Summary Administration Probate Lawyers in Boca Raton
Summary administration is a streamlined probate procedure available under Florida law for qualifying estates. While it is simpler than formal administration, it still requires strict compliance with the relevant statutes and court approval.
At LEEP LAW GROUP, we guide personal representatives, surviving spouses, heirs, and beneficiaries through the summary administration process with clarity and efficiency. Because probate involves court filings, deadlines, and technical requirements, even a “simplified” procedure can create complications without experienced legal counsel.
Request a free initial virtual consultation with a Boca Raton summary administration probate attorney at our firm by calling (561) 760-9685 or reaching us online.
Our Representation for Clients in Summary Administration
Executors & Personal Representatives
In many summary administrations, no personal representative is formally appointed. However, someone, often a family member, must still gather asset information, coordinate with financial institutions, and sign sworn petitions.
Without counsel, you may:
- Miscalculate estate value
- Fail to notify creditors properly
- Overlook exempt property protections
- Submit incomplete or inaccurate petitions
Errors can delay asset transfers or expose heirs to liability.
Surviving Spouses & Family Members
Spouses and close relatives frequently seek summary administration to access bank accounts, transfer real estate, or clear title to property. Even when family relationships are harmonious, the court requires strict documentation and sworn statements.
Legal guidance helps prevent procedural mistakes that could invalidate filings or create title defects.
Beneficiaries
Beneficiaries may need representation to:
- Confirm they are correctly included in the petition
- Review asset valuations
- Protect their inheritance rights
- Address disputes among heirs
Even smaller estates can generate disagreements, particularly in blended families or intestate (no valid will) situations.
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Focused Practice That Protects Your Legacy
By dedicating our practice exclusively to estate planning, elder law, and probate, we deliver the depth of knowledge your family deserves.
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Clarity You Can Rely On
We simplify complex legal processes into clear, straightforward steps so you always know your options and feel confident moving forward.
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Trusted by Hundreds of Florida Families
Our reputation is built on real relationships, proven results, and the confidence families place in us during life’s most important moments.
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Compassionate Guidance Through Life’s Transitions
From planning ahead to navigating loss, we walk beside you with empathy, patience, and clear guidance at every stage.
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Personalized Strategies That Honor Your WishesWe take the time to understand your goals, your family, and your future so every plan is thoughtfully tailored to reflect what matters most to you.
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Free Consultations Available
We believe in helping families take the next step with confidence, which is why we offer free virtual consultations for select case types to discuss your options without obligation.
What We Do to Help You in the Summary Administration Process
Our firm provides comprehensive support throughout the summary administration process:
- Determining statutory eligibility
- Identifying probate versus non-probate assets
- Preparing and filing all court documents
- Advising on creditor exposure
- Coordinating property transfers and title clearance
- Resolving beneficiary disputes when necessary
Because we focus exclusively on estate planning, elder law, and probate matters, we approach summary administration with a deep understanding of Florida probate procedure. Our concentrated practice allows us to identify risks early, structure filings correctly, and move qualifying estates through the court efficiently.
Which Estates Qualify for Summary Administration in Florida?
Under the Florida Probate Code, an estate may qualify for summary administration if:
- The total value of the decedent’s probate assets (excluding exempt property) does not exceed $75,000; or
- The decedent has been deceased for more than two years.
Only probate assets are counted toward the $75,000 threshold. Non-probate assets, such as jointly held property with rights of survivorship, payable-on-death accounts, or assets with designated beneficiaries, are not included in this calculation.
Determining eligibility requires careful review of asset titling, the viability of creditor claims, and whether exempt property applies. Misclassification can lead to delays or court rejection.
Client Experiences That Speak for Themselves
Real stories. Real peace of mind.
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“Their firm operates with the highest level of integrity and ethics, and I felt completely confident trusting them with such important matters.”- Elyce A.
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“Tara guided me through the challenges of my parent's probate with grace. I cannot thank her enough for all her guidance.”- Marc S.
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“Not only is Ms. Wood a highly capable professional, but she also possesses special personal qualities that make her so well suited to handle our needs. She is extremely compassionate, understanding and kind.”- M.S.
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“Ms. Wood is knowledgeable, helpful, explained matters in order to make sure we understood all necessary papers, and has always been available for us whenever we called.”- L.K.
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“Christine and her team are amazing! They helped me with my Estate plan and the process was easy and Christine explained it in its entirety during a one on one meeting!”- Danielle
