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Probate & Trust Administration

Probate & Trust Administration

The attorneys at Bach, Jacobs & Byrne, P.A. represent personal representatives in the administration of probate estates and trustees who are administrating trusts. Our firm advises family members who have been appointed as trustees, executors, or personal representatives of their loved one’s estate, as well as with professional fiduciaries, including corporate trustees and professional guardians, who serve in these capacities.

Navigating the Probate Process

The scope of our involvement varies according to the needs of each client. For some clients, only ordinary services regarding their duties and legal obligations, as personal representatives or trustees, are required. For others, more extensive legal support and counsel are needed including extra ordinary services such as litigation, real estate transactions, tax advice, estate tax returns and the management and ownership of small businesses after the death of the owner.

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We are committed to offering flexible services that cater to both scenarios, ensuring that clients receive the level of attention and expertise they require.

At Bach, Jacobs & Byrne, P.A., we offer comprehensive legal services aimed at helping clients navigate the probate process in Florida. Our team is dedicated to assisting you with strategies to avoid probate when possible, ensuring that your estate is managed in the most effective and cost-efficient manner. Should probate become necessary, we provide skilled representation to guide you through each step, ensuring that your interests are protected throughout the proceedings.

Additionally, we welcome and support non-Florida attorneys who refer clients to us for ancillary probate administration or for assistance with matters specific to the Florida jurisdiction. Our firm is adept at managing the unique legal considerations involved in Florida’s probate laws and estate administration, ensuring that out-of-state clients’ assets are handled efficiently and in compliance with Florida state law. Bach, Jacobs & Byrne, P.A. is dedicated to delivering high-quality, personalized legal services to meet the diverse needs of personal representatives, trustees, and other fiduciaries.

For more information about our services and how we can assist you, please contact us.