TRUST ADMINISTRATION

What is Trust Administration?

When a Grantor creates a Trust, individuals or professional entities are named as primary, successor, or co-trustees. Once the role of Trustee has been accepted, Florida Law imposes fiduciary rights and responsibilities upon the Trustee. The purpose of these regulations is to ensure the Trustee faithfully upholds the obligations and intent of the Trust.


When a Trust becomes irrevocable, additional obligations spring into effect. Some of these responsibilities include timely obtaining tax documents, providing information pertaining to the Trust to beneficiaries, and coordinating efforts with the Personal Representative of the Estate.

Trustee Responsibilities

Beyond the legal requirements, a Trustee must navigate often difficult interactions with grieving beneficiaries. Without the right guidance this process can be overwhelming and minor errors often snowball into much larger issues. In some situations, a Trustee can be held personally liable to beneficiaries and creditors.

Trusted & Professional

Hiring an attorney who is experienced in the Florida Trust Code can ensure that you uphold your duties and obligations under the law and provide peace of mind knowing that you are fulfilling the Grantor’s wishes.

At Coughlan’s, we have years of experience helping people just like you understand the ins and outs of revocable living trusts. Trust us to make sure it’s done right!


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Sound legal advice is based on passion, years of training, hard work, and constant attention to ever changing legislation and precedent. You will find all that and more at Coughlan's Law.