Lakewood Ranch Probate Lawyer

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Dedicated Probate Attorney in Lakewood Ranch, FL

When someone in your family dies owning property in Lakewood Ranch, an experienced Lakewood Ranch estate planning attorney can help determine whether the estate must go through probate. A dedicated Lakewood Ranch probate lawyer can also explain how the process may affect access to bank accounts, the sale of a home, creditor claims, and the final distribution of property.

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RUHL LAW, P.A. has served Southwest Florida since 2002 and assists families with estates connected to both Manatee and Sarasota Counties. Our knowledgeable Lakewood Ranch probate attorney evaluates what the deceased person owned, how those assets were titled, whether a valid will exists, and which Florida probate procedure applies.

Not every asset must pass through probate. Property held in a properly funded trust, jointly owned property with survivorship rights, and accounts with valid beneficiary designations may transfer outside the court process. Families seeking to prevent future probate complications can also learn about establishing a customized Lakewood Ranch trust.

We handle probate matters in English and Spanish. After reviewing the estate, we can explain whether it may require formal administration, qualify for summary administration, involve ancillary proceedings, or avoid probate administration altogether.

Licensed in Florida Since 2002 Serving Port Charlotte and Sarasota English and Spanish Spoken Martindale-Hubbell Client Champion

Comprehensive Probate and Estate Matters We Handle for Lakewood Ranch Families

Florida probate can involve more than filing a will. An estate connected to Lakewood Ranch may include real estate, financial accounts, personal property, creditor claims, or a closely held business. The proper procedure depends on the assets subject to administration and the deceased person’s legal domicile.

We assist families with:

  • Formal administration: The court-supervised process generally used when an estate does not qualify for summary administration or when appointment of a personal representative is necessary.
  • Summary administration: A potentially shorter probate procedure available when an estate satisfies Florida’s statutory requirements.
  • Ancillary administration: Florida proceedings that may be required when someone domiciled in another state dies owning Florida probate assets.
  • Intestate estates: Probate matters in which someone dies without a valid will and Florida law determines the beneficiaries.
  • Contested probate: Will contests, beneficiary disputes, objections to accountings, and proceedings involving a personal representative’s conduct.
  • Homestead and title issues: Determining how Florida homestead rules affect inherited property and what must happen before real estate can be transferred or sold.
  • Creditor and beneficiary matters: Addressing creditor notices, valid claims, distributions, inventories, and accountings.

What Florida’s New $150,000 Summary-Administration Threshold Means

Not every estate requires formal administration. Under Florida Statutes § 735.201, summary administration may be available when the value of the estate subject to administration in Florida, after excluding property exempt from creditor claims, does not exceed $150,000. It may also be available when the deceased person has been dead for more than two years.

Florida increased the threshold from $75,000 to $150,000 in 2026. Older online materials may therefore provide an outdated amount. The value of the deceased person’s entire estate is not necessarily the number used for this calculation. Florida homestead, exempt property, jointly owned assets, trust property, and accounts with designated beneficiaries may require separate treatment.

Summary administration is not automatically available merely because an estate appears small. The petition must identify the assets, beneficiaries, proposed distributions, known creditors, and other information required by Florida law. A will may also contain provisions that affect whether summary administration is appropriate.

Using the wrong procedure can delay distributions or require corrected filings. We review how every material asset was owned before recommending summary or formal administration.

Which Courthouse Handles a Lakewood Ranch Probate Case?

Lakewood Ranch, Florida, extends across Manatee and Sarasota Counties. The correct probate venue does not depend solely on which county contains a particular asset or which courthouse is more convenient.

Under Florida Statutes § 733.101, probate for a Florida resident is generally filed in the county where that person was legally domiciled at death. If the person was not domiciled in Florida, venue may instead depend on where the person’s Florida property is located.

A case involving a decedent domiciled in Manatee County is generally filed through the clerk serving the Manatee County Judicial Center in Bradenton. A case involving a decedent domiciled in Sarasota County is generally filed through the Sarasota County Clerk of the Circuit Court and County Comptroller.

Property records, tax records, a driver’s license, voter registration, and other evidence may help establish domicile, but no single document necessarily controls every case. We confirm venue before filing so the family does not lose time correcting a filing made in the wrong county.

What Happens to the Original Will?

Florida law imposes a specific obligation on the person holding an original will. Under Florida Statutes § 732.901, the custodian must deposit the original will with the clerk having venue within 10 days after learning that the person who made the will has died.

Depositing a will does not necessarily open a probate case, and it does not mean every asset must go through probate. It preserves the original document so the court and interested parties can determine whether administration is necessary.

If someone is believed to possess the original will but refuses to surrender it, an interested person may petition the court to compel its production. If no valid will can be located, the estate may proceed under Florida’s intestate succession laws.

