Fiduciary Representation in Florida
Fiduciaries play a critical role in carrying out someone’s legal, financial, or personal affairs. Whether you are serving as a trustee, personal representative, or guardian, our firm provides experienced legal support to help you fulfill your duties with confidence and care.
What Is a Fiduciary?
A fiduciary is someone entrusted to act in the best interest of another person. Common fiduciary roles include:
Trustee of a trust
Personal representative of an estate
Agent under a durable power of attorney
Guardian of the person or property
Florida law holds fiduciaries to high standards. We’re here to guide you, so you can avoid mistakes and protect the person or estate you’re serving.
Do I need an attorney to act as a fiduciary?
Do I need a lawyer to administer a trust?
While not always required, having legal guidance helps protect you from personal liability and ensures you’re acting within the law.
Can your firm act as a fiduciary?
Yes. In some cases, we serve as trustees or personal representatives when appropriate and agreed upon.
What happens if a fiduciary makes a mistake?
Fiduciaries can be held personally liable for mismanagement. We help you stay compliant and avoid costly errors.
What if there’s a dispute?
We help resolve conflicts and represent fiduciaries in court when needed.
How We Support Fiduciaries
We work closely with fiduciaries to provide:
Legal advice on duties and responsibilities
Assistance with trust or estate administration
Help with accountings and required reports
Risk management and liability protection
Court filings and compliance support
Our goal is to make the process smoother, so you can focus on honoring your role.