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Cape Coral, FL Probate Lawyer

The Probate Process

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Cape Coral, FL Probate Lawyer Serving Lee County, Florida

Probate Attorneys Serving Cape Coral and Lee County, Florida. We Provide experienced Probate Legal for all of South West Florida and the entire State of Florida.

About Probate in Florida

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

Over 50 Years of Probate Experience

Probate is the legal process of settling a deceased person's estate and distributing their assets to heirs and beneficiaries. In Cape Coral and throughout Lee County, this process is overseen by the 20th Judicial Circuit Court. This region's unique blend of retirement communities, growing families, and a bustling real estate market creates a specific set of challenges that require specialized legal knowledge.

At MTM PROBATE, we provide expert and compassionate legal representation to help you navigate the complexities of Lee County probate. Our attorneys are well-versed in the local court's procedures and are committed to ensuring the proper and efficient administration of your loved one's estate. We assist clients in Cape Coral, Fort Myers, Bonita Springs, and all of Lee County, providing clear guidance and peace of mind during a difficult time.

Our Comprehensive Probate and Estate Services in Lee County, FL

We offer a full range of legal services to address all your probate needs, from straightforward administrations to complex litigation. Our services include:

  • Formal Administration: The standard probate process for estates valued over $75,000. We guide the court-appointed personal representative through every step, including asset inventory, creditor notification, and final distribution to beneficiaries.
  • Summary Administration: A more streamlined and cost-effective option for smaller estates or those where the decedent has been deceased for more than two years. We help you determine if your case qualifies for this efficient process.
  • Ancillary Administration: Required when a non-Florida resident dies owning real estate or other property in Lee County. Our firm assists out-of-state families in fulfilling all Florida legal requirements to properly transfer title.
  • Estate Litigation: We represent clients in disputes that can arise during probate, such as challenges to a will's validity, claims of undue influence, or issues with the administration of the estate.
  • Real Estate Litigation: We handle legal conflicts concerning real property owned by the estate, including title disputes and conflicts over the sale of a property. Given Lee County's significant real estate market, this is a frequent and critical aspect of our practice.
  • Trust Litigation: Our attorneys are experienced in resolving legal challenges related to the validity or administration of a trust.
  • Will Contest: We provide strong legal advocacy for clients involved in disputes over the validity of a will, based on grounds such as a lack of mental capacity or improper execution.
  • Intestate Succession: When a person dies without a will, Florida's laws of intestacy dictate how their assets are distributed. We guide heirs through this process to ensure a lawful and proper distribution of the estate.

What Makes Probate in Lee County Unique?

While Florida's probate laws are uniform statewide, the practical administration of an estate in the 20th Judicial Circuit has its own specific characteristics. Our familiarity with the local court's procedures is a significant advantage.

Key distinctions of the probate process in Lee County include:

  • E-Filing and Digital Submissions: The Lee County Clerk of Court heavily utilizes electronic filing and has a robust digital system for case management. Our firm is proficient in these systems, ensuring all documents are submitted correctly and on time, which is critical to avoiding delays and rejections.
  • Probate Division Focus: The 20th Judicial Circuit has specific divisions and judges dedicated to probate matters. This specialization can lead to more consistent rulings but also means adherence to specific local administrative orders and procedures is paramount.
  • Homestead and Real Estate: Lee County is home to a large number of homestead properties. The court is strict about the proper procedures for Homestead exemption and the legal transfer of title, which must be handled correctly to avoid future title issues for the beneficiaries.
  • Administrative Orders for Real Property Sales: For the sale of real property within an estate, the court in the 20th Judicial Circuit often has specific requirements, such as mandating that sale proceeds are held in the attorney's trust account until the creditor claims period has expired. We are well-versed in these specific protocols.

Additional Estate and Elder Law Services in Cape Coral and Lee County, Florida

Proactive estate planning can often prevent the need for probate altogether, providing peace of mind for you and your family. We offer a full suite of services to help you create a comprehensive plan that protects your assets and your legacy.

Our additional legal services include:

  • Estate Planning: We work with you to create a customized plan that reflects your unique financial and family goals.
  • Last Will and Testament: The cornerstone of any estate plan, a will provides clear instructions for the management and distribution of your property.
  • Living Will and Advance Healthcare Directive: These documents ensure your medical wishes are honored if you become incapacitated.
  • Power of Attorney: This legal instrument grants a trusted person the authority to make financial or medical decisions on your behalf.
  • Conservatorships and Guardianships: We assist with the legal process of appointing a guardian to manage the affairs of a minor or an incapacitated adult.
  • Trust Creation: We can help you establish various types of trusts to protect assets, ensure privacy, and avoid probate.

If you are dealing with a probate matter or need assistance with estate planning in Cape Coral or Lee County, contact MTM PROBATE today. We are here to provide the expert legal guidance and compassionate support you deserve.

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.

If you are wondering where to find a Probate Lawyer near me in Cape Coral, FL and throughout the State of Florida, The MTM Law Firm PLLC is the Law Firm to call. We have a combined 50 years experience in Probate legal matters.


Matthew T. Morrison

Attorney, 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

Attorney, 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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Carlos E. Carrillo

Attorney, 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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TESTIMONIALS

  • "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."
    — Brandy Wingate
  • "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."
    — Paulette Copley
  • "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."
    — Elmo Mangual
  • "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."
    - Stephen Brown
  • "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!!"
    - Paula Halterman

Probate Lawyers serving Lee County Florida, including: Cape Coral - Fort Myers, Alva, Boca Grande, Bokeelia, Bonita Springs, Buckingham, Captiva, East Dunbar, Estero, Fort Myers Beach, Fort Myers Villas, Gateway, Hancock, Iona, Lehigh Acres, Matlacha, Miromar Lakes, North Fort Myers, Page Park, Pineland, Pine Island Center, Punta Rassa, Sanibel, San Carlos Park, St. James City, Suncoast Estates, Tice, Waterway Estates, Whiskey Creek.


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