{"id":14026,"date":"2026-11-13T09:45:23","date_gmt":"2026-11-13T09:45:23","guid":{"rendered":"https:\/\/trustcounsel.com\/resources\/resources-how-to-administer-a-trust-in-florida\/boca-raton\/"},"modified":"2026-11-13T09:45:23","modified_gmt":"2026-11-13T09:45:23","slug":"boca-raton","status":"publish","type":"page","link":"https:\/\/trustcounsel.com\/resources\/resources-how-to-administer-a-trust-in-florida\/boca-raton\/","title":{"rendered":"Trust Administration Attorney | Coral Gables Office, We Serve Clients in Boca Raton | Trust Counsel"},"content":{"rendered":"\n<div class=\"wp-block-cover alignfull is-dark chg-hero\" style=\"min-height:460px;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-background-dim-70 has-background-dim wp-block-cover__gradient-background has-background-gradient\" style=\"background:linear-gradient(90deg,rgba(32,36,46,1) 0%,rgba(32,36,46,1) 55%,rgba(32,36,46,0.7) 100%)\"><\/span><img class=\"wp-block-cover__image-background wp-image-14025\" alt=\"A fiduciary reviewing trust documents, ledgers, and account statements at a desk in a trust administration office.\" src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/a-fiduciary-reviewing-trust-documents-ledgers-and-account-st-photo.jpg\" width=\"1376\" height=\"768\" srcset=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/a-fiduciary-reviewing-trust-documents-ledgers-and-account-st-photo-150x150.jpg 150w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/a-fiduciary-reviewing-trust-documents-ledgers-and-account-st-photo-300x167.jpg 300w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/a-fiduciary-reviewing-trust-documents-ledgers-and-account-st-photo-768x429.jpg 768w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/a-fiduciary-reviewing-trust-documents-ledgers-and-account-st-photo-1024x572.jpg 1024w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/a-fiduciary-reviewing-trust-documents-ledgers-and-account-st-photo.jpg 1376w\" sizes=\"(max-width: 825px) 825px, 100vw\" fetchpriority=\"high\" decoding=\"async\"\/><div class=\"wp-block-cover__inner-container has-global-padding is-layout-constrained wp-block-cover-is-layout-constrained\">\n<p class=\"chg-eyebrow has-base-color has-text-color wp-block-paragraph\" style=\"text-shadow:0 1px 3px rgba(0,0,0,0.6),0 0 18px rgba(0,0,0,0.35)\">Trust Administration Attorney | Coral Gables, Florida<\/p><h1 class=\"wp-block-heading has-base-color has-text-color\" style=\"text-shadow:0 1px 3px rgba(0,0,0,0.6),0 0 18px rgba(0,0,0,0.35)\">Guiding Florida Trusts Through Administration, One Step at a Time<\/h1><p class=\"has-base-color has-text-color wp-block-paragraph\" style=\"font-size:clamp(0.875rem, 0.875rem + ((1vw - 0.2rem) * 0.769), 1.25rem);text-shadow:0 1px 3px rgba(0,0,0,0.6),0 0 18px rgba(0,0,0,0.35)\">Trustees, personal representatives and beneficiaries often face unfamiliar duties at a difficult time. Here is how the firm approaches that work.<\/p><div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button chg-cta chg-cta-call\"><a class=\"wp-block-button__link wp-element-button\" href=\"tel:+13057077126\">Book a free discovery call<\/a><\/div><div class=\"wp-block-button chg-cta chg-cta-form\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trustcounsel.com\/contact\/\">Book a free discovery call<\/a><\/div><\/div>\n<\/div><\/div>\n\n\n<p class=\"wp-block-paragraph\" style=\"font-size:0.85rem;color:#6b7280;margin-bottom:1.5rem\">By Leslie V. Marenco \u00b7 Published November 13, 2026<\/p>\n\n<article lang=\"en\">\n\n<h2>Trust Administration Attorney in Boca Raton | Trust Counsel<\/h2>\n<p>If a parent or spouse just named you successor trustee, or left you a share of a trust, you probably have more questions than answers. In short, a successor trustee&#8217;s job is to carry out the trust&#8217;s terms under Florida law.<\/p>\n<p>It is written for Boca Raton and Palm Beach County readers who want plain answers before they act.