Secure your future today with a personalized estate plan from our expert attorney in Alexandria, VA.
What Is Probate in Florida?
Florida has different probate procedures. The right one depends on the size and structure of the estate.
Formal Probate Administration
This is the most common type of probate.
Formal administration is required when:
- The estate value exceeds $75,000
- The decedent passed away less than two years ago
- There are creditor concerns
- The estate owns real property
The court appoints a Personal Representative and issues Letters of Administration. That person has a legal Fiduciary Duty to act in the best interests of beneficiaries.
We handle:
- Petition for Administration
- Notice to Creditors
- Inventory of Estate Assets
- Estate Accounting
- Court-Approved Distribution
- Petition for Discharge
Summary Administration
Summary Administration is available if:
- The estate is worth $75,000 or less, or
- The person passed away more than two years ago
This process is faster and does not require a Personal Representative in most cases. The court issues an Order of Summary Administration directing asset distribution.
Ancillary Probate
If your loved one lived in another state but owned Real Property in Boca Raton or Palm Beach County, you may need Ancillary Probate in Florida.
We coordinate with out-of-state counsel to properly transfer Florida assets.
Types of Probate We Handle in Boca Raton
We handle both simple and complex transactions. Whether you’re buying a condo near the Hollywood Beach Broadwalk or selling a commercial building near Sheridan Street or Stirling Road, we can help.
Residential Real Estate Closings
Buying or selling a home? We assist with:
- Single-family homes
- Condos and townhomes
- Vacation properties
- Investment properties
- Cash purchase closings
- Refinancing closings
- For Sale By Owner (FSBO) closings
We prepare and review documents such as:
- Purchase and Sale Agreements
- Title Commitment
- Closing Disclosure (CD)
- Promissory Note
- Mortgage Instrument
- Warranty Deed
- Quitclaim Deed
- Special Warranty Deed
- Affidavit of Title
- FIRPTA Affidavit
- HOA Estoppel Letter
We also coordinate with mortgage lenders, real estate agents, appraisers, inspectors, and homeowners associations.
What Assets Go Through Probate?
Many people think everything automatically goes to the family. That’s not how it works.
Probate typically includes:
- Real Property
- Homestead Property
- Investment Accounts without named beneficiaries
- Business Interests
- Personal property
- Digital Assets
Assets that may avoid probate:
- Life Insurance Proceeds with a named beneficiary
- Retirement Accounts like IRA or 401(k)
- Accounts with Payable-on-Death or Transfer-on-Death designations
- Assets held in a Revocable Living Trust
We review the full asset picture before filing anything. That prevents unnecessary court involvement.
What If There’s No Will?
This is called an Intestate Estate.
If someone dies without a valid Last Will and Testament, Florida law decides who inherits. The court still appoints a Personal Representative.
Here’s what surprises people. The surviving spouse does not always receive everything. It depends on whether there are children from another relationship.
We guide families through intestate administration while protecting everyone’s rights.
Probate Disputes and Litigation
Not all probate cases are smooth.
We represent clients in:
- Contested Will cases
- Disputes over Beneficiary Designation
- Creditor Claims
- Insolvent Estate matters
- Allegations of breach of Fiduciary Duty
- Elective Share claims
If you’re a beneficiary who believes something isn’t right, we can review the situation and explain your options.
If you’re a Personal Representative facing accusations, we defend your actions when you’ve acted properly.
Homestead Property and Florida Probate
Florida homestead law is unique.
Before a home can transfer to heirs, the court must determine Homestead Property status. This protects the property from many creditor claims.
If your loved one owned a home near Mizner Park, Red Reef Park, or anywhere in Boca Raton, we ensure proper Homestead Property Determination is filed.
Mistakes here can create title problems later. We make sure that doesn’t happen.
Serving Boca Raton and Surrounding Communities
We proudly serve clients throughout:
- Boca Raton
- Delray Beach
- Highland Beach
- Boynton Beach
- Deerfield Beach
Whether the estate includes property near Town Center at Boca Raton or business interests near Boca Raton Innovation Campus, we understand the local court procedures and real estate considerations that affect probate here.
