Wills, Trusts and Probate
Wills, Trusts and Probate

Estate Plans

An Estate Plan is a customized plan to pass your property at death through wills, trusts, beneficiary designations, joint ownerships and other distribution methods. By developing an estate plan, you decide whether the courts will be involved, who will manage your estate, who will receive your property, who will care for minor or disabled children, whether to diminish or eliminate tax liability and more. Without an estate plan, you may be leaving these decisions in the hands of the court. At Coenson Law, we can help you develop an estate plan that preserves your assets for your loved ones, avoids the courts, and distributes your property at death according to your wishes. Please call us at 407-322-8000 or email us at assistance@coensonlaw.com to schedule an appointment.

Last Wills & Testaments

A Last Will & Testament is your instruction to the courts as to who will get your property, who will manage your estate, and who will care for your minor or disabled children when you are gone. The will is submitted to the court and becomes effective when a court probate proceeding is opened at your death. Without a will, the court will make these decisions for you based on Florida Law. An estate plan can pass your property to your loved ones without a court probate process. At Coenson Law, we can help you develop an estate plan that is customized to meet your needs. Please call us at 407-322-8000 or email us at assistance@coensonlaw.com to schedule an appointment.

Trusts

Trusts can afford you and your loved ones many benefits during your lifetime and after you are gone. Property that passes through a trust avoids probate and offers privacy. A trust can hold property for children, grandchildren, disabled children or other loved ones long after you are gone and also provide them with creditor protection. A trust can make sure a surviving spouse is well cared for during his or her life and that your children will get their inheritance even if your spouse re-marries after you are gone. A trust can also help reduce or eliminate estate taxes and protect some assets. There are many different types of trusts. At Coenson Law, we can help you create a revocable or irrevocable trust that best meets your goals. Please call us at 407-322-8000 or email us at assistance@coensonlaw.com to schedule an appointment.

Trust Administration

At Coenson Law, we can help with the trust administration process which includes contacting beneficiaries, gathering and investing trust assets, paying debts, notifying creditors, filing and paying taxes, and distributing the trust assets and income to beneficiaries or holding such assets in trust for the benefit of the beneficiaries according to the terms of the trust. We help successor trustees fulfill their fiduciary responsibility to administer the trust in compliance with state and federal laws, safeguard the assets held in the trust and protect the interests of the beneficiaries until such time as the assets are distributed to beneficiaries. At Coenson Law, we can help you with the administration of a trust. Call us at: 407-322-8000 or email us at: assistance@coensonlaw.com. to schedule an appointment.

Probate

The death of a loved one is a devastating time. Yet, as you mourn your loss, you also may be faced with the task of managing the property and debts that belonged to your loved one. Unless there is a trust or all assets are held in joint tenancy with right of survivorship or pass by beneficiary designation, the property will have to pass through a probate proceeding. Probate is a court-supervised legal proceeding in which the decedent’s property is identified and collected; debts, taxes, and claims are paid; and the remaining property is distributed to the decedent’s beneficiaries. At Coenson Law, we can help you with the process of probating your loved one’s estate, whether a formal probate administration, summary administration or ancillary probate is required. Please call us at 407-322-8000 or email us at assistance@coensonlaw.com. to schedule an appointment.