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At Zayyad Law, PLLC, we are here to help you navigate the legal process of Probate and Trust Administration. We understand that it can be challenging, and we are here to provide guidance and support every step of the way.
We take a down-to-earth and professional approach, emphasizing our commitment to providing excellent service. We believe that expertise is gained through experience and time, and we strive to deliver the best possible service to our clients.
Abeer Zayyad, our Managing Attorney, brings a fresh perspective to probate and trust administration matters while upholding the highest standards of professionalism and integrity. With a deep commitment to advocating for the best interests of her clients, she strives to provide compassionate and effective legal guidance every step of the way.
Abeer's expertise in probate and trust administration is coupled with her genuine empathy for individuals and families facing challenging situations, ensuring that they receive the personalized attention they deserve. She is known for her strong communication skills, allowing her to effectively navigate complex legal processes and effectively communicate with clients, opposing parties, and the court.
Abeer's dedication to continuous learning and staying updated on the latest developments in probate and trust administration enables her to offer innovative solutions and strategic representation to her clients. Her passion for helping others and her unwavering commitment to justice make her a trusted advocate and a respected member of the legal community.
what is probate
Probate is the legal process of handling a loved one's assets and debts after their passing. In Florida, there are two main types of probate: Summary Administration and Formal Administration.
Summary Administration is a simplified process for small estates, while Formal Administration involves court supervision for larger estates. In very limited circumstances, probate can proceed without court supervision through a process known as Disposition of Personal Property Without Administration.
At Zayyad Law, PLLC, our experienced attorney, Abeer Zayyad, is well-versed in the complexities of probate law. With our dedicated team, we provide comprehensive probate services tailored to meet your specific needs. From gathering and distributing assets to addressing debts, we guide you through the probate process with professionalism and care.
That's why our lawyer, Abeer Zayyad, can determine the appropriate probate approach based on the specific circumstances of your situation. Contact us today to discuss your probate needs and let us help you navigate this legal journey seamlessly.
Will or a Living Trust
Probate can be simplified when you have a Will or Living Trust that clearly outlines your wishes. These important documents play a crucial role by specifying your beneficiaries and appointing an executor. The executor is responsible for ensuring your final wishes are carried out.
By proactively creating an Estate Plan, you are making a wise decision. Having a Will or Living Trust in place can ease the burden on your loved ones during a challenging time.
Furthermore, an Estate Plan allows you to have control over the distribution of your assets, ensuring they go to the individuals or organizations you care about the most. It also helps minimize conflicts among family members and provides clarity on your intentions.
Taking the time to create an Estate Plan demonstrates your thoughtfulness and consideration for your loved ones, allowing them to navigate the process more smoothly. At Zayyad Law, PLLC, we are here to guide and assist you in putting together the right paperwork for your Estate Plan.
Our experienced team will ensure that your Will or Living Trust is carefully prepared, providing you with peace of mind and protecting your loved ones' interests. Trust us to handle the complexities of estate planning and help you create a solid foundation for the future.
Ease the Burden by Minimize Family Conflicts And Challenges!
Together, We Rise Above Challenges to Leave a Lasting Conscious Legacy!
Dealing with probate and trust administration can be overwhelming, but you don't have to face it alone. At Zayyad Law, PLLC, we are here to guide and support you at every step of the way. Our experienced team understands the complexities involved and will work diligently to ensure the smooth management and distribution of your loved one's assets. With our help, you can navigate the legal process with confidence, preserving their legacy and securing a stable future. Stay informed and subscribe to our newsletter for valuable insights and updates
Trust Administration
Trust Administration is the process in which a Trustee, designated by a Trust document, carries out their responsibilities and duties as Trustee under Florida Law and the Trust document.
Florida Law assigns the Trustee specific responsibilities because the Trustee is entrusted to safeguard Trust assets on behalf of the beneficiaries.
Florida trust laws state that a trust is created only if: The settlor has capacity to create a trust. The settlor indicates an intent to create the trust. The trust has a definite beneficiary or is a charitable trust, a trust for the care of an animal, or a trust for a noncharitable purpose.
Probate and trust administration are crucial in tackling a number of significant issues, such as:
Asset Distribution
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Probate and trust administration ensure the proper distribution of assets according to the deceased person's wishes, as outlined in their will or trust.
Debt Settlement
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These processes also involve addressing any outstanding debts or obligations of the deceased, ensuring that creditors are properly notified and debts are settled.
Beneficiary Protection
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Probate and trust administration help protect the rights and interests of beneficiaries, ensuring they receive their rightful inheritances and preventing any potential disputes or challenges
Tax Considerations
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These processes also involve addressing tax matters, including filing necessary tax returns and minimizing estate taxes where possible, thereby preserving the value of the estate.
Guardianship Determination
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In cases where minor children are involved, probate and trust administration can help establish guardianship, ensuring the well-being and proper care of the children.
Estate Planning Evaluation
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During probate and trust administration, existing estate plans may be reviewed and evaluated, allowing for necessary updates and adjustments to reflect changing circumstances or preferences.
Legal Compliance
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Probate and trust administration ensure compliance with relevant laws, regulations, and court procedures, providing a structured framework for the settlement of the estate.
