Miami firm whose trusts and estates group serves Miami-Dade, Broward, and Palm Beach clients through probate, trust administration after a death, guardianship, and asset protection. Estate tax planning runs alongside its corporate tax practice. Attorneys assist clients in eight languages, including Spanish, French, Portuguese, Hebrew, and Italian.
Probate in Palm Beach County
Probate Court Record
Palm Beach County Clerk of Circuit Court & Comptroller
Palm Beach County · 15th Judicial Circuit
Phone
Hours
Monday-Friday 8:00 AM-4:00 PM
Office
205 North Dixie Highway, West Palm Beach, FL 33401
Website
E-filing
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 →
Tax Planning Firms Serving Palm Beach County
Winter Park firm serving Orange County and, in probate matters, the entire state of Florida. Represents estate administrators, executors, trustees, and fiduciaries; handles intestate estates, probate real estate, will contests, and probate litigation; and drafts wills, testamentary trusts, and advance directives. Co-founder John R. Gierach has 43 years of experience and an AV Preeminent rating.
Orlando firm on North Fern Creek Avenue, practicing since 1928 and now led by the fourth generation of Yergey attorneys. Handles summary and formal administration, ancillary estates, trust administration, and estate tax filings, plus will contests, fiduciary-removal petitions, and guardianship. Both partners are Florida Supreme Court certified circuit court mediators.
Tampa wills, trusts, and estates firm just north of downtown, serving Hillsborough, Pinellas, Pasco, and Polk counties for close to four decades. Handles probate and trust administration, intestate estates, and ancillary proceedings for non-Florida decedents, plus probate and trust litigation. Harvey Schonbrun is board certified by The Florida Bar in Wills, Trusts and Estates.
All 12 Florida tax planning firms serving 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.
$12/month
Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
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Free
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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Free
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.
Calculate the Tax
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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