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South Florida Estate Services

Navigating probate is overwhelming. It doesn't have to be.

We help South Florida families manage the practical side of settling an estate — from understanding your duties as personal representative to coordinating with attorneys, managing creditor claims, and making informed decisions. No pressure, no obligation. Just guidance when you need it most.

Request a Free Consultation 305-846-8738
How We Help

Being named personal representative is a big responsibility. You don't have to figure it out alone.

Most people have never been through probate before. There are court deadlines, creditor notices, legal filings, and dozens of decisions to make — all while grieving. Our team has guided families through every stage of the process.

Probate Process Guidance

We help you understand your responsibilities as personal representative — what needs to happen, in what order, and by when. No legal jargon, just clear answers.

Attorney & CPA Coordination

We work alongside your probate attorney and tax professionals to make sure nothing falls through the cracks — filings, deadlines, and documentation handled properly.

Creditor Claim Management

Once the Notice to Creditors is published, the clock starts. We help you understand which claims are valid, what the deadlines are, and how to protect the estate's value for beneficiaries.

Estate Asset Inventory

The court requires a complete inventory of estate assets. We help you identify, document, and organize everything — so you can meet your obligations with confidence.

Vacant Property Protection

Estate property left unattended can lead to code violations, vandalism, and liability. We connect you with trusted local vendors for maintenance, security, and insurance.

Trusted Professional Network

Need an estate sale company? A locksmith? A clean-out crew? A property insurance provider? We've built a network of vetted professionals who understand the unique needs of estate families.

Our Approach

We start with your family — everything else follows

01

Understand Your Situation

Every estate is different. We start with a conversation — not a sales pitch. We want to understand where you are in the process, what challenges you're facing, and what matters most to your family.

02

Build Your Team

Settling an estate takes more than one person. We help connect you with the right professionals — attorneys, CPAs, estate sale companies, contractors — people we've worked with and trust.

03

Navigate the Process

From court filings to creditor claims to asset inventory, we help you stay on track with every obligation. You have one point of contact who knows your situation and is always a phone call away.

04

Close the Estate

Our goal is the same as yours: settle the estate properly, protect the beneficiaries' interests, and give your family peace of mind. However long that takes, we're with you.

Common Questions About Probate

I've been named personal representative. What do I do first?
The first step is to file the Petition for Administration with the probate court in the county where the decedent lived. This is typically done by a probate attorney. Once the court appoints you, you'll receive Letters of Administration, which give you the legal authority to act on behalf of the estate. From there, you'll need to inventory assets, notify creditors, and begin settling the estate's obligations. We can walk you through every step.
What's the difference between Formal Administration and Summary Administration?
In Florida, Formal Administration is required when the estate's value exceeds $75,000 or when the decedent passed less than two years ago. It involves appointing a personal representative, notifying creditors, filing an inventory with the court, and judicial oversight. Summary Administration is a simplified process for smaller or older estates. Your attorney will advise which applies to your situation.
How long does the probate process take in Florida?
Most Formal Administrations take between 6 and 12 months, though complex estates can take longer. The creditor notice period alone is 90 days. Having an organized approach and the right team in place can help avoid unnecessary delays that cost the estate money.
What are my obligations as personal representative?
As PR, you have a fiduciary duty to the estate and its beneficiaries. That includes inventorying all assets, protecting estate property, paying valid debts and taxes, filing required court documents, and ultimately distributing assets to beneficiaries as directed by the will or Florida law. It's a significant responsibility, and mistakes can result in personal liability.
Is there a cost for your consultation?
No. Our initial consultation is always free. We'll discuss your situation, help you understand where you are in the process, and explain how we can help. There's no obligation to work with us, and we will never pressure you into a decision.
What areas do you serve?
We serve families throughout Miami-Dade and Broward counties, including Miami, Hialeah, Coral Gables, Homestead, Aventura, Hollywood, Fort Lauderdale, and all surrounding communities.
I don't live in South Florida. Can you still help?
Absolutely. Many personal representatives live out of state or even out of the country. That's one of the most common reasons families reach out to us. We act as your local point of contact, coordinating with attorneys, vendors, and service providers so you don't have to make multiple trips or manage everything from a distance.

Tell us about your situation

Whether you've just been named personal representative or you're months into the process — we're here to help.

305-846-8738

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