<\/p>\n\n<div class=\"cta-dose-mid wp-block-group has-base-color has-accent-background-color has-text-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-32197852 wp-block-group-is-layout-constrained\" style=\"background-color:var(--wp--preset--color--accent,#20242e);color:var(--wp--preset--color--base,#ffffff);border-radius:8px;padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem;border-left:6px solid var(--wp--preset--color--cta,currentColor);box-shadow:0 2px 10px rgba(0,0,0,0.18)\">\n<p class=\"wp-block-paragraph\">If you&#x27;ve just been named successor trustee or received a notice from a trustee, a free discovery call can help you sort out your next step, and you don&#x27;t have to face it alone. Talk it through with Trust Counsel, PL &#8212; the first discovery call is free, confidential, and carries no obligation.<\/p><div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button chg-cta-call\"><a class=\"wp-block-button__link wp-element-button\" href=\"tel:+13057077126\">Get a free discovery call<\/a><\/div><div class=\"wp-block-button chg-cta-form\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trustcounsel.com\/contact\/\">Get a free discovery call<\/a><\/div><\/div>\n<\/div>\n\n<figure class=\"wp-block-image size-large has-custom-border\"><img src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/woman-signing-legal-documents-with-a-pen-at-a-desk-in-a-law-photo.jpg\" alt=\"Woman signing legal documents with a pen in an office.\" style=\"border-radius:8px;width:100%;aspect-ratio:16\/9;object-fit:cover\" class=\"wp-image-1301\" width=\"1600\" height=\"1068\" srcset=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/woman-signing-legal-documents-with-a-pen-at-a-desk-in-a-law-photo-150x150.jpg 150w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/woman-signing-legal-documents-with-a-pen-at-a-desk-in-a-law-photo-300x200.jpg 300w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/woman-signing-legal-documents-with-a-pen-at-a-desk-in-a-law-photo-768x513.jpg 768w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/woman-signing-legal-documents-with-a-pen-at-a-desk-in-a-law-photo-1024x684.jpg 1024w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/woman-signing-legal-documents-with-a-pen-at-a-desk-in-a-law-photo-1536x1025.jpg 1536w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/woman-signing-legal-documents-with-a-pen-at-a-desk-in-a-law-photo.jpg 1600w\" sizes=\"auto, (max-width: 760px) 100vw, 760px\" loading=\"lazy\" decoding=\"async\"\/><\/figure>\n<h2>Who This Boca Raton Trust Administration Page Is For<\/h2>\n<p>This page is for Boca Raton and Palm Beach County adults who have just become successor trustee, or who are a beneficiary, of a Florida trust. If you&#8217;re looking for a trust administration attorney in Boca Raton, this guide explains what the work involves.<\/p>\n<p>Trust Counsel, PL&#8217;s only office is in Coral Gables, Florida. We serve clients in Boca Raton and across Palm Beach County. Leslie V. Marenco is the responsible lawyer for this page, and the firm has more than one lawyer.<\/p>\n<p>Below, you&#8217;ll find the administration steps, the duties of trustees and beneficiaries, how trust administration compares with probate, and where trust disputes begin.<\/p>\n<h2>What Trust Administration Involves in Florida<\/h2>\n<p>A successor trustee gathers the trust&#8217;s property, gives notices, pays valid bills, and distributes what remains. The trust document sets the order and timing, and <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0801.html\">Chapter 736 of the Florida Statutes<\/a> sets the rules the trustee must follow.<\/p>\n<p>A typical administration runs in roughly this order:<\/p>\n<ul>\n<li>Find the original trust document and any amendments.<\/li>\n<li>Identify the trust&#8217;s assets and known debts.<\/li>\n<li>Give the notices the statute requires.<\/li>\n<li>Inventory the assets and pay valid debts, expenses and taxes.<\/li>\n<li>Distribute property under the trust terms.<\/li>\n<\/ul>\n<p>Once a trustee accepts the role, the trustee must administer the trust in good faith, in accordance with its terms and the interests of the beneficiaries. <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0801.html\">Fla. Stat. \u00a7 736.0801<\/a> sets that duty. When the trust ends, the trustee must distribute property expeditiously, but may keep a reasonable reserve for debts, expenses and taxes under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0817.html\">Fla. Stat. \u00a7 736.0817<\/a>.<\/p>\n<p>One mistake to avoid is distributing shares before the asset list and the bills are known.