Getting Started with Trust Administration

Managing a trust can be complex and it’s easy to overlook details.

Let us guide you step-by-step, ensuring the trust is accurately administered and that the trust maker’s wishes are respected.

Our Trust Administration Questionnaire

Taking the initial step of completing our Trust Administration Questionnaire is foundational to a smooth process.

This comprehensive form provides a clear picture of the details of the trust, beneficiaries, and other pertinent aspects. With this information, Barbara M. Pizzolato and her team can more effectively strategize and offer guidance tailored to your unique situation. 

It’s more than just filling out a form; it’s setting the stage for a proper, efficient trust administration experience.

Start Here

Start Here

This questionnaire takes about 20 minutes to complete. You may complete the secure questionnaire at your leisure.

You are able to access the questionnaire at any time prior to submitting it to make changes to your information. Once we have received the completed questionnaire, our office will contact you to discuss your matter.

Please save your login information for continued access to the questionnaire.

Our Law Office's 3 Step Trust Administration Process

Understanding the weight of your loss, Barbara M. Pizzolato is here to ease your journey.

Here is how our office’s Trust Administration Process works:

1. Assess Your Needs

Determine if you'd like us to guide you through the many details involved in the administration of the trust.

2. Trust Administration Questionnaire

Fill in our specialized Trust Administration Questionnaire, tailored to extract the precise details we need.

3. Personal Discussion

Once we receive your questionnaire, our team will reach out for a personal discussion, ensuring we understand your unique needs.

Trust administration isn’t straightforward. Sadly, it often leads to deep-seated family family disagreements that are never resolved.

With over 35 years of experience in trust administration, let us guide you through this complex process, ensuring you can rest easy and secure what’s rightfully yours.

To get started, please fill out our Trust Administration Questionnaire. Have questions? Give us a call at (239) 225-7911.

Contact Us

Please fill out the form below to tell us more about you and your situation.
We look forward to speaking with you!

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