Acting as a fiduciary is a profound honor that comes with deep trust and responsibility. Whether you’re named a trustee, guardian, or personal representative, your role carries significant legal duties. With the right legal support, you can navigate these responsibilities with confidence and care.
Serving as a fiduciary means stepping into a position of great trust and responsibility. Whether you’ve been appointed as a trustee, guardian, or personal representative, your legal obligations are significant—and often overwhelming without the right legal guidance.
At the Law Offices of Jared I. Loucel, P.A., we help individuals, families, and professionals in St. Johns County, and surrounding Florida communities understand and fulfill their fiduciary responsibilities with clarity and confidence. My goal is to ensure that fiduciaries not only comply with the law but also act ethically and effectively in the best interests of those they serve.
A fiduciary is a person or entity legally obligated to act in the best interest of another party—often in managing money, property, or personal care decisions. Fiduciaries must act with honesty, loyalty, diligence, and full disclosure, always putting the beneficiary’s interests ahead of their own.
Fiduciary roles in Florida can arise in many legal contexts, including:
Whether your appointment came from a court, a family member, or a public agency, it’s important to understand your duties, limits, and risks. We’re here to help.
As a trustee, you are responsible for managing assets held in trust according to the terms of the trust document and in compliance with Florida’s Trust Code. Duties include:
I assist both new and experienced trustees with:
A trustee can be held personally liable for mishandling funds or breaching fiduciary duties. I work to protect you while ensuring that your actions align with both the trust terms and Florida law.
If you are serving as a guardian or guardian advocate, the court requires ongoing supervision, documentation, and compliance with detailed statutes. I help court-appointed guardians:
Whether you are managing a loved one’s personal care, finances, or both, I provide the legal tools and support you need to serve effectively and responsibly.
If you’ve been appointed as a personal representative (executor) in a Florida probate case, you’re expected to administer the estate honestly, promptly, and in accordance with the decedent’s will—or state law if there is no will.
As your probate attorney, I help you fulfill fiduciary responsibilities such as:
Personal representatives must avoid favoritism, follow strict timelines, and maintain complete transparency. I work alongside you to make sure every step is handled legally and efficiently.
Even well-meaning fiduciaries can be accused of breaching their duties, particularly when family tensions run high or assets are significant. I represent fiduciaries or beneficiaries in cases involving:
When disputes arise, I seek resolution through negotiation or mediation whenever possible—but I am fully prepared to represent your interests in court when necessary.
Based in Fruit Cove, I serve fiduciaries across St. Johns, Clay, and Duval County, and the surrounding areas. I understand the weight of these roles and take pride in providing trusted, practical legal advice to help you succeed in your position—and avoid preventable problems.
You won’t be handed off to a case manager or paralegal—we have a team to assist you with your questions. We believe in giving each client personalized attention, consistent communication, and practical advice tailored to your unique circumstances.
If you have been appointed to a fiduciary role—or are considering taking one on—it’s important to understand your responsibilities and rights. I’m here to help you do it right.
Monday-Thursday: 9:00am-4:30pm
Friday: By appointment only
Saturday-Sunday: Closed
1629 Race Track Road
Suite 103
Saint Johns, FL 32259
9310 Old Kings Road South
Suite 302
Jacksonville, FL 32257
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