Family Transition Support
Compassionate guidance through probate and trust administration
How We Can Help
Probate Administration
Guide Executors through the probate process efficiently
Trust Administration
Help Trustees fulfill their duties to beneficiaries
Estate Litigation Defense
Represent Executors and Trustees in disputes
Will Contests
Navigate contested wills and inheritance disputes
Asset Distribution
Ensure assets are distributed according to the will or trust
Tax Filings
Handle estate tax returns and IRS communications
What to Expect
Probate Process Overview
Step 1: Initiate the Process
We help file the necessary paperwork with the court, identify and notify interested parties, and establish the legal framework for estate administration.
Step 2: Asset Inventory
We assist the Personal Representative in identifying, locating, and valuing all estate assets, including real property, financial accounts, and personal property.
Step 3: Claim Resolution
Creditors are notified, valid claims are paid, and disputed claims are addressed through proper legal procedures.
Step 4: Final Distribution
After all obligations are met, we guide the distribution of remaining assets to beneficiaries according to the will or Florida\'s intestacy laws.
When You Need Us
Named as Executor/Trustee
You've been appointed to administer an estate or trust. We'll guide you through every step.
Beneficiary Questions
As a beneficiary, you have questions about the administration process or your rights.
Dispute or Contested Estate
There's disagreement among family members or beneficiaries about the estate's administration.
Complex Estate Assets
The estate includes businesses, real estate in multiple states, or other complex assets.
Out-of-State Executor
You live far away and need local representation for the probate process.
Why Choose Us
Personalized Attention
As a solo practice, Valerie provides direct, personalized service to each client.
Compassionate Approach
We understand this is an emotional time. We guide you with empathy and understanding.
Efficient Process
We work to minimize delays and keep the process moving efficiently.
Deep Local Knowledge
Valerie knows the local judges, court staff, and probate process inside and out.
Frequently Asked Questions
Do I need an attorney for probate?
While not legally required in Florida for simple estates, having an attorney significantly eases the process and helps avoid costly mistakes. We handle 99% of probate matters in our office.
How long does probate take?
Simple probates typically take 6-9 months. Complex estates or those with disputes can take longer. We work efficiently to minimize delays.
What if there's no will?
This is called intestate probate. Florida law determines who inherits and how assets are distributed. It's often more complex and time-consuming than testamentary probate.
Can probate be avoided?
Yes, through proper estate planning with trusts, beneficiary designations, and joint ownership. If someone has passed without these tools, we help navigate the probate process.
We\'re Here to Help
Whether you\'re managing an estate or have questions about probate, we\'re here to provide clear guidance and efficient service during this challenging time.