The Siegel Law Group, P.A.
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Probate And Trust Administration Lawyer in Naples

Lost a Loved One and Need a Florida Probate Administration Attorney That Can Help You Settle Your Estate Efficiently and Lift the Stress and Burden of This Complex and Intimidating Process From Your Shoulders?

If you’ve been named Executor, Trustee, or have a loved one that died without a Will, and you are facing the challenges of Probate, Estate Administration, or Trust Administration, call us to ensure everything is settled efficiently and correctly.

On This Page
  1. Why Choose Our Naples Probate and Trust Administration Lawyers?
  2. What Is Probate?
  3. We Can Help With the Following Probate Matters
  4. Trust Administration
  5. Why Clients Hire Us for Probate
  6. Call Our Probate and Trust Administration Attorneys in Naples

Losing a loved one is never easy, and handling their estate can quickly become overwhelming. A Naples probate and trust administration lawyer can guide you through the legal process of settling an estate, whether it involves probate court or managing a trust.

With over 100 years of combined experience, Attorney Barry Siegel and the team at The Siegel Law Group, P.A. know firsthand what can happen if you are unprepared for life’s greatest challenges. Call today to schedule a free consultation.

Why Choose Our Naples Probate and Trust Administration Lawyers?

When you’re facing the responsibility of managing a loved one’s estate, you need a legal team you can trust. Our Naples probate and trust administration attorneys have the knowledge and experience to guide you through every step of the process.

Here is why you should work with us:

  • Support every step of the way: We walk you through each stage of the process with clear, practical tools, including seminars, webinars, and a personalized “Owner’s Manual” to help you understand and manage your plan with confidence.
  • Ongoing guidance for the long term: Planning doesn’t stop once your trust is in place. As you grow older or your needs change, especially with long-term care planning, we revisit and update your plan to keep it current and effective.
  • Care that’s truly personal: You’re more than just a case number. We take time to understand your situation and provide tailored solutions that fit your unique needs and goals.
  • Responsive and reliable communication: You’ll never be left waiting for answers. We respond quickly to your calls and emails and make sure your concerns are addressed without delay.

We handle the details, answer your questions, and work hard to make sure everything is done correctly and efficiently. Whether you’re dealing with probate court or administering a trust, we’re here to help you move forward with confidence.

For a free legal consultation with a Estate Planning lawyer serving Naples, call 561-955-8515

What Is Probate?

Probate is the legal process to manage and distribute a person’s property after they die. It ensures that the deceased person’s assets go to the right people and that any debts or claims from creditors are handled properly.

If the person had a valid will, the assets would be passed on according to their wishes stated in the will. If there is no will (called dying intestate), a request must be made to the court to start the estate process.

The court then names someone to handle the estate, usually called a personal representative or executor. In these cases, Florida law decides who receives the assets, which might not match what the person would have wanted. Throughout probate in Florida, the court reviews and approves the will (if there is one) and other legal paperwork before anything is distributed.

Naples Probate And Trust Administration Lawyer Near Me 561-955-8515

We Can Help With the Following Probate Matters

Losing a loved one is one of life’s hardest moments. It’s also one of the most difficult times to deal with the legal, financial, and tax challenges that come with probate and estate administration. We understand and know how emotional and stressful this can be. We help you honor your loved one’s wishes and settle their estate properly and efficiently.

As your probate and trust administration attorneys in Naples, we will:

  • Represent the personal representative and beneficiaries
  • Prepare, file, and record required legal documents
  • Distribute assets to estate beneficiaries
  • Assist with disputes of beneficiaries
  • Settle cases where there is no will
  • Obtain appraisals
  • Work with accountants and financial advisors
  • Direct in retitling assets
  • Follow all legal deadlines

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Trust Administration

When a loved one dies, and they have a trust, that trust must go through the process of trust administration. With the help of an attorney, trustees must administer the trust in the best interest of the beneficiaries, according to Florida laws and the 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
  • Obtain an IRS trust tax identification number
  • Determining if federal estate taxes are due
  • Liquidating assets to pay debts
  • Investing prudently
  • Assessing liabilities
  • Retiring assets
  • Distributing assets
  • Preparing accounting

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Why Clients Hire Us for Probate

Clients hire us for probate because we make a difficult process easier to manage. We understand that dealing with legal matters after a loved one’s death can be overwhelming, especially when emotions are high.

Lower Your Stress

Why take chances or second-guess every step? At The Siegel Law Group, P.A., we know the process inside and out and can take the burden off your shoulders so that you can move forward with peace of mind.

Your Actions Matter

As the executor of an estate, you have a legal responsibility to act in the best interests of the estate and its beneficiaries. If you miss tax deadlines, fail to communicate with heirs, or make mistakes in managing the estate, you could be held personally responsible.

Preventing Family Conflicts

After a loved one passes, family members don’t always agree on what to do with the assets. Disagreements over property or decisions can quickly lead to tension. Having a probate and trust administration lawyer in Naples helps keep things clear and fair, often preventing arguments before they start.

Faster Process, Lower Costs

With less court involvement, the executor has more freedom to manage the estate efficiently. This can help reduce or even avoid paying certain debts owed by the deceased. It also speeds up the sale of property and cuts down on legal fees since court approval for each sale isn’t always required.

Handling Complex Assets

Some estates include property like real estate, valuable artwork, or a business, which can make the process more challenging. These types of assets may require extra steps, such as getting professional appraisals, securing proper insurance, or taking steps to protect their value.

We’ve managed these situations many times and know how to handle them carefully to help ensure heirs receive the full value to which they’re entitled.

