Probate Lawyers Serving West Palm Beach

Administering an estate or trust can be a considerable task, particularly for family members experiencing the grief associated with the loss of a loved one. Knowledgeable legal counsel can be instrumental in guiding families through the various steps associated with the estate or trust administration process.

At The Law Office of Nicole C. Morris, P.A., in Palm Beach Gardens, our lawyers provide over 20 years of combined experience helping families through the estate administration process. Our overarching goal is to complete the process as expediently and cost effectively as possible. Whether your loved one's estate plan contained a will or not, our experienced and compassionate lawyers can guide your family through the probate process. These steps include:

  • Completing an inventory of estate assets
  • Determining the value of estate assets
  • Preparing all applicable tax returns, such as federal estate tax returns, state death tax returns, and state and federal gift or generation-skipping transfer tax returns
  • Advising and counseling fiduciaries as to their legal responsibilities
  • Assisting clients in meeting court filing deadlines and federal tax filing deadlines

Our lawyers handle both formal and summary probate proceedings. Further, if your loved one died without a will, our attorneys can navigate the intestate succession process on your behalf.

We also serve as personal representatives and trustees, or advise people who are serving in those capacities, for clients across Florida.

Ancillary Administration Services

Ancillary probate administration is the process used when a resident of a state other than Florida dies owning real property in Florida. For example, they may have owned a vacation home, a vacant lot or a timeshare in Florida, and probate proceedings may have already commenced in the decedent's state of residence. In order to pass the Florida real property to their heirs, a Florida probate proceeding must be commenced as well.

Administering a Trust

If your loved one used a trust as an estate-planning vehicle, it is important to recognize that trusts bypass the probate process. With this said, successor trustees are still required to comply with a number of important duties in the trust administration process. These duties include notifying beneficiaries, completing an accounting, inventorying trust assets and filing appropriate tax returns. If you have been named successor trustee, our law firm can assist you in the performance of these duties. In many situations, some of a person's assets are distributed via a trust or other non probate means, such as payable on death (POD) or transfer on death (TOD) accounts, while other assets are transferred through a will. Whatever your situation entails, our law firm will provide the guidance you need.

Our lawyers also represent beneficiaries. Our experience in this field includes negotiating settlements of estates, protecting beneficiaries' rights, and advising in contested matters. In each of these matters, our attorneys have over 20 years of combined experience in this field of the law to fully address our clients' needs.

Contact The Law Office of Nicole C. Morris, P.A., in Palm Beach

We provide a complimentary lawyer consultation to discuss your needs in detail. Call 561-855-0348 or email us to schedule an appointment.