Florida Fiduciary and Trustee Services

As one of the nation’s most popular retirement destinations, Florida is home to a large community of seniors. Because many of our elderly residents relocated to Florida from other states, they often have family members scattered across the country. This can present difficulties when it comes to naming fiduciaries in wills, trusts, and other estate planning documents. Many people struggle to find a responsible person to serve as their fiduciary – adult children often live too far away and friends might be in poor health or hesitant to take on these important responsibilities.

At the law office of Gregory H. Zogran, I routinely serve as a fiduciary and trustee for the clients I represent. I also assist trustees, successor trustees, and other types of fiduciaries with estate and trust administration. With over 25 years’ experience helping Florida residents with their estate planning needs, I am a knowledgeable advisor you can count on to handle your affairs efficiently and compassionately.

The Value of Peace of Mind

Trusts and estate plans are complex documents that require a thorough knowledge of law, finance, and tax matters. As an estate planning and asset management practitioner, I offer a variety of fiduciary and trustee services, including:

  • Trustee
  • Co-trustee
  • Successor trustee
  • Trustee advisor
  • Probate
  • Guardianships

Trustees and other fiduciaries have several important obligations. Mainly, they must always act in the best interest of the beneficiaries they serve. They must also avoid doing anything that serves their own self-interest. The law entrusts fiduciaries and trustees with the responsibility of distributing assets to beneficiaries, investing estate and trust assets wisely, keeping accurate records, preparing and filing tax documents, making reports, and maintaining a detailed accounting from year to year. For most people, the prospect of attending to all these tasks is daunting and unmanageable. Furthermore, a fiduciary who fails to do his or her job properly faces personal liability for any financial loss that results. This is why knowledgeable, experienced attorneys are well-suited to serving in these roles.

As an experienced trustee with over 25 years’ experience, I help my clients preserve their assets and ensure a promising future for their beneficiaries. My fiduciary and trustee services include:

  • Goal-oriented asset management
  • Objective advice and guidance
  • In-depth knowledge of trust and probate law
  • Professional liability insurance to safeguard your beneficiaries’ assets

The Perils of Commercial Trustee Services

There are numerous companies that promise to administer your trust or help your trustee execute his or her obligations. In the vast majority of cases, these services do not provide clients with attorney guidance. Because most of these companies are national rather than local, they are also less likely to be familiar with the subtleties and nuances of state-specific laws. Most importantly, they do not provide the face-to-face interaction you need when dealing with critical financial matters and family relationships. At the law office of Gregory H. Zogran, your case, your family, and your interests are important to me. You deserve personalized attention, ongoing communication, and immediate consideration when you have questions and concerns.

Committed to Client Care

To find out more about my firm and how I can help you manage your estate matters, call my Stuart, Florida office at 772-220-9699. I look forward to serving you and your family.

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