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How to Avoid Probate in Florida

Safeguard Your Estate with Expert Legal Guidance
How to Avoid Probate

How to Avoid Probate in Florida

Probate Lawyers in Lakeland Florida. We Provide experienced Probate Legal Services in Polk County, Central Florida and the entire State of Florida.

Call 863.250.2990 today to schedule a Free Consultation with our skilled Probate attorneys.

Navigating Florida’s probate process can be costly, lengthy, and frustrating. At MTM Law Firm, we offer proven strategies to help you avoid probate, ensuring that your assets are passed on quickly, efficiently, and according to your wishes. Let us guide you toward a seamless estate plan, giving you peace of mind.
50+ Years of Probate Avoidance Experience

At MTM Law Firm, our probate attorneys have over five decades of combined experience. We help clients confidently navigate estate planning and probate avoidance.

We know that probate can feel overwhelming. That’s why we’re here to provide clear guidance. Our goal is to protect your assets and ensure a smooth transfer of wealth to your loved ones.

Why Avoid Probate?

Probate proceedings are public and can expose your personal financial affairs to anyone who wants to access them. Additionally, probate opens the door for creditors to make claims against the estate, further delaying the distribution of assets. In some cases, probate can take as long as two years, leaving beneficiaries without access to funds or property during this time.

The good news is there are legal methods that make avoiding probate both practical and achievable. Whether you’re worried about the cost, the time, or the potential for disputes, our team at MTM Law Firm can help you create an estate plan designed to bypass probate.

How to Avoid Probate in Florida

At MTM Law Firm, we specialize in helping clients avoid probate by using effective legal strategies that ensure your estate is transferred smoothly to your beneficiaries. These strategies include:

Living Trusts

By creating a living trust, you can transfer ownership of your assets into the trust while you’re still alive. Upon your passing, the assets are transferred to your designated beneficiaries without going through probate. This method keeps your estate private and ensures that your loved ones avoid the hassle of probate court.

Joint Ownership

Assets owned jointly with rights of survivorship (such as joint bank accounts or jointly owned real estate) automatically pass to the surviving owner upon your death, bypassing probate altogether.

Beneficiary Designations

Accounts with designated beneficiaries, like retirement accounts and life insurance policies, automatically transfer to the named beneficiaries without the need for probate.

Lady Bird Deeds

A special type of deed known as a Lady Bird Deed allows you to transfer ownership of your home or property to beneficiaries while retaining control during your lifetime. Upon your death, ownership passes to the beneficiaries without going through probate.

Summary Administration

If your estate is valued at less than $75,000, you may qualify for Florida’s Summary Administration, which is a simplified version of probate that can be completed more quickly and with less expense.

Experienced Estate Planning Attorneys By Your Side

MTM Law Firm’s experienced estate planning attorneys will guide you through the process of creating a comprehensive estate plan that minimizes the risk of probate. We’ll ensure your assets are protected and your wishes are honored, providing you with peace of mind and your loved ones with a smooth transition.

If you have questions about Probate issues, don’t wait—make sure your legal rights are protected. Call 863.250.2990 today to schedule your Free Consultation with our Probate attorneys.

Attorneys

Matthew T. Morrison

A graduate of Jones Law, he is our team lead for the probate department and case management. He is the one to establish the plan in court.

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Carlos E. Carrillo

A graduate of St Thomas Law, Carlos is head of client management and client relations. He is the master of what happens out of court.

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Dennis Ross

A graduate of Cumberland School of Law, Dennis serves as of counsel bringing legislative experience from his tenure as U.S. Congressman.

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Get Started

Contact us and get a free consultation in our offices

Free Consultation

Swift and Effective
Strategies to Avoid Probate

STEP ONE:

Personalized Consultation & Probate Avoidance Assessment

Your journey with MTM starts with a comprehensive consultation. We’ll take the time to understand your unique circumstances, assess your assets, and determine the most effective probate avoidance strategies for your needs.

STEP TWO:

Crafting a Tailored Probate Avoidance Plan

We’ll work with you to create a personalized probate avoidance plan that meets your unique needs, exploring options like joint ownership, beneficiary designations, living trusts, and Lady Bird deeds.

STEP THREE:

Implementing Your Probate Avoidance Strategy

We’ll guide you through the implementation of your chosen probate avoidance strategies, ensuring all necessary documents are prepared and executed correctly. Our goal is to provide you with peace of mind, knowing that your assets will transfer smoothly and efficiently to your loved ones.

Why Choose MTM

Why Work with MTM Law Firm to Avoid Probate?

Experienced Will Contest Attorneys

Our knowledgeable attorneys specialize in Florida probate law and offer tailored strategies, such as living trusts and joint ownership, to avoid probate naturally.

Personalized Estate Planning

We prioritize your goals and concerns, craft a custom estate plan that fits your unique needs and consider all relevant factors for avoiding probate.

Clear Communication and Guidance

Estate planning can be overwhelming, but we provide straightforward advice that clarifies your options, empowering you to make informed decisions with confidence.

Focus on Results

Our primary goal is to ensure your estate plan effectively keeps assets out of probate and in the hands of your loved ones. We are committed to delivering results that protect your legacy.

If you have questions about Probate issues, call 863.250.2990 today to schedule your Free Consultation with our Probate attorneys.

Avoiding probate can seem complex, but with expert legal guidance, you can control your estate and simplify the process for your family. At MTM Law Firm, our experienced attorneys are dedicated to safeguarding your assets and ensuring smooth estate handling.

Testimonials

- Brandy Wingate

"Excellent experience. Provided needed legal documents for a medical emergency. Exceptional support and efficiency in communication made the process stress free. My compliments to Mathew Morrison and his staff. Highly recommend."

— Paulette Copley

"Shelee M. was very helpful with my situation. She was able to look at my property deed on line and took my problem to the attorneys immediately. She was kind and helped resolve my situation and expeditiously. I would highly recommend this firm and will use them again myself."

— Elmo Mangual

"This firm was very helpful in my probate case. They were excellent and willing to help no matter what. They were able to resolve my case fast. I was impress with their work. I give them a 10 out of 10. Thank you again from the Mangual family."

- Stephen Brown

"I was very happy with the compassion and caring about the loss of my brother. The professional handling of the legal issues was the very best that I could have asked for. Thank you."

- Paula Halterman

"Omgoodness!! Had an emergent issue, spoke with Shelee, not only did she take the time to listen and understand our problem, she obtained the solution!! If you EVER have a need for a probate attorney, MTM law firm is amazing!!"