Planning for What If.
Prepared for
What Now.

Formal administration is required for most Florida estates and involves petitions, inventories, and court filings. Summary administration is a shorter process available for estates valued at $75,000 or less, excluding homestead property. Both paths have real legal complexity, and early guidance helps preserve estate value by catching issues before they reach the clerk's desk.

A properly funded revocable living trust, payable-on-death accounts, transfer-on-death deeds, and current beneficiary designations can all allow assets to pass directly to heirs without court involvement. We audit your full asset picture to ensure nothing slips through the cracks and creates an unintended probate.

A Special Needs Trust protects an inheritance for a loved one with disabilities without disqualifying them from Medicaid or SSI benefits. If someone in your family relies on government assistance, a properly drafted Special Needs Trust — paired with a Florida ABLE United account where appropriate — is essential to their long-term financial security.

Trust administration typically spans six to twenty-four months depending on asset complexity and whether disputes arise. Trustees face strict statutory deadlines — including critical 60-day notice requirements — where missteps can create personal liability. We guide trustees through every requirement and prepare accountings to keep the process moving safely.

Yes. While our office is in Boca Raton, we serve families across South Florida. Our cloud-based, paperless infrastructure also allows us to support clients virtually, so distance is rarely an obstacle to getting the guidance you need.

There's no need to gather documents in advance. Your first consultation is a conversation. Come with your questions and your goals — we'll listen carefully and help you identify exactly what information will be needed as we move forward together.

Early engagement often preserves estate assets and reduces court delays. An attorney can identify title deficiencies, outdated beneficiary designations, and unfunded trust assets before they become costly problems for your heirs — issues that are far easier and less expensive to resolve proactively.