{"id":14034,"date":"2026-11-13T10:19:55","date_gmt":"2026-11-13T10:19:55","guid":{"rendered":"https:\/\/trustcounsel.com\/resources\/resources-how-to-administer-a-trust-in-florida\/west-palm-beach\/"},"modified":"2026-11-13T10:19:55","modified_gmt":"2026-11-13T10:19:55","slug":"west-palm-beach","status":"publish","type":"page","link":"https:\/\/trustcounsel.com\/resources\/resources-how-to-administer-a-trust-in-florida\/west-palm-beach\/","title":{"rendered":"Trust Administration Attorney, West Palm Beach"},"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-80 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-14032\" alt=\"A fiduciary reviews trust documents, ledgers, and beneficiary distribution schedules at a desk in a trust administration office.\" src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/a-fiduciary-reviews-trust-documents-ledgers-and-beneficiary-photo.jpg\" width=\"1376\" height=\"768\" srcset=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/a-fiduciary-reviews-trust-documents-ledgers-and-beneficiary-photo-150x150.jpg 150w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/a-fiduciary-reviews-trust-documents-ledgers-and-beneficiary-photo-300x167.jpg 300w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/a-fiduciary-reviews-trust-documents-ledgers-and-beneficiary-photo-768x429.jpg 768w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/a-fiduciary-reviews-trust-documents-ledgers-and-beneficiary-photo-1024x572.jpg 1024w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/a-fiduciary-reviews-trust-documents-ledgers-and-beneficiary-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, West Palm Beach<\/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)\">Trust Administration Guidance for West Palm Beach Families<\/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)\">Practical legal help for trustees, personal representatives and beneficiaries, from a Coral Gables firm that serves clients in West Palm Beach.<\/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\n<p>If you&#8217;ve been named to run a trust, or you&#8217;re a beneficiary waiting for answers, the question is simple: what happens next, and who does it? Trust administration is the work of carrying out a trust&#8217;s terms after the person who created the trust dies or becomes incapacitated. Florida law sets the duties and the deadlines.<\/p>\n<p>This guide covers who does what, the first steps, the duties trustees owe, and when a dispute begins. It&#8217;s written for heirs, beneficiaries and successor trustees in West Palm Beach and Palm Beach County.<\/p>\n<h2>Trust Administration in West Palm Beach: Who Does What<\/h2>\n<p>The trustee carries out the trust&#8217;s terms, and the beneficiaries are the people the trust is meant to benefit. The settlor is the person who created the trust. When a trustee dies, resigns or can no longer serve, a successor trustee steps in. Florida&#8217;s probate code says &#8220;trustee&#8221; includes a successor trustee, whether or not a court appointed or confirmed them (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0731\/Sections\/0731.201.html\">\u00a7 731.201<\/a>).<\/p>\n<p>Key terms:<\/p>\n<ul>\n<li><strong>Trustee:<\/strong> the person who manages trust property under its terms.<\/li>\n<li><strong>Successor trustee:<\/strong> the trustee who takes over when the first one can&#8217;t serve.<\/li>\n<li><strong>Personal representative:<\/strong> the fiduciary appointed by the court to administer a probate estate.<\/li>\n<\/ul>\n<p>The early work is mostly paperwork: documents, asset lists and notices. Getting that right early makes later questions easier to answer.<\/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.<\/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\n<figure class=\"wp-block-image size-large has-custom-border\"><img src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/a-professional-woman-in-a-business-suit-reviews-legal-docume-photo-11.jpg\" alt=\"A woman in a business suit reviews legal documents at a desk in a law office.\" style=\"border-radius:8px;width:100%;aspect-ratio:16\/9;object-fit:cover\" class=\"wp-image-1282\" width=\"1600\" height=\"1068\" srcset=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/a-professional-woman-in-a-business-suit-reviews-legal-docume-photo-11-150x150.jpg 150w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/a-professional-woman-in-a-business-suit-reviews-legal-docume-photo-11-300x200.jpg 300w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/a-professional-woman-in-a-business-suit-reviews-legal-docume-photo-11-768x513.jpg 768w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/a-professional-woman-in-a-business-suit-reviews-legal-docume-photo-11-1024x684.jpg 1024w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/a-professional-woman-in-a-business-suit-reviews-legal-docume-photo-11-1536x1025.jpg 1536w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/a-professional-woman-in-a-business-suit-reviews-legal-docume-photo-11.jpg 1600w\" sizes=\"auto, (max-width: 760px) 100vw, 760px\" loading=\"lazy\" decoding=\"async\"\/><\/figure>\n<h2>First Steps After a Settlor Dies or Becomes Incapacitated<\/h2>\n<p>The first steps are finding the controlling documents and listing every asset the trust holds. Start with the trust instrument, every amendment and any pour-over will. Then confirm which version is current.