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Trust Administration in Lakeville, FL

Trustees in Lakeville, Florida face important responsibilities. At Barbara M. Pizzolato, P.A., we provide experienced legal help for trust administration in Lakeville, guiding you through every step with care and clarity from our Fort Myers office.

Understanding the Trust Administration Process

When someone passes with a trust, the trustee is responsible for settling it according to Florida law. This typically includes:

Collecting and managing all trust assets
Notifying beneficiaries and creditors
Paying outstanding debts and taxes
Distributing assets to the correct heirs

How a Lakeville Trust Attorney Can Help

Even though trusts avoid probate, trustees can still face liability for mistakes. Our Lakeville clients trust us to:

Explain trust terms and legal duties
Communicate with beneficiaries on your behalf
Prepare required filings and documents
Ensure the trust is closed out properly

Legal Services for Lakeville Trustees

Trust Document Review: Clarifying your legal role and obligations
Asset Management: Organizing, titling, and inventorying property
Debt Resolution: Handling creditor claims and notices
Beneficiary Updates: Keeping everyone informed and involved
Final Distribution: Managing payouts and wrapping up the trust

Serving Lakeville and Lee County

From trusts involving homes and rental properties to business assets and blended families, we assist Lakeville trustees with the same level of care we bring to all of Southwest Florida.