{"id":76,"date":"2026-10-04T03:06:14","date_gmt":"2026-10-04T03:06:14","guid":{"rendered":"https:\/\/34-139-105-30.nip.io\/professional-trustee-and-executor-services\/kendall\/"},"modified":"2026-10-16T08:20:45","modified_gmt":"2026-10-16T08:20:45","slug":"kendall","status":"publish","type":"page","link":"https:\/\/trustcounsel.com\/resources\/professional-trustee-and-executor-services\/kendall\/","title":{"rendered":"Trustee &#038; Personal Representative Counsel in Kendall"},"content":{"rendered":"\n<div class=\"wp-block-cover alignfull is-dark\" style=\"min-height:460px;aspect-ratio:unset;\"><span aria-hidden=\"true\" class=\"wp-block-cover__background has-secondary-background-color has-background-dim-60 has-background-dim\"><\/span><img decoding=\"async\" class=\"wp-block-cover__image-background\" alt=\"Probate administrator&#x27;s desk with trust accounting software, settlement statements, and fiduciary duty checklists.\" src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/probate-administrator-s-desk-with-trust-accounting-software-photo-9.jpg\"\/><div class=\"wp-block-cover__inner-container has-global-padding is-layout-constrained wp-block-cover-is-layout-constrained\">\n<h1 class=\"wp-block-heading has-base-color has-text-color\">Trustee and Personal Representative Services in Kendall<\/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);\">Professional fiduciary management for trusts and estates. Trust Counsel, PL advises and represents trustees, personal representatives and beneficiaries on administration, accounting, and compliance.<\/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\">Schedule a free strategy 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\/\">Schedule a free strategy 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 October 04, 2026<\/p>\n\n<article lang=\"en\">\n\n<h2>Trustee and Personal Representative Counsel for Kendall Clients<\/h2>\n<p>When someone passes away or a trust is established, a trustee or personal representative (often called an executor) must manage the estate or trust according to Florida law and the document&#8217;s terms. Trustees and personal representatives may handle the legal, financial, and administrative duties involved, which can lighten the burden on family members. The scope of those duties depends on the governing instrument and applicable law.<\/p>\n<p>We serve clients in Kendall: Trust Counsel&#8217;s attorneys can serve individually as trustee or personal representative, and the firm advises and represents trustees, personal representatives and beneficiaries navigating trust and estate administration. Whether you&#8217;re facing the responsibility of serving as personal representative, want to understand how family assets are managed, or want to ensure a trust is administered properly, our attorneys can advise you on the legal requirements, which depend on the governing instrument and applicable law.<\/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 our team &#8212; the first consultation 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 consultation<\/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 consultation<\/a><\/div><\/div>\n<\/div>\n\n<figure class=\"wp-block-image size-large has-custom-border\"><img decoding=\"async\" src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/tax-preparation-checklist-and-income-statement-with-papercli-photo-4.jpg\" alt=\"Tax preparation checklist and income statement with paperclips on desk.\" style=\"border-radius:8px;width:100%;aspect-ratio:16\/9;object-fit:cover\"\/><\/figure>\n<h2>Trustee and Personal Representative Roles for Kendall Families<\/h2>\n<p>A professional trustee or personal representative (often called an executor) is appointed to manage a trust or estate on behalf of the beneficiaries. Unlike a family member who may serve as personal representative out of obligation, a professional trustee may bring legal training, financial acumen, and impartiality to the role, depending on the governing instrument and applicable law.<\/p>\n<p>Kendall families may consider a professional trustee for several reasons:<\/p>\n<ul>\n<li><strong>Time constraints<\/strong>: Managing an estate or trust can require significant time, and the tasks involved, such as asset inventory, creditor notification, tax filing, accounting, and distribution, depend on the estate or trust and applicable Florida law. Many family members lack the time to do this while working and managing their own affairs.<\/li>\n<li><strong>Family conflict<\/strong>: When a family member serves as both personal representative and beneficiary, conflicts of interest may arise, depending on the circumstances and applicable law. A professional trustee may help reduce tension by administering the trust with attention to the duties owed to all beneficiaries, as set by applicable law and the governing instrument.