The attorneys at Perez‑Roura Law serve as Miami formal administration lawyers providing comprehensive legal support for formal probate administration, guiding executors and families through court filings, creditor management, asset inventory, estate accounting, and final distribution. Our formal administration attorney team in Miami handles complex estates requiring court supervision, ensuring compliance with Florida probate laws and protecting executors from personal liability.

When a loved one’s estate exceeds small‑estate thresholds or involves litigation, business interests, foreign assets, or contested issues, Florida law may require formal probate. While this process is more complex, it ensures assets are accounted for, debts resolved, and inheritances distributed properly. Perez‑Roura Law helps executors and families navigate formal administration with clarity and care—handling every step from appointment through final discharge.

Executor Appointment and Court Petitions

The process begins by filing a petition to admit the will and appoint a personal representative or executor. We prepare all court documents, manage notices to heirs and beneficiaries, and submit required certifications. We assist clients with bond requirements, disclaimers, or objections from family members, ensuring lawful appointment. This first step sets the tone for transparent and compliant administration.

Asset Inventory, Appraisals & Documentation

Executors must identify and gather all probate assets—from real estate and bank accounts to stocks, digital assets, and tangible items. Perez‑Roura Law helps compile a detailed inventory, coordinates professional valuations when needed, and assembles documentation for titled and joint-held property. This asset register forms the foundation for creditor notices, accounting, and inheritance distributions.

Creditor Notices and Debt Resolution

Under Florida probate rules, creditors have a narrow window to file claims. We publish required legal notices, receive and evaluate claims, and help negotiate or contest debts—paying valid ones and disputing inflated or improper ones. This careful process frees heirs from lingering liabilities and ensures estate funds are preserved for rightful distribution.

Estate Accounting and Interim Reports

Florida courts require executors to prepare and file periodic accountings—showing receipts, disbursements, fees, and asset inventory updates. We draft accurate, court‑compliant financial reports, assist with executor compensation, and manage distributions to creditors and beneficiaries. This transparent recordkeeping satisfies statutory obligations and prevents future disputes.

Asset Distribution and Closing Filings

Once debts are resolved and court approvals received, assets are distributed according to the will or Florida intestacy rules. We prepare distribution documents, facilitate property transfers, record deeds, and help heirs retitle accounts. After distributions, we file a petition for discharge and closing documents—ensuring the estate is legally closed and the executor released from liability.

Handling Complex or Contested Estates

Formal administration may involve extra layers—foreign property, business interests, will contests, tax issues, or beneficiary objections. Perez‑Roura Law coordinates with accountants, appraisers, business attorneys, or litigation teams to resolve complications. We represent executors in court, defend against challenges, and provide tailored solutions for multifaceted estates.

Formal probate can feel overwhelming—but you don’t have to go through it alone. With Perez‑Roura Law by your side, executors and families gain step‑by‑step guidance, proactive communication, and care at key decision points. We manage deadlines, paperwork, and legal requirements, so you can focus on honoring your loved one’s legacy and moving forward with confidence.