Treasure Coast Trust and Estate Administration Attorney Advises Fiduciaries

Sonia M. Pawluc provides guidance to individuals named as Trustee or as Personal Representative of estates. While many view serving as Trustee or Personal Representative as an honor, it is also fraught with liability and responsibility.  We help assure that you successfully uphold your fiduciary duties.

Trust administration

Trust administration requires careful attention to each detail of the grantor’s wishes. We assist clients with the administration of a wide variety of trusts, including:

  • Credit shelter trusts
  • Living trusts
  • Generation-skipping trusts
  • Marital trusts
  • Charitable remainder trusts
  • Irrevocable life insurance trusts
  • Testamentary trusts
  • Discretionary trusts
  • Residence trusts
  • Trust for minors
  • Pet trusts

Meticulous probate and trust administrative services

We have extensive experience in assisting with all duties expected of a Trustee or Personal Representative, including:

  • Investment of assets
  • Management of assets
  • Bill payment
  • Distributions to beneficiaries
  • Finding and collecting assets
  • Closing and opening bank accounts
  • Transferring assets from the deceased to the estate
  • Paying estate taxes
  • Notifying and paying creditors
  • Valuing, managing, preserving and liquidating the estate
  • Locating beneficiaries
  • Hiring experts, when appropriate

A Trustee or Personal Representative can be held personally liable for mistakes or omissions that result in losses to the estate or trust assets. We offer sound advice to fiduciaries to assure accurate and complete compliance with all aspects of estate and trust administration. If you have been named a Trustee or Personal Representative, we strongly recommend that you retain professional assistance from a trustworthy source.

Valuing and managing the estate and trust

We assist Personal Representatives and Trustees with the arduous process of collecting, managing, valuing, protecting and liquidating the assets of the estate or trust. When appropriate, the firm calls upon accountants, financial advisors, real estate agents, property managers and other professionals to assist with fiduciary duties. We can access expert opinions about unique assets such as antiques, rare books, automobiles and other collectibles for accurate valuation, management and possible sale.

Contact our thorough estate and trust administration lawyers

We serve clients in Stuart and throughout Florida. Call us at 772-463-2600 or contact us online to schedule a consultation.