A trust is created to help protect your assets, and to avoid the transfer of assets through the complicated probate process. Trust administration is complex, but necessary for transferring the property in the trust to the beneficiaries. While you are coping with the loss of a loved one, let the team at Barbara M. Pizzolato, P.A. help you through the estate administration process.
What is Trust Administration?
This process is triggered by the death of a trust creator. When assets are held in trust, trust administration manages and transfers those assets. The process varies depending on the type of trust and the requirements imposed by the law and the trust creators. We use our legal expertise to make the process simple.
Providing You With the Guidance & Advice You Need
Our firm has served clients in Fort Myers, FL asince 1987. Our goal is to help you avoid serious financial consequences by making sure the trust is administered properly and meets all obligations.
At Barbara M. Pizzolato, P.A., we work to make the trust administration process 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.
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.
Fort Myers (Main Office):
12751 New Brittany Blvd.
Fort Myers, FL 33907
F: (239) 221-0279
By Appointment only
New York Office:
Suite 240, One Suffolk Square
1601 Veterans Memorial Hwy
Islandia, NY 11749
F: (239) 221-0279
Proudly Serving Communities across Lee County, Collier County, Charlotte County & Southwest Florida
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