top of page


The Trustee’s Duty to Inform and Account: Why Transparency Matters in Trust Administration
Communication and transparency are at the heart of good trust administration. By keeping beneficiaries informed and providing regular accountings, trustees build trust, avoid conflict and fulfill their legal duties. Beneficiaries, in turn, should understand their rights to information and act if those rights are ignored. A well‑managed trust is not a secret—it is a collaboration between the trustee and the beneficiaries, grounded in openness and accountability.
Sep 4, 20255 min read


Navigating the Trustee’s Investment Duty: Understanding the Prudent Investor Rule and Diversification
Trustees are fiduciaries: they must invest and manage the trust’s money prudently, not only for the present beneficiaries but often for generations to come. One of the cornerstones of modern trust law is the prudent investor rule, which tells trustees how they should think about investing. Closely related is the duty to diversify. Together, these principles guide trustees through one of the most challenging parts of trust administration—deciding what to buy, what to sell and
Sep 2, 20255 min read


Florida Probate Timeline: How Long Does an Executor Have to Settle an Estate?
Florida law imposes duties on the personal representative to administer the estate efficiently while protecting creditors and heirs. Understanding how these rules work and why the process takes time can help families set realistic expectations and avoid unnecessary disputes.
Aug 31, 20255 min read
bottom of page