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Trust Administration in Lehigh Acres, FL

If you’re serving as a trustee in Lehigh Acres, Florida, our team at Barbara M. Pizzolato, P.A. is here to guide you. From our Fort Myers office, we offer trusted legal help with trust administration in Lehigh Acres and nearby communities.

What Trustees Need to Know in Florida

After someone passes, a trust must be administered according to Florida law. Trustee responsibilities typically include:

Collecting trust assets and confirming their value
Sending notice to beneficiaries and creditors
Resolving outstanding debts and tax obligations
Distributing assets as outlined in the trust

Working with a Lehigh Acres Trust Lawyer

Trustees can be personally liable for errors. Our team supports trustees in Lehigh Acres by:

Clarifying complex legal language and responsibilities
Managing asset inventories and legal documents
Communicating with beneficiaries and other parties
Ensuring proper and timely trust closure

Our Trust Administration Services

Document Guidance: Reviewing trust terms and roles
Property Oversight: Inventory and titling of trust assets
Creditor Process: Advising on notices and claim management
Beneficiary Coordination: Communicating updates and disclosures
Final Trust Wrap-Up: Closing the trust with legal accuracy

Supporting Lehigh Acres and Lee County

Whether your trust includes real estate, retirement accounts, or family businesses, our firm offers the clarity and legal strength trustees need to move forward with confidence.