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Estate Planning and Administration

Estate Planning and Administration in St. Petersburg, Clearwater, Tampa, Sarasota and the surrounding West Florida areas.

All too often, people find themselves in a crisis or life-threatening situation and either hurrying to gather important estate planning documents, or really regretting not doing so sooner. It is important to be prepared and execute estate planning documents well in advance to avoid having the state determine how your assets are distributed. Almost every individual has a strong opinion of the disposition of his or her assets upon death, and these desires should be put into writing in advance.

Estate Planning can range from a simple process to a very complicated process with complex tax implications. Greene & Greene can assist in any estate planning needs, including assisting clients in determining which estate planning documents are appropriate for each client’s unique situation, such as a Last Will and Testament, various types of Trusts, a Power of Attorney, a Health Care Surrogate, a Preneed Guardian, a Living Will, a Prenuptial or Postnuptial Agreement, and Transfer-on-Death/Payable-on-Death Designations.

When a loved one has passed away, Greene & Greene is experienced in handling both probate (estate) administration, which usually requires the involvement of the court, and trust administration, so that assets can be distributed according to the estate planning documents, if any. Disputes may arise during the administration process, and Greene & Greene is skilled at handling these types of disputes should they arise. For questions regarding wills, trusts, and similar inheritance disputes, please visit our section on Probate and Trust Litigation.

For more information regarding your estate planning and probate or trust administration needs, please visit our informative topic panel to the left, or our FAQ section listed above, and please schedule any consultation as needed. We schedule consultations by phone and in person.

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