<\/p>\n<p>Write down the date the trustee learned the trust became irrevocable. Under Florida law, the trustee must give notice to the qualified beneficiaries within 60 days after learning that an irrevocable trust was created, or that a formerly revocable trust has become irrevocable, whether by the settlor&#8217;s death or otherwise.<\/p>\n<p>Next, inventory the assets. Common items include real estate in Palm Beach County, bank and brokerage accounts, and business interests. Note a value for each asset as of the key date. Assets still titled in the settlor&#8217;s own name can complicate administration, so check titles early.<\/p>\n<p>Florida requires a trustee to keep clear, distinct, and accurate records of the administration. The trustee must also keep trust property separate from the trustee&#8217;s own property (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0810.html\">\u00a7 736.0810<\/a>). Start that record on day one.<\/p>\n<h2>Duties to Beneficiaries Under Florida Law<\/h2>\n<p>A trustee must keep qualified beneficiaries reasonably informed about the trust and its administration. That duty includes accountings and information on request.<\/p>\n<p>The trustee must also account when the trust ends or the trustee changes. Upon reasonable request, the trustee must also provide a complete copy of the trust instrument.<\/p>\n<p>An accounting must be reasonably understandable. To the extent feasible, the accounting must identify and value trust assets on hand at the close of the accounting period. For assets reasonably capable of valuation, it shows two values: the acquisition or carrying value and the estimated current value. It must also identify each known noncontingent liability (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.08135.html\">\u00a7 736.08135<\/a>). The final accounting must include a plan for distributing any assets still held.<\/p>\n<p>Upon acceptance of a trusteeship, the trustee must administer the trust in good faith. That means following the trust&#8217;s terms and purposes and the beneficiaries&#8217; interests (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0801.html\">\u00a7 736.0801<\/a>).<\/p>\n<h2>When Trust Administration Turns Into a Dispute<\/h2>\n<p>Administration becomes a dispute when a beneficiary objects to the trustee&#8217;s numbers, questions an amendment, or doubts an asset value.<\/p>\n<p>Common triggers include objections to accountings, disagreements over valuation, and demands for information the trustee has not given. Florida&#8217;s discharge rules give a written objection real weight. If the trustee receives a written objection within 60 days after sending the trust disclosure document, the discharge procedure does not apply. The objection need not state grounds or follow a set form (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.10081.html\">\u00a7 736.10081<\/a>).<\/p>\n<p>Routine administration follows the trust&#8217;s terms. Trust litigation begins when those terms are contested or a trustee&#8217;s conduct is challenged in court. The firm handles trust litigation as one of its practice areas. Early written communication can help identify what is actually in dispute. Some matters may be referred to another lawyer or firm, and if yours is, the firm will say so.<\/p>\n<h2>How Probate and Trust Administration Fit Together<\/h2>\n<p>Probate and trust administration are separate processes, and one estate can involve both. Probate runs through the court and a personal representative, the fiduciary Florida law names for an estate. Probate law treats the personal representative as an interested person in any proceeding affecting the estate (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0731\/Sections\/0731.201.html\">\u00a7 731.201<\/a>).<\/p>\n<p>A personal representative must observe the standards of care that apply to trustees. The personal representative must also settle and distribute the estate under the decedent&#8217;s will and the probate code (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0733\/Sections\/0733.602.html\">\u00a7 733.602<\/a>). Florida law makes a personal representative individually liable for certain estate obligations or torts only if personally at fault (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0733\/Sections\/0733.619.html\">\u00a7 733.619<\/a>).<\/p>\n<p>Trust assets are handled under the trust, while probate assets pass through the estate. The two tracks can move at different speeds, so coordinate them. A deadline or transfer on one side can affect the other. The firm advises personal representatives and beneficiaries in probate litigation as well as trust matters.<\/p>\n\n<figure class=\"wp-block-image size-large has-custom-border\"><img src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/a-businessman-works-on-a-laptop-at-a-desk-with-a-lady-justic-photo.jpg\" alt=\"A businessman works on a laptop at a desk with a Lady Justice statue in focus beside him.