Estate Planning & Probate Lawyer, Fort Lauderdale, FL

Do I Need an Attorney to Settle an Estate in Florida?

Experienced probate litigation lawyer Geoff Levy gives you the advantage in court

While it is possible to settle an estate without an attorney, whenever an estate is disputed or complex, you should consult an estate planning and probate litigation attorney. At The Levy Firm PLLC we have over 10 years of experience in South Florida. We can help you determine your goals, coordinate strategies, and ensure your future is secure.

Our legal assistance can provide peace of mind and help streamline the probate process, especially if the estate is complicated. If you need probate litigation or estate planning services in South Florida, contact The Levy Firm PLLC for a confidential free consultation.

When to call a probate litigation attorney

Whether or not you need an attorney to settle an estate in Florida depends on various factors, including the complexity of the estate and the presence of any disputes among beneficiaries. Consulting a lawyer can be highly beneficial, especially if:

  • The Estate Is Large. If the estate involves significant assets, numerous beneficiaries, or complicated financial arrangements, The Levy Firm PLLC can help you navigate the process efficiently and ensure that everything is handled correctly.
  • There Are Disputes Among Beneficiaries. Disputes among beneficiaries can arise regarding the distribution of assets, interpretation of the will, or other matters. Probate litigation lawyer Geoff Levy understands the sensitivity of family relationships. He can help mediate these disputes and prevent potential legal challenges.
  • Tax Issues Are Involved. Federal estate taxes and other tax considerations are complex. Protecting an estate requires a comprehensive legal strategy that may involve tax sheltering trusts, homestead declaration, and annuities among other opportunities to minimize taxes, fees, and assets available to creditors.
  • There are Legal Requirements to Fulfill. Settling an estate involves various legal procedures and deadlines, such as filing necessary documents with the probate court, posting legal notices in various newspapers, providing an account of all a decedent’s assets, and ensuring proper distribution of assets are just a few of their many duties. With an attorney, you have assurance that all legal requirements are met, and costly mistakes are avoided.

Ensure your legacy is protected, contact us for a free consultation

At The Levy Firm PLLC your consultation will always be with an experienced lawyer, not an assistant or answering service. We are here to give you the best of our boutique law firm; Every client has Geoff’s personal cell phone number to use for questions, updates, or reassurance. If you need to consult with a probate lawyer, contact Geoff for a free consultation.

Free Consultation. Contact Us Today.
Se Habla Español
Free Consultation. Contact Us Today.

If protecting your legacy and the financial security of your loved ones is a concern of yours, it’s a concern of ours. Let’s talk. Our law firm provides legal services in English and Spanish. Free consultations for new clients.

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