Protecting the Executor

Serving as an executor comes with serious responsibilities and legal risks. If debts or taxes are handled incorrectly, the executor could be held personally responsible. We’re here to guide you through each step and help make sure everything is done properly and on time.

Our job is to protect you from mistakes that could lead to financial or legal trouble, giving you peace of mind throughout the process.

If You’re Not Familiar With the Legal Process

Probate involves complex laws and paperwork that can be confusing and difficult to follow. Many steps aren’t obvious and must be completed in a specific order. If tasks are done incorrectly or missed, it can lead to serious delays or even personal liability for mistakes.

Call Our Probate and Trust Administration Attorneys in Naples

Have questions or need guidance? Give us a call; we’re happy to listen and learn more about your situation to see how we can assist or set up a consultation. The Siegel Law Group, P.A. is on your side.

Prefer not to call? Just fill out the form on this page. It goes straight to our office, and we typically respond the same day or by the next business day. Everything you share is kept private and confidential.

Call or text 561-955-8515 or complete a Free Case Evaluation form

We can help with the following Probate matters:

Nothing is more difficult than losing a loved one. Immediately afterwards, no worse time exists to navigate the legal, financial, and tax complexities of Probate and estate administration. We understand and know how emotional and stressful this can be. We help you honor your loved one’s wishes and settle their estate properly and efficiently.

  • Representation of personal representative and/or beneficiaries
  • Preparing, filing and recording required legal documents
  • Distributing assets to estate beneficiaries
  • Assisting with disputes of beneficiaries
  • Settling cases where there is no will
  • Obtaining appraisals
  • Working with accountants and financial advisors
  • Directing in retitling assets
  • Following all legal deadlines
Protect Your Family Today Call 561-955-8515 or Fill Out The Form

Why Clients Hire us for Probate (Estate Administration)

People come to us when one or more of these apply to their life. How many can we help you with?

  • Reduce Your Stress
    Why guess or hope you are not doing things incorrectly? We know the process, and we often carry the burden, so you do not have to worry throughout the process.
  • Your Reputation Can Be at Stake
    If you were named the executor, you have a duty to act in the estate’s and heirs’ best interest. If you fail in your duty, don’t pay taxes when due, or forget to keep heirs informed, you can be liable personally. An attorney ensures you do things properly.
  • ​Savings and Speed
    Minimizes court supervision of the executor and saves money by reducing or eliminating amounts the deceased owes creditors. Expedites sale of real and personal property and saves legal fees for the court to confirm the sale. It is not uncommon that the investment in a Probate attorney more than pays for itself, and the estate ends up actually having more money than it otherwise would have.
  • When Estate Assets are Complicated
    Certain assets such as real estate, art, or a business can create complications or additional steps like obtaining appraisals, protecting, and insuring the asset. We have handled many of these situations in the past to help maximize what the heirs received.
  • If You Don’t Know the Laws or Paperwork
    Probate laws, and the forms used, are written in a detailed and hard-to-understand language. Many things in Probate are not intuitive. Also, they must be achieved in a particular order. Failure to properly and timely accomplish tasks could cause you to be liable personally or, at a minimum, cause delays.
  • To Avoid or Minimize Family Disputes
    Family members may simply disagree on how to handle inherited property. These issues are often minimized or avoided altogether when a lawyer is involved.
  • ​For Protection
    As your Attorney, we help protect the executor from personal liability for paying the debts and taxes of the deceased.
  • ​Allows You to Focus on Your Family and Job
    If you have little free time, getting help from a law firm saves you time.

What Our Clients Are Saying

Actual Words Clients Have Used to Describe Us & Their Experience:

“The absolute best law firm. I can’t say anything negative,” ” felt very comfortable trusting them and I am very satisfied with how everything went,” ” easily accessible, meticulous, and thorough,” “Everybody I met was so warm, welcoming and helpful,” “They are very helpful and agreed to meet with my children so that they establish a relationship with them,” “We actually went to Mr. Siegel to discuss Elder Law regarding my mother, and then found ourselves redoing our entire Trust,” “Also provided me a complete kit with carrying bag to transport all of my documents. Again Thank You ALL at Siegel Law Group,” “They were efficient, courteous, and professional to my mom’s needs,” “They did a tremendous job keeping us informed, being timely, meeting all of our expectations,” “I feel a huge weight is now off my back. Very grateful for Barry Siegel and his well-organized team,” “They navigate all your needs as if you’re the only customer with your current reasons for being a client, and follows up with us constantly,” “I am more than confident they are doing everything within their power to assist me as a client, and they are extremely responsive (not to mention kind),” “They quickly responded to our questions, collected the information that they needed, and arranged a consultation call,” “I appreciated the time that Mr. Seigel took to explain the best way to achieve the safest way to make sure that I have set up all necessary documents that are necessary to have in place as I age,” “I can’t say enough about their service and attention and would recommend them highly,” “They helped me with an Estate Plan, trust, and bloodline planning about 5 years ago. We get together every 1-2 two years to check in on any major life events and make any necessary updates.”

If these qualities are what you are looking for in a law firm, then contact us to see how we can help you and your family.

What To Do Now

We welcome your questions and want to understand your situation to help you move forward. Call our office at (239) 402-6401 with questions and a description of your situation to see if we can assist or to schedule a consultation. Or you may simply fill out the form above on this page. Your form will be directly emailed to our office, and you can expect a reply within one business day and often within hours of the same day. All information you share is confidential.

Our Location

We help families throughout.

Serving clients in Naples, Marco Island and throughout Collier County.