BOCA GRANDE PROBATE ATTORNEY

Probate Attorney In Boca Grande

Don’t know where to start with the probate process? Do you need to hire a probate attorney in Boca Grande? Our Boca Grande probate lawyers help you navigate the probate legal process so that you don’t have to deal with probate court while you mourn the loss of a loved one. We handle the legal details, so you don’t have to.

Need a little guidance?

Fill out the form to get a FREE Probate Guide today.


What is a Probate in Boca Grande, Florida?

Probate is distributing a person’s estate (their tangible and intangible assets) after they pass away.

Probate in Boca Grande, Florida includes:

  • submitting a will to probate court
  • identifying the assets of the decedent
  • notifying creditors and paying valid debts and taxes
  • distributing the estate to the heirs or beneficiaries under the will

Probate can be costly and time consuming.

Especially if there are a lot of assets to probate.

Or if there are issues with the will.

What Do Probate Services Include

There are a lot of moving pieces to the Palm Beach County probate process.

Most people don’t understand how complex it is until they are forced into probate court.

Here are the core things our Boca Grande probate attorneys handle for you:

  1. Help with Documents. Our probate lawyers prepare the initial probate documents and file them with the court.
  2. Initiating the Court Process. We open the probate matter with the court and keep track of all the deadlines for you.
  3. Assisting with the Estate’s Tax ID (EIN). We provide guidance and support when it comes to tasks like establishing the estate’s tax ID number, which is important for taxes.
  4. Taking Care of Required Notices. You don’t have to worry about sending notice to interested parties in the estate, we prepare, file, and serve the requisite notices.
  5. Avoiding Legal Problems. We make sure the personal representative stays on track when it comes to their court duties.
  6. Dealing with Creditors. We notify the known or reasonably ascertainable creditors of the estate and publish the requisite filing in a local newspaper.
  7. Handling Debts and Claims. If there are debts or claims against the estate, we notify the personal representative of their options, object to invalid claims, and keep records of everything
  8. Selling and Transferring Property. We assist with the transfer and sale of property as needed, including exempt homestead.

Benefits of Hiring a Boca Grande Probate Lawyer

Some people try to handle probate themselves to save money.

But, taking an estate through probate is complex and can be risky, especially if there is real property involved.

Plus, a personal representative is required by law to hire an attorney.

Getting it wrong can have serious consequences.

Here are some of the risks you’ll face trying to do it alone:

  • You might have to pay for estate debts from your own pocket if things are done wrong.
  • You could miss critical deadlines that cause you to lose options when it comes to inheriting property.
  • The entire estate could go through probate again, causing more costs and delays.
  • Mistakes in giving out assets can lead to fights and legal issues among heirs or beneficiaries.
  • You could face legal penalties for not following court rules or missing deadlines.
  • Wrongly managing estate taxes might lead to tax penalties from authorities.
  • If creditors aren’t dealt with properly, the estate might lose more assets than needed.

You minimize these risks by hiring a probate lawyer.

Here are the benefits of hiring an attorney to handle your probate:

  1. Probate Documents. You don’t have to figure out what documents need to be filed, how to complete them, how to sign them, or where to file them.
  2. Opening the Probate. You won’t have to worry about timely notifying the court about the person’s passing. Or keeping track of deadlines.
  3. Assistance with the Estate’s EIN. Our probate lawyers help you obtain the estate’s EIN so you can open the estate account and file taxes.
  4. Preventing Legal Challenges. By hiring a probate lawyer, you avoid the risk of improper administration of the estate or having the estate go back through probate.
  5. Protecting Yourself from Liability. With a probate lawyer, you reduce the risk of being liable for missed deadlines, invalid notices, and document errors.
  6. Managing Creditor Notice. Our lawyers take care of publishing the appropriate notice to creditors and serving creditors.
  7. Dealing with Creditors. You won’t have to worry about how to deal with creditors, what your options are, and how to object to and strike invalid claims against the estate.
  8. Selling and Transferring Property. Our lawyers assist as needed with the sale and transfer of property. This is important especially if there is exempt homestead.

Our probate lawyers reduce the administrative burden and legal risks associated with managing an estate.

How the Process Works

If you want help from a Boca Grande probate attorney, schedule an appointment or fill out the form below.

