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Estate Administration

Florida Probate and Trust Administration Lawyer

Being named as trustee or executor of a loved one’s estate is both an honor and a responsibility. Trustees and executors have a fiduciary duty to the beneficiaries of an estate, and it is important to follow the correct procedures and comply with the law in every aspect of the administration process.

Trust and probate administration can be a complex, time-consuming process and a daunting responsibility, particularly when grieving for the loss of a loved one. An experienced probate administration attorney can provide sound legal guidance and assistance to take much of the burden off your shoulders.

At Stern Zwelling LLC, we focus our practice on estate planning and probate matters. We understand that dealing with the loss of a family member is a difficult and emotional time. Our knowledgeable of the probate administration process can assist and help you fulfill your fiduciary obligations.

Probate Administration

Probate is the court-supervised process of distributing a deceased person’s estate. The personal representative or executor of an estate has certain duties in the probate process, as outlined by the Florida Bar, including:

  • Filing a petition and the original will with the probate court.
  • Identifying, gathering, safeguarding, and valuing all the decedent’s assets.
  • Publishing a Notice to Creditors in a local newspaper to give claimants an opportunity to file claims against the estate with the court.
  • Serving a Notice of Administration on interested parties to give them an opportunity to object to the probate administration.
  • Objecting to and defending against any improper creditor claims.
  • Paying all valid debts.
  • Filing tax returns and paying all taxes due from the estate.
  • Hiring professionals whose services are needed to administer the estate, such as attorneys, accountants, and appraisers.
  • Paying the expenses of administering the estate.
  • Distributing the estate according to the decedent’s wishes.
  • Discharging the personal representative and closing the estate.

Trust Administration

If the decedent ’s assets were held in a trust at the time of death, then the assets would be distributed without the need of going through the probate process.

Duties of the trustee include:

  • Marshalling all the trust assets.
  • Changing account titles from the name of original trustee to the name of the trustee administering the trust.
  • Appraising trust assets on the date of death.
  • Preserving the assets during the administration process.
  • Filing tax returns and paying taxes due
  • Preparing and providing to beneficiaries accountings of trust transactions.
  • Distributing assets to the beneficiaries.

If you have been named as trustee or personal representative of a deceased loved one’s trust or estate, our Boca Raton probate administration attorney at Stern Zwelling LLC can provide the compassionate and effective legal assistance you need at your time of loss. We have the knowledge and experience to handle everything and take the burden of the administration off your hands. Contact us to request a consultation.

Request a Consultation

Contact us so that we can help you now — with legal guidance on urgent matters or to begin discussing long-term plans for the future.

Contact Us

Address
7280 West Palmetto Park Road
Suite 106
Boca Raton, FL 33433

Phone
561.609.3556