Trust Administration in Florida
Managing a trust after the loss of a loved one can be overwhelming. Our team is here to help you navigate your responsibilities with clarity, compassion, and confidence.
How We Help with Trust Administration
Interpreting trust documents and fiduciary duties
Guiding trustees through distributions and accounting
Helping resolve family questions or disputes
Minimizing liability through proper legal steps
Coordinating with CPAs or financial advisors

Common Questions About Trust Administration
Do I need a lawyer to administer a trust?
Yes, while it’s not legally required, working with a lawyer helps protect you from liability and ensures the trust is handled correctly.
What are my duties as a trustee?
As a trustee, you’re responsible for managing trust assets, communicating with beneficiaries, keeping accurate records, and following the trust’s terms. We help you understand every step.
How long does trust administration take in Florida?
It depends on the size and complexity of the trust. Many take a few months, but timelines vary.
What happens if there’s a disagreement between beneficiaries?
We can help mediate disputes and guide you through legal resolutions to keep the administration process on track and minimize conflict.
What Makes Our Approach to Trust Administration Different
At Elder & Estate Planning Attorneys, PA, we know that trust administration can be deeply personal and legally complex. We take the time to explain every step, avoid confusion, and help you fulfill your duties confidently. You won’t just get legal support—you’ll get a team that truly cares about your peace of mind.
A C2025-03-13Trustindex verifies that the original source of the review is Google. I feel “at peace” knowing I have my estate and trust set up. Even though I only have one child, it saves her time, hassle, and money when I am no longer here. I’m glad I chose this firm. The process was relatively smooth and the staff was easy to work with. Kiran Chaturvedi2024-11-10Trustindex verifies that the original source of the review is Google. We have had a really pleasant and satisfying experience with Elder and Estate Planning Attorneys in Jupiter, Florida, having our complete Estate Planning Portfolio very competently prepared by them, taking in to account our needs and expectations. The firm is ably led by Anne Desormier-Cartwright who has a motivated and compassionate team that makes one feel valued and cared for. Ramsey Barcik, our attorney, deserves special mention for her calm demeanor and for her efficient and prompt handling of matters. Tracy Bealer, the paralegal, is well informed and professional as is Marissa in her pleasant handling of the front office. We highly recommend this reliable firm for handling estate planning needs as they are competent and made this difficult task highly manageable while giving us confidence and peace of mind. Stephen Scienzo2024-10-02Trustindex verifies that the original source of the review is Google. My wife Cheri and I reached out to Anne's firm to have my wife's will updated since my will was already in place before my major heart surgery in 2020. I want to info anyone looking to update there will or Estate planning to really consider their service. We were very impressed with their service as well as pointing out to us where we need to consider not only a will but a trust. I highly recommend them for all your Elder or Estate planning needs Deacon Stephen Scienzo Eddie Tybuszynski2024-08-05Trustindex verifies that the original source of the review is Google. Anne is on top of her game and knows her stuff!! very efficent and makes sure you understand everything!! Never met an attorney with so much knowledge!!! Known her for many years!! keep up the good work Anne!!! Ilyne Alvarenga2024-06-13Trustindex verifies that the original source of the review is Google. My lawyer Dayami and all of the supporting staff were ALWAYS available and knowledgable. They helped me through one of the worst times in my life. THANK YOU! Joseph Conway2023-12-16Trustindex verifies that the original source of the review is Google. Anne and her team of attorneys and support professionals are experts in the field of estate planning and elder care. I would highly recommend anyone considering those services give their office a call! Dcn. Stephen Scienzo2023-11-07Trustindex verifies that the original source of the review is Google. Elder and Estate Planning Attorneys PA is a great firm to discuss your Will and Estate issues. We are presently working Anne Desormier now and she is very knowledgeable. I strongly recommend reaching out to them for all your Will and Estate planning. God Bless You Elder and Estate Planning Attorneys PA for your great service to the community. DAVID B. PORTER2023-08-24Trustindex verifies that the original source of the review is Google. A personal friend contacted their office in Jupiter Florida for assistance in notorizing and witnessing final documents. This firm sent a legal notary within 2hrs, to a hospital 50 miles away . W0W..... The Hill family says "Great Job " & thank you again for you're above and beyond service .