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Trust Administration

A trust is created to help protect your assets and to avoid the transfer of assets through the probate process. The legal process of trust administration can be complicated, but it must be completed in order for the property held in the trust to transfer to the beneficiaries. We know this can be a difficult process, since you are coping with the loss of a loved one. The team at Barbara M. Pizzolato, P.A.  is here to help you through every part of the estate administration process.

Providing You With the Guidance & Advice You Need

Our firm is based in Fort Myers, FL  and has served clients since 1987. We are proud to be the legal team clients across Southwest Florida can count on. It is our goal to help you and the other beneficiaries avoid serious financial consequences by properly administering the trust and meeting all obligations set forth by the law and trust creator.

What is Trust Administration?

This process is triggered by the death of a trust creator. When assets are held in trust, trust administration is necessary to manage and transfer those assets. The process varies depending on the type of trust and the requirements imposed by the law and the trust creators. Determining the appropriate steps to take requires legal knowledge and can be complicated.

Some of the steps involved may include:

  • Fulfilling statutory notice requirements
  • Paying expenses properly
  • Distributing assets to heirs as dictated by the trust

The team at Barbara M. Pizzolato, P.A. is compassionate, caring, and thorough. We will work with you to ensure the trust administration process is as easy and efficient as possible. In addition to trust administration services, you can count on us for estate planning, business planning, probate, legacy planning, and more.

To learn more about our services, please contact our firm today at 239-225-7911 to reach our main office in Fort Myers, or 866-817-4713  to reach our Naples office.

Fort Myers (Main Office):

12751 New Brittany Blvd.

Suite 402

Fort Myers, FL 33907

P: (239) 225-7911

F: (239) 221-0279

By Appointment only

Naples Office:

4851 Tamiami Trail North

Suite 253

Naples, FL 34103

P: (239) 225-7911

F: (239) 221-0279

New York Office:

Suite 240, One Suffolk Square

1601 Veterans Memorial Hwy

Islandia, NY 11749

P: (866) 817-4713

F: (239) 221-0279

New Jersey Office:

c/o Richard A. Feldman, Esq.

80 Main Street, Suite 140

West Orange, NJ 07052

P: (866) 817-4713

F: (239) 221-0279

Proudly Serving Communities across Lee County, Collier County, Charlotte County & Southwest Florida

The information on this Law Firm website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. This information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.

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