Probate and Trust Administration
Overview
At Kelley Kronenberg, our attorneys provide comprehensive probate and trust administration services throughout Florida. We guide Personal Representatives, Trustees, and beneficiaries through the complex legal processes of administering estates and trusts, ensuring compliance with all state-specific requirements while protecting our clients’ interests.
Probate Administration Services
Our experienced attorneys assist Personal Representatives in navigating the intricate probate process efficiently and effectively. Through proactive planning and careful attention to detail, we help Personal Representatives avoid common pitfalls while ensuring the estate is administered properly and efficiently. Our team implements strategic procedures to minimize the risk of estate litigation and protect estate assets throughout the administration process. We handle all aspects of estate administration, from initial asset collection through final distribution, including asset identification and protection, creditor notification and resolution, tax planning and preparation, and Personal Representative discharge protocols.
Trust Administration Services
Trust administration requires careful attention to both legal requirements and beneficiary interests. Our attorneys work closely with Successor Trustees to fulfill their fiduciary duties and protect the interests of all beneficiaries. We provide comprehensive guidance on managing trust assets, maintaining proper accounting records, coordinating distributions, and meeting all statutory obligations. Our team ensures trustees understand and properly execute their responsibilities while protecting them from potential liability.
Professional Services Include:
- Asset identification, collection, and protection
- Beneficiary communication and dispute resolution
- Creditor notification and claim resolution
- Distribution management and accounting
- Estate and trust tax return preparation
- Final accounting preparation
- Fiduciary obligation compliance
- Risk management and liability protection
Client Categories We Serve:
- Beneficiaries and heirs
- Individual and corporate trustees
- Institutional fiduciaries
- Personal Representatives
- Successor Trustees
Our attorneys combine technical expertise with practical experience to make the administration process as smooth and efficient as possible while ensuring all legal obligations are met. We understand the sensitive nature of estate and trust administration and provide compassionate guidance through what can often be a complex and emotional process.
We take pride in offering sophisticated legal solutions while maintaining clear communication and providing peace of mind to our clients throughout the administration process. Our multi-state practice allows us to handle complex estate and trust matters efficiently across jurisdictions, ensuring consistent and professional representation regardless of where our clients’ needs arise.
