Please note: For your safety and the safety of our staff, we are presently offering the options to meet via telephone or video conference. With over 40 years of experience in estate planning, we can quickly prepare the most important health care documents for your specific needs during this time of uncertainty. Pre-need documents include, but are not limited to, Power of Attorney, Medical Surrogate (Proxy), and Living Will. Call now for yourself or for your parents. 239-334-7212
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A Law Firm with More than 35 Years Experience

Fort Myers Trust Administration Attorneys

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Creating a trust makes the process of settling an estate much easier. Therefore, it is best to work with an attorney well-versed in trust administration to make sure the transfer of assets goes smoothly and to handle legal issues that might arise.

In Fort Myers, the family law firm of O'Halloran & O'Halloran, represents trustees, trust administrators and all others involved with administering a trust. We have a rich history of more than 35 years of service to our Southwest Florida community.

Trusts And Administration

Trusts are legal entities that hold property of the trust creator. Trusts are useful estate planning tools for ensuring your wishes are carried out for the disposition of your wealth and assets. There are many types of trusts to meet the varying needs of individuals and families.

After the death of the creator, a trustee carries out the terms of the trust. The difference between this and probate administration is that trusts do not require court supervision. Trusts do not go through probate. There are, however, complex statutes, procedures and formalities with which you must comply. The process may be relatively simple, or it can take a long time, depending on the type of trust and the assets involved.

Southwest Florida Revocable And Irrevocable Trust Lawyers

Our firm has experience guiding clients through the administration process for revocable living trusts, irrevocable trusts, special needs trusts and more. Whether the trust creator is still living or had died, we counsel and guide our clients on successfully completing administration duties, including but not limited to:

  • Distributing assets to beneficiaries and heirs
  • Valuing and liquidating assets
  • Paying taxes and legitimate debts
  • Completing reporting and accounting requirements
  • On-going tasks if the trust continues long after death

Contact Our Team At O'Halloran & O'Halloran, Attorneys at Law

Learn more about our services and how we can help you. Contact us at 239-603-6337 or toll free at 888-336-7912.

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