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Executor

Experienced Executor (Personal Representative) Attorney in Florida

Losing a loved one is never easy, and being named as the executor (personal representative) of their estate can feel overwhelming. You may suddenly find yourself responsible for handling their finances, settling debts, and ensuring that their final wishes are carried out. If you’ve never been through the probate process before, it can seem confusing and stressful. At Elderly Care Law Firm, we guide executors through every step, helping them navigate Florida’s probate laws and avoid costly mistakes.

What is an Executor (Personal Representative), and What Do They Do?

In Florida, an executor is officially known as a personal representative. This person is responsible for managing and distributing the assets of someone who has passed away. 

Their responsibilities typically include:

  • Filing the will with the probate court (if one exists)
  • Notifying beneficiaries, creditors, and government agencies
  • Paying outstanding debts, taxes, and funeral expenses
  • Gathering all assets, such as bank accounts, property, and investments
  • Distributing assets according to the will or Florida law
  • Closing financial accounts and handling final tax returns

Being an executor is a big responsibility. If something goes wrong, the executor can even be held personally liable for mistakes. That’s why many personal representatives choose to work with an attorney to ensure they are following the law and fulfilling their duties correctly.

Does Every Estate in Florida Go Through Probate?

Not all estates require full probate, but most do. In Florida, the type of probate depends on the size of the estate:

  • Formal Administration is the full probate process, required for estates worth more than $75,000. This process can take six months to a year or longer.
  • Summary Administration is a faster, simpler process for estates worth less than $75,000 or for cases where the person has been deceased for more than two years.
  • Disposition Without Administration is only available for very small estates that do not contain real estate and where final expenses, such as funeral costs, exceed the value of the estate.

Many people assume that having a will means probate is not necessary, but that is not always the case. In Florida, most estates must go through probate unless assets are specifically structured to avoid probate.

What Happens If There is No Will?

If a person dies without a will, their estate is considered intestate, and Florida law determines who inherits their assets. This usually means that:

  • If the person was married, their spouse receives all or most of the estate.
  • If there are children from previous relationships, the assets are divided between the spouse and the children.
  • If the person was not married and had no children, the estate goes to their closest living relatives, such as parents or siblings.

The lack of a will can lead to family conflicts and legal challenges, making the probate process more complicated. This is why it’s always best for people to create a will and estate plan in advance.

What Are Some Common Mistakes Executors Make?

Being an executor can be stressful, and many first-time personal representatives make mistakes that can cause delays or legal issues. Some of the most common mistakes include:

  • Failing to properly notify creditors – Florida law requires that creditors be notified and given time to file claims. If an executor fails to do this, they may be held responsible for unpaid debts.
  • Distributing assets too early – Some executors give beneficiaries their inheritance before paying all debts, which can lead to financial problems if there isn’t enough money left to cover taxes or legal expenses.
  • Not keeping accurate records – Executors must document all financial transactions, including payments, distributions, and court filings. Failing to do so can lead to disputes or even legal action from heirs.
  • Handling probate alone – Probate law in Florida is complex, and without legal guidance, executors may struggle with deadlines, paperwork, and unexpected legal challenges.

Working with an experienced probate attorney can help executors avoid these pitfalls and ensure a smooth process.

How Long Does Probate Take in Florida?

The length of probate depends on the complexity of the estate. On average:

  • Simple cases (Summary Administration) may take a few months.
  • Complex cases (Formal Administration) can take six months to a year or longer, especially if there are disputes, missing assets, or tax complications.
  • If a lawsuit is involved (such as a will contest or creditor claim), probate can take years to resolve.

Because of these timeframes, many families explore legal strategies to avoid probate altogether, such as setting up trusts or using beneficiary designations on assets.

How Can an Attorney Help an Executor?

At Elderly Care Law Firm, we help executors and personal representatives handle every step of the probate process while ensuring that everything is done correctly and in compliance with Florida law. Our legal team assists with:

  • Filing court documents and handling legal paperwork
  • Identifying and valuing assets
  • Notifying creditors and settling debts
  • Managing disputes between heirs
  • Distributing assets properly and legally
  • Ensuring that taxes and final expenses are paid

If you’ve been named an executor or personal representative and need legal guidance, we are here to help. Contact Elderly Care Law Firm at (305) 564-6606 for a consultation today.

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Sherrie Lim

Client Services Coordinator

Sherrie Ann Lim brings over twelve years of customer service experience and a strong background in team leadership and client support. Although she holds a Bachelor of Science degree in Physical Therapy, her career path led her to the dynamic world of the contact center industry, where she discovered a deep passion for service, communication, and operational excellence. 

Sherrie is known for her perseverance, enthusiasm, and confident sense of responsibility. She consistently delivers high-quality results, efficiently managing tasks while remaining flexible to the evolving needs of her clients. Her commitment to continuous improvement and excellence positions her as a trusted ally for businesses seeking proactive and reliable virtual support. 

Drawing from her college background, Sherrie has a deeper understanding of the physical and emotional needs associated with aging, making her especially attuned to the importance of compassionate and informed care for the elderly. She recognizes that elder care isn’t just about physical support, it also involves emotional presence, patience, and clear communication. Her strong appreciation for family ties fuels her commitment to helping clients manage the intricacies of elder care with empathy and attentiveness, ensuring that elderly loved ones feel respected, safe, and truly cared for. 

 

She loves taking care of her family during her rest days and free time, finding joy in the simple yet meaningful routines of home life. Whether it’s preparing home-cooked meals, baking sweet treats for her kids, or tackling household projects, Sherrie finds fulfillment in creating a nurturing and organized environment for her family. Whenever time and opportunity allow, she also enjoys traveling with her family, exploring new places, creating lasting memories, and embracing experiences that strengthen their bond and bring joy into their lives. 

Fun Fact: Sherrie’s two kids were born on the exact same date—two years apart! 

May Cruz

Client Services Coordinator

May began her community service career with the Philippine Department of Health as a Computer Operator, providing vital technical support to healthcare workers across island provinces and helping to bridge technology gaps in remote medical settings. Her commitment to service extended beyond her official duties—she also volunteered in medical missions, assisting indigenous communities and contributing to the delivery of essential healthcare with empathy and cultural sensitivity. 

Continuing her dedication to public service, May later worked at a law firm as a Disability Service Coordinator, assisting military veterans in navigating disability services. She brought empathy, compassion, and heart to the role, ensuring that each veteran felt heard, respected, and supported throughout the process. 

With a unique blend of technical expertise and human-centered care, May remains deeply committed to using her skills to uplift underserved and vulnerable communities. 

Fun Fact: Despite not knowing how to swim, May is a certified open water diver. Her adventurous spirit and determination push her beyond her comfort zone—both in life and under the sea.