Pinecrest Estate Administration Lawyer

Losing a loved one is one of the most challenging experiences you will face in life. We understand the weight you are carrying, and our goal is to lift as much of that burden from your shoulders as we can. By partnering with a dedicated probate attorney, you ensure that the estate is managed efficiently and in accordance with Florida law.

Our team provides the compassionate support necessary to guide you through every step of the probate process. When you need a Pinecrest estate administration lawyer, Veliz & Associates is here to assist you in settling your loved one’s affairs with dignity and care.

How to Administer an Estate

When you work with an estate administration attorney in Pinecrest, we help you determine the appropriate type of administration for your specific situation. There are generally two types of probate administration in Florida: Summary Administration and Formal Administration.

Summary Administration is an expedited process available for estates worth less than $75,000 or when the decedent passed away more than two years ago. Formal Administration is the standard form of probate and is required for larger estates.

Regardless of the path required, we make sure all petitions are filed correctly with the local circuit court. Our knowledge of the local court systems allows us to anticipate potential hurdles and keep the process moving forward smoothly.

The Role and Responsibilities of a Personal Representative

If you have been named the personal representative (or executor) in a Will, or if you are petitioning to take on this role for a family member who died without a Will, you have a fiduciary duty to the estate. An estate administration lawyer can advise you on how to fulfill these duties in Pinecrest without exposing yourself to personal liability.

The tasks required of a personal representative are extensive and must be completed in a specific order. Some of the primary responsibilities include:

  • Locating and filing the original Last Will and Testament with the court.
  • Identifying, gathering, and securing all estate assets, including real estate, bank accounts, and investments.
  • Notifying all known creditors and publishing a notice to creditors in a local newspaper.
  • Paying valid debts, taxes, and expenses from the estate funds.
  • Distributing the remaining assets to the beneficiaries according to the will or state law.

You should keep accurate records of every transaction made on behalf of the estate. We assist you in preparing the necessary inventory and accounting documents for the court and beneficiaries. By maintaining transparency and adherence to the law, we help protect you from disputes or accusations of mismanagement.

Pinecrest Executors Can Call Us to Speak With an Estate Administration Attorney

When you choose Veliz & Associates, you are choosing a partner who will stand by your side from the initial filing to the final discharge. We handle the legal heavy lifting so you can focus on healing and being with your family.

Contact us today to schedule a consultation in Pinecrest with a qualified estate administration lawyer and let us help you navigate the future with confidence.

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Case Evaluation

We evaluate your case and determine how we might be able to help.

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Case Consultation

We will meet with you to discuss your next options and lay out  a plan.

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Case Management

Our team guides you throughout the process so you feel confident about your choices.

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