End of Life Representation
Estate, Trust and Probate Administration
Providing support for those who have experienced a loss or are in the position of Personal Representative or trustee for an estate.
We can provide support as to the following:
Estate, Trust, and Probate Administration Services
Our team can assist with the various documents and administrative processes required to handle the estate. This can include:
- Submitting a probate petition
- Appearing in court on your behalf
- Handling appraisals and sale of assets
- Properly closing out the estate
- Guidance on transition and valuation of assets
- Administering Trusts and Trust assets
- Estate and Trust Accounting
- Preparation of 706 Federal Estate Tax Return
- Guidance on various tax matters relating to estates and trusts
Our team can help handle these procedures, so the estate gets distributed to the intended beneficiaries, and the decedent’s liabilities closed out.
Intestate Claims
If someone has passed away without a will in place, they are intestate. This situation means that their estate will go to probate court, and assets will be distributed based on the legal proceedings.
Beneficiary Disputes
There may be situations where beneficiaries will dispute over the proper allocation of the trust estate. Given that the trust estate distribution process can be emotionally challenging, it’s beneficial to bring on a lawyer who can help you apply the law and ensure that it’s carried out following the deceased’s intentions.
Our team can step in to reduce tension over the trust estate and assist in the administration process relating to beneficiary disputes.
Creditor Planning
In Florida, creditors currently hold a higher priority than beneficiaries, and have a specific window where they can file claims against the estate during the probate process.
Our team can help sort through a host of documents to determine the types of debts owed at the time of passing and what needs to be paid out from the estate. We can ensure that you can focus on being with loved ones through a challenging time instead of bearing the burden of complex financial documents to cover the extent of claims by creditors.
Complex Estates
There may be a variety of complex assets and situations that require additional support.
Our team can help sort out and simplify these estate situations, which often include:
- Large sums of money being paid out
- Existence of illiquid assets
- Special assets: art and collectibles
- Operating businesses
- Debts, creditors, and tax situations
Need Assistance?
Are you facing a probate situation and want to ensure the estate is handled correctly? We can provide legal assistance and guide you through the process. Reach out below to request a consultation.