Local experience matters.
Why Families Choose Fiducia Law
You’re not just hiring someone to file paperwork. You’re trusting someone during one of the hardest times in your life.
Here’s what sets us apart:
Licensed and In Good Standing
Our attorneys are Licensed Florida Attorneys, members of The Florida Bar, and admitted to the Florida Supreme Court.
Focused Probate Experience
We focus on estate planning and probate law. This isn’t a side practice.
Clear Communication
You’ll know what’s happening at every stage. We explain court procedures in plain English.
Transparent Flat-Fee Probate Options
Where appropriate, we offer flat-fee structures so you know costs upfront.
Free Initial Consultation
You can speak with us before committing to representation.
Strong Reputation
We are proud of our 5-Star Google Reviews and positive client testimonials from families across Palm Beach County.
Common Probate Mistakes We Help Clients Avoid
Honestly, most delays happen because of preventable errors.
Here are common problems:
- Filing the wrong probate type
- Failing to notify creditors properly
- Distributing assets too early
- Mishandling estate funds
- Ignoring tax implications
- Overlooking minor beneficiaries
Once you become Personal Representative, you have legal responsibility. If mistakes happen, you can be personally liable.
We guide you so you don’t carry that risk alone.
Our Probate Process at Fiducia Law
We keep it straightforward.
- Initial consultation to review the estate
- Confirm correct probate procedure
- Prepare and file court documents
- Obtain Letters of Administration if needed
- Guide asset collection and valuation
- Oversee Notice to Creditors
- Assist with Estate Accounting
- Prepare final distribution documents
- File Petition for Discharge
You’ll always know what step comes next.
Frequently Asked Questions About Probate in Boca Raton
- How long does probate take in Boca Raton?
Most formal probate cases take 6 to 12 months. If there are disputes or creditor issues, it can take longer. Summary Administration can sometimes be completed in a few months.
- Do I need a probate attorney in Florida?
In almost all Formal Administration cases, yes. Florida requires an attorney for the Personal Representative unless very limited exceptions apply.
- What happens if someone contests the will?
A Contested Will triggers probate litigation. The court will review evidence regarding validity, undue influence, or lack of capacity. These cases require experienced legal representation.
- Can a house be sold during probate?
Yes. The Personal Representative can sell Real Property with proper authority. Court approval may be required depending on the will and circumstances.
- What if the estate has more debts than assets?
That’s called an Insolvent Estate. Florida law sets priority rules for paying creditors. Beneficiaries may receive nothing if debts exceed assets.
- What is an elective share?
Under Florida law, a surviving spouse may claim an Elective Share even if the will leaves them less. Strict deadlines apply.
- Can probate be avoided?
Yes, in many cases. Tools like Revocable Living Trusts, proper Beneficiary Designation, and strategic Estate Planning can help avoid probate for future generations.
Probate and Future Planning
Many families come to us for probate, then realize they don’t want their own children to go through the same process.
We help clients create:
- Last Will and Testament
- Revocable Living Trusts
- Irrevocable Trusts
- Asset Protection strategies
- Trust Administration plans
Planning now can save your family stress later.
Speak With a Boca Raton Probate Attorney Today
If you’re dealing with probate in Boca Raton or anywhere in Palm Beach County, you don’t have to figure this out alone.
At Fiducia Law, we help you move forward with clarity, compassion, and legal precision. We’ll explain your options, outline the steps, and handle the court process so you can focus on your family.
Let’s take the next step together.
Cities We Serve
Hollywood, FL, Fort Lauderdale, FL, Boca Raton, FL, Pompano Beach, FL, West Palm Beach, FL, Jupiter, FL, Pembroke Pines, FL, Plantation, FL, Davie, FL, Weston, FL, Arlington, VA, McLean, VA, Falls Church, VA, Reston, VA, Fairfax, VA, Chevy Chase, MD, Bethesda, MD, Silver Spring, MD, Rockville, MD