Helping Families Navigate Probate and Estate Administration in Florida

Losing a loved one is difficult enough without having to navigate legal paperwork, court filings, and financial responsibilities. If you have recently experienced the loss of a family member, you may be wondering what happens next, whether probate is necessary, and what your responsibilities are.
At Legacy Planning Law Group, we help families throughout Jacksonville and Northeast Florida understand the probate process and move forward with confidence. Our goal is to make the process as straightforward and understandable as possible while helping you avoid unnecessary delays and confusion.
What Is Probate?
Probate is the court-supervised process used to transfer assets after someone passes away. During probate, the court oversees the administration of the estate, ensures debts and taxes are addressed, and authorizes the distribution of assets to beneficiaries or heirs.
Depending on the circumstances, probate may involve:
- Validating a Last Will and Testament
- Identifying estate assets
- Paying valid debts and expenses
- Resolving creditor claims
- Distributing assets to beneficiaries
- Closing the estate
Not every estate must go through probate, but many Florida estates do. Whether probate is required depends on how assets were owned and whether beneficiary designations, trusts, or other planning tools were in place.
What Should You Do After a Loved One Passes Away?
Many families contact us because they are unsure where to begin.
Common questions include:
- Do I need probate?
- What happens if there is a Will?
- What happens if there is no Will?
- How do I access bank accounts?
- What should I do with the house?
- Who pays the bills?
- What are my responsibilities as an executor or personal representative?
Every estate is different. The first step is to understand which assets exist and determine whether probate or another administration process is required.
Client Testimonial
Meeting and working with Jeanette was a deeply comforting experience. From our first call, she explained the process in clear terms that made us feel confident in her expertise. She truly helped us navigate this difficult and lengthy process.
Throughout the case, the entire office staff was prompt in relaying information and messages. Jeanette provided documents and returned calls quickly, and she was always available to address our questions and concerns. Her professionalism and personable nature were a blessing during a difficult time for our family.
Best regards,
Brian Duffy & Kimberly Lentsch
Probate and Estate Administration Services
Legacy Planning Law Group assists clients with a wide range of post-death administration matters, including:
Formal Administration
Formal Administration is the most common type of probate in Florida. It is generally required for larger estates and situations involving complex assets or creditor issues.
Summary Administration
Summary Administration may be available for qualifying estates and can offer a streamlined process under Florida law.
Estate Administration
Many families need assistance gathering assets, handling financial accounts, communicating with beneficiaries, and fulfilling legal obligations after a loved one’s passing.
Personal Representative Guidance
Serving as a Personal Representative can be overwhelming. We help clients understand their duties, responsibilities, and legal obligations throughout the administration process.
How Long Does Probate Take in Florida?
The timeline varies depending on the complexity of the estate, the assets involved, and whether any disputes arise.
Some estates may be resolved relatively quickly, while others require additional time due to creditor claims, real estate transfers, or beneficiary issues.
During your consultation, we can discuss your specific circumstances and provide a clearer understanding of what to expect.
What Happens If Someone Dies Without a Will?
When a person passes away without a valid Will, Florida’s intestacy laws determine who inherits the estate.
This process can create uncertainty for family members and often requires additional legal guidance. Probate may still be necessary, and the court will appoint a Personal Representative to administer the estate.
What Is a Decedent?
A decedent is simply the legal term for a person who has passed away.
You may see this term throughout probate documents, court filings, and estate administration paperwork. While the terminology can feel intimidating, understanding these terms can make the process less overwhelming.
Why Families Choose Legacy Planning Law Group
Families often tell us they appreciate our commitment to making complex legal matters easier to understand.
We take the time to answer questions, explain options clearly, and help clients make informed decisions during a difficult time. Our approach focuses on communication, education, and providing guidance tailored to each family’s unique circumstances.
Not Sure Whether Probate Is Necessary?
Every estate is different. Some assets may pass directly to beneficiaries, while others may require probate or another form of administration.
If you have questions about a loved one’s estate, our team can help you understand your options and determine the appropriate next steps.
Request a Discovery Call with Team Legacy to Get Started:
https://legacyplanninglawgroup.com/book-a-call/
At Legacy Planning Law Group, we work with you to the create a plan that protects your family and preserves your legacy so you can have confidence about what lies ahead and finish the race strong.