<\/p>\n<h2>Trust Administration Versus Probate for Boca Raton Families<\/h2>\n<p>Assets titled in the trust generally pass under the trust&#8217;s terms. Assets left in the deceased person&#8217;s own name may need probate. Whether probate is needed depends on the facts.<\/p>\n<p>Probate is a court process. <a href=\"https:\/\/www.actec.org\/resource-center\/video\/what-is-probate\/\">ACTEC&#8217;s probate overview<\/a> notes that probate disputes can require court involvement.<\/p>\n<p>Start with a titling review. Pull every deed, bank and brokerage account, and retirement or insurance beneficiary form, and note the name on each one. A Boca Raton family may own real estate or accounts in more than one county or state. List each one early, because one missed asset can delay the whole administration.<\/p>\n<h2>Duties of a Successor Trustee and How an Attorney Helps<\/h2>\n<p>A successor trustee must act solely for the beneficiaries, act prudently, and keep clear records. These duties come from the Florida Trust Code, and the trustee&#8217;s notice duty runs within 60 days after acceptance of the trust.<\/p>\n<p>The trustee must administer the trust solely in the interests of the beneficiaries, as <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0802.html\">Fla. Stat. \u00a7 736.0802<\/a> provides. The trustee must also administer the trust as a prudent person would, by considering the purposes, terms, distribution requirements, and other circumstances of the trust, using reasonable care, skill and caution, under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0804.html\">Fla. Stat. \u00a7 736.0804<\/a>.<\/p>\n<p>Records matter too. Under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0810.html\">Fla. Stat. \u00a7 736.0810<\/a>, a trustee shall keep clear, distinct, and accurate records of the administration of the trust, and shall keep trust property separate from the trustee&#8217;s own property. Except as subsection (4) provides, a trustee shall cause trust property to be designated so that, to the extent feasible, the trust&#8217;s interest appears in records maintained by a party other than a trustee or beneficiary. A trustee may invest as a whole the property of two or more separate trusts only if the trustee maintains records clearly indicating the respective interests.<\/p>\n<p>Trust Counsel&#8217;s attorneys can serve individually as trustee or personal representative. The firm advises and represents trustees, personal representatives and beneficiaries. An attorney can review the trust document, draft notices, organize records, and answer questions before a distribution decision is made.<\/p>\n<h2>Beneficiary Rights and When a Trust Dispute Arises<\/h2>\n<p>Beneficiaries have a right to know what the trust holds and how it is run. The trustee must keep qualified beneficiaries reasonably informed, under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0813.html\">Fla. Stat. \u00a7 736.0813<\/a>.<\/p>\n<p>Within 60 days after accepting the trust, the trustee must notify qualified beneficiaries of the acceptance, give the trustee&#8217;s full name and address, and state that the fiduciary lawyer-client privilege in s. 90.5021 applies to the trustee and any attorney the trustee employs. A trust accounting must be a reasonably understandable report, under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.08135.html\">Fla. Stat. \u00a7 736.08135<\/a>.<\/p>\n<p>Timing matters most when a trust was revocable at death. An action contesting the trust&#8217;s validity is barred if not started within the earlier of the chapter 95 period or six months after the trustee sends the required copy and notice. See <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0604.html\">Fla. Stat. \u00a7 736.0604<\/a>.<\/p>\n<p>Friction usually comes from delayed distributions, disagreements over asset values, and questions about a trustee&#8217;s decisions. <a href=\"https:\/\/www.actec.org\/resource-center\/video\/inheritance-and-estate-settlement-when-will-i-get-my-money\/\">ACTEC on estate settlement<\/a> notes that disputes among beneficiaries, family members or creditors can lead to court involvement. When a dispute needs litigation, Trust Counsel represents beneficiaries and fiduciaries in trust and probate litigation.