Palm Beach is in Palm Beach County.

More Tax Planning Firms in Palm Beach County

Palm Beach Gardens firm serving Palm Beach and Martin counties from Jupiter and Tequesta to Hobe Sound and Wellington. Handles estate and trust administration, probate and trust litigation, fiduciary disputes, guardianships, and estate and gift tax planning. All three named partners are board certified by The Florida Bar in Wills, Trusts and Estates.

Since 1994Serves 2 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+3

Palm Beach Gardens firm handling probate and trust administration, guardianship, elder law and Medicaid, and estate tax planning for Palm Beach County families. Founded by Rebecca G. Doane in 2003; Randell C. Doane is board certified by The Florida Bar in wills, trusts and estates, and the firm is AV Preeminent rated by Martindale-Hubbell.

Since 2003Serves 3 countiesFree consultationEstate PlanningTrust AdministrationProbateElder LawTax PlanningGuardianship

Fort Lauderdale two-attorney firm in which both partners hold Florida Bar board certification: David Shulman in Wills, Trusts and Estates and Jill Ginsberg in Elder Law. Handles probate and trust administration for Broward and Palm Beach fiduciaries, plus guardianship — including emergency temporary guardianship — estate planning, and asset protection. Takes probate matters anywhere in Florida.

Serves the whole stateVirtual consultationsEstate PlanningTrust AdministrationProbateElder LawTax Planning+3

Coral Gables firm whose practice is confined to trusts and estates, with companion offices in Naples and West Palm Beach. Handles estate planning, trust and estate administration, and probate and trust litigation for Miami-Dade, Collier, and Palm Beach families, alongside estate taxation and business planning.

Serves 3 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust LitigationTax Planning

Plantation solo practice with Boca Raton and Aventura offices, serving Broward, Palm Beach, and Miami-Dade counties. Handles formal, summary, and ancillary administration for personal representatives, beneficiaries, creditors, and corporate fiduciaries, plus trust administration and probate and trust litigation. Daniel T. Fleischer has practiced estate and probate law since 2001 and is AV rated.

Solo PracticeSince 2012Serves 3 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+7

Palm Beach Gardens elder law and estate planning firm with offices in Boynton Beach and Port St. Lucie, practicing since 1988. Handles probate and trust administration, estate litigation, Medicaid and veterans benefits planning, and wealth-transfer tax planning. Joseph S. Karp holds both Florida Bar and national elder law certification.

Since 1988Serves the whole stateEstate PlanningTrust AdministrationProbateProbate LitigationElder Law+4

All 7 tax planning firms in Palm Beach County →

Probate in Palm Beach County

Probate Court Record

Palm Beach County Clerk of Circuit Court & Comptroller

Palm Beach County · 15th Judicial Circuit

Hours

Monday-Friday 8:00 AM-4:00 PM

Office

205 North Dixie Highway, West Palm Beach, FL 33401

Self-represented filing

Allowed

Self-help forms

How to file probate in Palm Beach County →

Verified October 15, 2026 · Source

Do I need a lawyer for probate in Palm Beach County? →Settling an estate in Palm Beach County →

Forms for Planning and Settling an Estate in Florida

Free Florida forms to plan or settle an estate: a will, trust, powers of attorney, TOD deed and the probate forms. Prepare each form for Florida.

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Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

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Last Will and Testament

In Florida, a will is signed before 2Fla. Stat. § 732.502Verified Oct 18, 2026View source witnesses, and a self-proving affidavit signed with it lets the court admit it without witness testimonyFla. Stat. § 732.502Verified Oct 18, 2026View source.

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Pour-Over Will

In Florida, a pour-over will is signed before 2Fla. Stat. § 732.502Verified Oct 18, 2026View source witnesses and moves anything left outside the trust into it through probate.

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Tools for Planning and Settling an Estate in Florida

Free calculators and checklists to plan or settle an estate in Florida: will and trust costs, probate, executor pay and taxes. Run each tool for Florida.

How Much Are Estate & Inheritance Taxes?

Florida levies no estate or inheritance taxNo state estate or inheritance tax. Fla. Const. Art. VII, § 5(a) caps any Florida estate or inheritance tax at the federal credit amount; the Chapter 198 estate tax (Fla. Stat. § 198.02) is a federal-credit pickup — not repealed, but $0 since EGTRRA eliminated the federal state death tax credit, and the Florida Department of Revenue confirms the estate tax was eliminated for people who died after Dec. 31, 2004. Florida has no inheritance tax and no gift tax.Verified Sep 15, 2026View source; only the federal estate tax applies above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.

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What Taxes Apply to My Inheritance?

Florida imposes no inheritance or estate taxNo state estate or inheritance tax. Fla. Const. Art. VII, § 5(a) caps any Florida estate or inheritance tax at the federal credit amount; the Chapter 198 estate tax (Fla. Stat. § 198.02) is a federal-credit pickup — not repealed, but $0 since EGTRRA eliminated the federal state death tax credit, and the Florida Department of Revenue confirms the estate tax was eliminated for people who died after Dec. 31, 2004. Florida has no inheritance tax and no gift tax.Verified Sep 15, 2026View source; probate assets arrive when the estate closes, 6 months to 9 months for a simple estate.

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How Does Step-Up in Basis Work?

Inherited assets in Florida take a basis reset to fair market value on the date of death26 USC § 1014Verified Sep 15, 2026View source, and the gain on a later sale faces no state capital gains taxFla. Const. Art. VII, § 5(a) — "No tax upon estates or inheritances or upon the income of natural persons who are residents or citizens of the state shall be levied by the state"Verified Sep 15, 2026View source.

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When Do I Have to Withdraw an Inherited IRA?

See which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.

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What Does Estate Planning Actually Cost?

An attorney-prepared revocable trust in Florida runs $4,320Estimate: 10 hours at $432, Clio's Florida Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $6,480Estimate: 15 hours at $432, Clio's Florida Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source and a simple will $1,320Estimate: 3 hours at $440, Clio's Florida Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $2,640Estimate: 6 hours at $440, Clio's Florida Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source, against $0 to $549 up front plus a subscription with an online service.

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All Florida tools