Vero Beach, Florida
1575 Indian River Boulevard, Suite C120
Vero Beach, FL 32960
Trustee Services
James P. Covey, J.D., M.B.A.
Professional trustee, estate administration, and related fiduciary support for a limited number of families. Offices in Vero Beach and Stuart, Florida, with trustee services in Boone, North Carolina.
The work is structured to provide steady oversight, direct coordination, and practical administration for ongoing trusts, estates, and related fiduciary matters. House calls may be available when appropriate.
Direct communication for active matters, scheduling, and trustee-service coordination.
- Experience
- 34+ years serving the Treasure Coast and beyond
- Licensed
- Florida and Maryland
- Focus
- Limited-volume fiduciary work
Service Scope
Practice Areas
- Wills and trusts
- Real estate matters
- Contract matters
- Guardianship law
- Estate and trust administration
- Accounting services
- Tax analysis
- Bill payment services
- Real estate management services
Additional Fiduciary Services
- Personal representative service
- Trustee, co-trustee, and successor trustee service
- Direct access to the trustee and trust administration support
Services are offered with an emphasis on continuity, practical administration, and ongoing availability for the families involved.
Locations and Education
Office Locations
Stuart, Florida
2207 S. Kanner Highway
Stuart, FL 34994
Boone, North Carolina
Trustee services are available by appointment
and ongoing coordination.
Education
- University of Baltimore - Juris Doctor (1989)
- University of Baltimore - Master of Business Administration (1989)
- University of Maryland - Bachelor of Science in Business Management (1986)
- University of Maryland - Bachelor of Science in Finance (1986)