<\/p>\n\n<div class=\"cta-dose-mid wp-block-group has-base-color has-accent-background-color has-text-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-32197852 wp-block-group-is-layout-constrained\" style=\"background-color:var(--wp--preset--color--accent,#20242e);color:var(--wp--preset--color--base,#ffffff);border-radius:8px;padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem;border-left:6px solid var(--wp--preset--color--cta,currentColor);box-shadow:0 2px 10px rgba(0,0,0,0.18)\">\n<h3 class=\"wp-block-heading has-base-color has-text-color\">Not sure what your next step is?<\/h3><p class=\"wp-block-paragraph\">Talk it through with Trust Counsel, PL &#8212; the first discovery call is free, confidential, and carries no obligation.<\/p><div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button chg-cta-call\"><a class=\"wp-block-button__link wp-element-button\" href=\"tel:+13057077126\">Get a free discovery call<\/a><\/div><div class=\"wp-block-button chg-cta-form\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trustcounsel.com\/contact\/\">Get a free discovery call<\/a><\/div><\/div>\n<\/div>\n<h2>Questions Boca Raton Families Ask About Trust Administration<\/h2>\n<details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>What must a successor trustee do first?<\/summary><p>Within 60 days after accepting the role, the trustee must notify qualified beneficiaries of the acceptance, the trustee&#8217;s full name and address, and that the fiduciary lawyer-client privilege in s. 90.5021 applies to the trustee and any attorney the trustee employs. See <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0813.html\">Fla. Stat. \u00a7 736.0813<\/a>.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Can the trustee also be a beneficiary?<\/summary><p>A trustee who is also a beneficiary must still administer the trust solely in the interests of the beneficiaries. See <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0802.html\">Fla. Stat. \u00a7 736.0802<\/a>.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>What if the trust document is missing or unclear?<\/summary><p>The trustee must administer the trust in accordance with its terms, so the original document and any amendments are the starting point. See <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0801.html\">Fla. Stat. \u00a7 736.0801<\/a>.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Who takes over if the named successor declines?<\/summary><p>When a trusteeship must be filled, the trust&#8217;s named successor comes first. See <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0704.html\">Fla. Stat. \u00a7 736.0704<\/a>.<\/p><\/details>\n\n<figure class=\"wp-block-image size-large has-custom-border\"><img src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/an-elderly-woman-signs-paperwork-across-a-desk-from-a-consul-photo.jpg\" alt=\"Elderly woman signing documents with a consultant at a desk in a modern office.\" style=\"border-radius:8px;width:100%;aspect-ratio:16\/9;object-fit:cover\" class=\"wp-image-13581\" width=\"1600\" height=\"1068\" srcset=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/an-elderly-woman-signs-paperwork-across-a-desk-from-a-consul-photo-150x150.jpg 150w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/an-elderly-woman-signs-paperwork-across-a-desk-from-a-consul-photo-300x200.jpg 300w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/an-elderly-woman-signs-paperwork-across-a-desk-from-a-consul-photo-768x513.jpg 768w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/an-elderly-woman-signs-paperwork-across-a-desk-from-a-consul-photo-1024x684.jpg 1024w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/an-elderly-woman-signs-paperwork-across-a-desk-from-a-consul-photo-1536x1025.jpg 1536w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/an-elderly-woman-signs-paperwork-across-a-desk-from-a-consul-photo.jpg 1600w\" sizes=\"auto, (max-width: 760px) 100vw, 760px\" loading=\"lazy\" decoding=\"async\"\/><\/figure>\n<h2>Speak With Trust Counsel About Your Boca Raton Trust<\/h2>\n<p>If you hold the trust document after a death or incapacity, or you received a notice from a trustee, a short call can clarify your next step.<\/p>\n<p>Bring the trust document and any amendments, a list of known accounts and property, and any notice you have received. The free discovery call is confidential and carries no obligation to continue.