Perez-Roura Law helps trustees and beneficiaries in Miami manage and administer trusts after the death or incapacity of a loved one. We guide clients through every step of trust administration with clear legal support and personalized attention.

When a loved one passes away or becomes incapacitated, the responsibility of managing their trust can be daunting. Trustees must follow complex legal requirements, communicate with beneficiaries, manage assets, pay debts, and ensure the wishes of the trust creator are honored—all while avoiding personal liability. At Perez-Roura Law, we assist individuals throughout Miami with professional, responsive trust administration services. Whether you are a first-time trustee or a beneficiary concerned about your rights, we offer practical guidance to help you fulfill your role and protect the integrity of the trust.

Understanding the Trustee’s Legal Duties

Serving as a trustee in Florida involves more than managing assets—it requires strict compliance with fiduciary duties defined by state law. Trustees must act in good faith, avoid conflicts of interest, keep accurate records, and treat all beneficiaries fairly. Failure to follow these rules can result in personal liability. Our attorneys help trustees understand their obligations and carry them out with confidence. We guide clients through tasks such as gathering trust assets, notifying heirs, filing tax documents, and making prudent investment decisions in line with the trust’s terms. If needed, we also help interpret unclear language in the trust and coordinate with CPAs or financial advisors.

Trust Administration Timeline and Process

The process of administering a trust typically begins upon the death or incapacity of the grantor. Immediate steps include identifying and securing assets, notifying beneficiaries, and obtaining any necessary court documents. Over time, trustees must pay final expenses, settle debts, manage or liquidate investments, and distribute property in accordance with the trust. Our firm provides a checklist-driven process to keep administration on track, avoiding common pitfalls like missed deadlines or overlooked tax filings. We also assist with the preparation and filing of required notices and accountings to ensure full legal compliance and reduce the likelihood of disputes.

Trust Accounting and Financial Reporting

One of the trustee’s key responsibilities is accurate accounting. Florida law requires trustees to keep detailed records of all transactions, provide annual accountings, and keep beneficiaries informed. This includes tracking income, expenses, distributions, and asset valuations. Perez-Roura Law helps trustees set up systems for proper documentation and prepares reports that meet legal and beneficiary expectations. We also provide guidance on managing real estate, investment accounts, or business interests held in trust. When questions arise about allocations, expenses, or distributions, we offer legal clarity and help you resolve them efficiently and transparently.

Asset Distribution and Beneficiary Communications

Once debts and expenses are resolved, the trust’s remaining assets must be distributed to the beneficiaries. This process can involve property transfers, cash payouts, or continued management of assets for minors or beneficiaries with special needs. We ensure distributions follow the trust terms, are properly documented, and comply with tax rules. Equally important is clear and respectful communication with beneficiaries. We help trustees handle sensitive conversations, explain timelines and decisions, and respond to concerns before they become disputes. When appropriate, we also offer mediation support to resolve misunderstandings and keep administration on track.

Trust Disputes and Legal Conflicts

Disagreements among trustees and beneficiaries can arise over everything from asset valuations to perceived favoritism. When these conflicts escalate, our firm represents trustees or beneficiaries in resolving the matter. This includes filing or defending against claims related to breach of fiduciary duty, improper distributions, trust mismanagement, or efforts to remove a trustee. We aim to resolve disputes through negotiation or mediation whenever possible, but we are also prepared to litigate when necessary to protect your rights and ensure the proper administration of the trust. Our Miami attorneys offer clear, assertive representation that prioritizes resolution while guarding against future liability.

Why Miami Families Trust Perez-Roura Law

Trust administration is both a legal and emotional journey—especially when it involves family dynamics, large estates, or uncertain instructions. Perez-Roura Law supports Miami families with trust administration that is professional, compassionate, and thorough. Led by attorney Pedro Armando Perez-Roura, our team provides clear legal explanations, dependable timelines, and hands-on support from start to finish. We help trustees avoid mistakes, reduce stress, and maintain trust among heirs. Whether you’re navigating trust administration for the first time or managing a complex estate, we’re here to guide you every step of the way.

Being a trustee doesn’t have to be overwhelming. With the right legal support, you can carry out your duties confidently and honor your loved one’s wishes. Contact Perez-Roura Law for experienced trust administration attorneys who will help you move forward with clarity and peace of mind.