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Tampa Trust Administration Attorney
Efficient & Reliable Management of Trust Assets

Losing a loved one is a deeply emotional experience, and as Florida probate lawyers and trust administration attorneys, we empathize with the challenges you
are facing. When a trust grantor or settlor passes away, the trust administration process becomes paramount. At Knudsen Law, we have a dedicated team of
experienced trust administrator attorneys who step in to manage the Trust Agreement with utmost care and efficiency. Our goal is to provide a seamless
process for beneficiaries, guiding them through this difficult time with compassion and expertise.

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Tampa Estate Planning & Probate Attorney / Tampa Trust Administration Attorney

Tampa Trust Administration Attorney

At Knudsen Law, we take pride in our efficient and reliable trust administration services. Our knowledgeable Tampa trust administrator attorneys ensure that the trust assets are managed with the utmost care, adhering to the grantor’s wishes and protecting the interests of beneficiaries.

Notification and Documentation

Upon the grantor’s passing, the successor trustee gathers all relevant documents, including the trust agreement, death certificate, and any amendments. The trustee promptly notifies the trust beneficiaries of their rights and the existence of the trust.

Inventory and Valuation of Assets

The trustee assumes control of the trust assets, conducting a meticulous inventory of real estate, bank accounts, investments, and personal property. Accurate valuation of assets, often necessitating professional appraisals, is essential for proper trust management.

Trust Accounting

Trustees are required to maintain detailed records of the trust’s financial transactions, meticulously recording income, expenses, distributions, and asset value changes. Transparent accounting ensures a comprehensive account of trust activities.

Debt and Tax Management

The trustee identifies and resolves outstanding debts, expenses, or taxes owed by the trust or the grantor’s estate. This includes working with legal and tax professionals to comply with relevant laws and regulations.

Beneficiary Distributions

Adhering to the trust’s provisions, the trustee diligently makes distributions to beneficiaries. This includes various distributions based on the trust terms and applicable laws.

Trust Termination

Upon fulfilling the trust’s purposes and completing distributions, the trustee initiates the trust termination process. This involves a final accounting, obtaining necessary beneficiary releases, and filing required documents with the court.

Contact A Skilled Tampa Trust Attorney

Ensure your trust is in capable hands. Schedule a consultation with our skilled Tampa trust administration team at Knudsen Law today. Contact us at 727.398.3600 or fill out our contact form to get started. Efficiently manage your trust with confidence.

Hear What Our Clients
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“Highly Reliable, Supportive, and Professional”
“Phenomenal Experience”
“Outstanding and a True Professional!”
“Beyond Happy, a Fantastic Attorney Who Goes the Extra Mile!”
“Efficient, Caring, and Respectful”
“Great Attorney – Prompt, Caring, and Knowledgeable.”
Paul Knudsen
Efficiently manage your trust with confidence.

Ensure your trust is in capable hands. Schedule a consultation with our skilled Tampa trust administration team at Knudsen Law today.

Call 727.398.3600
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