Planning for families. Preparing for the future.

ESTATE PLANNING

Planning for families and future generations.

Thoughtful estate planning can provide greater clarity by documenting your wishes and establishing a framework for the management and disposition of your assets. Proper planning may also reduce avoidable delays, expenses, and uncertainty for family members and other beneficiaries.

At Parlade Law Firm, P.A. (“PLF”), we prepare estate plans tailored to each client’s family circumstances, assets, and long-term objectives. Our focus is to develop coordinated planning strategies that facilitate the orderly transfer of assets, address asset-preservation objectives, and support future administration.

Many estate plans use revocable trusts and other planning tools that may avoid probate for assets properly transferred to the trust or otherwise appropriately titled. We also prepare Last Wills and Testaments as an important component of a coordinated estate plan.

Our estate-planning services include:

• Revocable and irrevocable trusts
• Last Wills and Testaments
• Durable Powers of Attorney
• Designations of Health Care Surrogate
• Living Wills
• Real estate transfer planning
• Business succession planning

TRUST ADMINISTRATION

Helping fiduciaries understand and fulfill their legal duties.

Serving as trustee carries significant legal and fiduciary responsibilities. PLF assists trustees with the applicable stages of trust administration, from acceptance of the trusteeship through the distribution of trust assets and termination of the trust.

We advise trustees concerning their duties and the trust-administration process and help them address what can be a complex and unfamiliar responsibility.

Our trust-administration services include:

• Advising trustees concerning fiduciary duties and responsibilities
• Assisting with trust administration following the death or incapacity of a settlor
• Preparing applicable statutory notices and other trust-administration documents
• Identifying and inventorying trust assets
• Coordinating asset transfers, sales, and beneficiary distributions
• Assisting with fiduciary recordkeeping and applicable trust-accounting requirements
• Advising concerning trust modifications and terminations, when legally appropriate

PROBATE AND ESTATE ADMINISTRATION

Guidance through the Florida probate and estate-administration process.

Even when a decedent had an estate plan, assets titled in the decedent’s individual name or other circumstances may require probate or another court-supervised proceeding.

PLF assists personal representatives and families with estate administration in Florida. Whether an estate qualifies for summary administration or requires formal administration, we advise fiduciaries concerning the applicable procedures, responsibilities, filings, and distributions.

Our practice focuses on estate administration rather than contested probate litigation. If a dispute or contested matter arises, we coordinate with appropriate litigation counsel to address the client’s legal interests.

Our probate and estate-administration services include:

• Formal administration
• Summary administration
• Advising personal representatives concerning their duties
• Preparing probate pleadings and court filings
• Identifying, collecting, and addressing estate assets
• Coordinating the transfer and distribution of estate assets to beneficiaries