Trust Administration

Creating a trust is only part of the plan — someone has to carry it out. When the person who created a trust (the grantor or settlor) passes away or becomes incapacitated, the successor trustee steps in to manage and distribute the trust’s assets. That process is called trust administration, and while it avoids the court supervision of probate, it still carries real legal responsibilities and deadlines under Florida law. Sperry Law Firm guides trustees and beneficiaries through it from start to finish.

A successor trustee’s duties can feel overwhelming, especially while grieving. Florida’s Trust Code imposes specific obligations — from notifying beneficiaries to accounting for every dollar — and a trustee can be held personally liable for mistakes. We help trustees understand and meet those obligations so the trust is administered correctly, efficiently, and with the least possible friction among the people involved.

How we help trustees

We can advise a trustee on the full administration or handle the legal work alongside them, including:

• Reviewing the trust document and confirming the trustee’s authority and duties
• Providing the required notices and accountings to qualified beneficiaries under Florida law
• Identifying, valuing, and securing trust assets, and retitling or transferring them as needed
• Coordinating with accountants on income, estate, and fiduciary tax matters
• Paying the settlor’s valid debts, expenses, and any taxes owed
• Interpreting distribution provisions and making distributions to beneficiaries
• Handling ongoing administration for trusts that continue over time, such as those for minor children or a surviving spouse

Sperry Law Firm has advised Florida families and fiduciaries on estate and trust matters since 1980. Each client receives direct attorney attention, clear explanations, and prompt communication at every step.

Named as a trustee, or need help administering a loved one’s trust? Call 813-754-3030 or request a consultation.