101 NE 3rd Ave, Suite 1500, Fort Lauderdale, FL Mon to Fri 8:00 AM to 6:00 PM, Sat 10:00 AM to 3:00 PM
Free consultation (954) 707-0530

Estate planning in Tampa Bay

Tampa Estate Planning and Probate Attorney

We help families in Tampa, Brandon, Riverview and across Hillsborough County plan ahead and settle estates, with consultations by phone or video so you can meet from home.

Quick answer

Probate for a Tampa or Hillsborough County resident is filed with the Clerk's Probate, Guardianship, and Trust Department and heard in the Thirteenth Judicial Circuit, in a Tampa or East division depending on where the person lived. A personal representative generally needs a Florida attorney. We consult with Hillsborough families by phone or video.

Hillsborough County covers the city of Tampa and the communities around it, from Brandon and Riverview to Plant City. Many families here are busy with careers and children, and estate planning keeps sliding down the list. Others reach out because a parent has died and they have been named personal representative with no idea where to start. We help with both: putting a plan in place, and carrying one out through probate.

Communities we serve in Hillsborough County

  • Tampa
  • Brandon
  • Riverview
  • Plant City
  • Temple Terrace
  • Carrollwood

Probate attorney for Tampa families

If someone close to you lived in Hillsborough County and has died, probate is generally filed with the Hillsborough County Clerk of Court's Probate, Guardianship, and Trust Department and heard in the Thirteenth Judicial Circuit. Under the circuit's Administrative Order S-2024-013, the clerk assigns new probate cases to Tampa divisions unless the person was domiciled within the East Division boundaries, in which case the case goes to an East division. The Clerk offers an address lookup tool to show which division applies. Being named personal representative can feel overwhelming, so here is what to expect in general terms:

  1. Choosing the right process. Summary administration is generally available when the non exempt estate is $150,000 or less (raised from $75,000 by chapter 2026-57, effective July 1, 2026), or when the person died more than two years ago. Other estates go through formal administration.
  2. Getting legal help. A personal representative in Florida generally must be represented by a Florida attorney, except in limited cases.
  3. Notifying creditors. In formal administration, a notice to creditors is published. Creditors generally have three months from first publication to file claims.
  4. Distributing the estate. Once claims and expenses are addressed, the remaining assets go to the beneficiaries named in the will, or to heirs under Florida's intestate succession statutes if there was no will.

Our probate administration page walks through these steps in more detail. If the person had a revocable trust, the Hillsborough Clerk notes that a Notice of Trust is filed with the Clerk when the settlor dies, giving the settlor's name and date of death, the trust's title and date, and the trustee's name and address.

Was there a will? If the original will includes a self proving affidavit signed before a notary, it can generally be admitted to probate without locating the witnesses. If you are unsure whether one exists, an attorney can help you look into it.

Estate planning attorney in Tampa

Seeing a family go through probate is often what prompts people to plan for themselves. Most Hillsborough families consider these documents:

  • Will, to name beneficiaries, a personal representative and a guardian for minor children.
  • Revocable living trust, so assets titled in the trust pass without probate. The parts of the trust that take effect at death must be signed with the same formalities as a will.
  • Durable power of attorney, so someone can manage your finances if you cannot.
  • Health care surrogate, so someone you trust can make medical decisions for you.
  • Homestead planning, because Florida restricts how a primary residence can be left by will when you are survived by a spouse or minor child.

Young families often start with a will, guardian nominations and incapacity documents. Homeowners and people with larger estates frequently add a trust to keep property out of probate. Florida has no state estate tax and no inheritance tax, though federal estate tax can still apply to large estates.

If you own your home, remember that the homestead property tax exemption is handled by the Hillsborough County Property Appraiser, and under section 196.011, Florida Statutes, the application is due on or before March 1 of the tax year. That exemption is separate from the homestead rules that shape your estate plan.

Planning for a young family

If you are raising children in Tampa, Brandon or Riverview, the most important part of your plan may be the part you hope is never used. In a will you can nominate a guardian for minor children. You can also leave their inheritance in a trust, so that a child does not receive everything outright at a young age and someone you choose manages the money for them. Without a will, Florida's intestate succession statutes decide who inherits, and nobody you chose is in charge. A will, a durable power of attorney and a health care surrogate designation are a sensible starting point for a young family, and a trust can be added as your home equity and savings grow.

How to meet with us from Hillsborough County

Our offices are in Fort Lauderdale, Indian Harbour Beach and Orlando, and Hillsborough County clients can meet with an attorney by phone or video. That means no drive and no time off work just to get started. Here is how it works:

  1. Reach out. Call (954) 707-0530 or use our contact page to request a free consultation.
  2. Talk with an attorney. We schedule a phone or video call at a time that suits you, including Saturday hours.
  3. Review your options. We explain how Florida law generally applies and what your plan or the probate process would involve.
  4. Sign correctly. If you go ahead, we explain the signing requirements for each document so that the formalities Florida requires are met.
Questions

Frequently asked questions

Do not see your question? Call us and an attorney will walk you through it.

Ask an attorney

Probate for someone who lived in Hillsborough County is generally filed with the Clerk of Court's Probate, Guardianship, and Trust Department and heard in the Thirteenth Judicial Circuit.

It can be. Under Administrative Order S-2024-013, Hillsborough probate cases go to Tampa divisions unless the person was domiciled within the East Division boundaries, in which case an East division hears the case. The Clerk has an address lookup tool for this.

It is a filing made with the Hillsborough County Clerk when the settlor of a trust dies. It lists the settlor's name and date of death, the trust's title and date, and the trustee's name and address.

No. Hillsborough County clients can meet with an attorney by phone or video. Call (954) 707-0530 or use our contact page to set up a free consultation.

No. Property passing under a will generally goes through probate. A funded revocable living trust is the usual way to avoid it, and homestead rules may also affect your home.

Free consultation

Let us take a look at your matter.

Send a few details and an attorney will be in touch shortly. Prefer to talk? Call us, Mon to Fri 8:00 AM to 6:00 PM, Sat 10:00 AM to 3:00 PM.

(954) 707-0530

Fort Lauderdale: 101 NE 3rd Ave, Suite 1500, Fort Lauderdale, FL 33301

Indian Harbour Beach: 1790 Jimmy Buffett Memorial Hwy, Suite 209, Indian Harbour Beach, FL 32937

Orlando: 815 N Magnolia Ave, Orlando, FL 32803

Please do not send confidential details through this form. Submitting it does not create an attorney client relationship.

Call Now Free Evaluation
Call Us Free Evaluation