Practice Area

Estate Administration & Probate

Helping families settle a loved one's estate after a death — handling probate, trust administration, creditor claims, and asset distribution from start to finish.

Why It Matters

When someone dies, their assets do not transfer automatically. Florida requires a court-supervised probate to retitle most assets that were owned solely in the decedent's name. Bank accounts get frozen, the homestead has to be addressed, creditor claims have to be resolved, and the personal representative has fiduciary duties to the heirs.

Trust administration is similar but happens outside the courthouse. The successor trustee has to inventory assets, give beneficiary notices, manage tax filings, and distribute according to the trust terms — all while keeping the family on the same page.

We handle the legal work end to end so the family can focus on grieving, not on filing deadlines and creditor windows.

You may need this if you:

A loved one passed away owning Florida property in their name alone
You were named personal representative or successor trustee
You inherited assets and need them retitled in your name
There is a will, but no one has filed it with the court
Creditors are calling and you do not know what to pay or ignore
There is a dispute among the heirs about distribution

Start Your Estate Administration Intake

Our Services

What We Handle

Formal Probate Administration

Full Florida probate for estates that need one. We file the petition, get the personal representative appointed, manage notices to creditors, and close the estate when the work is done.

Summary Administration

An expedited Florida procedure for smaller estates (under $75,000 in non-homestead probate assets, or where the decedent has been gone 2+ years). Faster and less expensive than formal probate.

Trust Administration

Successor-trustee guidance: notices to qualified beneficiaries, accountings, tax filings, and distribution. We keep you on the right side of FS Chapter 736.

Creditor Claim Resolution

Florida gives creditors a window to file claims against the estate. We evaluate which claims are valid, negotiate disputed claims, and protect the estate from late filers.

Homestead Determination

Florida homestead has special rules — surviving spouses, minor children, and probate exemptions all interact. We file the right petitions to determine homestead status.

Out-of-State Property

When the decedent owned real estate in another state, ancillary administration there is often required. We coordinate with counsel in that state.

Prefer to talk it through first?

Give us a call — we’re happy to answer questions before you start your intake.

(239) 345-4545