Estate administration is a detailed and often time-consuming process that requires careful attention to legal and financial matters. In Florida, the person responsible for managing a deceased individual’s estate is known as the personal representative—the equivalent of an executor in other states. This individual oversees the will, distributes assets to beneficiaries, and moves the estate through the probate process.

For residents in South Florida, including the bustling Miami and Palm Beach areas, serving as a personal representative comes with significant responsibilities. The complexities of estate administration can feel overwhelming, but you don’t have to face them alone. The experienced attorneys at The Millman Law Group are here to provide the guidance and support you need.

Aaron D. Millman, Esq., CPA, founded The Millman Law Group to offer Floridians exceptional estate planning and legal services. Recognizing that every estate is unique, our team tailors solutions to ensure that each client successfully fulfills their role as an executor of an estate in Florida.

If you have been appointed as a personal representative in Florida, trust The Millman Law Group to help you navigate your responsibilities with confidence and precision. Contact us today to learn more about how we can assist with your estate administration needs.

The Duties of the Executor of an Estate in Florida 

The executor of an estate in Florida is in charge of carrying out a will’s provisions. Managing the deceased’s assets and assisting the estate during the probate process are part of this. A personal representative named in the will has the authority to decline the role. The executor is then legally required to carry out the will’s provisions after being appointed. Among the many duties an executor is responsible for are the following: 

• Filing the will
• Managing estate taxes
• Moving the estate through probate
• Creating a bank account to pay for probate expenses
• Distributing assets to beneficiaries
• Notifying guardians, relatives, creditors, beneficiaries, the SSA, banks, Medicare, USPS, and the Department of Veterans Affairs 

Why Should Executors Partner with an Estate Planning Lawyer? 

To fulfill their duties, an executor of an estate in Florida needs to collaborate with an estate planning lawyer. Your attorney will assist you in handling your responsibilities and avoiding expensive mistakes. Your lawyer is prepared to assist you with tax returns and to help you navigate the administrative and technical facets of the procedure. In addition to saving you money and time, your attorney might: 

• Draft legal documents
• Determine necessary tax returns.
• Suggest experts when required. 
• Provide advice on tax consequences.
• File the executors’ reports with the court.
• Keep the executor informed of requirements and deadlines.
• Ensure the state is closed correctly, assets are distributed, tax returns are filed, and debts are paid. 

Schedule a free first consultation to find out if The Millman Law Group is the right legal team for you. To find out more about becoming an estate executor in Florida, give us a call today. 

What Do Our Clients Say? 

To learn more about the assistance and support we offer our clients in Florida, review a few of our client testimonials: 

• “Aaron Millman and Kelly Forest are both highly professional and caring empathic attorneys. They are responsive to your questions and forthwith with their advice and recommendations. I would recommend them highly for your Estate Planning and Trust Administrative needs.” – Wendy G. 
• “Mr. Millman is wonderful. He assisted my family immediately and relieved us of a lot of stress and uncertainty. He answered all of our questions thoroughly and walked us through the process step by step seamlessly. I would recommend him to anyone in need of an estate attorney. Thank you so much, we are very appreciative!”  – Jillian R. 
• “My wife & I had a great experience with Aaron who came highly recommended by a family member. He took his time explaining all details pertaining to our family planning and answered all questions. Great, cordial staff.” – Jeff N. 

Are You an Executor of Estate in Florida? Contact The Millman Law Group For Assistance 

Millman Law Group, PLLC is one of the only law firms that offers life planning in South Florida. From life care planning to the preparation of detailed estate plans, Millman Law Group has committed to serving Floridian elderly communities in Boca Raton, Palm Beach County, Ocean Ridge, Hillsboro Beach, and many other areas since 2018. Our dedicated team specializes in special needs trusts and catering to any age demographic because we know that it’s never too early to start preparing for your future. For the latest news in estate planning and elder care law, follow us on Facebook, Twitter, LinkedIn, and Pinterest. You can also contact us at 561-463-6480.