<\/p>\n<p>Book your free discovery call by phone at (305) 707-7126 or through <a href=\"https:\/\/trustcounsel.com\/contact\/\">our online scheduling page<\/a>.<\/p>\n\n<\/article>\n<footer class=\"disclaimer\"><em>Trust Counsel, PL, 201 Alhambra Circle, Suite 802, Coral Gables, FL 33134. The information provided on this website is for general informational purposes only and should not be construed as legal advice for any individual case or situation. Viewing this website does not create an attorney-client relationship, nor is it intended to do so.<\/em><\/footer>\n\n\n<div class=\"wp-block-group alignwide has-global-padding is-layout-constrained wp-container-core-group-is-layout-583d630a wp-block-group-is-layout-constrained\" style=\"padding-top:3rem;padding-bottom:3rem;padding-left:1.5rem;padding-right:1.5rem\">\n<h2 class=\"wp-block-heading has-text-align-center\">How Trust Counsel Approaches Trust Administration<\/h2>\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\"><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><p class=\"wp-block-paragraph\"><span class=\"chg-icon chg-icon--document\"><\/span><\/p><h3 class=\"wp-block-heading\">Review of the trust document<\/h3><p class=\"wp-block-paragraph\">Administration starts with the trust instrument, which sets out the duties the trustee must carry out and the terms that govern distributions.<\/p><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><p class=\"wp-block-paragraph\"><span class=\"chg-icon chg-icon--shield\"><\/span><\/p><h3 class=\"wp-block-heading\">Advice for every side of the trust<\/h3><p class=\"wp-block-paragraph\">The firm advises and represents trustees, personal representatives and beneficiaries. Trust Counsel&#x27;s attorneys can serve individually as trustee or personal representative.<\/p><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><p class=\"wp-block-paragraph\"><span class=\"chg-icon chg-icon--chat\"><\/span><\/p><h3 class=\"wp-block-heading\">Clear communication<\/h3><p class=\"wp-block-paragraph\">Administration involves notices and updates that keep beneficiaries informed about the process and what happens next.<\/p><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><p class=\"wp-block-paragraph\"><span class=\"chg-icon chg-icon--clock\"><\/span><\/p><h3 class=\"wp-block-heading\">Steps in a logical order<\/h3><p class=\"wp-block-paragraph\">Tasks move in sequence, from identifying assets through paying obligations, accounting and final distribution.<\/p><\/div><\/div>\n\n<\/div>\n\n\n\n<div class=\"wp-block-group has-base-color has-accent-background-color has-text-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-32197852 wp-block-group-is-layout-constrained\" style=\"background-color:var(--wp--preset--color--accent,#20242e);color:var(--wp--preset--color--base,#ffffff);border-radius:8px;padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem;border-left:6px solid var(--wp--preset--color--cta,currentColor);box-shadow:0 2px 10px rgba(0,0,0,0.18)\">\n<h3 class=\"wp-block-heading has-base-color has-text-color\">Act with Counsel Before You Distribute Assets<\/h3><p class=\"wp-block-paragraph\">Trust administration decisions can carry personal legal responsibility for the person in the role. Before accepting the role, paying claims or distributing property, a fiduciary should understand the duties involved.<\/p><div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button chg-cta-call\"><a class=\"wp-block-button__link wp-element-button\" href=\"tel:+13057077126\">Book a free discovery call<\/a><\/div><div class=\"wp-block-button chg-cta-form\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trustcounsel.com\/contact\/\">Book a free discovery call<\/a><\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-surface-background-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-583d630a wp-block-group-is-layout-constrained\" style=\"padding-top:3rem;padding-bottom:3rem;padding-left:1.5rem;padding-right:1.5rem\">\n<h2 class=\"wp-block-heading has-text-align-center\">Common Trust Administration Tasks<\/h2>\n<div class=\"wp-block-columns alignwide is-layout-flex wp-container-core-columns-is-layout-f56f613f wp-block-columns-is-layout-flex\"><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-group has-base-background-color has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"border-radius:8px;box-shadow:0 4px 14px rgba(0,0,0,0.08);padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem\"><h3 class=\"wp-block-heading\">Locating and inventorying assets<\/h3><p class=\"wp-block-paragraph\">Identifying what the trust holds, including real property, accounts and business interests, is the foundation of the administration.