Experienced Bushnell Attorney Advises Executors and Others on Asset Distribution

Proven Florida lawyer assists with all aspects of probate and estate administration

Distributing estate assets can be a complex job, and an experienced attorney can explain the legal requirements involved. At Isaksen Law Firm in Bushnell, I represent clients in Sumter County and the surrounding areas in all aspects of probate and estate administration. Assisting clients since 2001, I am very familiar with the probate process and can fully explain what to expect at every stage of the proceeding. Whether you need to determine the appropriate type of administration, require advice on executor duties or need to address a dispute over the will, I will provide attentive and sound legal support.

Knowledgeable counselor develops best strategies for probating an estate

Probate law is often confusing to executors, and choosing the correct form of administration can be difficult. Florida offers three options for settling an estate: disposition without administration (expenses are greater than assets), summary administration (death was more than two years ago or assets do not exceed $75,000) and formal administration (regular probate with additional court supervision and other legal obligations). Selecting the wrong type can result in unnecessary costs and delays. After reviewing your situation, I will explain which option is appropriate and most efficient for your situation.

Capable advocate handles will filing requirements

Florida requires anyone who possesses a will, regardless of whether probate is necessary, file it with the local court within 10 days of receiving notice about the death. Once filed, the court will decide if the will is valid and if probate is required. If probate is necessary, a formal petition must also be submitted to open the estate for distribution. I am well-versed in the applicable laws and court rules governing wills and probate matters and can see that all filing requirements are met.

Responsive law firm advises executors on responsibilities over estate assets

Executors are required to prudently manage estate assets so that creditor claims are properly settled and the inheritances of the heirs are protected. Thus, the executor must inventory, value, preserve and manage assets so that the estate can be distributed according to the decedent’s instructions or, when there is no will, state intestacy law. This often includes transferring assets in safety deposit boxes and financial accounts to the estate so the executor can access and disperse them. Further, the executor must be prepared to utilize estate assets if necessary to pay creditors. These duties can seem overwhelming, and I will thoroughly explain what the law requires so that you can properly carry out the requirements.

Motivated lawyer adeptly handles probate litigation matters

Disputes that arise during the probate and estate administration process might be serious burden, and an experienced attorney is often an essential component to successfully resolving them. Alleged breaches of an executor’s fiduciary duties, such as asset mismanagement, self-dealing and conflicts of interests, as well as challenges to a will’s validity, frequently lead to probate litigation. I am highly experienced in these cases and will pursue appropriate legal options to help obtain a favorable outcome.

Contact a reliable Florida law firm to schedule a free consultation

At Isaksen Law Firm, I represent clients in Sumter County and the surrounding areas in probate and estate administration issues. Call 352-764-3119 or contact me online to schedule a free consultation at my Bushnell office.

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Office Location

  • Primary Location

    Address

    800 N. Main St., #591
    Bushnell, FL 33513

    Phone

    352-793-4001

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Reviews & Ratings

  • avvo
    5.0/5.0

    I was introduced to Jennifer through the Suncoast Real Estate Investors Association. She has performed work for me in matters of real estate and business formation. She has always done a fine job for me and in a timely manner. She also has ...
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    — Client

  • avvo
    5.0/5.0

    I was referred to Jennifer through another lawyer. I had the pleasure of meeting her, and finding one of the best attorneys that I’ve ever known. She is helpful, smart, and very knowledgeable.

    — Client

  • avvo
    5.0/5.0

    Had a quick specific question that I wanted to get legal guidance on, Jennifer was quick to hop on the phone to help out. Gave great advice and perspective in the space, was able to move to my next steps quickly. Thank you Jennifer!

    — Client

  • avvo
    5.0/5.0

    I needed help understanding some basic procedures and my rights. Jennifer explained everything to me in plain, non-technical language (very helpful!). Just what I needed to gain more clarity and rest easy!

    — Client

  • avvo
    5.0/5.0

    Jennifer came to me as a beacon of hope after my mom passed away. She stepped in and took charge of the probate process. I could not be more pleased will her level of professionalism and thoroughness.

    — Client