AV Preeminent Peer Rated Attorneys
Summerfield Residents, consider several factors when selecting a lawyer including their experience, expertise, and reputation. AV Rated Attorneys represent a distinguished group of lawyers who have received top ratings from their peers for their exceptional ethical standards and an A grade (4.5 or higher).
AV Preeminent Peer Rated Attorneys
Summerfield Residents, consider several factors when selecting a lawyer ... Learn More
AV Preeminent Peer Rated Attorneys
Summerfield Residents, consider several factors when selecting a lawyer including their experience, expertise, and reputation. AV Rated Attorneys represent a distinguished group of lawyers who have received top ratings from their peers for their exceptional ethical standards and an A grade (4.5 or higher).

Jeffrey L. Sauey, P.A.

4.6
14 Reviews

  • Serving Summerfield, FL and Marion County, Florida

  • Law Firm with 1 lawyer2 awards

  • Board Certified Tax Lawyer Also Handling Matters Relating to Estate Planning, Probate and Business

  • Estate Planning LawyersProbate Administration, Ancillary Probate, and 24 more

Jeffrey L. Sauey
Estate Planning Lawyer
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Vanderlaan & Vanderlaan

3.7
3 Reviews

  • Serving Summerfield, FL and Marion County, Florida

  • Law Firm with 2 lawyers

  • Family Law, Civil Litigation, Criminal Law Personal Injury, and Estate, Trust & Probate Law.

  • Estate Planning LawyersFamily Law, Civil Law, and 61 more

Kris A. Vanderlaan
Estate Planning Lawyer
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Trotter & Soulsby, PA

4.4
27 Reviews

  • Serving Summerfield, FL

  • Law Firm with 1 lawyer2 awards

  • Trotter & Soulsby, PA provides personalized, professional services dedicated to the needs of older clients and their families. Her practice is limited to legal services which focus... Read More

  • Estate Planning LawyersElder Law, Wills, and 5 more

  • Free Consultation

Mary F. Trotter
Estate Planning Lawyer
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Law Offices of Jennifer Isaksen PA

4.9
16 Reviews

  • Serving Summerfield, FL and Marion County, Florida

  • Law Firm with 1 lawyer3 awards

  • Since 2001, providing clients with the legal knowledge and support to effectively resolve their real estate, estate planning, probate, and litigation matters. When Results Matter,... Read More

  • Estate Planning LawyersReal Estate, Real Estate Contracts, and 21 more

  • Free Consultation

  • Offers Video

Jennifer Isaksen
Estate Planning Lawyer
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Dan Newlin Injury Attorneys

4.8
548 Reviews

  • Serving Summerfield, FL and Marion County, Florida

  • Law Firm with 20 lawyers3 awards

  • Commited to Excellence

  • Estate Planning LawyersLiability Insurance Defense, Medical Malpractice Defense, and 11 more

  • Free Consultation

Roger Dale Albright II
Estate Planning Lawyer
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Law Office of W. Michael Parrott, PLLC

Not yet reviewed

  • Serving Summerfield, FL and Marion County, Florida

  • Law Firm with 1 lawyer

  • Extending family wealth for you and your loved ones. Many years of experience working with individuals and families in matters of complex estates and trusts.

  • Estate Planning LawyersProbate & Trust, Business Law, and 9 more

  • Free Consultation

W. Michael Parrott
Estate Planning Lawyer
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Law Offices of Gregg R. Brennan, P.A.

  • 11296 S.E., Highway 42, Summerfield, FL 34491

Ronald A. Jones, P.A.

  • 15600 A S US Hwy. 441, Summerfield, FL 34491

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Looking for Estate Planning Lawyers in Summerfield?

Estate planning attorneys help individuals prepare for the management and distribution of their assets after death or incapacitation. They create legal documents such as wills, trusts, powers of attorney, and healthcare directives. Their work ensures a client’s wishes are honored, minimizes potential taxes, and simplifies the process for their loved ones.

About our Estate Planning Lawyers Ratings

The average lawyer rating is created by peers based on legal expertise, ethical standards, quality of service, and relationship skills. Recommendations are made by real clients.

CLIENT RECOMMENDED
76 %

251 Client Reviews

PEER REVIEWS
4

139 Peer Reviews

User Resources

Lawyer Resources

Commonly Asked Estate Planning Questions From Users Near You

This information is not legal advice and is not guaranteed to be correct, complete or up-to-date. It is provided for general informational purposes only. If you need legal advice you should consult a licensed attorney in your area.

Do I need to file with probate office for a death where there are no assets?

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Answered by attorney Adam L Bessen (Unclaimed Profile)
Estate Planning lawyer at Adam L. Bessen
There is no requirement that you open a probate case, even if there were assets. If the plot was owned just by your mother, only she would be capable of selling it. Florida law provides for abbreviated probate proceedings if need be to deal with estates with very little assets.
There is no requirement that you open a probate case, even if there were assets. If the plot was owned just by your mother, only she would be capable of selling it. Florida law provides for abbreviated probate proceedings if need be to deal with estates with very little assets.
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What happens to the house if I die?

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Answered by attorney Brian Haggerty (Unclaimed Profile)
Estate Planning lawyer at Minor, Bandonis & Haggerty P.C.
If you transfer your house to your husband (which is what he's talking about don't focus on the loan, focus on the ownership; and remember, the lender will only write a loan for the person or people who own the house) nothing happens when you die, because you don't own the house any more. Your husband could write a will leaving the house to your sons; he could also change his will or sell the house after you die. I cannot imagine that there are savings so substantial from refinancing that it is worth taking this risk.
If you transfer your house to your husband (which is what he's talking about don't focus on the loan, focus on the ownership; and remember, the lender will only write a loan for the person or people who own the house) nothing happens when you die, because you don't own the house any more. Your husband could write a will leaving the house to your sons; he could also change his will or sell the house after you die. I cannot imagine that there are savings so substantial from refinancing that it is worth taking this risk.
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Deed

Dina Arvanitakis
Answered by attorney Dina Arvanitakis
Estate Planning lawyer at Arvanitakis Law Group, LLC
Your brother can add you on the deed either as tenants in common or tenants in common with rights of survivorship. However, if he adds you on the deed now, the property appraiser will increase the property taxes because there will be a new change of ownership because you were added to the deed. Property taxes will be re-assessed. What is your brother's objective to putting you on the deed? If it is to avoid probate, then he can do a lady bird deed and name you as a remainder interest. Ownership of the house will pass to you only if your brother predeceases you. 
Your brother can add you on the deed either as tenants in common or tenants in common with rights of survivorship. However, if he adds you on the deed now, the property appraiser will increase the property taxes because there will be a new change of ownership because you were added to the deed. Property taxes will be re-assessed. What is your brother's objective to putting you on the deed? If it is to avoid probate, then he can do a lady bird deed and name you as a remainder interest. Ownership of the house will pass to you only if your brother predeceases you. 
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