• Our Firm
  • Areas of Practice
    • Estate Planning
    • Probate & Trust Administration
    • Private Client Services
    • Corporate & Business Administration
    • Real Estate Services
  • Attorneys & Paralegals
    • Robin A. Lloyd, Sr., J.D.
    • Emily Helmick, Esq.
    • Brenda Lloyd, CP, FRP
    • Tiffany Coleman
  • News
  • Community
  • Contact

Call us 772-234-5500

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info@rlloydlaw.com
Robin Lloyd & Associates, P.A.Robin Lloyd & Associates, P.A.
Robin Lloyd & Associates, P.A.Robin Lloyd & Associates, P.A.
  • Our Firm
  • Areas of Practice
    • Estate Planning
    • Probate & Trust Administration
    • Private Client Services
    • Corporate & Business Administration
    • Real Estate Services
  • Attorneys & Paralegals
    • Robin A. Lloyd, Sr., J.D.
    • Emily Helmick, Esq.
    • Brenda Lloyd, CP, FRP
    • Tiffany Coleman
  • News
  • Community
  • Contact

Probate & Trust Administration

Just as our attorneys assist Clients in drafting and creating estate plans, our experienced Probate &  Trust Administration Practice allows our attorneys to assist our Clients’ loved ones when those estate plans must be carried out. Our attorneys work closely with surviving spouses, beneficiaries, and Trustees and Personal Representatives to administer our Clients’ estate plans through to completion. Additionally, our attorneys are experienced and well-versed in serving as Trustee and Personal Representative for our Clients that require a Fiduciary with more personal ties to their family. During administration, we focus on efficiency and transparency, and keep in close communication with loved ones and fiduciaries throughout the entire administration process in order to keep everyone informed. Our attorneys understand that this can be a trying and difficult time for the family members and friends left behind by our Clients, and we work hard to take the strain of administration off the shoulders of those loved ones. Some of the services our Probate & Trust Administration practice offers our clients include:

  • Complete Probate Administration, Ancillary Probate Administration, and Summary Administration, including drafting and filing all court pleadings, preparing and filing estate income tax returns, and managing probate assets during the probate term
  • Complete Trust Administration, including communication with the beneficiaries and the successor Trustee, overseeing any distributions, ensuring correct administration under the terms of the Trust, and preparing and filing trust income tax returns
Estate Planning
Probate & Trust Administration
Private Client Services
Corporate & Business Administration
Real Estate Services

Areas of Service

  • Estate Planning
  • Probate & Trust Administration
  • Private Client Services
  • Corporate & Business Administration
  • Real Estate Services

News & Press

  • What is Probate? Each state has its own rules and requirements for probate...
    Read More
  • Prepare for the Unexpected If you are in an unforeseen or emergency situation, make...
    Read More
  • The Big Impact of Low Interest Rates Interest rates are at historical lows. These small numbers can...
    Read More
  • FL Property Tax Discounts You may be eligible for certain discounts on your Florida...
    Read More

News & Press

  • What is Probate?
    By RLA
    February 23, 2021
  • Prepare for the Unexpected
    By RLA
    February 16, 2021
  • The Big Impact of Low Interest Rates
    By RLA
    February 9, 2021
  • FL Property Tax Discounts
    By RLA
    February 1, 2021
  • Homestead in Florida
    By RLA
    January 26, 2021

Contact Us

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Let Us Consult You | Call 772.234.5500

Our Firm

Robin Lloyd & Associates, P.A. is an established firm handling the legal needs of Vero Beach since July of 1990. Robin A. Lloyd, Sr., a Vietnam War veteran, founded the Firm after practicing as a Partner in the Vero Beach office of a 55-laywer firm headquartered in West Palm Beach since 1974. The Firm represents many Clients, including high wealth individuals, and focuses on several different areas of law including, but not limited to: Estate Planning, Probate, Guardianship, Trust Administration, Real Estate, all areas of Taxation, and Business Law.

Contact Us

  • Robin Lloyd & Associates, PA
  • 5089 Highway AIA, Vero Beach, Florida 32963
  • 772.234.5500
  • info@rlloydlaw.com

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