<\/p><\/div><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-group has-base-background-color has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"border-radius:8px;box-shadow:0 4px 14px rgba(0,0,0,0.08);padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem\"><h3 class=\"wp-block-heading\">Notices to beneficiaries<\/h3><p class=\"wp-block-paragraph\">Trust administration includes notifying qualified beneficiaries of the trust and the trustee&#x27;s role, with information they need to understand their interests.<\/p><\/div><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-group has-base-background-color has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"border-radius:8px;box-shadow:0 4px 14px rgba(0,0,0,0.08);padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem\"><h3 class=\"wp-block-heading\">Paying debts, expenses and taxes<\/h3><p class=\"wp-block-paragraph\">Obligations of the trust and its settlor must be identified, evaluated and paid in an orderly manner before assets are distributed.<\/p><\/div><\/div><div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-group has-base-background-color has-background is-layout-flow wp-block-group-is-layout-flow\" style=\"border-radius:8px;box-shadow:0 4px 14px rgba(0,0,0,0.08);padding-top:1.5rem;padding-bottom:1.5rem;padding-left:1.5rem;padding-right:1.5rem\"><h3 class=\"wp-block-heading\">Accounting and distribution<\/h3><p class=\"wp-block-paragraph\">Records of receipts, expenses and distributions support the final accounting. We serve clients in Boca Raton and throughout Florida from our Coral Gables office.<\/p><\/div><\/div><\/div>\n\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-base-color has-primary-background-color has-text-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-4d466591 wp-block-group-is-layout-constrained\" style=\"background-color:var(--wp--preset--color--primary,#20242e);color:var(--wp--preset--color--base,#ffffff);padding-top:3rem;padding-bottom:3rem;padding-left:1.5rem;padding-right:1.5rem\">\n<h2 class=\"wp-block-heading has-text-align-center has-base-color has-text-color\">Speak with a Coral Gables Trust Administration Attorney<\/h2>\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-0aa01211 wp-block-buttons-is-layout-flex\"><div class=\"wp-block-button chg-cta chg-cta-call\"><a class=\"wp-block-button__link wp-element-button\" href=\"tel:+13057077126\">Call (305) 707-7126 to book a free discovery call<\/a><\/div><div class=\"wp-block-button chg-cta chg-cta-form\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trustcounsel.com\/contact\/\">Call (305) 707-7126 to book a free discovery call<\/a><\/div><\/div>\n<\/div>\n\n<h2 class=\"wp-block-heading\">Related practice areas<\/h2><ul class=\"wp-block-list\"><li><a href=\"\/resources\/resources-how-to-administer-a-trust-in-florida\/\">How to Administer a Trust in Florida<\/a><\/li><\/ul>","protected":false},"excerpt":{"rendered":"<p>Trust administration steps, trustee duties and beneficiary rights under Florida law for Boca Raton families. Book a free discovery call.<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":13976,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"chg_review":"","chg_sendback":"","chg_canonical":"","chg_lang":"","chg_hreflang":"[{\"hreflang\": \"en\", \"href\": \"https:\/\/trustcounsel.com\/resources\/resources-how-to-administer-a-trust-in-florida\/boca-raton\/\"}, {\"hreflang\": \"es\", \"href\": \"https:\/\/trustcounsel.com\/resources\/es\/recursos-como-administrar-fideicomiso-florida\/boca-raton\/\"}, {\"hreflang\": \"x-default\", \"href\": \"https:\/\/trustcounsel.com\/resources\/resources-how-to-administer-a-trust-in-florida\/boca-raton\/\"}]","chg_jsonld":"[{\"name\": \"Trust Administration Services in Boca Raton, Florida\", \"@type\": [\"Service\", \"FAQPage\"], \"about\": [{\"@type\": \"Thing\", \"name\": \"Probate\", \"sameAs\": \"https:\/\/en.wikipedia.org\/wiki\/Probate\"}, {\"@type\": \"Thing\", \"name\": \"Trust (law)\", \"sameAs\": \"https:\/\/en.wikipedia.org\/wiki\/Trust_(law)\"}], \"@context\": \"https:\/\/schema.org\", \"audience\": {\"@type\": \"Audience\", \"audienceType\": \"Successor trustees and beneficiaries of Florida revocable trusts in Boca Raton and Palm Beach County\"}, \"keywords\": \"trust administration attorney Boca Raton, trust administration Boca Raton, Florida trust administration attorney, successor trustee Boca Raton, Florida trustee duties, trust administration vs probate Florida, Palm Beach County trust administration, beneficiary rights Florida trust\", \"provider\": {\"@type\": \"Organization\", \"@id\": \"https:\/\/trustcounsel.com\/#organization\", \"name\": \"Trust Counsel, PL\", \"url\": \"https:\/\/trustcounsel.com\/\"}, \"speakable\": {\"@type\": \"SpeakableSpecification\", \"cssSelector\": [\"article > p:first-of-type\", \".wp-block-details p\", \"article > h1\"]}, \"areaServed\": [{\"name\": \"Boca Raton\", \"@type\": \"City\", \"containedInPlace\": {\"name\": \"Florida\", \"@type\": \"State\"}}, {\"name\": \"Palm Beach County, Florida\", \"@type\": \"AdministrativeArea\"}], \"description\": \"Guidance for successor trustees and beneficiaries on administering a Florida trust under the Florida Trust Code (Chapter 736, Florida Statutes). 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Marenco\", \"url\": \"https:\/\/trustcounsel.com\/our-people\/\", \"jobTitle\": \"Founder and Managing Partner\", \"sameAs\": [\"https:\/\/www.floridabar.org\/mybarprofile\/78303\", \"https:\/\/www.linkedin.com\/in\/trustcounsel\/?isSelfProfile=false\", \"https:\/\/www.avvo.com\/attorneys\/33134-fl-leslie-marenco-3326650.html\"], \"worksFor\": {\"@type\": \"Organization\", \"@id\": \"https:\/\/trustcounsel.com\/#organization\", \"name\": \"Trust Counsel, PL\", \"url\": \"https:\/\/trustcounsel.com\/\"}}, \"publisher\": {\"@type\": \"Organization\", \"@id\": \"https:\/\/trustcounsel.com\/#organization\", \"name\": \"Trust Counsel, PL\", \"url\": \"https:\/\/trustcounsel.com\/\"}, \"reviewedBy\": {\"@type\": \"Person\", \"name\": \"Tanya Vega\", \"jobTitle\": \"Managing Attorney\", \"sameAs\": [\"https:\/\/www.floridabar.org\/mybarprofile\/41469\"], \"worksFor\": {\"@type\": \"Organization\", \"@id\": \"https:\/\/trustcounsel.com\/#organization\", \"name\": \"Trust Counsel, PL\", \"url\": \"https:\/\/trustcounsel.com\/\"}}, \"inLanguage\": \"en\", \"mainEntity\": [{\"@type\": \"Question\", \"name\": \"What must a successor trustee do first?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Within 60 days after accepting the role, the trustee must notify qualified beneficiaries of the acceptance, the trustee's full name and address, and that the fiduciary lawyer-client privilege in s. 90.5021 applies to the trustee and any attorney the trustee employs. See Fla. Stat. \u00a7 736.0813.\"}}, {\"@type\": \"Question\", \"name\": \"Can the trustee also be a beneficiary?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"A trustee who is also a beneficiary must still administer the trust solely in the interests of the beneficiaries. See Fla. Stat. \u00a7 736.0802.\"}}, {\"@type\": \"Question\", \"name\": \"What if the trust document is missing or unclear?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"The trustee must administer the trust in accordance with its terms, so the original document and any amendments are the starting point. See Fla. Stat. \u00a7 736.0801.\"}}, {\"@type\": \"Question\", \"name\": \"Who takes over if the named successor declines?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"When a trusteeship must be filled, the trust's named successor comes first. See Fla. 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Book a free discovery call.","footnotes":""},"class_list":["post-14026","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/pages\/14026","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/comments?post=14026"}],"version-history":[{"count":0,"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/pages\/14026\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/pages\/13976"}],"wp:attachment":[{"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/media?parent=14026"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}