Beneficiary & Fiduciary Representation

Our attorneys can provide legal services to a estate or trust beneficiary or to a fiduciary.  We can help you understand what your rights and duties are under the Florida Probate and Trust Code and provide legal assistance in answering questions about your inheritance under a Will or Trust.  Our attorneys also provide legal services to corporate fiduciaries in defending Wills challenges, trust administration, trust construction or trust reformation actions. 

As to the administration of estate, trust, POA and guardianship accounts, we offer innovative services to represent clients who have been appointed to serve in those matters.  In the handling of these accounts, we offer a computerized management system which includes access to the accounting and investment services of a local Trust Company.  This unique system can provide a convenient and cost effective opportunity for our clients to direct the administration of an estate, trust, POA or guardianship they have been appointed to manage.

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