Probate
PROBATE &
ESTATE ADMINISTRATION
Yergey and Yergey, P.A. represents personal representatives (known as “executors” or “administrators” in some states), which are persons appointed to manage the estate of a decedent through the probate process and the management of an estate’s assets. When a loved one passes away, his or her estate often goes through a court-managed process (called “probate”) where the assets of the deceased are managed and distributed. If your loved-one owned his or her assets through a well drafted and properly funded living trust, probate may be unnecessary, though the successor trustee needs to administer the distribution of the deceased’s assets. The length of time needed to complete the probate of an estate depends on the size and complexity of the estate and the local rules and schedule of the probate court.
Estate Administration
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Every probate estate is unique, but most involve the following steps:
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Filing of a petition with the proper probate court
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Notice to heirs under the Will or to statutory heirs (if no Will exists)
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Petition to appoint Personal Representative for the estate
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Inventory and appraisal of estate assets by Personal Representative
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Payment of estate debt to rightful creditors
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Sale of estate assets
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Payment of estate and income taxes, if applicable
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Payment of costs of administration (attorney, appraisers, accountants, etc.)
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Final distribution of assets to heirs
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Estate Administration
Yergey and Yergey, P.A., is committed to providing clients with comprehensive legal advice and representation in the necessary and proper procedures pertaining to probate and estate administration, all the while being efficient and orderly in the execution of the matters. We specialize in many areas of probate and estate administration:
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Probate of wills
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Administration of testate estates (There is a will)
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Administration of intestate estates (There is no Will)
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Administration of ancillary estates, both testate and intestate
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For families involved in medical malpractice and/or wrongful death actions, the administration of the estate of the family member
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Estate litigation concerning will contest, breach of fiduciary duty, removal of a personal representative, and/or competing petitions for appointment as personal representative
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Estate Litigation
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We are aware of the disharmony that can sometimes surface among the surviving family. Our skills and efficiency attempt to minimize such disharmony by following the proper procedures and law. Yergey and Yergey, P.A., instills the trust you need and expect to handle the important emotional matters relating to the death of your loved one. Contact Yergey and Yergey, P.A. at (407) 843-0430 or click here to schedule an appointment to review your family situation and explain the various options available to you.
Why Choose Yergey Law for Probate?
Since 1928, Yergey & Yergey, P.A. has guided Orlando families through probate administration in the Orange County Probate Division. Led by David A. Yergey III, Esq., LL.M., one of Central Florida's few attorneys who actively litigates probate disputes, our firm combines nearly a century of institutional knowledge with cutting-edge tax and estate planning expertise. David holds a Master of Laws (LL.M.) in Taxation from the University of Alabama School of Law, serves as Adjunct Professor teaching Wills & Trusts at FAMU College of Law, and previously chaired the Orange County Bar Association's Estate, Guardianship & Trust Committee.
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Nearly 100 years of probate experience serving Central Florida families
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LL.M. in Tax Law and expertise in complex estate tax matters
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Former Chairman of OCBA Estate, Trust and Wills Section
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One of few Orlando firms with deep probate litigation experience
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Comprehensive services from simple administration to contested estates
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Personalized attention and clear communication throughout the process