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 →

Trust Administration Firms Serving Palm Beach County

Fort Lauderdale probate litigation firm serving Broward, Miami-Dade, and Palm Beach counties. Handles contested estate and trust matters -- will contests, undue influence and breach of fiduciary duty claims, trust accountings -- alongside probate and trust administration. Serving clients since 2002, with $250 million in verdicts and settlements reported.

Since 2002Serves 3 countiesFree consultationTrust AdministrationProbateProbate LitigationTrust Litigation

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.

Serves 3 countiesEstate PlanningTrust AdministrationProbateTax PlanningGuardianshipAsset Protection

Treasure Coast firm with offices in Port St. Lucie and Vero Beach, serving St. Lucie, Indian River, Martin, and Palm Beach county families. Handles probate, trust administration, Medicaid and elder law planning, guardianship, and special needs planning. A member firm of the American Academy of Estate Planning Attorneys.

Serves 4 countiesEstate PlanningTrust AdministrationProbateElder LawGuardianship+3

Plantation firm serving Broward, Miami-Dade, and Palm Beach counties since 2011, with clients across Fort Lauderdale, Miami, Boca Raton, and West Palm Beach. Practices only in probate administration, including large probate estates, trust administration and trustee advisory work, and estate planning. In-person and virtual consultations; the initial consultation is complimentary.

Since 2011Serves 3 countiesFree consultationVirtual consultationsEstate PlanningTrust AdministrationProbate

Fort Lauderdale estate and probate firm serving Broward, Miami-Dade, and Palm Beach counties, and out-of-state families with property here. Handles formal and summary administration and trust administration, plus wills, trusts, powers of attorney, lady-bird deeds, guardianship, and Medicaid planning. The office does not litigate.

Serves 3 countiesFree consultationVirtual consultationsEstate PlanningTrust AdministrationProbateElder LawGuardianship+2

Gainesville firm handling probate in every Florida county on a flat fee, with an Ocala office and a fully remote administration process. Founding partner R. Nadine David advised Florida circuit court probate judges as a probate court staff attorney before entering private practice in 2014. Handles formal and summary administration, trust administration, and estate litigation.

Since 2014Serves the whole stateFree consultationVirtual consultationsEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation

All 33 Florida trust administration 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.

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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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