Crystal River firm with offices in Dunnellon and Spring Hill, serving Citrus, Marion, and Hernando counties since 1997. Handles probate administration, contested probate litigation, and administration of a trust set up before a death, alongside wills and estate planning. Adam Czaya is the only Florida Bar board certified Wills, Trusts and Estates specialist officed in the three counties.
Beverly Hills is in Citrus County.
More Trust Administration Firms in Citrus County
Crystal River firm serving Citrus County and central Florida since 1992. Handles probate and trust administration, personal fiduciary services, and wills and trusts, plus contested probate, undue-influence claims, and trust terminations and modifications.
Probate in Citrus County
Probate Court Record
Citrus County Clerk of Circuit Court
Citrus County · 5th Judicial Circuit
Phone
1-352-341-6424 (option 5 for civil matters)
Hours
Monday-Friday 8:00 AM-5:00 PM
Office
110 North Apopka Avenue, Inverness, FL 34450
Website
E-filing
Filing in person
Walk-ins accepted
Self-represented filing
Allowed
Self-help forms
How to file probate in Citrus County →
Verified October 15, 2026 · Source
Do I need a lawyer for probate in Citrus County? →Settling an estate in Citrus 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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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 Do I Settle a Trust?
Settling a trust in Florida happens outside court: the trustee acts under the state's Uniform Trust CodeFla. Stat. § 736.0101 et seq.Verified Oct 17, 2026View source, notifies the beneficiaries within 60 daysFla. Stat. §§ 736.0813, 736.1008, 736.10081Verified Sep 15, 2026View source, then pays the debts and distributes under the trust's terms.
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What's Fair Trustee Compensation?
In Florida, trustee compensation follows "reasonable compensation" (UTC § 708 or equivalent)Fla. Stat. § 736.0708Verified Sep 18, 2026View source unless the trust instrument sets a different amount.
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How Do I Settle an Estate?
Settling an estate in Florida: the personal representative files the estate inventory within 60 daysFla. Prob. R. 5.340; Fla. Stat. § 733.604Verified Sep 15, 2026View source of appointment; creditors have 3 monthsFla. Stat. §§ 733.2121, 733.702 (later of 3 months from first publication or 30 days from service on a served creditor), 733.703, 733.705, 733.707, 733.710Verified Oct 18, 2026View source to present claims; a simple estate closes in 6 months to 9 months.
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Do I Have to File Tax Returns for Someone Who Died?
Florida has no state income tax, so only the federal final Form 1040 is due for the decedentFla. Const. Art. VII, § 5(a)Verified Sep 20, 2026View source; a federal estate tax return (Form 706) is required only for estates above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.
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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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