Lakewood Ranch Estate Planning FAQ
This page is general information, not legal advice.
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Many Lakewood Ranch families use a revocable living trust to keep their home and accounts out of Florida probate. A will alone still goes through probate. We’ll help you decide which fits your family at a free consultation.
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A simple Florida estate usually takes about 6–12 months in formal administration, partly because creditors get a three-month claim period. Smaller estates may qualify for summary administration, which is often faster. Assets held in a trust usually skip probate entirely.
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Usually yes, if it was valid in the state where you signed it. But Florida has its own rules for homestead, personal representatives and powers of attorney, so many people who move here update their documents. We offer out-of-state plan reviews for new Lakewood Ranch residents.
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Florida’s constitution protects your primary home and limits who you can leave it to if you’re survived by a spouse or minor child. These rules can override your will, so homestead planning matters for most Lakewood Ranch homeowners.
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No. Florida has no state estate tax or inheritance tax. Larger estates may still owe federal estate tax.
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Bavaro Legacy Law charges flat fees, quoted upfront, for wills, trusts and estate plans, so you know the cost before you start.
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5210 Paylor Lane #2, Lakewood Ranch, FL 34240. We serve Lakewood Ranch, Sarasota, Bradenton and all of Manatee and Sarasota County. Call (941) 909-8331 for a free consultation.