Trust Administration and Probate

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Trust Administration

Representation of Trustees If a decedent has a properly drafted and funded trust, probate is generally not required. Unlike a will, a trust is a private document and need not be filed with the probate court. Nonetheless, the successor trustee must still take steps to...

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Types of Probate: Formal, Summary and Ancillary When someone passes away, any assets that were titled in that person's name alone, with no beneficiary designations, are part of the probate estate of that individual. Probate is a court process by which the assets of an...

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Phone: 941-833-9262
Fax: 941-833-9264


25086 Olympia Avenue, Suite 310
Punta Gorda, FL 33950


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