top of page

Probate Administration

After a loved one dies, probate may be needed to transfer assets, address debts, and administer the estate. Acacia Elder Law & Estate Planning helps Florida families understand the probate process and move forward with clear guidance.

Serving Palm Beach County, Broward County, Miami-Dade County, Martin County, St. Lucie County, and throughout the rest of Florida.

Guidance During a Difficult Transition

Probate is the court-supervised process for administering certain assets after death. Families often feel overwhelmed by court filings, deadlines, creditor issues, family questions, and uncertainty about what needs to happen next.

 

Our firm helps personal representatives, beneficiaries, and families understand the probate process, determine whether probate is required, and handle the administration steps in a practical and organized way.

You May Need Probate Help If

Probate may need to be reviewed if:

A loved one died owning assets in their individual name

There is a will that needs to be admitted to probate

There is no will and family members are unsure who inherits

A bank, title company, or financial institution requires letters of administration

Florida real estate needs to be transferred or sold

Creditors, debts, or expenses need to be addressed

Beneficiaries have questions about the process

You have been named personal representative

You are unsure whether summary or formal probate applies

Need help with this?

Schedule a Consultation with us today!

How Acacia Elder Law & Estate Planning, PLLC Can Help

Determine whether probate is required

Identify whether summary administration or formal administration may apply

Prepare petitions and required court filings

Assist the personal representative with estate administration tasks

Address creditor and beneficiary notice issues

Coordinate transfer or sale of probate real estate

Prepare closing documents and final distribution steps

How our process works
Initial estate review

We review the death certificate, will, assets, debts, and family information.

Choose the appropriate probate path

We determine whether summary administration, formal administration, or another process may apply.

Prepare and file documents

We prepare the probate filings and submit them to the appropriate court.

Administration

We assist with required notices, asset collection, creditor issues, and communications.

Distribution and closing

We help complete distributions and close the estate when appropriate.

Helpful Information to Bring to a Consultation

  • Death certificate

  • Original will and any codicils

  • Trust documents, if any

  • List of assets and approximate values

  • Real estate deeds or property information

  • Bank and financial account statements

  • Names and addresses of beneficiaries and heirs

  • Known debts, bills, or creditor information

  • Prior probate documents or notices

​

Do not worry if you do not have every document. We can help identify what is missing based on your situation.

Serving Palm Beach County and the Treasure Coast

Acacia Elder Law & Estate Planning serves clients in Palm Beach Gardens, Jupiter, West Palm Beach, North Palm Beach, Lake Worth, Boynton Beach, Delray Beach, Boca Raton, Stuart, Port St. Lucie, and throughout Palm Beach County, Martin County, St. Lucie County, Broward County, Miami-Dade County, and the rest of Florida when appropriate.

Talk With Acacia Elder Law & Estate Planning

If you are unsure what your family needs, the best next step is a consultation. We can review the facts, identify available options, and help you decide what legal path makes sense.

Frequently Asked Questions

What is probate in Florida? Probate is a court-supervised process for identifying assets, addressing debts, and distributing estate property to the proper beneficiaries or heirs.

Is probate always required? No. Probate depends on how assets are titled, whether there are beneficiary designations, and what property remains in the decedent’s individual name.

What is the difference between summary and formal probate? Summary administration is generally a simpler process for qualifying estates. Formal administration is a more involved probate process usually used for larger or more complex estates.

How long does probate take? Timing depends on the type of probate, court processing times, creditor issues, asset complexity, and whether family members agree.

Acacia Elder Law & Estate Planning Letterhead

2000 PGA Boulevard,

Suite 4440-395

Palm Beach Gardens,

FL, 33408

  • LinkedIn
  • Instagram

Disclaimer: This website is for general informational purposes only and is not legal advice. Use of this website, including contacting the firm or submitting information through it, does not create an attorney-client relationship. Please do not send confidential or time-sensitive information through this website. Legal matters depend on individual facts and circumstances, and you should consult an attorney for advice regarding your specific situation.

 

© 2026 Acacia Elder Law & Estate Planning, PLLC

 

bottom of page