<\/li>\n<li><strong>Lack of financial or legal knowledge<\/strong>: Estate and trust administration involves tax law, probate court procedures, and fiduciary duties. A professional trustee can help manage these requirements, which depend on applicable law and the governing instrument.<\/li>\n<li><strong>Geographic dispersion<\/strong>: If beneficiaries live out of state or internationally, a professional trustee can manage the estate and communicate with all parties.<\/li>\n<li><strong>Complexity<\/strong>: Estates with multiple properties, business interests, or significant assets may require ongoing management and in-depth knowledge, depending on the estate and applicable law.<\/li>\n<\/ul>\n<h2>What a Professional Trustee or Personal Representative Does<\/h2>\n<p><strong>Estate and trust administration tasks include:<\/strong><\/p>\n<ul>\n<li><strong>Asset inventory and valuation<\/strong>: Identifying and appraising all estate or trust assets.<\/li>\n<li><strong>Creditor and tax notification<\/strong>: Notifying creditors so claims can be filed and processed, and handling required tax notifications within applicable timeframes.<\/li>\n<li><strong>Debt and tax payment<\/strong>: Paying the decedent&#8217;s debts, estate taxes, and income taxes using estate or trust funds.<\/li>\n<li><strong>Tax filing<\/strong>: Preparing and filing <a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-706\">Form 706 (federal estate tax return)<\/a> if required, and <a href=\"https:\/\/www.irs.gov\/forms-pubs\/about-form-1041\">Form 1041 (fiduciary income tax return)<\/a> for ongoing trust income.<\/li>\n<li><strong>Accounting and reporting<\/strong>: Maintaining detailed records and providing accountings to beneficiaries showing all receipts, disbursements, and distributions.<\/li>\n<li><strong>Beneficiary communication<\/strong>: Keeping beneficiaries informed of administration progress and answering questions.<\/li>\n<li><strong>Asset distribution<\/strong>: Distributing assets to beneficiaries according to the trust or will, and closing the estate when administration is complete.<\/li>\n<\/ul>\n<p>For long-term trusts, a professional trustee also manages ongoing trust assets, oversees investments, handles beneficiary requests, and ensures the trust complies with its terms over time.<\/p>\n<h2>When Kendall Families Need Legal Guidance for Trustees<\/h2>\n<p>Professional trustees may be useful when:<\/p>\n<ul>\n<li>A family member named as personal representative or trustee lacks availability, knowledge, or willingness to serve.<\/li>\n<li>No suitable family member exists or is willing to take on the role.<\/li>\n<li>The estate or trust is complex, with multiple properties, business interests, or significant assets requiring ongoing management.<\/li>\n<li>Family relationships are strained and a neutral third party is needed to prevent disputes.<\/li>\n<li>Beneficiaries are minors, geographically dispersed, or include individuals who cannot manage their own affairs.<\/li>\n<li>The trust is designed to last for many years, requiring continuity beyond a single person&#8217;s lifetime or willingness to serve.<\/li>\n<\/ul>\n<p>Family conflict, time pressure, and complexity are common reasons families bring in a professional trustee.<\/p>\n<h2>Our Approach to Trustee and Personal Representative Matters<\/h2>\n<p>Trust Counsel&#8217;s attorneys can serve individually as trustee or personal representative, and the firm advises other fiduciaries managing estates and trusts. We serve clients in Kendall and surrounding Miami-Dade County areas. The firm&#8217;s approach combines:<\/p>\n<ul>\n<li><strong>Legal authority<\/strong>: Trust Counsel&#8217;s attorneys can serve individually as trustee or personal representative; the individual appointed holds the fiduciary responsibility and legal power to act on behalf of the trust or estate.<\/li>\n<li><strong>Compliance with Florida law<\/strong>: All administration follows <a href=\"https:\/\/www.leg.state.fl.us\/statutes\/index.cfm?App_mode=Display_Statute&amp;URL=0700-0799\/0736\/0736.html\">Florida&#8217;s Trust Code<\/a> and Probate Code requirements, including proper notice, accounting, and distribution.<\/li>\n<li><strong>Clear communication<\/strong>: Regular updates keep beneficiaries informed and reduce uncertainty.<\/li>\n<li><strong>Dispute resolution<\/strong>: If questions or conflicts arise during administration, they can be addressed as part of the administration.<\/li>\n<li><strong>Coordination<\/strong>: Working alongside accountants, tax advisors, and financial professionals to ensure all aspects of administration are handled properly.<\/li>\n<\/ul>\n<h2>Professional Trustee Services vs. Family Personal Representatives<\/h2>\n<p>A family member serving as personal representative may face several challenges:<\/p>\n<ul>\n<li><strong>Conflicts of interest<\/strong>: If the personal representative is also a beneficiary, their interests may conflict with those of other beneficiaries, creating the appearance or reality of bias.