For families after a death
You've lost someone — and you've been named Trustee.
First, our condolences. Taking on a Trust while grieving is a lot. There's no rush right now — when you're ready, we'll help you understand your role and take the next step calmly, one at a time.
What happens now?
As successor Trustee you'll have some responsibilities under Florida law — notifying beneficiaries, safeguarding assets, and eventually accounting. You don't have to know all of it today. Take the important steps to a Florida attorney before anything goes out.
- Nothing is urgent in the first day or two — take care of yourself and your family.
- When you're ready, a few short questions tell you exactly what your role requires.
- You're not doing this alone — the steps are laid out one at a time, and a licensed Florida attorney of your choosing can review any decision.
When you're ready, start here
A calm, plain-language role check. No payment to begin.
General information about Florida Trustee duties, not legal advice.