01
Land trust trusteeship
Holding record title to Florida real property under a land trust, and acting only as directed.
-
Trustee of record
Accepting conveyance and holding legal title in the name of the trustee.
-
Recorded conveyance
Taking title by deed containing the powers required by § 689.071(3), so the trustee’s authority is clear on the face of the record.
-
Direction of the beneficiary
Executing deeds, mortgages, leases and satisfactions only on written direction.
-
Beneficial interest
Recognising assignments of beneficial interest, which pass as personal property without a new deed.
-
Successor trustee
Accepting appointment where an existing trust requires a replacement trustee.
-
Estoppel and verification
Responding to title, lender and closing-agent requests confirming the trust and the trustee’s authority.
02
Trust asset & estate disposition
Bringing the tangible contents of a trust-held property to an orderly conclusion.
-
Asset search
A documented search of the entire property for assets and valuables.
-
Personal effects
Clearance and disposal of perishables, medicines, clothing, and personal information throughout the property.
-
Tangible personal property sales
Assessing, distributing and facilitating the sale of artwork, furniture, jewellery and household property.
-
Higher-value items
The same for vehicles, boats and other titled or high-value property.
-
Disposition to designated persons
Packaging, shipping and delivery of items to the persons designated to receive them.
-
Disposal of remaining items
Clearance of what remains once distributions are complete.
-
Contractor management
Repairs and cleaning in preparation for final disposition.
-
Facilitating the sale
Agent selection, price determination, listing administration and closing management.
03
Property management & oversight
Keeping a trust-held property secure and maintained while it is held.
-
Securing the property
Locks, access control and a documented record of who holds keys.
-
Periodic inspection
Scheduled checks of the property and its condition.
-
Contractor access
Supervising and logging access for work performed on the property.
-
Storm readiness
Preparation and post-event inspection, as Florida property requires.