<\/li>\n<li><strong>Lack of experience<\/strong>: Family personal representatives often have no prior experience with estate administration and may make mistakes that cost time and money.<\/li>\n<li><strong>Availability<\/strong>: A family member&#8217;s job, health, or personal circumstances may change, leaving the estate in limbo.<\/li>\n<li><strong>Family tension<\/strong>: Managing money and assets can strain family relationships, especially if beneficiaries disagree about distributions or the personal representative&#8217;s decisions.<\/li>\n<li><strong>Liability<\/strong>: Depending on applicable law and the governing instrument, a personal representative who fails to follow Florida law or the will&#8217;s terms may be held personally liable for losses.<\/li>\n<\/ul>\n<p>A professional trustee may bring objectivity, legal knowledge, and continuity to a trust. Depending on applicable law and the governing instrument, a trustee&#8217;s fiduciary duties may include the duty to act impartially among the 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 our team &#8212; the first consultation 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 consultation<\/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 consultation<\/a><\/div><\/div>\n<\/div>\n<h2>Estate and Trust Administration in Kendall: Key Steps<\/h2>\n<p>Administration in Kendall generally follows a structured process, depending on the governing instrument and applicable law:<\/p>\n<ol>\n<li><strong>Secure and inventory assets<\/strong>: Locate all estate or trust property and obtain valuations.<\/li>\n<li><strong>Notify creditors and tax authorities<\/strong>: File required notices with the court, creditors, and the IRS.<\/li>\n<li><strong>Pay debts and taxes<\/strong>: Use estate or trust funds to settle the decedent&#8217;s debts, estate taxes, and administrative expenses.<\/li>\n<li><strong>File tax returns<\/strong>: Prepare and file any tax returns that the governing instrument and applicable law require for each tax year of administration.<\/li>\n<li><strong>Prepare accountings<\/strong>: Create detailed reports showing all receipts, expenses, and distributions.<\/li>\n<li><strong>Distribute assets<\/strong>: Deliver assets to beneficiaries according to the trust or will.<\/li>\n<li><strong>Close or transition<\/strong>: Close the estate or transition the trust to ongoing management if it continues.<\/li>\n<\/ol>\n<p>The steps taken depend on the governing instrument and applicable Florida law.<\/p>\n<h2>Asset Protection and Tax Considerations for Kendall Estates<\/h2>\n<p>A professional trustee may bring familiarity with Florida&#8217;s homestead laws and asset protection rules that may affect estate administration. Decisions about the timing of distributions, income recognition, and available deductions can affect estate and income tax liability, and the specific effect depends on the facts and applicable law.<\/p>\n<p>A professional trustee may work with tax advisors on the tax obligations of the estate or trust and on the tax options available under the governing instrument and applicable law. Coordinating with tax advisors is part of that work, and the specific steps depend on the governing instrument and applicable law.<\/p>\n<h2>Choosing a Professional Trustee in Kendall<\/h2>\n<p>When selecting a professional trustee, look for:<\/p>\n<ul>\n<li><strong>Legal knowledge<\/strong>: The trustee should understand Florida trust and probate law.<\/li>\n<li><strong>Financial acumen<\/strong>: The trustee should be able to manage assets, work with accountants and advisors, and prepare accurate accountings.<\/li>\n<li><strong>Communication skills<\/strong>: The trustee should explain decisions clearly to beneficiaries and respond to questions promptly.<\/li>\n<\/ul>\n<p>We serve clients in Kendall and surrounding Miami-Dade County communities, and the firm advises and represents trustees, personal representatives and beneficiaries of estates and trusts of varying complexity.<\/p>\n<h2>Get Started in Kendall<\/h2>\n<p>If you&#8217;re facing the responsibility of serving as personal representative or trustee, or you are looking for a professional fiduciary for your family&#8217;s estate or trust, Trust Counsel&#8217;s attorneys can serve individually as trustee or personal representative, and the firm is ready to help.<\/p>\n<p><strong>Contact Trust Counsel, PL today<\/strong> to discuss your situation and learn how professional trustee and personal representative services work. If you are weighing whether professional fiduciary services are the right choice, the firm&#8217;s attorneys can answer your questions and explain your options during a free strategy call.