Attorney reviewing estate documents

Our Services

Comprehensive Probate & Estate Legal Services

From straightforward probate administration to complex estate disputes, we provide experienced legal guidance tailored to your family's situation.

Navigating the legal requirements after a loved one's death can feel overwhelming. Our attorneys bring decades of experience in Florida probate and estate law, providing clear guidance and steady support at every stage. Below is a detailed overview of the services we offer.

01

Probate Administration

Guiding executors through every stage of the court process.

When a loved one passes away, their estate often must go through probate — the legal process of validating a will and distributing assets under court supervision. Our attorneys guide executors and administrators through every step, from filing the initial petition to obtaining the final court order closing the estate.

Note: We handle both testate (with a will) and intestate (without a will) estates, as well as contested probate matters.

What We Handle

  • Filing the petition to open the estate
  • Appointment of executor or administrator
  • Notifying heirs, beneficiaries, and creditors
  • Inventorying and appraising estate assets
  • Paying valid debts, taxes, and expenses
  • Distributing assets to beneficiaries
  • Petitioning the court to close the estate

02

Estate Administration

Managing the full scope of a loved one's estate efficiently and correctly.

Estate administration encompasses all the tasks required to settle a deceased person's affairs — not just the court-supervised probate process, but also asset transfers, tax filings, creditor negotiations, and final distributions. Our team helps families navigate these responsibilities with clarity and efficiency.

Note: We work closely with CPAs and financial advisors to ensure all tax and financial obligations are properly addressed.

What We Handle

  • Identifying and securing all estate assets
  • Transferring real property and titled assets
  • Coordinating with financial institutions
  • Filing final income and estate tax returns
  • Negotiating and resolving creditor claims
  • Preparing accountings for beneficiaries
  • Facilitating final distributions

03

Trust Administration

Helping trustees fulfill their duties with confidence.

When a trust becomes irrevocable — typically upon the death of the grantor — the trustee takes on significant legal responsibilities. Our attorneys assist trustees in understanding their duties, interpreting trust documents, managing trust assets, and distributing property to beneficiaries in full compliance with the law.

Note: Trustees have a fiduciary duty to beneficiaries. We help you fulfill that duty correctly and protect yourself from personal liability.

What We Handle

  • Reviewing and interpreting trust documents
  • Notifying beneficiaries of their rights
  • Inventorying and managing trust assets
  • Preparing trust accountings
  • Handling trustee succession and removal
  • Distributing assets to beneficiaries
  • Advising on trustee duties and liability

Not sure which service applies to your situation?

Every estate is different. Schedule a free consultation and we'll walk you through your options.

Probate Legal Group, PA

Guiding families through the probate process with clarity, compassion, and expertise.

Contact Us

(407) 949-4538[email protected]
342 NE 9th Terrace
Cape Coral, FL 33909

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The information on this website is for general informational purposes only and does not constitute legal advice. No attorney-client relationship is formed by use of this site.