Estate planning documents and legal consultation
Understanding Probate

What Is Probate in Florida?

Probate is the legal process of administering a deceased person's estate. It involves validating the will, identifying and appraising assets, paying debts and taxes, and distributing the remaining property to rightful beneficiaries.

In Florida, probate can be complex and slow. Most formal probate cases require a lawyer, and the court sets strict deadlines for notices, creditor claims, and filings. A lawyer helps you meet those deadlines, avoid common mistakes, and carry out your loved one's wishes.

Planning for the Future

What Does an Estate Plan Include?

Estate planning is the process of arranging for the management and distribution of your assets during your lifetime and after death. It includes creating wills, trusts, powers of attorney, and healthcare directives to ensure your wishes are carried out.

A good estate plan tells your family what you want and who is in charge. Tools like a revocable trust or payable-on-death accounts can keep some assets out of probate, which can save your family time and cost. Florida has no state estate tax, and most families owe no federal estate tax, so for most people the bigger benefit is avoiding probate delays and family disputes.

Probate Services

  • Guidance through the entire probate process
  • Preparing and filing all required legal documents
  • Resolving disputes between beneficiaries
  • Managing creditor claims and tax filings

Estate Planning Services

  • Drafting wills and creating trusts
  • Establishing powers of attorney and healthcare directives
  • Protecting assets and reducing taxes where possible
  • Creating plans for wealth transfer and family care
Common Questions

Probate & Estate Planning FAQs

Usually, yes. Under Fla. Prob. R. 5.030, a personal representative in a Florida probate case must be represented by a Florida attorney. The exceptions are a personal representative who is a Florida attorney or who is the only person interested in the estate. Summary administration, which has no personal representative, can sometimes be handled without a lawyer. Probate has strict deadlines, notice rules, and court filings, and a lawyer helps you avoid costly mistakes and family disputes.

When someone dies without a will in Florida, the estate passes under Florida's intestate succession statutes (Fla. Stat. §§ 732.101 through 732.108). A surviving spouse with no descendants (or where all descendants are also descendants of the surviving spouse and the surviving spouse has no other descendants) inherits the entire intestate estate. Where descendants exist from another relationship, the spouse and descendants share under the formula in Fla. Stat. § 732.102. Homestead property is subject to separate rules under Fla. Stat. § 732.401. Without a will, you have no control over who receives your property, who serves as guardian for minor children, or who administers the estate.

A will says who receives your property after you die, and it takes effect through probate. A trust holds property, managed by a trustee, for the people you name. With a revocable living trust, you usually serve as your own trustee while you are alive, and a successor trustee takes over at your death or if you can no longer manage your affairs. Property held in a trust usually skips probate, which can save time and keep details private. Florida trusts are governed by the Florida Trust Code (Fla. Stat. Chapter 736). Many plans use both: a trust plus a short pour-over will for anything left outside it.

The Florida probate timeline depends on whether summary or formal administration applies (Fla. Stat. § 735.201 for summary; Fla. Stat. Chapter 733 for formal), the estate's complexity, and whether creditor claims or beneficiary disputes arise. Formal administration typically requires a three-month creditor claim period after publication of the notice to creditors under Fla. Stat. § 733.702. Straightforward formal probate is often completed within six to twelve months; complex or contested estates can extend beyond a year. Summary administration is available for estates under $75,000 or where the decedent has been deceased more than two years and is generally faster.

Any adult can benefit from a basic plan, whatever your age or the size of your estate. A plan lets you name who receives your property, who manages your money if you cannot, and who would raise your minor children. Review it after major life events, such as marriage, divorce, the birth of a child, buying a home, or retirement.

Free Checklist

The Florida Estate Planning Checklist

Get "The Florida Estate Planning Checklist," a plain-language guide to the documents every Florida adult should have, and what happens to your family if you do not.

  • The four documents most Florida adults need, and what each one does
  • Florida's signing rules for a will, so yours holds up
  • What happens to your property in Florida if you die without a will
Get the Free Checklist

Protect What Matters Most

Whether you need help navigating probate or want to create a comprehensive estate plan, I am here to guide you every step of the way. Schedule a consultation to discuss your needs.

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