Probate & Trust Administration Services
Probate & Trust Administration
Losing a loved one is never easy, and the responsibility of managing their estate can feel overwhelming. At such a difficult time, understanding Probate & Trust Administration can help ease the process and ensure that all legal requirements are met. We are committed to handling these matters with efficiency and respect, providing clear communication and transparent pricing so that you know what to expect. In most cases, we can provide an upfront quote for our services, eliminating any financial surprises.
We assist clients with administration throughout the state of Florida. If you reside outside of Florida but need assistance handling the estate of a loved one who was a Florida resident or owned assets in the state, we can guide you through the legal process remotely. Even if you are unable to travel, we ensure that your loved one’s estate is managed according to Florida law.
If you need assistance with Probate & Trust Administration in Florida, Jacobs & Jacobs Law is here to guide you through the process with professionalism and care. Contact us today to ensure your loved one’s estate is handled properly and efficiently.
Why Choose Our Probate & Trust Administration Service
With a Master of Laws (LL.M.) Degree in Taxation, Daryl J. Jacobs is highly qualified to prepare Federal Estate Tax Returns (Form 706) and assist with the financial aspects of estate administration. When you contact us, we will assess the details of the estate to determine whether probate is necessary and, if so, which type of probate is required. Probate & Trust Administration in Florida can vary in length and complexity based on the total value of the assets involved.
Formal Probate Administration is required for estates valued at more than $75,000. If a Last Will & Testament exists, it is submitted to probate, and a court order, called a Letter of Administration, is issued. A Notice to Creditors is then published in a newspaper, initiating a 90-day period for creditors to file claims. Beneficiaries receive a Notice of Administration and are kept informed throughout the process.
Summary Probate Administration applies when the estate is valued at less than $75,000 and there are no outstanding creditors, or provisions have been made for creditor payments. It is also an option if the decedent has been deceased for over two years. This process is typically faster and less expensive than Formal Probate Administration. Moreover, Small Estate Probate Administration is available when estate assets fall below a county-specified limit, often based on the amount of the paid funeral bill. This type of probate may be handled without an attorney.
They treated me like family. Very patient and thorough attorneys.
Outstanding service. They explained everything so I understand.
They were very well prepared and explained everything in an understandable manner. I was very satisfied with the will and other paperwork they did for me.
I looked around and interviewed multiple attorneys, this firm was head & shoulders above the rest.
My experience with Melinda has been 100% positive. She is knowledgeable and friendly. She answered and explained very patiently all of my questions. The whole process was easy, simple, and fast! The secretary was kind, and conveyed all of my concerns to Melinda with accuracy, and took good care of me both over the phone, and in person. I cannot say enough good things about their services.
I am an attorney specializing in complex real estate transactions for the past 34 years. But when it came time to select an attorney to create a revocable living trust, I chose this law firm to assist me. They did an excellent job! Enough said!
My experience with Melinda has been 100% positive. She is knowledgeable and friendly. She answered and explained very patiently all of my questions. The whole process was easy, simple, and fast! The secretary was kind, and conveyed all of my concerns to Melinda with accuracy, and took good care of me both over the phone, and in person.
I was looking to obtain a will/trust and scheduled an appointment with Jacobs & Jacobs. I first met with Melinda where she explained in fine detail what was required to fulfill what I was requesting. Upon receiving a draft copy of all documents I then scheduled another appointment to finalize the agreement and met with Daryl. Both are very experienced and well versed in their profession.
Having moved from Massachusetts recently, I knew my Living Trust needed to be updated under Florida law. Jacobs & Jacobs made the process very understandable and affordable.
They made the process so easy and understandable for our family during a very difficult time. I highly recommend this law firm.
I was treated like family. From the receptionist who made my appointment (which was difficult due to my work schedule), to the lawyer who assisted with my estate plan.
My husband & I needed to update our NY last wills after relocating to Florida recently. After interviewing a number of lawyers we found this husband & wife team to be easy to work with & very professional. Their “special couples package” was exactly what we were looking for!
Our team is ready to assist with any estate planning you may need. Whether it’s drafting a will, navigating probate, or handling complex tax matters, Jacobs & Jacobs Law has the experience and compassion to guide you every step of the way. Don’t wait—reach out today and let us provide the legal help you deserve.
Let us help you secure your future and protect what matters most.
If you can’t make it to one of our offices or prefer the convenience of online communication, don’t worry! You can contact us right here, right now. Fill out the form below, and a member of our team will get back to you as soon as possible.