Probate is the court-supervised process of transferring a decedent’s assets to the rightful beneficiaries and resolving creditor claims under Florida law. Depending on the size and type of estate, this may involve summary administration, formal administration, or ancillary proceedings for out-of-state property. Key tasks include locating the will, opening the estate, notifying creditors, marshaling and valuing assets, addressing homestead issues, and preparing distributions and final accountings.
Trust administration takes place outside the probate court but still requires careful compliance with the Florida Trust Code. A trustee must provide required notices, inventory, and manage trust assets, keep accurate records, obtain appraisals when needed, file tax returns, and make distributions according to the trust’s terms, all while avoiding conflicts of interest and meeting fiduciary duties. Working statewide throughout Florida, Immigration Law Partners assists personal representatives and trustees with timelines, notices, accountings, tax coordination, and smooth distributions so beneficiaries receive assets efficiently and correctly.
Some of our services include:
Estate Opening & Court Filing
Prepare and file petitions for summary or formal administration, appoint the personal representative, and obtain letters of administration.
Asset Marshaling & Valuation
Locate, verify, and value bank accounts, investments, real property, business interests, and digital assets to build an accurate inventory.
Florida Homestead & Exempt Property Issues
Address homestead status, spousal rights, and exempt property set-asides to protect beneficiaries.
Accountings & Distributions
Maintain books and records, prepare formal accountings when required, and distribute assets in line with the will or trust.
Tax Coordination
Handle and evaluate estate and fiduciary income tax filings, and time distributions to manage tax exposure.
Trustee Guidance & Fiduciary Compliance
Provide practical steps for notices, investment prudence, conflict avoidance, and documentation throughout the trust lifecycle.
Dispute Prevention & Resolution Support
Implement early-stage communication and documentation strategies to resolve issues before they escalate.