Large Probate Estate Services

Probate for large estates can be complex and time-sensitive, requiring careful management of legal and financial responsibilities. 

SJF Law Group specializes in navigating the intricacies of probate to ensure that high-value estates are administered efficiently and in compliance with all legal requirements. 

We work closely with families and executors to minimize delays, manage assets, and resolve obligations, ensuring the estate is closed smoothly.

From inventorying assets to settling debts and distributing inheritances, our team offers tailored services to navigate every legal, financial, and administrative detail of large estates.

Services include:

• Estate Administration: Managing the legal and administrative tasks necessary to settle the estate and ensure compliance with probate laws.
• Asset Inventory and Valuation: Compiling a detailed list of the estate’s assets and overseeing appraisals for high-value items, such as real estate, businesses, and investments.
• Creditor Notification and Claims Management: Ensuring creditors are properly notified, resolving valid claims, and protecting the estate from unnecessary liabilities.
• Debt and Tax Resolution: Settling outstanding debts, managing estate and income taxes, and addressing other financial obligations to protect the estate’s value.
• Asset Distribution: Overseeing the proper distribution of assets to beneficiaries in accordance with the decedent’s will or state law.
• Coordination with Financial Professionals: Working with accountants, banks, and other professionals to facilitate seamless account transfers and fund management.

It’s important to keep in mind that large estates often face heightened scrutiny from courts and creditors, making proactive management and meticulous documentation essential to avoiding delays, disputes, and unnecessary costs.

When it comes to large probate estates, experience and expertise matter. SJF Law Group specializes in high-value estates, offering personalized guidance and proven strategies to minimize delays and protect estate assets.

• Extensive experience in managing large and complex estates through the probate process.
• In-depth knowledge of probate, trust, and tax laws, ensuring efficient and accurate administration.
• Personalized support to executors and families navigating sensitive situations.
• Transparent communication to keep you informed every step of the way.

A proven ability to reduce delays and streamline the process for faster resolutions.

Executors managing large estates bear significant responsibilities and potential liabilities. Our team provides the professional guidance needed to fulfill these duties effectively while reducing stress and ensuring the estate’s value is preserved.

Handling large estates involves unique challenges and complexities that go beyond the scope of regular probate. Here’s what makes large probate estate different and what it requires:

• Complex Asset Portfolios: Large estates often include diverse assets like real estate, businesses, luxury items, and investments, all requiring detailed valuation, management, and documentation.
• Higher Tax Implications: Estate and inheritance taxes play a more significant role, demanding advanced strategies to minimize liabilities and ensure compliance.
• Multiple Beneficiaries: Large estates frequently involve numerous heirs, requiring careful management of beneficiary communications, asset divisions, and potential disputes.
• Business Interests: Estates with business ownership require succession planning, operational continuity, or liquidation, adding layers of complexity.
• Specialized Financial Accounts: Trusts, offshore accounts, and other unique financial structures demand coordination with financial institutions and advisors.
• Increased Scrutiny from Courts and Creditors: Large estates often face heightened oversight, requiring meticulous documentation and legal representation to avoid delays and challenges.
• Higher Stakes for Executors: Executors managing large estates take on significant responsibilities and potential liabilities, necessitating professional guidance and support to fulfill their duties effectively.

SJF Law Group specializes in addressing these challenges, ensuring the process is handled with precision and care.

Administering a large probate estate is complex, especially when it involves millions in assets, multiple properties, and significant tax considerations. Whether the estate is valued at $10 million, $20 million, $30 million, or even $50 million, our experienced legal team has the knowledge and financial insight to guide you through every step with confidence.

Our Large Probate Estate Services are designed for:

• Executors or personal representatives managing estates worth $10M+
• Surviving spouses, adult children or even siblings of high-net-worth individuals
• Families who own multiple properties across Florida or out-of-state
• Individuals seeking guidance on complex estate tax filings or audits

At SJF Law Group, we help families in Parkland, Southwest Ranches, Weston, Fort Lauderdale, Boca Raton, and surrounding South Florida communities navigate probate for estates valued at $10 million and above with confidence and precision.

We combined advanced tax expertise with the personalized attention of a boutique law firm to help executors, trustees, and beneficiaries efficiently administer estates while protecting estate value and minimizing tax exposure.

Probate doesn’t have to be overwhelming. SJF Law Group provides experienced and compassionate guidance through every stage of the process, ensuring that large estates are managed effectively and according to the decedent’s wishes. 

By handling the legal and administrative complexities, we bring peace of mind to executors and families during a challenging time. Contact us today to learn how we can assist with your large probate estate needs.

• Samantha Fitzgerald
• Lauren Burns