\" style=\"border-radius:8px;width:100%;aspect-ratio:16\/9;object-fit:cover\" class=\"wp-image-14033\" width=\"1600\" height=\"1068\" srcset=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/a-businessman-works-on-a-laptop-at-a-desk-with-a-lady-justic-photo-150x150.jpg 150w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/a-businessman-works-on-a-laptop-at-a-desk-with-a-lady-justic-photo-300x200.jpg 300w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/a-businessman-works-on-a-laptop-at-a-desk-with-a-lady-justic-photo-768x513.jpg 768w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/a-businessman-works-on-a-laptop-at-a-desk-with-a-lady-justic-photo-1024x684.jpg 1024w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/a-businessman-works-on-a-laptop-at-a-desk-with-a-lady-justic-photo-1536x1025.jpg 1536w, https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/11\/a-businessman-works-on-a-laptop-at-a-desk-with-a-lady-justic-photo.jpg 1600w\" sizes=\"auto, (max-width: 760px) 100vw, 760px\" loading=\"lazy\" decoding=\"async\"\/><\/figure>\n<h2>Working With Trust Counsel on a West Palm Beach Trust Matter<\/h2>\n<p>Trust Counsel&#8217;s only office is in Coral Gables. We serve clients in West Palm Beach on trust administration matters.<\/p>\n<p>Leslie V. Marenco is the responsible lawyer for this page. Tanya Vega is also among the firm&#8217;s lawyers. The firm has support staff, including assistants and office staff.<\/p>\n<p>The first step is a free discovery call, which is confidential and carries no obligation to continue. Bring the trust document, any amendments, and a rough list of assets if you have them.<\/p>\n<details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>How long does a trustee have to notify beneficiaries?<\/summary><p>For an irrevocable trust, the trustee has 60 days after learning of it to notify qualified beneficiaries. The notice covers the trust&#8217;s existence, the identity of the settlor or settlors, the right to request a copy of the trust instrument, the right to accountings, and that the fiduciary lawyer-client privilege in s. 90.5021 applies to the trustee and any attorney employed by the trustee (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0813.html\">\u00a7 736.0813<\/a>).<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Can a trust be contested after the settlor dies?<\/summary><p>Generally, a contest to a revocable trust may not begin until the trust becomes irrevocable, which happens by the trust&#8217;s terms or by the settlor&#8217;s death. Under <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0207.html\">Fla. Stat. \u00a7 736.0207(2)<\/a>, this rule does not prohibit an action by the guardian of the property of an incapacitated settlor. The person contesting the trust must prove the grounds for invalidity (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0207.html\">\u00a7 736.0207<\/a>).<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Can a trustee&#8217;s personal debts reach trust property?<\/summary><p>Trust property is not subject to the trustee&#8217;s personal obligations, except to the extent of the trustee&#8217;s own interest in the trust (<a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/Sections\/0736.0507.html\">\u00a7 736.0507<\/a>). The same rule applies even if the trustee becomes insolvent or bankrupt.<\/p><\/details>\n<p>If a trust you&#8217;re named in now has to be administered, or you&#8217;re a beneficiary still waiting for information, call (305) 707-7126 or use <a href=\"https:\/\/trustcounsel.com\/contact\/\">online scheduling<\/a> to book a free discovery call.<\/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\">Why clients contact Trust Counsel, PL<\/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--location\"><\/span><\/p><h3 class=\"wp-block-heading\">Coral Gables office<\/h3><p class=\"wp-block-paragraph\">Trust Counsel, PL&#x27;s only office is in Coral Gables. We serve clients in West Palm Beach.<\/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--users\"><\/span><\/p><h3 class=\"wp-block-heading\">Attorneys who can serve individually<\/h3><p class=\"wp-block-paragraph\">Trust Counsel&#x27;s attorneys can serve individually as trustee or personal representative. The firm advises and represents trustees, personal representatives and beneficiaries.<\/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\">A free discovery call<\/h3><p class=\"wp-block-paragraph\">Our free discovery call is confidential and carries no obligation to continue.<\/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--phone\"><\/span><\/p><h3 class=\"wp-block-heading\">Call (305) 707-7126<\/h3><p class=\"wp-block-paragraph\">Speak with our office about your trust administration questions and your next steps.<\/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\">Gather your documents before you call<\/h3><p class=\"wp-block-paragraph\">Trust administration questions often depend on the exact language of the trust and the steps already taken. Collecting the trust document, asset records and any notices you have received can make the conversation more useful.<\/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\">How we help with 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\"><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\">Trust administration<\/h3><p class=\"wp-block-paragraph\">Guidance on administering a trust, from reviewing the trust document through the distribution of assets.