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            Probate & Trust Administration

            Since 1994, Naples, FL families and individuals have looked to us for guidance when protecting their loved ones and defining their legacy.

            Guiding you through the complexities of estate administration.

            Probate Administration- When a loved one has passed, we are here to help navigate you through the probate process and smoothly administer the estate. Whether you are named Personal Representative (executor) in a Will, or you are an heir of an estate, we are here to help you.

            • Personal Representative (executor) representation
              • Assist in marshalling all estate assets
              • Writing and filing with the court all administrative documents
              • Serve all required notices on heirs
              • Correspond with creditors and settle claims against the estate
              • Clearing title to Florida 乐福彩票代理stead property
              • Prepare any necessary final accountings or tax returns
              • Make distributions to heirs wherever they may be, including internationally
              • Will contests and related litigation
            • Heir representation
              • Review and advise on any documents you receive regarding the estate
              • Elective share of spouse
              • Correspond with Personal Representative or his attorney
              • Ensure you receive all information, notices, and distributions to which you are entitled
              • Will contests and related litigation

             

            Trust Administration- A primary objective for most trusts is avoiding probate. A trustee takes on the role that the court has in a probate estate. Because there is no court supervision, a trustee has added fiduciary responsibilities to which he must adhere. If you are a trustee, we can help you through the administrative process and ensure that you are in compliance with your responsibilities as fiduciary. If you are a beneficiary, we can make sure you are receiving all the information, accounting, and distributions to which you are entitled.

            Accepting new clients

            Connect with us to schedule your initial consultation.

            Call : 239-262-7090

            Mon – Fri 9:00a – 5:00p

            Are you ready to protect your legacy?

            Schedule your consultation. (239) 262-7090

            ·  Mon – Fri 9:00a – 5:00p