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Estate Planning, Probate and Trust Administration

Estate Planning, Probate and Trust Administration

Estate Planning, Probate and Trust Administration

We provide comprehensive estate and gratuitous transfer planning, including wills, trusts, and advance directives, as well as tax planning to help you achieve your current financial goals as well as long-term objectives.

We also handle Probate and Trust Administration. If a decedent died with a will, the estate is testate and the will will dictate who administers the estate and which beneficiary will receive certain assets. If the decedent died without a will, the estate is intestate and the laws of Florida will determine who will administer estate and receive the receive assets. A probate administration is needed in situations where the decedent owned assets (or was entitled to assets) and failed to list designated beneficiaries, payable on death, or transfer on death designations. Probate is a court process which may be long, costly, and cause significant stress and contention among the decedent's heirs or beneficiaries.

Unlike probate, trust administration does not require court supervision. However, legal counsel is often sought by the trustee to help navigate provisions of the trust and assist with property dispositions, accounting, disputes with beneficiaries, and trust termination.

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