Probate & Estate Administration
Losing a loved one is difficult enough. Margery provides practical legal guidance to help personal representatives and families navigate Florida probate and estate administration with clarity and confidence.
Probate Administration
Guidance through each stage of the Florida probate process, from opening the estate to final distribution.
Beneficiary Guidance
Helping beneficiaries understand the probate process, estate administration, and questions about their rights and distributions.
Summary Administration
Guidance through Florida summary administration when the estate qualifies for this streamlined probate procedure.
Personal Representatives
Practical guidance for fulfilling fiduciary duties and administering an estate properly.
Trust Administration Guidance
Support for trustees carrying out their legal responsibilities and administering trusts.
Estate Distributions
Assistance with transferring assets and completing the administration of an estate.
Creditor Claims
Understanding deadlines, notices, and the handling of claims against an estate.
Post-Probate Planning
Guidance when probate reveals the need to update an estate plan, retitle assets, or address future asset protection.
What to Expect
Assess
We begin by understanding your situation, reviewing available estate documents, and identifying the next legal steps.
Administer
We guide you through the probate or estate administration process, explain your responsibilities, prepare necessary documents, and keep you informed.
Complete
We help move the estate toward proper distribution, resolution of remaining issues, and completion of the administration.
Move the Estate Forward?
Probate and estate administration can feel overwhelming, especially when you are already dealing with the loss of someone you love.
Get clear guidance on the process, your responsibilities, and the steps needed to move the estate toward completion.