<\/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\">Trustee duties<\/h3><p class=\"wp-block-paragraph\">Advice for trustees on fiduciary responsibilities, recordkeeping and communication with beneficiaries.<\/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\">Personal representative matters<\/h3><p class=\"wp-block-paragraph\">Support for personal representatives working through estate administration under Florida law.<\/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\">Beneficiary questions<\/h3><p class=\"wp-block-paragraph\">Answers for beneficiaries about how a trust is being managed and what information is available to them.<\/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\">Talk through your trust administration questions with Trust Counsel, PL<\/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\">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>\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>Florida trust administration in West Palm Beach: trustee duties, beneficiary notices, accountings and disputes. 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\/west-palm-beach\/\"}, {\"hreflang\": \"es\", \"href\": \"https:\/\/trustcounsel.com\/resources\/es\/recursos-como-administrar-fideicomiso-florida\/west-palm-beach\/\"}, {\"hreflang\": \"x-default\", \"href\": \"https:\/\/trustcounsel.com\/resources\/resources-how-to-administer-a-trust-in-florida\/west-palm-beach\/\"}]","chg_jsonld":"[{\"@id\": \"https:\/\/trustcounsel.com\/trust-administration-attorney-west-palm-beach\/#service\", \"name\": \"Trust Administration Attorney, West Palm Beach\", \"@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, personal representatives, adult children, heirs and beneficiaries of Florida trusts\"}, \"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\": \"West Palm Beach\", \"@type\": \"City\"}, {\"name\": \"Palm Beach County\", \"@type\": \"AdministrativeArea\"}], \"description\": \"Guidance for successor trustees, personal representatives and beneficiaries on administering a Florida trust after the settlor's death or incapacity, including first steps, trustee duties to beneficiaries, accountings, distributions, disputes, and how trust administration coordinates with probate.\", \"serviceType\": \"Trust administration\", \"mainEntityOfPage\": {\"name\": \"Trust Administration Attorney, West Palm Beach\", \"@type\": \"WebPage\", \"description\": \"Explains who does what in Florida trust administration in West Palm Beach, the first steps after a settlor dies or becomes incapacitated, trustee duties to beneficiaries, where disputes arise, and how probate and trust matters interact.\"}, \"mentions\": [{\"@type\": \"Thing\", \"name\": \"Executor\", \"sameAs\": \"https:\/\/en.wikipedia.org\/wiki\/Executor\"}, {\"@type\": \"Thing\", \"name\": \"Trustee\", \"sameAs\": \"https:\/\/en.wikipedia.org\/wiki\/Trustee\"}, {\"@type\": \"Thing\", \"name\": \"Fiduciary\", \"sameAs\": \"https:\/\/en.wikipedia.org\/wiki\/Fiduciary\"}, {\"@type\": \"Thing\", \"name\": \"Legal guardian\", \"sameAs\": \"https:\/\/en.wikipedia.org\/wiki\/Legal_guardian\"}, {\"@type\": \"Thing\", \"name\": \"Inheritance\", \"sameAs\": \"https:\/\/en.wikipedia.org\/wiki\/Inheritance\"}, {\"@type\": \"Thing\", \"name\": \"Pour-over will\", \"sameAs\": \"https:\/\/en.wikipedia.org\/wiki\/Pour-over_will\"}], \"author\": {\"@type\": \"Person\", \"name\": \"Leslie V. 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\": \"How long does a trustee have to notify beneficiaries?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"For an irrevocable trust, the trustee has 60 days after learning of it to notify qualified beneficiaries. The notice covers the trust's existence, the identity of the settlor or settlors, the right to request a copy of the trust instrument, the right to accountings, and that the fiduciary lawyer-client privilege in s. 90.5021 applies to the trustee and any attorney employed by the trustee (\u00a7 736.0813).\"}}, {\"@type\": \"Question\", \"name\": \"Can a trust be contested after the settlor dies?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Generally, a contest to a revocable trust may not begin until the trust becomes irrevocable, which happens by the trust's terms or by the settlor's death. Under Fla. Stat. \u00a7 736.0207(2), this rule does not prohibit an action by the guardian of the property of an incapacitated settlor. The person contesting the trust must prove the grounds for invalidity (\u00a7 736.0207).\"}}, {\"@type\": \"Question\", \"name\": \"Can a trustee's personal debts reach trust property?\", \"acceptedAnswer\": {\"@type\": \"Answer\", \"text\": \"Trust property is not subject to the trustee's personal obligations, except to the extent of the trustee's own interest in the trust (\u00a7 736.0507). 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Book a free discovery call.","footnotes":""},"class_list":["post-14034","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/pages\/14034","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=14034"}],"version-history":[{"count":0,"href":"https:\/\/trustcounsel.com\/resources\/wp-json\/wp\/v2\/pages\/14034\/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=14034"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}