Florida estate planning paralegals assist in the transfer and distribution of trust and probate estates, Their knowledge and experience allows them to open probate proceedings, which includes valuating estate assets and drafting court forms, petitions and proposed orders.

Our probate paralegals can assist with both trust administration and probate and litigation. 

For trust administration, we can assist with:

• Preparing sub-trust allocation schedules and distribution plans 

• Managing trust administration and maintaining files and compliance calendars

• Notifying beneficiaries

• Preparing and filing all necessary documentation for distributions and taxes

• Assisting clients in completing life insurance forms, bank requests and other documents

• Ensuring compliance with services related to trust entity and maintenance

For probate and litigation, we can assist with:

• Drafting and editing petitions and supporting documents required for trust administration, probate, and conservatorship

• Providing notice to interested parties

• Investigating and performing legal research wills, trusts, entitlement issues, creditor claims, and conservatorship challenges

• Preparing summaries and analyses of estate planning documents

• Preparing inventories, real estate transfer deeds, change of ownership reports, and similar documents necessary for the transfer of real estate

• Preparing distribution plans for probate administration

• Drafting documents in response to inquiries by probate attorneys and examiners

• Assisting with trial preparation, including preparing exhibits and related documentation

• Drafting and editing gift tax and federal estate tax returns

• eFiling utilizing the Florida ePortal

Plans that work for You

We want to see you win, and we know what it takes to build a book of business by working each file as if it was our own. 

Best of all, you can work this into your business model by choosing a plan that works best for you. 

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