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You are not alone.
INDEPENDENT - OBJECTIVE - PERSONALLY ACCOUNTABLE
Choosing a fiduciary who takes the time to understand your values is critical. As an independent, objective, and personally accountable professional, I am here to relieve the pressure from your loved ones and protect your legacy.
Serving as trustee, personal representative, healthcare surrogate, and agent under power of attorney for individuals and families across Florida.
Trustee & Fiduciary Services of Florida, LLC
Trustee & Fiduciary Services of Florida, LLC
Planning
Ahead
Planning
Ahead
I work with individuals building their estate plan who wish to name a professional fiduciary. Whether serving during incapacity or after death, my role is to provide continuity, documentation, and impartial judgment.
Transitioning Fiduciary Responsibility
Transitioning Fiduciary Responsibility
If you are currently serving as trustee or agent and are ready to transition responsibility, I provide structured succession and professional administration. Transitions are handled deliberately and in coordination with counsel.
Trustee Services
Trustee Services
Ongoing trust administration
Discretionary distribution decisions
Beneficiary communication
Coordination with advisors
Documentation and reporting
Personal Representative & Estate Administration
Personal Representative & Estate Administration
Probate administration
Asset inventory and valuation
Creditor coordination
Tax and professional coordination
Distribution according to governing documents
Agent Under Power of Attorney & Health Care Surrogate
Agent Under Power of Attorney & Health Care Surrogate
Financial management during incapacity
Coordination with medical providers
Oversight of care decisions
Documentation and reporting
What to Expect
What to Expect
1. Initial confidential consultation to ensure I am the right fit for your unique needs.
2. Coordination with your estate planning attorney during the drafting of your governing documents.
3. Formal appointment and client intake. An in-depth discussion where I gather the information needed to administer your affairs exactly as you would want them handled.
4. Ongoing structured administration and oversight. Whether I assist immediately or remain on call, you can rest assured your legacy is protected by a professional you can rely on.
Continuity and Structure
Continuity and Structure
Fiduciary appointments often extend across many years. Active engagements are maintained within documented systems and secure records. Succession planning within the practice is actively developed to ensure continuity if ever required.
My practice is built on a foundation of professional redundancy and institutional partnerships.
By maintaining an active board membership with the Professional Fiduciary Council of Florida and collaborating with a network of legal and financial specialists, I ensure that your estate’s administration remains seamless, regardless of life’s transitions.
You are choosing a system of care designed to protect your legacy across generations, ensuring that the stewardship of your vision never falters.
About Kathleen Seide
About Kathleen Seide
Kathleen Seide is the founder of Trustee & Fiduciary Services of Florida, LLC and serves as trustee, personal representative, agent under power of attorney, and health care surrogate for individuals and families across Florida.
Professional Discipline
Her background includes advancement within the accounting department of WebMD/Medical Manager, where she supported financial analysis, reporting, and executive-level projects. Since 2008, she has owned and operated a Florida real estate brokerage, overseeing asset management, financial reporting, and business operations. This combination of accounting discipline, operational leadership, and direct asset oversight informs her fiduciary approach: structured, documented, and personally accountable.
Compassionate Advocacy
In addition to her professional experience, Kathleen has personally supported close family members through prolonged illness and end-of-life care, navigating complex medical systems, insurance structures, public benefits, and hospice care.
You are not alone
That lived experience shapes her understanding of the administrative and emotional realities families face during periods of incapacity and transition. She has made it her mission to provide peace of mind to you and your loved ones by protecting your integrity and fulfilling your vision.
Kathleen serves on the Board of Directors of the Professional Fiduciary Council of Florida and is based in St. Petersburg, FL.
Schedule a Confidential Consultation
Schedule a Confidential Consultation
If you are considering appointing a professional fiduciary, or transitioning an existing appointment, I welcome a confidential conversation.
Trustee & Fiduciary Services of Florida, LLC
Kathleen Seide, Professional Fiduciary
Licensed Real Estate Broker BK3251730
PO Box 11882
St Petersburg FL 33733
(727) 317-6789
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