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Probate & Trust Administration

OUR CONDOLENCES

If you are here to learn about probate after the passing of a loved one, we first want to say that we are very sorry for your loss. We hope that the information you find on this page will simplify any legal and administrative headaches you might otherwise face during such a difficult time.

With that said, probate in Florida is a court-supervised procedure that helps to ensure the legal transfer of assets from the deceased to the rightful heirs or beneficiaries.

Starting a probate process is probably the last thing in your mind, but it’s a necessary process to distribute the assets owned solely in the name of the deceased person. Assets that pass by means of title, such as real estate titled as “Joint Tenants with Right of Survivorship,” or bank accounts titled as “Transfer On Death” are not subject to the probate process. Assets that pass by means of a beneficiary designation, such as life insurance or some retirement accounts, are also not subject to probate. In some situations, however, assets that would otherwise pass by title or beneficiary designation can be subject to the probate process.

…That’s where we come in. We can set up your business and life structures to ensure that you can take the maximum risk with minimum worry.

Probate is also necessary to:
Prove the validity of the will
Appoint someone to manage the estate (The “administrator” if there is no will or the “executor” if there is one)
Inventory and appraise the estate property
Pay any debts or taxes (including estate taxes)
Distribute the property as direct by the will—or by the state law if there is no will.
How long does Probate take?

The length of time of a probate will depend on several factors. It usually takes a minimum of 12 months and can take up to two years or even longer for complex cases.

Choosing The Right Attorney For Your Probate Case

The best way to ensure your probate is done right is to choose your attorney wisely. Do not assume that all attorneys are the same!  Too many lawyers only “dabble” in probate or trusts. Don’t choose a lawyer who does probate as a sideline because these lawyers often blunder causing real problems for their client and their cases often take longer than those handled by experienced probate lawyers.

Do You Have Any Questions?

See our options to get our help.

You don’t have to use the attorney who prepared the Will either!  Just because a particular attorney prepared the Will, this does not mean that attorney must handle the probate, nor are they necessarily the right person for the job. You need to be comfortable with the attorney and confident that they are the right attorney for you. Choosing your probate or trust lawyer is one of the most important decisions you will make. If you put in the time and effort to find the right lawyer, you will be rewarded with a skillful guide who will help you navigate the probate process.