Orlando Estate Planning & Probate Attorney

Our Legal Services for Orlando Residents

We believe in offering straightforward legal solutions. We work closely with you to create a plan that secures your family's future and ensures a smooth transition of assets after a loved one passes. From estate planning to probate, we focus on protecting your interests every step of the way.

Estate Planning

Estate planning ensures that your family is provided for and your assets are protected according to your wishes. Our attorneys help Orlando residents create comprehensive plans tailored to their needs and goals:

• Trusts
• Wills
• Living wills
• Powers of attorney
• Guardianship
• Special needs planning

Probate & Estate Administration

We manage the estate administration process with precision, ensuring assets are distributed according to the decedent’s wishes:

• Estate administration
• Estate litigation
• Will contests
• Breach of fiduciary duty
• Undue influence claims
• Fraudulent conveyance
• Small estate affidavit
• Contest probate matters

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Contact us now to discuss your estate or probate case with our experienced attorneys.

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When Do You Need an Estate Plan in Orlando, FL?

Estate planning is essential for protecting your family and assets. Regardless of age or financial status, creating an estate plan ensures that your wishes are clearly outlined and your loved ones are protected. In Florida, specific laws, such as Florida Statute 732.501 (governing wills) and Florida Statute 736.0105 (concerning trusts), make it clear that a well-structured estate plan can help avoid complications. 

Consider creating an estate plan if:

• You want to control how your assets are distributed and minimize tax complications.
• You have minor children and need to designate guardianship.
• You want to prevent potential family disputes over your estate.
• You wish to avoid the lengthy probate process for your loved ones.
• You want to establish clear medical and financial decisions should you become incapacitated.

At Veliz Katz Law, we help you design an estate plan that suits your family’s needs and protects your interests.

When Is Probate Necessary in Florida?

Probate is the legal process by which a deceased person’s estate is administered, and assets are distributed according to the will or Florida law. However, probate may not be necessary for all assets, especially if an estate plan is in place. Florida law governs probate under Florida Statute 733, and specific rules determine when probate is required.

Probate is required when:

• Assets are in the decedent’s name only: If assets are solely owned by the decedent, probate is required to transfer ownership.
• A will needs to be validated: Probate ensures that a will is legally validated and the decedent’s wishes are respected. If there’s a dispute over the will’s authenticity, probate can resolve it.
• The estate includes debts: If the decedent’s estate has outstanding debts, probate ensures that these are paid before assets are distributed to heirs.

Probate can be simplified or even avoided altogether with proper estate planning. Veliz Katz Law helps clients establish trusts and beneficiary designations to avoid the lengthy probate process.

Why Veliz Katz Law Is a Leading Choice for Estate Matters in Central Florida

We’ve earned the trust of Central Florida families with our in-depth knowledge of local laws and a commitment to providing practical, reliable legal solutions:

• Deep ties to the Orlando community: We are proud to be part of the Orlando community and take a personal approach to each case, ensuring our legal strategies are grounded in local law.
• Proven success in estate and probate cases: Our clients choose us because we deliver results that safeguard their family’s future and preserve their legacy.
• Clear, honest communication: We prioritize transparency, ensuring that you understand every aspect of your case and the best options available to you.