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.
Boca Raton is in Palm Beach County.
More Trust Administration Firms in Palm Beach County
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.
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.
North Palm Beach firm handling estate and probate litigation, probate and trust administration, guardianships, and elder financial exploitation cases in Palm Beach County. Preston Mighdoll led the Economic Crime and Crimes Against the Elderly Unit at the Fifteenth Circuit State Attorney's office from 1993 to 2012; Kathryn Lewis prosecuted elder exploitation in the same office.
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.
Palm Beach firm on Royal Palm Way serving Palm Beach County since 1975, with a second office in Tequesta. Handles formal and summary probate administration -- identifying beneficiaries, notifying creditors, paying debts and taxes, and distributing assets -- plus trust administration and estate and trust litigation.
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 →
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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