Orlando Trust Protectors
Orlando Trust Protector Services
Struggling to handle the complexities of a trust and looking for reliable Orlando trust protector services? Lifeboat Trust Services can help – our certified trust protectors have the wide-ranging experience and legal knowledge to best serve any client, regardless of trust type or situation. We have successfully served the Central Florida area for over 30 years and possess both the expertise and passion to maintain the best interests of our customers. We have experience with all categories of trusts, including revocable and irrevocable trusts, asset protection trusts, offshore trusts, and dynasty trusts.
Lifeboat was founded by a team of estate planning attorneys as a solution to the challenge of finding competent professionals to serve in critical trust-related roles. Through the hard work, commitment, and drive of our legal team, we have grown into a statewide powerhouse. You can depend on Lifeboat Trust Services to protect your best interests and ensure proper administration of your trust.
What is a Trust Protector?
A trust protector serves as an independent third party hired to oversee the allocation and management of trust terms or assets. Their purpose is to make adjustments to account for future changes affecting the conditions of your trust, the interests of your beneficiaries, and your intentions as the settlor. This individual is typically enlisted to act on behalf of the trustmaker. Oftentimes, unforeseen circumstances such as death or divorce can change the course of previously agreed upon trust terms. If the trust creator becomes dissatisfied with how the beneficiary is choosing to use trust funds or assets, they can hire a trust protector to perform certain fiduciary duties, including:
- Review, manage, and create trust documents
- Remove and replace trustees
- Add or remove beneficiaries
- Investment counsel
- Trust termination
- Serve as point of contact between trust parties
- Trust distribution advisory
How can a trust protector help preserve my assets?
Lifeboat is here to help – our certified protectors are well-versed in trust management and eager to assist you. We listen to the individual needs of our clients and handle all trust-related matters with the utmost discretion, integrity and attention to detail. The protection, compensation and financial security of our customers is our top priority and we work tirelessly to ensure a positive experience and fulfill our fiduciary duty.