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Trust Administration

DE JESUS LAW GROUP, LLC

"Put not your trust in money, but put your money in trust."

-Oliver Wendell Holmes

de Jesus Law Group is experienced at administering estates, trusts, wills, and probate. We work with the family and other advisors to transfer assets as quickly as possible, resolve outstanding issues, and ensure that all legal requirements are satisfied within the legal deadlines to ensure smooth administration of trusts for your heirs. Our team will make the process as easy as possible for you and your family.

 

We will accomplish the following as needed, without delay and with respect for your privacy and your family relationships:

 

  • Identification, collection, and determination of assets and values;

  • Guidance on payment of debts, expenses, and taxes from estate and trust assets;

  • Submission of necessary accountings;

  • Advice as to distribution of jointly held assets, life insurance, and retirement benefits that pass outside a will or trust;

  • Notifying all heirs and beneficiaries of the trust;

  • Guidance on whether state and federal, generation-skipping transfer, and gift tax returns need to be filed

Estate Planning

Many times when people think of estate planning they think of a will or life insurance plan or even employer benefits someone would receive upon your death. Estate planning is much more than that. It’s a comprehensive plan that addresses all types of contingencies from your disability, incapacity, illness and death and what would happen in each of those circumstances.

 

  • Legal Life Planning

  • Kids Protection Plan

  • Special Needs Trust

  • Asset Protection

  • Schedule a 15-min Consultation

     

     

    Have a question or unsure how to get started? We are here to help! Book your complimentary consultation with Hector or Irene online.

  • Book Family Wealth Planning Session

    Complimentary 2 Hour Meeting

    You can schedule your Family Wealth Planning Session and complete the pre-session homework so that you come in prepared to be educated, informed and make empowered decisions for the people you love.

Licensed in

Florida

DEJESUS LAW GROUP - OFFICE LOCATIONS

500 E. New York Ave.,

Suite 101, DeLand, FL 32724

3500 S Atlantic Ave., Suite 209, New Smyrna Beach, FL 32169

de Jesus Law Group, LLC is a legal life planning law practice that provides advice to families and businesses in Florida and Tennessee. © 2020 de Jesus Law Group, LLC. Privacy policy

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