Trust Administration

Our attorneys at Clarie Law Offices provide legal counsel about the duties and responsibilities that are required of Trustees under the Florida Trust Code.  Our attorneys can provide legal guidance on accepting a trusteeship, funding the trust and distributing trust assets to the named beneficiaries.  Our attorneys are able to provide legal advice on a specific trust issues or offer legal advice throughout the entire trust administration.  In the event, the trust administration overspills into contested issues, our attorneys provide legal representation to Trustees and to a beneficiary.

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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