personalized

estate & trust administration

Bach & Jacobs, P.A. represents personal representatives in the administration of probate estates, as well as trustees in the administration of trusts. We work with family members who have been appointed trustee, executor or personal representative of their loved one’s estate, as well as professional fiduciaries (corporate trustees and professional guardians) who serve in that capacity. Our level of involvement is different depending on the case: while some clients need only minimal guidance on their duties and legal obligation as personal representative and trustee, others desire additional engagement from their attorney. We will accommodate both types of demands for services. We welcome and involve non-Florida lawyers who refer their clients to us for ancillary probate administration or other matters dealing with the Florida-specific aspects of their out-of-state client’s assets.

What is Trust Administration?
Trust Administration
Trust administration refers to the trustees’ management of trust property according to the trust document’s terms and for the benefit of the beneficiaries after the settlor’s death. Many steps are required to safeguard effective administration. It is recommended to work with an attorney to help facilitate the process for the trustees throughout the process.
What Is Estate Administration?
Estate Administration
Whenever a person dies, his or her estate needs to be collected and managed. Estate administration involves gathering the assets of the estate, paying the decedent's debts, and distributing the remaining assets. Without a basic understanding of the estate administration process, the whole experience can be pretty overwhelming.

additional services

Estate & Trust Administration

Probate & Probate Avoidance

Asset Protection Planning

Land Conservation Easements

Tax Law

Consent Guardianship & Probates

Medicaid

Estate Planning

still have questions?

For more information about our services
please visit our contact page.

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