How a Lakewood Ranch Probate Case Generally Proceeds

The steps depend on whether the estate qualifies for summary administration or requires formal administration. A formal administration will commonly involve the following stages:

  1. Identify the probate assets: Determine what the deceased person owned individually and distinguish those assets from trust property, jointly owned property, and beneficiary-designated accounts.
  2. Confirm the proper county: Establish the deceased person’s domicile and identify the court with proper venue.
  3. File the probate documents: Deposit the original will, if one exists, and file the petition and supporting documents required for the selected procedure.
  4. Obtain authority: In formal administration, the court appoints a qualified personal representative and issues letters of administration.
  5. Address creditors and expenses: Publish or serve required notices, evaluate claims, and pay valid estate obligations in the proper order.
  6. Manage estate property: Protect, insure, value, and, when legally authorized, sell or transfer estate assets.
  7. Distribute and close the estate: Complete any required accounting, distribute the remaining property, and obtain an order closing the administration.

Families outside Lakewood Ranch may also need location-specific assistance from a Sarasota probate attorney or a Port Charlotte probate lawyer.

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FAQs About Lakewood Ranch, FL Probate Law

Do I have to go through probate if there is a will?

A will does not automatically avoid probate. It states how probate property should be distributed and may nominate a personal representative. Whether court administration is necessary depends on how the deceased person’s assets were titled and whether those assets have valid beneficiary or survivorship designations.

How long does probate take in Florida?

There is no single timeline. Summary administration may be completed more quickly than formal administration, but timing depends on the court, the required documents, creditor issues, the types of assets involved, and whether anyone contests the proceeding. Formal administration commonly takes several months and can take longer when disputes, tax issues, or difficult assets are involved.

Which county handles probate when someone lived near the Manatee and Sarasota County line?

For a Florida resident, probate is generally filed in the county where the person was legally domiciled at death. The street address is important, but other records and facts may also affect the domicile analysis. We confirm whether Manatee or Sarasota County is the proper venue before filing.

What does probate cost in Florida?

Costs may include court filing fees, certified copies, publication expenses, appraisal or accounting costs, and attorney fees. The total depends on the type of administration, the estate’s assets, creditor claims, and whether disputes arise. We review the expected scope of work and applicable fee arrangement before beginning the administration.

What happens if there is no will?

The estate may still go through probate, but Florida’s intestate succession statutes determine who inherits. The result depends on which relatives survived the deceased person, including whether there is a spouse, children, parents, siblings, or more distant relatives.

Can I sell my parent’s Lakewood Ranch house before probate closes?

A sale may be possible before the estate closes, but no family member should sign or complete a sale without confirming who has legal authority to act. The answer depends on how the property was titled, whether it qualifies as protected homestead, what the will provides, and whether a personal representative or court approval is required.

Do you handle probate for family members who live outside Florida?

Yes. Family members do not necessarily have to live in Florida to address a Florida estate. If someone domiciled in another state died owning Florida probate property, ancillary administration may be required. Property that passes through a trust, survivorship ownership, or a valid beneficiary designation may not require ancillary probate.

What if we cannot find a will but believe one existed?

The family can search the deceased person’s records, safe-deposit box, files, and communications with prior attorneys. If someone is believed to possess the original will, the court may be asked to compel its production. If no valid will is located, the estate may proceed under Florida’s intestate succession laws.

What if the estate includes rental property or a small business?

Rental property and business interests can create additional management, valuation, accounting, tax, and reporting responsibilities. The personal representative may need authority to collect income, preserve operations, enter contracts, or sell an interest while protecting beneficiaries and creditors.

Talk to a Lakewood Ranch Probate Lawyer Before Filing

Choosing the wrong form of administration, filing in the wrong county, or overlooking a non-probate asset can delay an estate and increase its cost. The first step is identifying what the deceased person owned, how each asset was titled, and where the person was legally domiciled.

Contact RUHL LAW, P.A. to discuss what the estate includes. We can explain whether Florida law calls for formal administration, summary administration, ancillary proceedings, or no probate administration for particular assets.

Serving Lakewood Ranch and Southwest Florida

RUHL LAW, P.A. serves probate and estate-planning clients in Lakewood Ranch and surrounding communities throughout Manatee, Sarasota, and Charlotte Counties, including Sarasota, Bradenton, Port Charlotte, Punta Gorda, North Port, and Englewood.

Because Lakewood Ranch crosses the Manatee–Sarasota county line, the proper courthouse depends on the deceased person’s domicile and, in some nonresident cases, the location of Florida property. Our firm assists families with matters filed in both counties and works with personal representatives and beneficiaries who live outside Florida.

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