Bushnell, FL Estate Planning Law Firms & Lawyers

The chances are, if you are the Trustee, that it is a Revocable Trust. An irrevocable Trust would most likely have required a different Trustee - among other things. If it is a Revocable Trust, it should, by its terms, allow you to amend it "in whole, or in part, or to revoke it" - or words to that affect. Depending on how old the trust is and how well it was drafted in the first instance, if you see another attorney about the Trust, he or she might recommend a "restatement" or "amendment" of the entire trust. The law has changed quite a bit over the last 15 years.

While some law firms might take on those services, normally that sort of transactional detail will have the personal representative or executor (or trustee if that is how the assets are held) take the lead in gathering and liquidating the assets of an estate. However, the personal representative or executor will usually hire professionals to do the specific necessary services, such as an attorney to do the required court filings, an accountant to make the required tax filings and perhaps a real estate agent to help with the sale of real property. An alternative is to name an institutional personal representative or executor (such as a large bank with trust powers or even a private trust company) and they might be willing to handle that level of detail, although it is likely they will also hire ancillary professionals to help them do that. This is specific to Florida law and does not constitute legal advice as the facts presented are anonymous and incomplete. This is intended for general education only and does not create an attorney-client relationship. This should not be relied on and you must seek your own attorney client relationship.

There is a difference between maintenance and repair.  You and the remainder beneficiary may look at the damage to the roof differently.  If you absolutely do not have funds, it may well be in the interest of the remainder beneficiary to take out a home equity loan to pay for a new roof (assuming that it is not covered by insurance).