Citrus County Probate and Estate Planning Attorney | Yergey & Yergey, P.A.
Local Practice
Citrus County's population skews substantially older than the Florida average — Inverness, Crystal River, Homosassa, Beverly Hills, and the surrounding communities have one of the highest concentrations of retirees in the state. That demographic profile generates a consistent and meaningful demand for probate administration, estate planning, and guardianship counsel.
Yergey & Yergey, P.A. represents Citrus County families in matters before the Citrus County Probate Division. Our managing partner has appeared in the Inverness courthouse and our firm handles Citrus probate, estate planning, guardianship, trust administration, and litigation matters as a routine part of practice.
Citrus County also has a distinct property profile that shows up in estates here: waterfront homes on the Crystal River and Homosassa River systems, vacation/short-term rental properties tied to manatee and springs tourism, and a notable share of mobile home and modular home parcels. These create estate-administration nuances different from the urban property mix in Orange or Hillsborough.
Probate Court Information
Citrus County probate matters are filed in the Citrus County Circuit Court — Probate Division in Inverness.
Citrus County sits in the Fifth Judicial Circuit of Florida — the same circuit as Lake, Marion, Sumter, and Hernando counties. This shared-circuit context is useful: a single estate matter that involves property in Citrus and an adjoining Fifth Circuit county can sometimes be coordinated more efficiently than if the counties were in different circuits.
- Summary Administration (Fla. Stat. § 735.201)
- Formal Administration (Fla. Stat. Ch. 733)
- Guardianship under Fla. Stat. Ch. 744 — substantial caseload in Citrus given the demographic profile
- Trust proceedings under Fla. Stat. Ch. 736
- Ancillary Administration (Fla. Stat. § 734.102) for out-of-state owners of Crystal River-area waterfront
Approximately 85 miles from our Orlando office at 910 N. Fern Creek Avenue — typically 95–115 minutes via the Florida Turnpike and SR-44 or SR-200. Our attorneys travel to Inverness for hearings when client matters require court appearance.
Citrus-specific note on guardianship volume: the older demographic profile means incapacity matters arise frequently. Florida's guardianship and guardian advocacy framework under Fla. Stat. Ch. 744 — including the Emergency Temporary Guardianship procedure under § 744.3031 for urgent situations — is heavily used in Citrus. Families benefit from counsel familiar with both the substantive law and the local Inverness procedural conventions.
How We Serve Citrus County Clients
Probate Administration
Citrus County Summary and Formal Administration, including contested probate litigation under Fla. Stat. §§ 733.109 and 733.506 when matters require active appearance in the Fifth Circuit.
Estate Planning for Citrus Retirees
Wills, revocable trusts, special needs trusts, durable powers of attorney, living wills, and healthcare surrogate designations — written with attention to the practical concerns that come up repeatedly in retirement-heavy communities: out-of-state heirs, second marriages, blended families, healthcare planning, and ensuring that incapacity is provided for before it occurs.
Guardianship
Citrus families face a higher-than-average frequency of incapacity matters. We handle Emergency Temporary Guardianship petitions, plenary and limited guardianship proceedings, guardian advocacy, and the recurring annual accounting obligations that follow. David A. Yergey III's leadership of the Florida Guardianship Support Network gives us deep familiarity with both the legal and human side of these matters.
Trust Administration
Guidance for successor trustees of Citrus County trusts and representation of beneficiaries when fiduciary duties under Fla. Stat. § 736.0802 or § 736.0813 have been breached.
Mediation
Florida Supreme Court Certified Circuit Court Mediation for Citrus County probate, trust, and guardianship disputes — frequently preferable to full litigation given the family-relationship realities most of these matters involve.
What to Bring to Your First Consultation
For a probate matter (Citrus County)
- Certified copy of the death certificate
- Original will, if one exists
- Decedent's residence address at death (Citrus venue confirmation)
- Preliminary asset inventory, including any Citrus County real property, waterfront homes, mobile/modular home parcels
- Names and contact information for all beneficiaries and intestate heirs, particularly any out-of-state heirs
For an estate planning consultation
- Existing wills, trusts, or power of attorney documents
- General asset list including Citrus County property
- Names of intended personal representative, trustee, agent, and healthcare surrogate
- Information about adult children's geography (in-state vs out-of-state) and any caregiver arrangements already in place
Ready to speak with a Citrus County probate attorney?
Call (407) 843-0430 or book a consultation online.
Or text PROBATE to (407) 906-9507 for a faster response.
Yergey & Yergey, P.A. | 910 N. Fern Creek Avenue, Orlando, FL 32803
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