We review the time elapsed since death and analyze whether formal probate is required or if simplified options (like summary administration) are available.

We prepare and file petitions for summary administration for estates where the decedent has been deceased more than two years, streamlining the process and eliminating creditor notice periods.

We coordinate legal transfers of Florida real property, financial accounts, and other assets into the names of beneficiaries or heirs once probate is complete.

We assist with closing out creditor rights that have expired due to passage of time, reducing administrative steps and simplifying asset distribution.

We prepare and file Florida ancillary probate proceedings for non-residents who owned Florida real estate or other Florida-based assets at the time of death.

We work directly with counsel handling the primary probate administration in the decedent’s home state to ensure smooth coordination of filings.

We prepare title affidavits, probate court orders, and related documents required to transfer Florida real property held in the name of a non-resident decedent.

We analyze foreign wills, probate orders, and estate documents to determine what must be filed in Florida to clear title or access Florida-based assets.

We prepare all probate court filings necessary to open and administer the estate, including petitions, notices, inventories, and final accountings.

We advise personal representatives on their fiduciary duties, timelines, legal responsibilities, and administrative steps required throughout the probate process.

We handle statutory creditor notices, review claims, and coordinate responses to creditor demands as part of the estate administration process.

We assist with distribution of estate assets to beneficiaries, including preparing deeds, title documents, or transfer forms required to complete the administration.

We assist trustees with administering trusts that hold Florida-based assets, ensuring compliance with state-specific post-death legal requirements.

We prepare trustee certifications, affidavits of continuous trust, and related documents necessary to transfer real estate or other trust-held assets.

We review non-trust assets to determine whether ancillary probate is necessary to clear title or transfer certain assets not properly titled in the trust.

We prepare formal receipts, releases, and acknowledgments for beneficiaries to sign at the conclusion of trust administration, documenting that distributions have been received and trustee duties have been fulfilled.

We review wills, trusts, and estate documents to explain your rights as a beneficiary or heir and clarify what you can expect from the probate process.

We act as your legal representative when communicating with the personal representative, trustee, or other parties managing the estate or trust.

We explain expected timelines for probate or trust administration and help you understand when distributions are likely to occur.

We review final accountings, settlement agreements, or proposed distributions to verify accuracy and fairness before you consent to closing the estate or trust.

We evaluate whether simplified procedures are available based on estate value, asset types, and creditor issues, or whether full probate administration is required.

We prepare and file all required documents for formal probate administration, including petitions, notices, inventories, accountings, and closing documents.

We gather, prepare, and submit the full set of documents needed to open formal probate administration for higher-value estates, including court petitions, death certificates, asset lists, and related filings.

We prepare and coordinate legal documentation to transfer title for real estate, closely held businesses, brokerage accounts, and other significant assets held in the estate.