When you’re named as a trustee—whether after a loved one’s passing or due to incapacity—the responsibility can feel overwhelming. Trustees face legal, financial, and administrative duties that must be handled accurately, timely, and in full compliance with Florida law.

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At Arevalo Law, we provide trusted, compassionate, and comprehensive trustee services designed to give you clarity, confidence, and peace of mind. Our mission is to help you fulfill your fiduciary duties with excellence while protecting you from unnecessary stress or liability.

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 Schedule Your Strategy Session:

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What Does a Trustee Do?

A trustee is legally responsible for managing trust assets according to the instructions outlined in the trust. This role carries fiduciary obligations, meaning you must act in the best interests of the beneficiaries at all times.

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Key trustee responsibilities include:

• Complying with the trust terms

• Gathering, managing, and safeguarding trust assets

• Paying debts, expenses, and taxes

• Providing detailed trust accountings

• Communicating with beneficiaries

• Distributing assets properly and legally

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Many first-time trustees don’t realize how much work is involved—or the legal consequences of mistakes. Our Florida trust administration team guides you every step of the way.

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Florida Trust Administration Services

At Arevalo Law, we offer a full range of Florida trustee services and trust administration support tailored to your situation.

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Full-Service Trust Administration

Ideal for trustees who want expert support handling every legal and administrative requirement related to the trust.

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This service can include:

• Interpreting the trust documents

• Notifying beneficiaries and financial institutions

• Compiling a complete asset inventory

• Managing real estate, financial accounts, and investments

• Paying debts, expenses, and ongoing obligations

• Filing all tax-related documentation

• Preparing trustee accountings

• Distributing assets properly and in compliance with Florida law

Guided Legal Support for Trustees

Designed for individuals who want to remain hands-on while receiving ongoing legal oversight and strategic advice.

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We provide:

• Step-by-step checklists, timelines, and planning tools

• Legal review of major trustee decisions

• Ongoing consultation as questions or issues arise

• Compliance support to reduce risk of disputes or liability

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Professional Trustee Services

If your family needs a neutral, reliable, experienced trustee, our firm can serve as a professional trustee. This is especially helpful when there is:

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• Family conflict or strained relationships

• A high-value or complex estate

• Multiple beneficiaries with competing interests

• Business interests or multiple real estate properties

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As a professional trustee, we focus on fairness, transparency, and faithful stewardship of the trust.

Who Should Consider Trustee Services?

Our trustee clients typically include individuals and families throughout Florida who need help navigating trust administration with confidence.

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You may benefit from professional trustee services if you are:

• Named as trustee for the first time and unsure where to begin

• Concerned about personal liability for trustee mistakes

• Managing a high-value or complex estate

• A beneficiary who wants to ensure the trust is properly administered

• Part of a family seeking a neutral, third-party trustee

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If you’re not sure which type of support you need, we can help you understand your options and create a plan that fits your situation.

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Frequently Asked Questions About Trustees

1. How long does trust administration take in Florida?

Most trust administrations take 6–12 months, depending on the complexity of the assets, whether property needs to be sold, tax issues, and family dynamics.

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2. Can a trustee get paid?

Yes. Florida law allows trustees to receive reasonable compensation for their time and work.

3. Do I have to accept the role of trustee?

No. You are not required to accept the trustee role. If you decide not to serve, we can help you resign properly and transition to a successor trustee.

4. What happens if I make a mistake as trustee?

Trustees can be held personally liable for certain errors or breaches of duty. Working with an experienced Florida trust attorney helps protect you and ensures compliance.

5. Do all beneficiaries have to agree with my decisions?

No. A trustee’s duty is to follow the trust—not individual opinions—though clear communication can help prevent disputes. We assist trustees in explaining decisions and mediating conflicts when needed.

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6. Can a trustee be removed?

Yes. Beneficiaries may petition to remove a trustee in cases of misconduct, mismanagement, or breach of fiduciary duty. We guide both trustees and beneficiaries through their options.

Why Florida Families Trust Arevalo Law

Families throughout Florida rely on Arevalo Law because we offer:

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• Compassionate, client-centered representation

• Clear communication without legal jargon

• Full compliance with Florida trust and estate law

• Proactive strategies that prevent disputes

• Protection from liability and costly mistakes

• A commitment to integrity, excellence, and service

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You don’t have to navigate trust administration alone. We’re here to help you move forward with clarity and confidence.

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Schedule your Strategy Session:  

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