Notice of trust for Winifred Marie Mortenson's estate.
Official courthouse record · Indexed in NoticeRegistry archive · AI-enriched for research
- Published
- Category
- Probate
- City
- Vero Beach
- Case #
- 2026CP000337
Research context
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What You Should Do Next
- 1
Review the Notice
Read the notice carefully to understand your rights and obligations regarding the trust.
- 2
Contact the Trustee
Reach out to William Christopher Mortenson, Jr. at the provided address for inquiries.
- 3
File Claims if Necessary
If you are a creditor, ensure to file your claims as per the guidelines in the notice.
Frequently Asked Questions
- What is a notice of trust?
- A notice of trust informs interested parties about the existence of a trust related to an estate.
- How can I contact the trustee?
- You can contact William Christopher Mortenson, Jr. at the address provided in the notice.
- What should I do if I am a creditor?
- Creditors should review the notice and may need to file claims against the estate.
The above suggestions and answers are AI-generated for informational purposes only. They may contain errors. NoticeRegistry assumes no responsibility for their accuracy. Consult a qualified professional before taking action.
Full Notice Text
IN THE CIRCUIT COURT FOR INDIAN RIVER COUNTY, FLORIDA
PROBATE DIVISION
File No. 2026CP000337
IN RE: ESTATE OF WINIFRED MARIE MORTENSON, a/k/a WINIFRED M. MORTENSON, Deceased.
NOTICE OF TRUST
WINIFRED MARIE MORTENSON, a/k/a WINIFRED M. MORTENSON, a resident of Indian River County, Florida, who died on January 22, 2026, was the settlor of a trust entitled: THE WINIFRED M. MORTENSON REVOCABLE TRUST DATED DECEMBER 21, 2020, AS AMENDED AND RESTATED, which is a trust described in Florida Statutes Section 733.707(3) and is liable for the expenses of the administration of the decedent's estate and enforceable claims of the decedent's creditors to the extent the decedent's estate is insufficient to pay them, as provided in Florida Statutes Section 733.607(2). The name and address of the trustee are set forth below. The clerk shall file and index this notice of trust in the same manner as a caveat, unless there exists a probate proceeding for the grantor's estate in which case this notice of trust must be filed in the probate proceeding and the clerk shall send a copy to the personal representative. Signed on this 20th day of March, 2026.William Christopher Mortenson, Jr., as Successor Trustee 10635 Fife Avenue Vero Beach, FL 32963 MICHAEL J. SWAN, ESQ. Attorney for Petitioner Florida Bar No. 509116 LOWNDES, DROSDICK, DOSTER, KANTOR & REED, P.A. 2101 Indian River Boulevard Suite 200 Vero Beach, FL 32960 Tele: (772) 231-4440 Michael.swan@lowndes-
law.com Carmen.medina
@lowndes-law.com Pubs: 4/24/26, 5/1/26
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