What to Expect After Scheduling an Appointment

  • Schedule an appointment using the link below to pick a time that works for you. You can also call the number below and we will help you schedule.
  • Attend the call over the phone or zoom – we will go over the specifics and come up with the right probate legal strategy for you.
  • Sign an agreement to hire us – this allows us to get to work on your behalf.
  • Admitting the Will – we will assist you with getting the will filed in the probate and admitted by the judge.
  • Appointment of the Personal Representative – we will prepare the documents necessary to have a personal representative appointed, if needed.
  • Legal Publication – once a personal representative is appointed, we will ensure that you publish the proper notice to creditors.
  • Creditors and Inventory – we will assist you with the legal paperwork to notify specific creditors and interested parties and file the property inventory of the assets with the court.
  • Preparing and Filing Legal Documents – we handle all of the legal filings with the court.
  • Transferring Assets and Closing the Estate – we let you know when the timing is right to make distributions and close the estate.

How You Should Prepare for your Appointment

Feel free to download our FREE Probate Guide.

Talk to our Boca Grande Probate Lawyers

  • Click the link to schedule an appointment or give us a call.
  • Schedule a time that is convenient for you.
  • Start gathering information to discuss with our probate attorneys.

Here is what you will need to start the probate process in Boca Grande, Florida:

  • Death Certificate
  • Will and Trust Documents
  • List of Assets
  • List of Creditors
  • List of all interested parties, beneficiaries/heirs

Don’t worry about getting into all the details with this information – come with what you know.

You can also fill out the form at the bottom of this page to get started.

Talk to a Boca Grande Probate Lawyer

At Loughlin Law, P.A., we understand the importance of:

  • protecting your hard-earned assets
  • ensuring your family’s future
  • not losing everything to creditors and lawsuits
  • properly (and legally) distributing assets

We can only accommodate a limited number of clients each month.

So don’t miss your opportunity to work with our probate lawyers.

Why Hire a Boca Grande Probate Attorney

Our Boca Grande Probate Attorneys offer:

  • Tailored solutions to fit your unique needs and goals
  • Compassionate guidance in navigating the complex probate process
  • Efficient and friendly service coupled with exceptional communication so you know the status of your Florida probate at any given time

Avoid the Pitfalls of Inadequate or DIY Probate Strategies

  • Creditors seizing assets
  • Lawsuits and foreclosure jeopardizing your family’s inheritance
  • Family disputes
  • Costly and time-consuming probate processes

GET A FREE CONSULTATION

We run out of free consultations every month. Sign up to make sure you get your free consultation (Free $300 value).

Want to send us a message?

Submit the form below.

Attorney Loughlin in a black suit with a white top leaning against a wall.

Loughlin Law, P.A.

Main office located at:

150 East Palmetto Park Road
Suite 800
Boca Raton, FL 33432

Serving clients virtually throughout the state of Florida

We can serve you if you live in Boca Grande, Florida (33921) in Lee County.

Here are the Major Cities We Serve in Florida

We handle probate administration in every county in Florida including:

Broward County

Lee County

Martin County

Miami-Dade County

Palm Beach County

Sarasota County

Here are some of the major cities we work in:

Boca Raton

Boca Grande

Bonita Springs

Boynton Beach

Cape Coral

Captiva

Coconut Creek

Coral Springs

Cypress Lake

Dania Beach

Davie

Deerfield Beach

Delray Beach

Greenacres

Fort Lauderdale

Hallandale Beach

Hillsboro Beach

Hollywood

Jupiter

Jupiter Island

Lake Worth

Lantana

Lauderdale-By-The-Sea

Lauderdale Lakes

Lauderhill

Lazy Lake

Lighthouse Point

Margate

Miami

Miami Beach

Miramar

North Miami

North Miami Beach

North Palm Beach

North Port

Oakland Park

Ocean Breeze

Palm Beach

Palm Beach Gardens

Parkland

Pembroke Pines

Plantation

Pompano Beach

Sarasota

Sea Ranch Lakes

Sewall's Point

Southwest Ranches

Stuart

Sunrise

Tamarac

Venice

Wellington

West Boca

West Palm Beach

Weston

Other Services We Provide in Boca Grande

  1. Estate Planning We help people put a comprehensive plan in place that covers them in just about every situation that can arise during life and after.
  2. Wills We write wills to ensure your wishes are carried out and that you stay in control rather than the state.
  3. Trusts We create trust plans for people who want to avoid the cost and expense of probate and plan for their loved ones.
  4. Probate We help people navigate the complex probate process after someone passes away.