorney at Stern Zwelling LLC can provide the compassionate and effective legal assistance you need at your time of loss. We have the knowledge and experience to handle everything and take the burden of the administration off your hands. Contact us to request a consultation.
Contact us so that we can help you now — with legal guidance on urgent matters or to begin discussing long-term plans for the future.
7280 West Palmetto Park Road
Boca Raton, FL 33433