Probate and Trust Administration in Florida
When someone passes away, the legal work that follows can feel overwhelming. Probate and trust administration ensure that assets are handled properly, debts are addressed, and loved ones receive what was intended. Having the right guidance in place helps the process move forward with clarity and care.
Our Approach
After a loss or during incapacity, families are often left carrying legal responsibilities they did not expect and may not understand. In the midst of grief, they are asked to manage court deadlines, financial decisions, and legal requirements, all while trying to move forward.
The reality is that after you are gone, your loved ones, your personal representative, your trustee, and your beneficiaries must step into roles that come with real legal duties. The estate or trust must be administered properly so assets are protected, debts are resolved, and distributions are made as intended.
You will either leave them with a process that is clear, organized, and manageable, or you will leave them with confusion, delays, and unnecessary stress.
Too often, probate and trust administration are treated as afterthoughts, leaving families without guidance when they need it most.
Not here.
Whether an estate qualifies for summary administration, requires formal probate, or involves trust administration, we provide clear direction and steady support. Our approach focuses on accuracy, communication, and compliance with Florida law, so responsibilities are handled properly and families can move forward with confidence.
What We Can Do for You
We assist with a wide range of probate and trust administration matters, including:
- Determining whether summary or formal administration applies
- Preparing and filing probate court documents
- Guiding personal representatives through their duties
- Assisting trustees with trust administration requirements
- Coordinating asset distribution to beneficiaries
- Helping resolve common probate issues and delays
Frequently Asked Questions About Probate and Trust Administration
If you have questions about probate or trust administration in Florida, call us to discuss your situation and next steps.
Do all estates in Florida go through probate?
No. Some assets pass outside of probate, such as assets held in a trust or accounts with named beneficiaries. Probate is usually required when assets are held solely in the deceased person’s name.
What is the difference between summary and formal administration?
Summary administration is a shorter process available for smaller estates or when the person passed away more than two years ago. Formal administration is required for larger or more complex estates and involves appointing a personal representative.
How long does probate take in Florida?
The timeline varies. Summary administration may take a few months. Formal administration often takes longer due to creditor notice periods and court requirements.
What is a personal representative?
A personal representative is the person appointed by the court to manage the estate, pay debts, and distribute assets to beneficiaries.
Do trusts avoid probate?
Assets held in a properly funded trust generally avoid probate. However, trustees still have legal responsibilities and must follow Florida trust laws.
What role does estate planning play in business succession?
Estate planning is essential in business succession to address tax implications, protect assets, and ensure the smooth transfer of business ownership and control upon the owner's death. It involves creating wills, trusts, and other legal mechanisms to manage and distribute assets effectively.
Secure your financial future. Contact Joiner Law Firm for asset protection planning.