<\/p>\n<p><strong>Call (305) 707-7126 or <a href=\"https:\/\/trustcounsel.com\/contact\/\">schedule a free strategy call online<\/a>.<\/strong><\/p>\n<hr \/>\n\n<figure class=\"wp-block-image size-large has-custom-border\"><img decoding=\"async\" src=\"https:\/\/trustcounsel.com\/resources\/wp-content\/uploads\/2026\/10\/tax-preparation-checklist-and-income-statement-with-papercli-photo-5.jpg\" alt=\"Tax preparation checklist and income statement with paperclips on desk.\" style=\"border-radius:8px;width:100%;aspect-ratio:16\/9;object-fit:cover\"\/><\/figure>\n<h2>FAQ: Trustee and Personal Representative Questions for Kendall Clients<\/h2><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>What is the difference between a trustee and a personal representative?<\/summary><p class=\"wp-block-paragraph\">A personal representative manages an estate after someone dies; a trustee manages a trust during the grantor&#8217;s life or after death according to the trust&#8217;s terms. Both have fiduciary duties under Florida law.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Fees depend on the scope and complexity of each matter, and the firm can explain how they are determined for your situation.<\/summary><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Can a family member and a professional trustee serve together?<\/summary><p class=\"wp-block-paragraph\">Yes. Some families appoint a family member and a professional trustee as co-trustees to balance family involvement with professional management.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>What happens if a trustee fails to follow Florida law?<\/summary><p class=\"wp-block-paragraph\">Depending on the circumstances, the governing instrument, and applicable law, a trustee who breaches fiduciary duties may be removed and may be held liable for losses to the estate or trust. Depending on applicable law and the governing instrument, beneficiaries may be able to file a lawsuit to enforce the trustee&#8217;s duties.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>How long does trust administration take in Kendall?<\/summary><p class=\"wp-block-paragraph\">How long administration takes depends on the estate; complex estates generally take longer than simple ones. A professional trustee can provide a timeline based on your situation.<\/p><\/details><details class=\"wp-block-details chg-faq is-layout-flow wp-block-details-is-layout-flow\"><summary>Do I need a professional trustee if my estate is small?<\/summary><p class=\"wp-block-paragraph\">Families of small estates may choose professional administration when they lack time or are facing family conflict.<\/p><\/details><\/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\">What Professional Fiduciary Services Include<\/h2>\n<div class=\"wp-block-columns 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\">Trust Administration<\/h3><p class=\"wp-block-paragraph\">The firm advises trustees on managing trust assets, preparing accountings, filing tax returns, and making distributions that follow the trust&#8217;s terms and Florida law.<\/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\">Fiduciary Compliance<\/h3><p class=\"wp-block-paragraph\">Professional trustees and personal representatives owe legal duties whose scope depends on applicable law and the governing instrument. The firm advises and represents trustees and personal representatives on notice requirements, conflict management, and liability protection.<\/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\">Beneficiary Communication<\/h3><p class=\"wp-block-paragraph\">Clear, regular updates to beneficiaries may help reduce disputes and build confidence in how the estate or trust is administered.<\/p><\/div><\/div>\n\n\n<div class=\"wp-block-columns 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--clock\"><\/span><\/p><h3 class=\"wp-block-heading\">.<\/p><\/div><\/div>\n\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\">When You Need a Professional Trustee or Personal Representative<\/h2>\n<div class=\"wp-block-columns 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\">Family Conflict or Complexity<\/h3><p class=\"wp-block-paragraph\">A neutral professional fiduciary can reduce tension and ensure impartial management when family relationships are strained or the estate is complex.<\/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\">No Suitable Family Member<\/h3><p class=\"wp-block-paragraph\">If no family member is willing, able, or trusted to serve, a professional trustee or personal representative may be appointed to manage the estate or trust.<\/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\">Business or Investment Assets<\/h3><p class=\"wp-block-paragraph\">Estates with operating businesses, real estate, or significant investments may require ongoing management and tax planning, which a professional fiduciary may provide, depending on the governing instrument and applicable law.