Question: I have a revocable living trust. Can my son, as trustee, settle my estate without an attorney?
Answer: Having prepared over 36,000 estate plans with over 90% involving trusts – I would recommend your son consult with an attorney for directions on how to proceed based on the assets in the trust and estate. In Florida a trust notice would need to be filed and attorneys should be hired to transfer real estate.
However, the answer to your question is “YES” but not advisable without some advice to settle your estate.
Joseph F. Pippen, Jr., Attorney at Law
Law Office of Joseph F. Pippen, Jr. & Associates
Largo, Florida 33771
Can a Trustee Settle my Estate without an Attorney? was last modified: November 23rd, 2022 by