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Probate Preserving Your Legacy

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Largo Probate Attorney

What is Probate? 

In simple terms, probate is the court-supervised legal process of transferring title/ownership of a deceased person’s assets and property (the decedent) to living individuals or charitable organizations.

When is Probate Necessary? 

Probate is required when a person dies owning assets (both real and personal property) in their individual name. It is also necessary when co-owned assets do not automatically transfer to the surviving owner. For example, if real property is owned jointly as tenants in common, each owner holds an individual share of the property. When one owner passes away, probate is needed to transfer the deceased owner’s share of the property. Assets held jointly with rights of survivorship, those owned as tenants by the entirety, and assets designated to transfer on death via a beneficiary designation are not included in the probate estate. 

Where Does Probate Take Place? 

For Florida residents, probate takes place in the county where the decedent resided, which may be different from the county or state where the death occurred. 
For Non-Florida residents who own real property in Florida, probate takes place in the county where the real property is located. 

Call our office today at (727) 955-3872 or reach out here online to schedule a free consultation.

Protecting Assets, Preserving Legacies

Why Clients Choose Preservation Law Firm
  • Compassionate Probate and Estate Planning Guidance
    Attorney Rauman approaches every case with empathy, guiding clients through complex processes like probate and estate planning with clarity and care.
  • Financial Expertise Meets Legal Insight

    With 15 years as a licensed financial advisor and over a decade as an attorney, Adam blends deep financial knowledge with sharp legal skills to deliver comprehensive solutions.

  • Passion for Legacy Preservation
    Attorney Rauman's mission is to ensure his clients’ wishes are honored, their families protected, and their legacies preserved for generations to come.
  • Free Consultations Available
    We believe that protecting your legacy should start with understanding your unique needs. That’s why we offer free consultations to discuss your goals and explore the best path forward.

What Assets are Subject to Probate in Florida? 

In Florida, assets that are subject to probate include those solely owned by the deceased individual for assets that do not have a joint owner, a named beneficiary, or transfer-on-death designation. This includes real estate, bank accounts, and investments. Additionally, assets owned as tenants in common or those associated with an unfunded revocable trust are also subject to probate. Any assets payable to the estate, such as settlements or refunds issued after the individual’s death, are included as well. 

It’s important to note that assets jointly owned with the right of survivorship, assets with a named beneficiary, or assets held in a properly funded revocable trust typically do not go through probate in Florida. However, the specific rules surrounding probate may vary based on individual circumstances, so it is advisable to seek legal guidance from a qualified attorney.

Call our team at (727) 955-3872 to learn more about how we can help you.

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