Fiduciary Accounting
Florida Trust Code provides that “the trustee shall keep the qualified beneficiaries of the trust reasonably informed of the trust and its administration.” One of the trustee’s duties is providing, no less than annually, the qualified beneficiaries of irrevocable trusts with a trust accounting.
WWRE has the expertise and software to produce trust accountings in accordance with Florida Statutes to help ensure proper trust administration. We provide a record of all transactions including cash activity, property transfers, compensation of the trustee and original and current asset values. Let us help you guarantee the execution of your wealth transfer planning and exceed your expectations.
Fiduciary Accounting
Florida Trust Code provides that “the trustee shall keep the qualified beneficiaries of the trust reasonably informed of the trust and its administration.” One of the trustee’s duties is providing, no less than annually, the qualified beneficiaries of irrevocable trusts with a trust accounting.
WWRE has the expertise and software to produce trust accountings in accordance with Florida Statutes to help ensure proper trust administration. We provide a record of all transactions including cash activity, property transfers, compensation of the trustee and original and current asset values. Let us help you guarantee the execution of your wealth transfer planning and exceed your expectations.