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Summary Administration Lawyer in Fort Myers

Legal Counsel from Experienced Attorneys

In the State of Florida, there is a short form of probate available to certain estates known as summary administrations. If certain requirements are met, Summary Administration can distribute an estate’s assets quicker than any other form of probate with the intention of avoiding probate court altogether.

In order for an estate to qualify for summary administration in Florida, it must be:

  • Owned by someone who passed away more than 24 months ago OR
  • The Estate must be valued at less than $75,000

If you need help understanding summary administration and whether or not your loved one’s estate can qualify for it, Your Advocates can help you with all of your questions and concerns. We have been serving members of Lee County for years, specializing in probate law cases for clients of all walks of life.

Schedule a free consultation with one of our Fort Myers probate lawyers today for assistance tailored just for you.

Important Components of the Summary Administration Process

Based on the probate process in Florida, after you have determined if your loved one’s estate is eligible for summary administration, there are a few steps that must be taken into consideration, including:

  • Petition for Summary Administration: A document that must first be signed and approved by a surviving spouse, if able, and then filed with a county clerk by an executor or inheritor.
  • Validity of Claim: You will have to prove to Florida State court officials that the estate in question is even eligible for summary administration. This should be simple with an attorney’s help.
  • Describing Assets: Create a list of the assets in question and their value – for larger items, such as houses or family heirlooms, an appraisal may be necessary beforehand – to be filed alongside the petition.
  • Distribution: You will also have to provide a detailed summary of who you propose should inherit each asset and why. Suspicious or unreasonable claims may lead to a denial of summary administration.
  • Filing Fees: As with so many government processes, you will have to pay filing fees – typically between $300 and $400– whether or not the summary administration is officially approved.

If the court ultimately approves your request for summary administration, there will not be an appointed personal representative. Instead, orders will be issued for an immediate distribution according to the petition served in the probate case. It should be noted that in most cases, it is not advisable to request a summary administration for an estate that has outstanding debts or unresolved claims. It may also not be advisable to utilize a summary procedure if there is a possibility a will is going to be contested.

Using Summary Administration with the Help of a Fort Myers Lawyer

In Florida, an estate is required to be represented by an attorney in any estate administration process. Don’t take chances with your loved one’s estates, no matter the circumstances or the value of the assets. You deserve the highest quality of representation possible.

Your Advocates can provide you with the experience, legal advice, and professional guidance you need. Contact us today for friendly, knowledgeable assistance with your probate matters. If you are an AARP member, we offer a special discount.

Meet Our Attorneys

  • William M. Powell, Esq.
    William M. Powell, Esq. Partner
  • Rita M. Jackman
    Rita M. Jackman Partner
  • Adam J. Stevens
    Adam J. Stevens Partner
  • Richard M. Ricciardi, Jr.
    Richard M. Ricciardi, Jr. Partner
  • William M. Powell, Esq. Partner
    William M. Powell, Esq.

    Although William M. Powell, Esq. is well-versed in a variety of legal matters and case types, he has built a strong reputation through his focus on personal injury and medical malpractice cases. Your Advocates are proud to have him as a member of our law firm. He shares our passion for helping people in need and prioritizes our clients’ needs. Read More

  • Rita M. Jackman Partner
    Rita M. Jackman

    Ms. Jackman’s unwavering ambition and leadership has provided clients and will provide her future clients a star in this profession. Ms. Jackman is a relentless researcher and preparer who handles her client tasks with a tremendous amount of preparation and thought. Ms. Jackman was born and raised in Cape Coral, Florida which has worked to benefits her practice and the clients that she serves. Read More

  • Adam J. Stevens Partner
    Adam J. Stevens

    Mr. Stevens has found his niche by becoming a litigation attorney and understands that communication between an attorney and client are paramount to obtaining favorable results. Mr. Stevens is known for taking on any and all types of cases no matter how difficult or routine they may be. Mr. Stevens is known as an aggressive attorney, though at the same time understands that some cases require a more patience to ensure a favorable result. Mr. Stevens does not shy away from challenging legal issues and has litigated complex matters against municipalities, international unions, large banking institutions, and several insurance companies. Read More

  • Richard M. Ricciardi, Jr. Partner
    Richard M. Ricciardi, Jr.

    His experience in litigation provides him the ability to identify and isolate potential areas of conflict and effectively counsel clients around potential pitfalls. Mr. Ricciardi believes that proper estate planning, real estate counsel, and business planning are areas of importance to everyone. Protecting and dispensing clients' various interests, assets, and lifetime earnings can make the difference between a comfortable retirement and wasting thousands of dollars in assets and earnings. Specialized knowledge, experience and attention to detail in these areas is therefore critically important. Read More

How We're Different:

  • Dedicated & caring service
  • Over 70 years' combined experience
  • One-on-one attention
  • Customized strategies
  • Accessible - 24 hour response time
  • El abogado habla español