Probate & Trust Administration
Settling an estate involves important legal steps - and you don't have to navigate them alone.Many Families Come to Us When...
- A loved one has passed away and they don’t know what legal steps are required next.
- They’ve been named as personal representative in a will and are unsure of their responsibilities.
- A loved one died without a will and the family doesn’t know how to proceed.
- They are serving as successor trustee of a trust and need guidance on their duties.
- There are questions among beneficiaries about the estate or the distribution of assets.
How We Help
Settling a loved one’s estate involves legal steps that must be done correctly and in a specific order. We help personal representatives and trustees fulfill their duties with confidence and clarity.
Planning Guidance
We help you understand your options and choose the legal path that fits your family’s needs.
Clear Next Steps
We explain what needs attention now, what can wait, and how to move forward with confidence.
Legal Protection
We put the right legal tools in place to help protect your loved one, your wishes, and your future.
What We Assist Clients With in Probate & Trust Administration
Formal Probate Administration
For estates that require a full administration due to complexity, size, creditors, will challenges, or litigation involving the decedent.
Summary Administration
A simplified probate process available for smaller estates or when a loved one has been gone for more than two years.
Trust Administration
We help successor trustees understand their duties, meet Florida’s legal requirements, handle distributions, and properly close the trust.
Creditor Claims & Asset Distribution
We assist with identifying and resolving valid creditor claims and making sure assets reach the right beneficiaries.
What Working Together Looks Like
Step 1 - Listen
We begin by listening and learning about your family's circumstances, concerns, and goals.
Step 2 - Explore Options
We walk you through the legal options available and explain what makes sense for your specific situation.
Step 3 - Build Your Plan
We put the right legal protections in place and make sure you know exactly what happens next.
Helpful Resources
These articles may help you better understand the questions, decisions, and planning options involved.
No Estate Plan? You May Be Headed for Probate
Do you have an estate plan in place? The importance of estate planning can often be overlooked. Many people dismiss it as too costly or declare they do not have enough assets for it to be a concern of theirs. In more unfortunate situations, people do not take into consideration the...
What Does It Mean to Die Intestate?
To die "intestate" means a person died without a valid Last Will & Testament, or a will. This commonly occurs when one fails to create a written will. However, a person may die intestate if a court determines her will is invalid. In some rare cases, a will may be valid, but fail to say how all the person's property...
Do You Have Unclaimed Property?
Billions of dollars in unclaimed property are held by state governments throughout the United States. Individuals (or their legal representatives) who own that property often never know it exists. You or a loved one may be one of them. What is Unclaimed Property? Unclaimed property is the money in accounts at financial...
Ready to Talk? We're Here to Help.
Every family's situation is different. If you're unsure what steps to take next, we're here to listen and help you understand your options.