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Probate and Trusts 101: A Guide from Cantwell & Goldman, P.A.

Posted by attorney Hanna Manzur

At Cantwell & Goldman, P.A., our Florida estate law attorneys have been providing a full range of probate and trust administration services to clients throughout Florida and across the country for decades. We pride ourselves on high quality, personalized legal representation, and our vast estate law experience allows us to handle these and other matters in the most efficient and cost effective way possible.

Assisting Executors and Personal Representatives

When a person dies, his or her estate is typically administered through a legal process called probate, which is overseen by a court. The Brevard County probate attorneys at Cantwell & Goldman, P.A. have the skills and ability necessary to manage all aspects of the probate process as well as to assist and advise an executor or personal representative, the person appointed to administer the estate.

Probate can be a complicated process, especially for people who are not regularly involved in it. Whatever your situation, our Florida probate lawyers have the experience and systems in place to enable us to complete the probate process in a smooth and efficient manner. We explain the process and the responsibilities of the personal representative, while advising clients of their rights and options every step of the way. Our lawyers can also file all of the required documents with the court, assist with making an inventory of the estate's assets and debts, and prepare estate tax returns.

There are also a number of ways to avoid the probate process altogether, including by creating a living trust. Our attorneys can explore these options with the owner of an estate at any time.

Florida Trust Administration Attorneys

Generally, a trust is a way for a person to control the distribution of his or her property during life and after they pass away. The property is held by a trustee for the benefit of a third party, such as a family member or friend, with restrictions on when and how the beneficiary can gain access to it.

It is the trustee's fiduciary duty to manage the trust's affairs in an orderly manner. If the trustee does not do so, he or she may be liable for errors and financial losses. The Brevard County trust attorneys at Cantwell & Goldman, P.A. are well-versed in the legal intricacies related to the formation and administration of trusts, and we stand ready to assist trustees in carrying out their duties.

We provide a full range of services to trustees, including those related to the creation, funding, and administration of the trust. We can advise you regarding your duties as a trustee, and assist in the preparation of both tax returns and reports to beneficiaries. If necessary, our firm can also handle all aspects of the trust administration process on behalf of the trustee.

From our offices in Cocoa, we proudly serve clients throughout Florida. We strive to develop long-standing relationships with our clients by listening to them, understanding their needs and providing the appropriate legal advice. Contact our firm online or call 321-639-1320 for more information and to discuss your legal needs with an experienced probate and trust lawyer.

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