Probate
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Probate is the legal process through which a deceased person’s estate is administered by the court. Here in Florida, the process involves validating the will (if any), paying off debts, and distributing the remaining assets to the beneficiaries. The probate process begins with filing a petition with the court. A personal representative is then appointed to manage the estate, inventory the assets, pay debts and taxes, and eventually, distribute the assets according to the will (or according to Florida law if the decedent died “intestate,” meaning without a will). While it is commonly believed that the creation of a will avoids probate at death, in fact, this is a misconception. A will requires probate for its administration. Should you require probate for a loved one, we will support you every step of the way. However, if you are in the planning phase, there are ways to avoid probate administration. We can discuss these with you.
Probate in Florida
There are three types of probate administration in Florida:
- Formal Administration. This is the standard probate process for larger estates. It involves appointing a personal representative and can take several months to complete.
- Summary Administration. A simplified probate process available for smaller estates, typically those valued at $75,000 or less, or when the decedent has been deceased for more than two years.
- Disposition Without Administration. Applicable in limited situations where the deceased person’s assets are exempt from probate or the overall value of the estate is minimal.
EXCELLENT Based on 54 reviews Posted on S KTrustindex verifies that the original source of the review is Google. Absolutely wonderful experience! Everyone was very knowledgeable, helpful and kind, and willing to go the extra mile, even in expediting the paperwork. Highly recommend!Posted on Stephen LazarusTrustindex verifies that the original source of the review is Google. Professional yet personal end enjoyed working with ShellyPosted on Josephine JuliaoTrustindex verifies that the original source of the review is Google. Working with Perlin Estate Planning and Probate has been one of the best decisions our family has made. I live in Colombia, my two brothers are in different parts of the U.S., and our parents are in Miami, so coordinating everything could have been stressful, but Shelley made the entire process feel simple and manageable. About four years ago, we first met with Shelley to prepare essential documents like advance healthcare directives and powers of attorney for our parents, so everything would be in place if they ever became ill. At the time, she was incredibly patient, thorough, and clear in explaining everything to us, even with all of us being in different locations. Now, four years later, we came back to set up a family trust, and once again, the experience was outstanding. Shelley and her team guided us every step of the way, making sure we understood all our options and felt confident in the decisions we were making. What really stands out is how they continue to stay in touch. They regularly send updates and helpful information about changes in laws and estate planning considerations, which shows how much they genuinely care about their clients beyond just the paperwork. Shelley is not only extremely knowledgeable but also a truly kind and thoughtful person. We feel so grateful to have found her and to have her support in planning for our family’s future. I would highly recommend Perlin Estate Planning and Probate to anyone looking for guidance they can trust.Posted on Kathy ZollTrustindex verifies that the original source of the review is Google. I highly recommend Shelley Booken at Perlin Estate Planning. She guided us through the process of forming a new trust, amending an existing trust, and making sure we had all the documents we needed to feel comfortable that our wishes would be carried out in the future. From start to finish, Shelley was professional, highly competent, thoughtful, responsive, supportive, thorough and efficient. We felt we were in excellent hands.Posted on Jacob AnthonyTrustindex verifies that the original source of the review is Google. Shelley was a delight! And the staff was very accommodating and very responsive. Both via email and phone calls. Prepared everything I wanted and knew the best options. Was recommended by a friend and glad I went with them.Posted on Jacob AnthonyTrustindex verifies that the original source of the review is Google. Staff was very accommodating and very responsive. Both via email and phone calls. Prepared everything I wanted and knew the best options. Was recommended by a friend and glad I went with them!Posted on Arlene MartinTrustindex verifies that the original source of the review is Google. I had the pleasure of working with Shelley Booken of Brian Perlin's team on my estate planning. I already had a wonderful experience with Brian Perlin as he meticulously prepared my father and my mother's trust to perfection many years ago, which is why I entrusted them to prepare mine. I thank them for their guidance and direction. From beginning to end, the process was made easy and smoothly. I could not have done it without them and their expertise. Thank you, Brian and Shelley!!Posted on Gail Clarke-AlleyneTrustindex verifies that the original source of the review is Google. Perlin was very responsive to our many questions and sensitive to our needs every step of the way. They were professional and courteous as they patiently navigated every aspect of our case. We whole-heartedly, and without hesitation recommend Perlin to anyone in need of these services.Posted on Rob OlfordTrustindex verifies that the original source of the review is Google. High quality work for my family for many years. A great option.
Need assistance with probate matters?
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