A Trustworthy Trustee
In the event that a trust is worth less than $3 million, it is not well-suited to a corporate trustee who handles larger estates. As an experienced and well-seasoned legal team who knows Florida trust laws like no other, attorneys at Heuston Legal can be named as the trustee and manage the trust in the most secure, reliable, and ethical fashion.
We know trusts. With over thirty years of experience in concentrated areas of legal services such as probate, estates, trusts, and wills, Heuston Legal is ready to handle all of your fiduciary service needs. Contact us today to find out more.
Serving as a Fiduciary
Since we have our own accounting and financial team within our firm, Heuston Legal is an ideal choice for fiduciary services. Additionally, we personally vet any outside financial representatives, whether or not they are independent money managers.
Think of us as the all-seeing managers of the money managers. We can take over a trust for you and use a financial institution custodian for asset allocation. With an eye for minute details and a moral calling to do the right thing, our Attorneys and team members prepare and review accounting documents with a fine-tooth comb to ensure the money is being managed properly and keep you up-to-date as to how the assets are being invested for the best benefit of the trust
Securing Fiduciary Services
If you need an honorable, principled, and dedicated firm to handle your fiduciary services, Heuston Legal is here for you. Kindly reach out to us to discuss your fiduciary needs, and we’ll determine together if we are the right fit to serve as your trustee or other fiduciary.
