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Trustee Services in Palm Beach Gardens

Comprehensive Fiduciary Services

Trusts can be an invaluable part of an estate plan, but they require you to choose a trustee. Every trustee has what is called a fiduciary duty.

That duty requires a trustee to fulfill a number of important responsibilities such as:

  • Distributing assets to beneficiaries
  • Ensuring assets are invested in a prudent fashion
  • Keeping accurate accounting records
  • Filing tax returns
  • Making regular reports to beneficiaries

These duties are complicated, in part because failure to adequately perform them can leave the trustee liable for breaching his or her fiduciary duty. In many instances, a skilled, savvy lawyer is the best person to serve as trustee, having the requisite skill and knowledge needed.

At The Law Office of Nicole C. Morris, P.A., our attorney can serve as a trustee, co-trustee, successor trustee, or in an advisory capacity. If you have been named successor trustee, our law firm can assist you. We can perform these services on a temporary or permanent basis, depending on your needs.

Be Wary of Alternatives to Trustee Services

In Florida, there are numerous trustee services that claim to aid trustees in fulfilling their duties. In our experience, these services are often far too deferential to banks and are not as concerned with adhering to the grantor's wishes.

When serving as a trustee or when advising a trustee, our sole objective is to manage the trust according to the terms set out by the grantor. We can intervene in all types of challenging estate disputes, including disputes among beneficiaries.

Talk to Our Attorney About Fiduciary Services in Palm Beach Gardens

When you need a trusted advocate, turn to The Law Office of Nicole C. Morris, P.A. Our firm is here to help with all aspects of estate planning and probate. Attorney Nicole C. Morris is equipped to serve as your trustee or provide advice regarding your duties as a trustee. Whatever your needs may be, we are ready to assist you.

Give us a call at (561) 220-3307 or contact us online to request a complimentary consultation.

See What Our Clients Have To Say

  • “Nicole is not only an amazing Attorney, but a great person too.”

    Greg S.

  • “Very helpful in answering all our question and doing the proper paper work making sure that we had everything in ordered that we wanted done.”

    Gene C.

  • “ Nicole is one that will help accomplish that and more! Stop waiting and start doing.”

    Jonathan C.