• 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

  • When do I use my estate planning documents? Your documents are written with very specific direction for different...
    Read More
  • Location matters for estate planning purposes It’s true. Where you live, and die, can greatly affect...
    Read More
  • LLC and Corporation Formation Many clients come to us requesting assistance with changes they...
    Read More
  • Aging with Grace and Dignity Dr. Deepti Sadhwani of Quality Health Care & Wellness Institute...
    Read More

News & Press

  • When do I use my estate planning documents?
    By RLA
    June 21, 2022
  • Location matters for estate planning purposes
    By RLA
    May 31, 2022
  • LLC and Corporation Formation
    By RLA
    May 24, 2022
  • Aging with Grace and Dignity
    By RLA
    May 20, 2022
  • Real Estate Contracts- Read before you sign
    By RLA
    May 17, 2022

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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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