Services

TRUSTEE OR CO-TRUSTEE

Our firm accepts traditional Trustee and Co-Trustee appointments for revocable and irrevocable trusts under Florida law. We also acknowledge appointments as Successor or Co-Successor Trustee in the event our services are needed at a future date. In establishing these important fiduciary relationships, we work closely with your legal and tax counsel to ensure our duties and responsibilities are well defined.

ESTATE SETTLEMENT

We will serve as Personal Representative for formal Florida Probate administrations. In that capacity, we welcome the opportunity to participate in discussions with your attorney and family members to explain our duties and responsibilities. We will not charge for consultations, and will safekeep your estate planning documents without cost or obligation. The fees for our services as Personal Representative are based upon current Florida Statute.

ADVISORY OR FULL DISCRETION INVESTMENT MANAGEMENT

Our firm will serve as your agent to provide custody, accounting, bill paying and investment services for your liquid assets. This service is offered for individually or jointly owned assets or for assets held in trust. This arrangement is an excellent vehicle for families who currently serve as their own Trustee and desire professional guidance.

IRA CUSTODIAN; SELF-DIRECTED OR MANAGED

We accept IRA accounts for managed or self-directed accounts that are trustee-to-trustee transfers, rollovers of Traditional IRAs, 401(k)s, Simple IRAs and qualified employee benefit plans.

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