PROBATE AND TRUST ADMINISTRATIONS
Navigating the Administration of an Estate or Trust
The death of a loved one often leads to overwhelming emotional and legal complications. With over forty (40) years of experience in handling probate and trust administrations, Lauer Law can help you fulfill your legal responsibilities.
During the initial conference with the Personal Representative (or Executor/Executrix) of a Will and/or the Trustee of a Trust, we discuss in detail the assets of the estate and/or trust, the legal documents, and family dynamics to develop a strategy to transfer the assets of an estate or trust in compliance with the legal documents and Florida law. We explain the process step by step to make certain that you understand your legal options and obligations during the probate and/or the trust administration. Since every administration is unique, we determine exactly what needs to be done in each administration. After the initial conference, we draft an “engagement letter” to the client detailing and reiterating what needs to be done to act as a checklist for the client through the process. Throughout the process, we keep clients updated on what needs to be done and how to do it to make the process as easy and painless as possible.
We offer legal and financial resources that can help you through these situations:
How do I know whether a probate proceeding is necessary?
How can I settle my mom’s Will in Vero Beach if I live out-of-state?
What do I do if my parents did not have a Will?
What do I need to do if I was appointed executor/personal representative of my dad’s Will?
How do I transfer the deeds and titles for my parents’ real estate?
How do I reregister a “Pay on Death” or “Transfer on Death” asset into my name?
Am I paying the correct amount of inheritance/estate taxes?
Do I need to pay mom’s income taxes?
We can also act assist in resolving conflicts that may occur during the process, as explained on our Probate and Trust Litigation Page.
Comprehensive Attorney Services and Financial Guidance
Lauer Law provides professional services beyond standard probate law firms in Indian River County and surrounding areas. Our office is staffed with attorneys and accountants for the convenience of our clients.
We handle all probate matters “in-house”:
Legal representation of personal representatives, trustees, and/or beneficiaries;
Real estate transfers;
Creditor’s, surviving spouses, and/or beneficiaries claims and rights;
Post mortem planning;
Tax preparation;
Fiduciary accountings;
Management of your affairs by hands-on, individualized counsel;
Administration of estates and trusts after death according to decedent’s wishes
Since settling an estate in probate court usually involves other legal and financial resources, we anticipate and provide those services to our valued clients. For more detail regarding ancillary services, please see the tab under “Areas of Practice” for more detail
Help for Vero Beach Residents and Out-of-Town Family Members
Whether you are from out of town or are a long-time resident of Vero Beach, Lauer Law offers practical guidance through the probate and trust administration processes.
With Remote Online Notarization now available to our clients, it is easier than ever for an out-of-town family member to administer a loved-ones estate or trust administration!
Download probate questionnaire here:
