
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.
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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.
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.

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Probate is generally required when a person dies owning assets solely in their name, with no beneficiary designated or automatic transfer to another person.
Here are some common situations requiring probate administration:
Here are some examples of assets that usually bypass probate:
A trustee manages and distributes assets held in a trust, while a personal representative is appointed by the court to handle assets that go through probate. The two roles follow different rules, though one person can sometimes serve in both capacities.
The cost associated with probate usually consists of these expenses:
Every estate is different, so costs vary based on its size, complexity, and whether unexpected issues arise. During your consultation, we'll discuss anticipated costs and provide a reasonable fee, so families know what to expect before moving forward.
HKH Elder Law operates primarily in the Tampa Bay area, but offers probate and trust administration services throughout the entire state of Florida. While our office is based in St. Petersburg, we are equipped to assist families throughout the state.
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Hear Attorney Alana Horner break down what happens legally after a loved one passes, including when probate is required and how to prepare.

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