<\/p><\/div><\/div><\/div>\n\n\n<div class=\"wp-block-columns 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\">Long-Term Trust Administration<\/h3><p class=\"wp-block-paragraph\">Trusts that span years or decades benefit from a professional who can manage distributions, investments, and compliance over time.<\/p><\/div><\/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\">Trustee vs. Personal Representative: Know the Difference<\/h3><p class=\"wp-block-paragraph\">A personal representative manages an estate after someone dies and typically serves for a defined period. A trustee manages a trust during the grantor&#x27;s life or after death according to the trust&#x27;s terms, often for a longer duration. Both roles carry fiduciary duties under Florida law, and both can be filled by a professional.<\/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\">Learn more about your role<\/a><\/div><div class=\"wp-block-button chg-cta-form\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/trustcounsel.com\/contact\/\">Learn more about your role<\/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 Trustee and Personal Representative Matters Work<\/h2>\n<div class=\"wp-block-columns 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\">Initial Consultation<\/h3><p class=\"wp-block-paragraph\">We review the trust or will, discuss your situation, and explain what professional fiduciary management involves.<\/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\">Engagement &amp; Planning<\/h3><p class=\"wp-block-paragraph\">Once retained, we help trustees and personal representatives develop a timeline, identify assets, notify beneficiaries, and plan for taxes, distributions, and compliance.<\/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\">Ongoing Administration<\/h3><p class=\"wp-block-paragraph\">We help trustees and personal representatives manage accounts, file returns, communicate with beneficiaries, and handle disputes or questions that arise during the process.<\/p><\/div><\/div><\/div>\n\n\n<div class=\"wp-block-columns 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\">Final Accounting &amp; Closure<\/h3><p class=\"wp-block-paragraph\">We help fiduciaries prepare detailed accountings, seek beneficiary approval or court confirmation, and close the estate or trust when appropriate.<\/p><\/div><\/div><\/div>\n\n<\/div>\n\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 Work With Trust Counsel, PL on Trustee and Personal Representative Matters<\/h2>\n<div class=\"wp-block-columns 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--shield\"><\/span><\/p><h3 class=\"wp-block-heading\">Legal Accountability<\/h3><p class=\"wp-block-paragraph\">Our attorneys advise trustees and personal representatives on fiduciary law, conflict of interest rules, and liability as they carry out their duties to the 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--document\"><\/span><\/p><h3 class=\"wp-block-heading\">Complete Administration<\/h3><p class=\"wp-block-paragraph\">We advise on each step of administration\u2014asset inventory, tax returns, distributions, and court filings.<\/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\">Neutral, Professional Judgment<\/h3><p class=\"wp-block-paragraph\">We advise on disputes based on the law and the terms of the trust or will, not family pressure or emotion.<\/p><\/div><\/div>\n\n\n<div class=\"wp-block-columns 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\">Serving Clients in Kendall<\/h3><p class=\"wp-block-paragraph\">Our office is in Coral Gables, and we serve clients in Kendall and throughout South Florida in probate and trust matters.<\/p><\/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\">Ready to Discuss Your Trustee or Personal Representative Questions?<\/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 or schedule a free strategy call today<\/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 or schedule a free strategy call today<\/a><\/div><\/div>\n<\/div>\n\n<h2 class=\"wp-block-heading\">Related practice areas<\/h2><ul class=\"wp-block-list\"><li>We Serve Clients in Doral<\/li><\/ul>","protected":false},"excerpt":{"rendered":"<p>Professional trustee and executor services in Kendall, FL. Trust Counsel, PL manages estates and trusts with legal compliance and fiduciary care.<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":13,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"chg_review":"","chg_sendback":"","chg_canonical":"","chg_lang":"","chg_hreflang":"[]","chg_jsonld":"[{\"@context\": \"https:\/\/schema.org\", \"author\": {\"@type\": \"Person\", \"name\": \"Leslie V. 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