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Trust Administration

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.

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

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

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