Perez-Roura Law provides legal counsel to fiduciaries in Miami, including trustees, executors, and personal representatives. We help clients fulfill their legal duties, manage risk, and administer estates or trusts with confidence and compliance.

Acting as a fiduciary—whether as a trustee, personal representative, or executor—comes with substantial legal responsibilities. You’re entrusted with managing someone else’s assets, often during emotionally charged times. Perez-Roura Law supports Miami fiduciaries by offering clear, strategic legal advice to help them meet their duties and avoid liability. Whether you’re overseeing a trust, distributing an estate, or facing scrutiny from beneficiaries, our firm provides the tools and guidance to carry out your role with precision and protection under Florida law.

Understanding Fiduciary Responsibilities

Fiduciaries have a legal obligation to act in the best interests of the beneficiaries, follow the terms of the governing documents, and comply with state and federal laws. In Florida, these responsibilities include duties of loyalty, prudence, impartiality, and full disclosure. Perez-Roura Law helps fiduciaries understand what these duties mean in practice—from making investment decisions to reporting financials and responding to requests from heirs. We provide step-by-step legal guidance to ensure all actions are legally sound and fully documented, helping you avoid missteps that could lead to litigation or personal liability.

Legal Guidance for Trustees

Administering a trust can be complex, especially when beneficiaries have questions, real estate needs management, or financial accounts require retitling. We counsel trustees on how to marshal and value trust assets, pay debts and expenses, file taxes, and make distributions in accordance with the trust terms. Our firm also assists with ongoing trust management, including annual accountings, trust modifications, and coordination with CPAs or financial advisors. If you’re new to the role of trustee, we’ll walk you through every step. If you’re experienced but facing a complex trust, we’ll provide the focused support needed to navigate legal hurdles.

Support for Executors and Personal Representatives

Probate administration in Florida places numerous obligations on the personal representative of an estate. You must notify beneficiaries and creditors, secure and inventory assets, manage estate property, file court documents, pay taxes, and distribute assets according to the will or intestate laws. We guide executors and personal representatives through the full process, ensuring every legal step is handled correctly and efficiently. We also assist with out-of-state fiduciaries who need Florida-specific legal assistance, helping them fulfill their duties while minimizing complications and delays.

Fiduciary Risk Management and Dispute Prevention

Many fiduciaries face exposure to lawsuits from disgruntled beneficiaries or creditors. That’s why Perez-Roura Law focuses on **preventive legal support**—including proper documentation, proactive communication, and regular legal check-ins to identify potential risks before they escalate. We help you prepare accurate accountings, comply with court and tax deadlines, and keep all interested parties informed, reducing the chance of conflict or legal action. When a dispute does arise, we work to resolve it quickly and favorably, defending your actions and asserting your right to fulfill your duties without undue interference or personal exposure.

Defense Against Fiduciary Litigation

If you’re a fiduciary accused of breaching your duty, our attorneys will defend you in court and work to protect your role and reputation. Allegations may involve claims of self-dealing, favoritism, mismanagement, or failure to disclose. We investigate the facts, review the trust or estate documents, and build a legal strategy grounded in fiduciary law and Florida precedent. Our approach combines negotiation, mediation, and, when necessary, litigation in probate court to achieve the best possible outcome. Whether you’re facing informal complaints or formal legal action, we stand by you with strong, strategic advocacy.

Why Choose Perez-Roura Law for Fiduciary Representation

Our Miami-based law firm brings extensive experience in estate, trust, and probate law—giving fiduciaries a reliable partner for every step of their duties. Attorney Pedro Armando Perez-Roura is known for his meticulous legal work, clear communication, and unwavering dedication to client protection. We understand the high stakes and personal stress that come with fiduciary roles and are committed to making the process manageable and compliant. Whether you need one-time advice or long-term counsel, Perez-Roura Law is ready to help you navigate the complexities of fiduciary responsibility with confidence and clarity.

Serving as a fiduciary doesn’t have to mean facing the risks alone. With Perez-Roura Law at your side, you can carry out your duties efficiently, protect yourself legally, and honor your obligations to the estate or trust you manage. Contact us today to get the legal support and guidance you need as a trustee, executor, or personal representative in Miami.