Older couple standing close on beach at sunset, looking thoughtfully into the distance.

Probate and Trust Administration

At HKH, we help Florida families navigate the loss of a loved one by providing clear direction during the probate and trust administration process.

Probate and Trust Administration

At HKH, we help Florida families navigate the loss of a loved one by providing clear direction during the probate and trust administration process.

What is Probate?

When a loved one passes away, certain assets may need to go through probate before they can be distributed to beneficiaries. Probate is a court-supervised process for administering a deceased person's estate, which may include identifying and gathering assets, addressing creditor claims, paying expenses, and ultimately distributing property to the appropriate beneficiaries.

Whether probate is necessary, and how involved the process will be, depends on the nature and value of the assets, how the assets are titled, and the estate plan that was in place.

If you're grieving a loss and facing probate, you don't have to figure it out on your own. The attorneys at HKH Elder Law have guided Florida families through this process for over two decades. We'll handle the details, keep you informed, and help you get to the other side so you can focus on your family, not a courthouse.  Book your free introductory call today.

What is Trust Administration?

Close-up of two people sitting; one writing on a clipboard, the other resting hands on their knee.

When someone creates and funds a trust as part of their estate plan, assets held in the trust generally can be administered without going through the court probate process. After the trust creator passes away, a successor trustee steps in to manage and distribute trust assets according to the terms of the trust.

Trust administration is the process of carrying out the instructions of the original creator who has passed. It typically involves notifying beneficiaries, gathering and valuing trust assets, paying any outstanding debts or taxes, and distributing any remaining assets. Because this process happens outside of court, it is usually faster and more private than probate.

Although trust administration generally occurs outside of court, a successor trustee still has significant legal responsibilities. The trustee must comply with the terms of the trust and applicable Florida law, fulfill fiduciary duties to the beneficiaries, keep accurate records, and properly account of all activity in the administration.  Mistakes or oversights can lead to disputes, delays, or personal liability for the trustee.

At HKH Elder Law, we help successor trustees understand their responsibilities and guide them through each stage of the administration process. Whether the trust is straightforward or involves complex assets or beneficiary issues, our goal is to provide clarity and confidence so the trustee can fulfill their role and honor their loved one's wishes.

Important Considerations in Florida Estate Administration

Florida estate administration involves several state-specific rules that can significantly affect how an estate is handled. Homestead property, for example, receives special protection under the Florida Constitution and statutes, and restrictions may apply to how homestead can be devised in certain circumstances. Determining whether property qualifies as homestead—and who is entitled to receive it—can be an important part of the administration.

Florida law also establishes specific procedures and deadlines for notifying creditors and resolving claims against an estate. In a probate administration, the personal representative has fiduciary duties to the estate and its beneficiaries and is responsible for properly identifying and administering estate assets, addressing valid claims and expenses, and making distributions in accordance with the decedent's will and Florida law.

Estate administration can become more complicated when questions arise regarding the validity or interpretation of a will or trust, beneficiary rights, creditor claims, homestead, or the actions of a personal representative or trustee. Careful administration from the outset can help identify potential issues early and reduce the risk of unnecessary delays or disputes.

At HKH Elder Law, we guide personal representatives, trustees, and families through Florida probate and trust administration, helping them understand their rights and responsibilities and navigate each step of the process.

10/16/2026
at
11:00 am

Understanding Florida Probate - What to Do When a Loved One Dies

Presented by:
Alana Horner
Attorney Alana Horner breaks down what happens legally after a loved one passes, including when probate is required and how to prepare.
Register Here

Florida Probate FAQs

When is probate required in Florida?
Can a trust administration happen at the same time as probate?
What's the difference between a trustee and a personal representative?
What is the cost associated with probate?
What areas of Florida does HKH Elder Law serve?
X

Considering HKH for your probate needs?

We want you to feel supported and informed every step of the way. Below are a few resourcess to help you along the way.

Have you recently lost a loved one?

FREE Webinar: Understanding Probate

October 16, 2026
Alana Horner

Hear Attorney Alana Horner break down what happens legally after a loved one passes, including when probate is required and how to prepare.

Register Here

Schedule a Consultation

Contact us today at (727) 343-8959 or fill out our online form to schedule a consultation. We look forward to meeting you.

Contact Us
More Resources

Stay in the Loop

We’d love to have you join us on social media or subscribe to our newsletter to receive the latest updates. We post regular educational resources, event announcements, and elder law news so you don’t miss a thing.

HKH Elder Law is a Florida-based elder law firm serving families across the state from our office in St. Petersburg.