Fiduciary Services
in Coral Gables

Let a professional carry the weight, so you don’t have to.

At Trust Counsel our fiduciary services team provide trusted, neutral, expert administration for estates, trusts, and complex family situations protecting your family’s relationships, ensuring compliance, and keeping everything running smoothly.

Fiduciary Services in Coral Gables

Let a professional carry the weight, so you don’t have to.

At Trust Counsel our fiduciary services team provide trusted, neutral, expert administration for estates, trusts, and complex family situations protecting your family’s relationships, ensuring compliance, and keeping everything running smoothly.

The Real Problem You Can’t Ignore

Being an executor or trustee isn’t just an honor,  it’s a demanding, high-stakes responsibility. For most families, it quickly becomes a stressful, confusing, and legally risky job, especially during an already painful time.

When you’re grieving, the last thing you should be dealing with is:

✓ Managing and protecting estate assets✓ Filing complex and time-sensitive tax returns✓ Distributing inheritances fairly✓ Keeping beneficiaries informed (and calm)✓ Defending and documenting every decision you make

This is why choosing a professional executor or trustee is so important. The right guidance helps prevent disputes, protects family relationships, and ensures the estate administration process runs smoothly — without adding more stress on the people you love.

Who This Is For

You need Fiduciary services if:

You’ve been named executor or trustee and feel overwhelmed

You’re facing family tension, mistrust, or complex assets

You don’t have the time, expertise, or desire to manage an estate

You want a neutral professional to avoid conflict

You want to name a professional fiduciary in your documents

Your family owns properties or assets in multiple states or countries

When You Realize You Need a Fiduciary

Complex Estates Require Expertise

Types of Fiduciary Services We Provide

What Good Fiduciary Work Looks Like

Professional vs. Family Fiduciary

Complex Estates Require Expertise

Some estates are simply too overwhelming for a family member.

Examples we see often:

✓ Multiple properties in different states
High-value Coral Gables or Gables Estates properties
✓ Active businesses
✓ Rental properties
✓ Foreign assets across Latin America
✓ Large investment portfolios
✓ Ongoing litigation
✓ Multiple beneficiaries with competing interests

Families should never be expected to manage estates like these alone.

Types of Fiduciary Services We Provide

Trust Counsel serves as:

Executor / Personal Representative
Administering estates after death

Trustee
Managing trusts during life or after death

Guardian of Property
Managing finances for minors or incapacitated adults

Agent under Power of Attorney
Handling financial matters when someone can’t

Co-Fiduciary
Supporting your role and reducing the burden

What Good Fiduciary Work Looks Like

When handled by a professional:

✓ Assets are protected and managed properly
✓ All tax returns are filed on time
Beneficiaries receive clear communication and updates
Distributions happen promptly
Records are detailed and transparent
The estate closes efficiently
No drama — no lawsuits — no guessing

This is what peace of mind looks like.

Professional vs. Family Fiduciary

Your family may trust you — but do you know how to:

✓ Invest trust assets prudently?
✓ File estate tax returns correctly?
✓ Handle creditor claims?
✓ Make legally permitted distributions?
✓ Prepare accurate accounting for beneficiaries?

Professional fiduciaries do this every single day.
It’s not personal — it’s expertise.

What Fiduciaries Actually Do

A fiduciary steps in to manage everything someone can’t—or shouldn’t—handle themselves:

✓ Manage and invest assets
File all required tax returns
✓ Pay bills and debts
✓ Communicate with beneficiaries
✓ Make distributions
✓ Keep detailed records
✓ Make financial decisions
✓ Follow the law exactly

One mistake can create personal liability.
A professional prevents that.

Why Coral Gables Families Choose Trust Counsel

Led by Managing Partner Leslie Marenco, Trust Counsel is a Coral Gables boutique firm with 15+ years of complex estate experience, real estate expertise, cross-border knowledge, and a calm, supportive approach.

Frequently Asked Questions

A fiduciary is a trusted professional who manages someone’s money, property, or legal affairs. In estate planning, this includes serving as your executor, trustee, guardian, or agent under a power of attorney, always acting in your best interest and following your instructions.

Most loved ones aren’t prepared for the legal and financial responsibilities. A professional fiduciary brings:
 
✓ Experience in estate and trust administration
✓  Neutrality to prevent conflict
✓ Knowledge of taxes and legal requirements
✓ Faster, more accurate administration
 
They reduce stress, avoid mistakes, and keep everything on track.

An executor must:

✓ Protect and manage assets
✓ File tax returns
✓ Pay debts and expenses
✓ Handle probate filings
✓ Provide accounting
✓ Distribute inheritance

A professional fiduciary manages these tasks so your family doesn’t have to.

Yes. Trust Counsel can serve as your executor, trustee, successor trustee, or personal representative. We also support family members who have been named and need guidance.

What To Do Right Now

If you’ve been named executor, trustee, or fiduciary:

Don’t panic — this is more common than you think

Gather the estate documents you will need

Make a list of assets, debts, and beneficiaries

Talk to a professional fiduciary before taking action

You deserve help carrying this burden.

Whether you’ve been named as fiduciary or you’re planning ahead, we’re here to support you and protect your family.

Let us handle the details — so you can focus on healing.

You deserve help carrying this burden.

Whether you’ve been named as fiduciary or you’re planning ahead, we’re here to support you and protect your family.

Let us handle the details — so you can focus on healing.