St. Augustine firm handling St. Johns and Flagler County probate — formal and summary administration for personal representatives and beneficiaries — plus trust administration and estate planning. Heather S. Maltby, a St. Johns County native and past president of its bar association, has practiced solely in estate planning, probate, and trust administration for over ten years.
Ponte Vedra Beach is in St. Johns County.
More Trust Administration Firms in St. Johns County
St. Augustine firm on A1A Beach Boulevard with a second office in Jacksonville, handling St. Johns and Duval County probate and trust administration. Guides personal representatives through formal administration and small-estate dispositions, and pairs that with estate planning, elder law, and tax work. Jonathan P. Hermes is Board Certified by The Florida Bar in Wills, Trusts and Estates.
St. Augustine tax and estate planning practice serving St. Johns County from Anastasia Island. Andrew Jackson handles tax law and IRS matters, estate planning, probate, and trust administration, and holds a master's degree in taxation.
Law Office of Brittany Fraser Keith, PLLC
1510 N. Ponce De Leon Blvd., Suite B, St. Augustine, FL 32084
St. Augustine solo practice serving St. Johns, Putnam, Flagler, and Clay counties. Handles estate planning, probate, estate and trust administration, and sealing and expungement. Brittany Fraser Keith is a St. Augustine native and offers consultations of up to an hour at no charge.
St. Augustine firm of 15 attorneys serving St. Johns, Flagler, Duval, and Clay counties. Represents personal representatives, beneficiaries, heirs, and trustees from choosing the probate procedure through creditor claims, inherited real property, distribution, and closing the estate. John L. Whiteman, Ann Miles, and Felecia Walker cover administration, trusts, and contested estates.
Probate in St. Johns County
Probate Court Record
St. Johns County Clerk of Circuit Court
St. Johns County · 7th Judicial Circuit
Phone
Hours
Office
Website
E-filing
Filing in person
Self-represented filing
How to file probate in St. Johns County →
Verified October 15, 2026 · Source
Do I need a lawyer for probate in St. Johns County? →Settling an estate in St. Johns 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.
Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
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.
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.
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.
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.
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.
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.
