Professional Individual Trustee — Miami, Florida
Your Trust,
Personally
Administered.
Attorney Manuel Rodriguez offers an independent, experienced fiduciary alternative to corporate institutions — with decades of trust administration expertise and the personal attention your family deserves.
Professional Individual Trustee — Miami, Florida
Your Trust,
Personally
Administered.
Attorney Manuel Rodriguez offers an independent, experienced fiduciary alternative to corporate institutions — with decades of trust administration expertise and the personal attention your family deserves.
- CFP®
- CLU®
- Juris Doctor
- MBA
- Certified Trustee
- ITA Member
Why Copia Fiduciary
When institutional isn't personal enough, and personal isn't professional enough.
Most families face an impossible choice between impersonal corporate trust departments and conflicted family members. Manny Rodriguez offers a better way.
When a Corporate Trustee Is Too Impersonal
Corporate trust departments serve thousands of accounts. Decisions go through committees. Calls go to voicemail. Your family's trust deserves someone who answers directly — and decides promptly.
When a Family Trustee Is Too Conflicted
Family dynamics complicate fiduciary duty. Siblings, in-laws, and competing interests create friction. An independent professional trustee has no personal ties — and no difficulty saying "no" when necessary.
When You Need Someone Who Answers to You
No minimum trust size. No trust committee delays. No institutional bureaucracy. Just an experienced fiduciary professional who understands your trust's purpose — and serves your family's best interests.
Services
Comprehensive fiduciary services, personally delivered.
Every engagement begins with understanding your family’s unique circumstances, goals, and values.
Professional Individual Trustee
Administration of revocable, irrevocable, life insurance, special needs, charitable, and testamentary trusts. Serving as successor trustee or in a standby capacity for future needs.
Personal Representative
Serving as executor of estates under your will — managing the probate process, creditor claims, tax filings, and asset distribution with diligence and transparency.
Power of Attorney Agent
Acting as your agent under a Durable Power of Attorney for asset and property management — ensuring your financial affairs are handled competently when you cannot act yourself.
Healthcare Surrogate
Serving as your Healthcare Surrogate under Advanced Directives — making informed medical decisions on your behalf when there is no other trusted advisor or family member available.
Meet Manny Rodriguez, Esq.
A career built on trust — in every sense of the word.
With over three decades of personal trust experience across some of the nation’s most respected financial institutions, attorney Manuel “Manny” Rodriguez brings institutional-caliber expertise with the responsiveness and personal attention that only an independent professional can offer.
Manny’s career spans leadership roles in trust administration, advisory, and business development at major institutions throughout South Florida. Today, he serves as an independent professional individual trustee through Copia Fiduciary — working directly with families and their advisors to deliver the fiduciary oversight they deserve.
Bilingual in English and Spanish, Manny serves Miami’s diverse community with cultural fluency and deep local roots — understanding the unique needs of South Florida families and their multi-generational wealth planning goals.
Career & Credentials
Servimos a la comunidad de Miami en español e inglés
Copia Fiduciary proudly serves Miami’s bilingual community. Attorney Manny Rodriguez provides consultations, trust administration, and all fiduciary services in both English and Spanish.
Career & Credentials
Frequently Asked
Questions about professional trusteeship.
What is a Professional Individual Trustee?
A Professional Individual Trustee is a person — not a bank or trust company — who serves as a fiduciary for your trust. Unlike corporate trustees who manage thousands of accounts through committees, a professional individual trustee like Manny Rodriguez works directly with you and your family, offering personalized attention, prompt decision-making, and no minimum trust size requirements. They carry professional liability insurance and bring institutional-level expertise in a personal format.
How is this different from a corporate trustee?
Corporate trustees serve through trust committees, which means decisions can take weeks. They typically have minimum trust size requirements ($1M+) and higher fee structures. Copia Fiduciary offers direct access to Manny Rodriguez, faster decisions, more flexible fee arrangements, and a personal relationship with the beneficiaries and their advisors — while maintaining the same fiduciary standards and professional oversight.
How is this different from a corporate trustee?
Copia Fiduciary administers all major trust types under Florida law: revocable trusts, irrevocable trusts, life insurance trusts, special needs trusts, charitable trusts, and testamentary trusts. Manny serves as initial trustee, successor trustee, or in a standby capacity — ready to step in when the time comes. Each engagement is tailored to the specific terms and goals documented in your trust instrument.
How are your fees structured?
Fees are reasonable and transparent, with no minimum trust size requirement. Our fee structure is discussed openly during the initial consultation and is based on the complexity and size of the trust — not on industry-standard minimums that exclude smaller trusts. We believe every family deserves access to professional fiduciary services, regardless of trust value.
Do you offer services in Spanish?
Yes. Attorney Manny Rodriguez is fully bilingual in English and Spanish. All consultations, trust administration communications, and fiduciary services are available in both languages. We understand the unique estate planning needs of Miami’s diverse Hispanic community and are proud to serve families in their preferred language.
How do I get started?
The first step is a confidential, no-obligation consultation where we discuss your family’s needs, the nature of the trust, and whether a professional individual trustee is the right fit. This meeting can take place in person at our Miami office, by phone, or via video call. If we proceed, you’ll work with your estate planning attorney to name Copia Fiduciary in your trust documents, and we’ll schedule a comprehensive client intake meeting.
Begin the Conversation
Your family's legacy deserves personal stewardship.
Schedule a confidential consultation with Manny Rodriguez to discuss your trust administration needs. There is no obligation and no minimum trust size.