Probate and Trust Administration in Boca Raton
What we can offer youOur Attorneys counsel executors and administrators of the estates of deceased persons and assist them in the administration of estates. The attorneys at The Siegel Law Group have extensive experience in Probate matters and its attorneys appear on a regular basis in the Palm Beach, Broward and Miami-Dade County Probate courts as well as appearing in courts for other Florida counties in estate administration.
Probate is a court process whereby a decedent’s sole named assets are distributed to either the listed beneficiaries or through intestacy laws, the default laws under Florida Statutes. A Personal Representative has fiduciary duties to abide by Florida law. There are three types of Probate in Florida:
- Distribution With Administration
- Summary Probate
- Formal Probate
Our attorneys can assist with the following Probate matters including:
- Representing for Personal Representatives and estate beneficiaries
- Preparing, filing and recording required legal documents
- Following all legal deadlines
- Assisting with disputes of beneficiaries
- Settling cases where there is no Will
- Obtaining Appraisals
- Directing in retitling assets
- Working with Accountants and Financial Advisors
- Distributing assets to estate beneficiaries
At The Siegel Law Group, P.A., we have over 50 years of experience between our attorneys. Speak with one of them to evaluate which type of Probate you may need.
For a complimentary, no-risk consultation, call our office at 561-955-8515 or 855-FLA-ESTATE. Remember: The only Estate Plan that matters is the one you have in place when you need it.
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Trust Administration
When a loved one dies and they have a Trust, the Trust must go through the process of Trust administration. Most clients think that after they die, there is nothing to be done except to distribute the assets. This is a misconception. With the help of an attorney, Trustees must administer the Trust in the best interest of the beneficiaries, pursuant to Florida laws and terms of the Trust. This process is confidential and does not need court approval. However, if a Trustee breaches these duties, they could be removed and may even be personally liable.
Trustee’s duties include but are not limited to the following:
- Ordering Death Certificates
- Notifying Beneficiaries
- Locating Assets
- Valuing Assets
- Obtaining an IRS Trust Tax Identification Number
- Determining if Federal Estate Taxes are Due
- Retiring Assets
- Assessing Liabilities
- Liquidating Assets to Pay Debts
- Investing Prudently
- Preparing Accounting
- Distributing Assets
Our Attorneys take pride in communicating with our clients, keeping meticulous records and guiding the Trustee with ease of administration.
To schedule a complimentary consultation with one of our attorneys, please call The Siegel Law Group at 561-955-8515 or 855-FLA-ESTATE.
The Siegel Law Group serves clients in Deerfield Beach, West Palm Beach and throughout the Tri-County Area of Palm Beach County, Broward County and Miami-Dade County.