For families after a death

You've lost someone — and you've been named Trustee.

First, our condolences. Taking on a Trust while grieving is a lot. There's no rush right now — when you're ready, we'll help you understand your role and take the next step calmly, one at a time.

What happens now?

As successor Trustee you'll have some responsibilities under Florida law — notifying beneficiaries, safeguarding assets, and eventually accounting. You don't have to know all of it today. Nothing is sent without your direction, and independent attorney review is available when you want it.

Nothing is urgent in the first day or two — take care of yourself and your family.
When you're ready, a few short questions tell you exactly what your role requires.
Your law firm stands behind every step; you're not doing this alone.

When you're ready, start here

A calm, plain-language role check. No payment to begin.

General information about Florida Trustee duties, not legal advice.

For families after a death

You've lost someone — and you've been named Trustee.

First, our condolences. Taking on a Trust while grieving is a lot. There's no rush right now — when you're ready, we'll help you understand your role and take the next step calmly, one at a time.

What happens now?

Nothing is urgent in the first day or two — take care of yourself and your family.
When you're ready, a few short questions tell you exactly what your role requires.
Your law firm stands behind every step; you're not doing this alone.

When you're ready, start here

A calm, plain-language role check. No payment to begin.

General information about Florida Trustee duties, not legal advice.