James Prescott Covey (Jim) has served the communities of Indian River, St. Lucie, Martin, Okeechobee, and Palm Beach counties for more than thirty-four years. His work includes estate planning, trust administration, fiduciary matters, and related legal issues handled with direct communication and steady follow-through.
Education and Background
- University of Maryland - B.S. in Finance and B.S. in Business Management (1986)
- University of Baltimore - M.B.A. in Finance and Juris Doctor (1989)
That combined legal and financial training continues to shape the way matters are reviewed, organized, and resolved, particularly where personal, business, and fiduciary issues overlap.
Fiduciary Work
Separate from the law office, Jim serves in the legal capacity as Personal Representative or Trustee for a limited number of families who want a professional to help ensure estate plans are implemented properly and beneficiaries remain protected.
He has also served as counsel for numerous trust fiduciaries reflected in public records, including Northern Trust, Bank of America, N.A., Merrill Lynch Trust Company, Wells Fargo Trust Advisors, PNC Bank, SunTrust Bank, M&T Bank, and others.
Trustee Services Offices
- Port St. Lucie, Florida
- Boone, North Carolina
Approach
Clients often need straightforward answers, reliable follow-through, and a calm process more than unnecessary complexity. The office is structured to keep communication direct and the next step clear.