Resolving Disputes
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Probate and trust administration processes resolve conflicts and disputes among beneficiaries, heirs, and interested parties, including challenges to will or trust validity, asset distribution disputes, and document interpretation disagreements. Through legal procedures and mediation, they aim to find fair resolutions, preserving family relationships and ensuring efficient estate administration.
By addressing these vital roles, probate and trust administration provide a comprehensive and organized approach to managing an individual's estate after their passing, bringing peace of mind to the deceased's loved ones.
Focused on making your probate and trust administration simple and easy
At Zayyad Law, PLLC, we know that probate and trust administration can be a difficult and confusing process. We are committed to providing unwavering support and accessible legal services that guide and support you through every step of the way.
Organizing the assets and debts of a loved one, communicating with beneficiaries, creating formal accountings of property, and navigating the complexities of Florida Law may feel overwhelming, but Zayyad Law, PLLC is here to guide you through the process.
Rest assured that at Zayyad Law, we understand the emotional challenges that come with probate and trust administration. We are dedicated to guiding you through the process with empathy, compassion, and personalized attention. With our steadfast commitment to your well-being and the preservation of your family's interests, we strive to provide comprehensive support and peace of mind during this difficult time.
You're Not Alone in This Journey!
Together, We'll Overcome the Challenges for Your Loved Ones!
You don't have to go through the probate and trust administration process alone. In order to ensure your loved ones' safety and protection, Zayyad Law, PLLC is here to assist you at each stage of the process. You may rely on our understanding to preserve their current happiness while clearing the way for the future. Sign up for our newsletter to receive helpful information.
timeline for probate in florida
In Florida, the duration of probate depends on the type of probate required and the complexities of the assets and debts of the estate.
Formal Administration may take between three (3) and nine (9) months. Summary Administration may take between one (1) and four (4) months.
steps to florida probate and how we can help:
Review decedent's estate planning documents
It is important to gather the decedent's estate planning documents. The original Last Will and Testament must be deposited with the Court.
Order multiple copies of the death certificate
Throughout the probate administration, any number of institutions, including Court, may request or require an official death certificate to access financial accounts, life insurance policies, and more.
Petition for Administration and Notice to the Beneficiaries
One of the most important steps of the probate process is to begin it by filing a Petition for Administration with the Court. This notifies the Court that we have begun administration of someone's estate.
Then, we must notify all known beneficiaries of the Petition for Administration. This allows beneficiaries an opportunity to object to the Petition for Administration.
Gather Assets, Pay Debts, Distribute the REmainder
With our help, you will gather the assets of the decedent and file a formal inventory of the estate with the Court. These assets are used to pay outstanding debts before distributing the remainder to the beneficiaries.
In most cases, a decedent passes with some debts. This may include the funeral home, final medical costs, credit card debt, and more. We notify known and potential creditors over a ninety (90) day statutory period.
Any remaining assets are then distributed to the beneficiaries.
formal discharge
The final step of probate is to file a Formal Discharge with the Court. This releases the Personal Representative administering the estate of the decedent of their formal responsibilities.
Trust administration
At Zayyad Law, PLLC, we help you understand the Trust agreement, your responsibilities, and Florida Law.
The Trust agreement explains the following:
1) The assets;
2) The beneficiaries
3) Your duties beyond Florida Law.
Obligations when a success or trustee is appointed
Trust administration involves handling and managing the assets designated as Trust property. A Successor Trustee is required to complete additional steps when newly appointed to the position of Trustee.
Zayyad Law, PLLC will help you navigate the statutory requirements placed upon newly appointed trustees. The process can seem daunting, but our knowledgeable team is here to guide and assist you.
Responsibilities of a Trustee
Manage trust assets
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A trustee must gather and account for Trust assets. It is the Trustee's responsibility to ensure the Trust assets are protected.
Notify beneficiaries of changes to the trust
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As Trustee, you are obligated to give notice to beneficiaries of changes to the Trust.
Accountings to the beneficiary
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The Trustee owes a duty to the beneficiaries to inform and account for Trust assets. A formal accounting of the Trust must be given to a beneficiary upon reasonable request.
Follow Florida Law
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Florida Statute, Chapter 736, states the duties and obligations of a Trustee.
The responsibilities of a trustee include managing and safeguarding trust assets, distributing income and principal to beneficiaries, maintaining accurate records, filing tax returns, and acting in the best interests of the beneficiaries.
Zayyad Law, PLLC | Your Trusted Legal Partner
Planning Your Future, Protecting Your Present!
We are just a phone call away! Reach out to us at (772) 618-1681, and our friendly staff will be glad to assist you. You can also contact us via email at reception@zayyadlawfirm.com.
By working with Zayyad Law, PLLC, you can ensure that your loved one's personal finances and affairs are managed effectively.
Our experienced attorneys will guide you through the process, offering compassionate assistance tailored to your unique situation.
Remember, we believe in simplicity, understanding, and putting your loved one's needs first. Contact us today to learn more about how a guardian can provide the necessary support and protection for your family.
Schedule an appointment call now | (772) 618-1681
Experience expert guidance and heartfelt care in navigating probate and trust administration with us.
By Appointment Only:
789 SW Federal HWY,
Suite 201,
Stuart, FL 34994
Phone: (772) 618-1681
Fax: (772) 618-1674
Mon - Fri
8:00 am to 6:00 pm
