Probate and Trust Administration Attorneys in Lakeland, FL

We are experienced in the process of both probate administration and trust administration. Whether your loved one left a Will, or a living trust, or no testamentary document, there are steps that need to be taken to wind up their affairs after death. We can advise you on whether it is necessary to administer the estate in probate court. Even when formal administration is not required, action may be needed to re-title assets, notify creditors and pay last expenses, and file tax returns.

What action needs to be taken to wind up someone’s affairs after death is not determined by the monetary value of their estate. Sometimes estate of small value must go through probate. Several factors determine whether an estate must be administered in probate, including, whether the decedent owned homestead property, how assets are titled, whether the decedent had any debts, among others.

We can help you with what may seem to be a daunting task in very emotional times. We endeavor to make this process as simple as possible, answering all of your questions in laymen’s terms. We are also experienced in probate and trust litigation if that becomes necessary.

Contact our Elder Law Attorneys for an appointment to answer your questions and allow them to provide you with the peace of mind you deserve.

About Carol J. Wallace

Carol Wallace has dedicated her career to serving the legal needs of seniors. Carol practiced many years in Alabama before relocating to Florida in 2008. She is certified as an elder law attorney by the National Elder Law Foundation in 1996. She was the first attorney in Alabama with this distinction.

Carol was a partner in the Elder Law Firm of Glass & Wallace, P.C. with offices in Huntsville and Decatur, Alabama, from 1997 to 2009. That law firm was the first in Alabama dedicated to serving the legal needs of seniors.