Living trusts
Discuss a revocable living trust, the roles of trustees and successor trustees, and how it would fit with the rest of your estate plan.
Clearwater · Pinellas County
Trust attorney in Clearwater
Explore whether a living trust belongs in your estate plan. We help Clearwater and Pinellas County families discuss their goals, choose decision-makers and coordinate their documents.
Call (727) 446-6699Request a consultation onlineStart with the purpose of your trust
A trust is an arrangement for a trustee to hold and manage property for beneficiaries under the terms of the trust document. The appropriate structure depends on your family, property and goals.
Asset coordination
Creating a document is only part of the process. Ownership and beneficiary arrangements need careful review to determine which assets should be coordinated with the trust.
Ongoing review
Changes in property, relationships and decision-makers can make a review helpful. Bring your current documents and questions.
Trust planning questions
Does a living trust replace every other estate-planning document?
No. A coordinated plan may also include a will, powers of attorney and healthcare directives. Ask an attorney which documents fit your circumstances.
Will a trust avoid probate for every asset?
Not necessarily. Assets outside the trust may still require probate, depending on their ownership and beneficiary arrangements. Review the full picture with your attorney.
What should I prepare before speaking with the firm?
Make a general list of your property and existing estate-planning documents, and consider who you would trust to manage affairs. Do not include account credentials in an inquiry.
Further reading: The Florida Bar: The Revocable Trust in Florida
Before your consultation
Frequently asked questions
What should I bring to my first consultation?
Start with your questions and a general overview of your goals. Existing wills, trust documents, relevant correspondence and a broad list of assets may be helpful. Call our office to confirm what to bring for your particular matter.
How do I find out what the work will cost?
Ask our office about consultation arrangements and fees. The scope and cost of legal work depend on your circumstances; discuss the proposed work and fee arrangement before engaging the firm.
Can I request a consultation online?
Yes. Use our consultation-request form or call (727) 446-6699. A request does not confirm an appointment or establish an attorney-client relationship.
Should I send documents or account credentials with my inquiry?
Please send only basic contact information and a general service interest. Speak with our office before sending confidential documents. Never send passwords, cryptocurrency seed phrases or private keys.