» Start the Trust Administration Questionnaire
If you’re handling the affairs of a loved one who passed away with a trust in place, our team at Barbara M. Pizzolato, P.A. is here to assist. We provide guidance in trust administration in Sanibel and surrounding coastal communities, helping trustees meet their responsibilities confidently and legally.
Florida Trust Administration Responsibilities
As a trustee, you must carry out a variety of duties to fulfill the trust’s terms, including:
- Collecting and safeguarding trust assets
- Notifying beneficiaries and creditors
- Resolving debts, expenses, and tax matters
- Transferring assets to the rightful heirs
Why Sanibel Trustees Call Our Office
Even without probate, trust administration has strict legal requirements. We help trustees in Sanibel by:
- Clarifying trust documents and obligations
- Managing asset titles and inventories
- Preventing family conflicts and legal missteps
- Ensuring timely and correct distribution of assets
Trust Services We Offer
- Document Review: Understand your authority and duties
- Asset Tracking: Inventory and manage all property
- Creditor Communication: Handle legal notice and debt issues
- Beneficiary Outreach: Coordinate updates and disclosures
- Final Distribution: Wrap up trust administration properly
Serving Sanibel and the Island Communities
From Fort Myers, we support trustees throughout Lee County, including Sanibel, Captiva, and coastal areas. We’re here to help you manage this process smoothly.
Start with Trusted Legal Guidance
Use our secure online form to begin or visit our Trust Administration page for more information.
Complete Your Trustee Intake Form »
Contact Our Office
Barbara M. Pizzolato, P.A.
8660 College Pkwy Suite 400
Fort Myers, FL 33919
(239) 225-7911
