Miami Probate Litigation Attorney
A Miami probate litigation attorney represents people on either side of a contested estate or trust in Miami-Dade County: a will contest, a challenge to a trust or a late amendment, a claim against a personal representative or trustee, a dispute over a Miami home or condominium, a surviving spouse’s claim, or a family overseas deciding who may serve. Jose M. Lorenzo, Jr. is a Florida probate litigation lawyer who handles these disputes for beneficiaries, heirs, spouses, creditors and fiduciaries in Miami-Dade County, usually before the Probate Division of the Eleventh Judicial Circuit, and every review starts with your role, the documents, and any notice or pending transaction that may already have started a deadline.
Request a free initial consultation. Only the initial consultation is free; representation fees and costs are agreed separately in writing. Consultations are available statewide in English and Spanish, by phone or video, and by appointment in Coral Gables.
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Go straight to: Your role and dispute · Notices and deadlines · Overseas families · Miami-Dade court · What to bring
By role: a beneficiary or heir should start with the notices; a surviving spouse with spousal rights; a personal representative or trustee with defending a claim; a family abroad with who may serve and what to gather. No dispute, just an estate to settle? See Miami probate administration.
All guide sections 30 sections
At a glance: contested estates and trusts in Miami-Dade
Short answer. Probate litigation is the contested part of an estate or trust: whether a will or trust is valid, whether the person administering it is doing the job, who may serve, and who owns what. In Miami-Dade County most of those disputes are heard in the Probate Division of the Eleventh Judicial Circuit, although some trust and civil claims proceed separately, and the first thing to check is never the merits. It is which notice you received, when, and what it started.
| Where cases are heard | Probate Division, Eleventh Judicial Circuit, Miami-Dade County. Appeals go to the Third District Court of Appeal. See the Miami-Dade court. |
|---|---|
| Common disputes | Will contests, late trust amendments, trustee and personal-representative misconduct, removal, deeds signed before death, inherited homes and condominiums, spousal claims, and who may serve when the family lives abroad. See find your dispute. |
| The first thing to check | The notice. Service of a notice of administration, formal notice before letters, and a trust limitation notice each start a different period; a trustee’s accounting starts a period only if it adequately discloses the matter and, for the six-month bar, is paired with a limitation notice (§ 736.1008). See notices and deadlines. |
| Overseas or out-of-state family | Some nonresident relatives can serve as personal representative and some cannot; a death abroad does not by itself require ancillary probate or make the estate contested. See overseas families. |
| Who Jose represents | Beneficiaries, disinherited heirs, surviving spouses, creditors, and the personal representatives and trustees who are defending their administration. See your role. |
| Cost | Hourly, a flat fee for a defined task, or a contingency or hybrid arrangement for an appropriate litigation matter; only the initial consultation is free. See cost and who pays. |
| Languages and meetings | English and Spanish. Phone or video statewide; by appointment in Coral Gables and Fort Lauderdale; principal office in Kissimmee. See contact. |
| Routine estate, no dispute? | Miami probate administration covers summary and formal administration, costs and timelines; Miami-Dade probate court covers the Clerk, filing and records. |
This page is written by the attorney who would handle the matter. Jose M. Lorenzo, Jr. is Lorenzo Law’s only attorney (Florida Bar No. 107002); the attorney you speak with at the first call is the attorney who handles any matter the firm accepts. Statutes cited are the 2026 Florida Statutes and link to the Florida Senate’s official text; court procedure comes from the Eleventh Judicial Circuit and the Miami-Dade Clerk. Nothing here is legal advice for a particular case.
What does a Miami probate litigation attorney do?
Short answer. A probate litigator handles the contested questions in an estate or trust: whether a will, trust or amendment is valid; whether a personal representative or trustee has breached a duty; who is entitled to what; and who may serve. That includes bringing the claim for a beneficiary or heir and defending it for the fiduciary. Routine administration, where nobody disagrees, is a different service with different fees.
People search for the same work under different names. Probate litigation is the contested part of a court-supervised estate: objections to a will, petitions to remove or surcharge a personal representative, disputes over who is an heir, creditor objections, and the emergency relief that protects assets while those questions are decided. Estate litigation is the broader term and takes in disputes that run outside the probate file, such as a deed signed shortly before death, a beneficiary designation changed by someone holding a power of attorney, or a partition claim between co-owners of inherited property. Trust litigation concerns a trust rather than a will: the validity of the document or an amendment, a trustee’s accounting, distributions, sales, compensation, and removal. A dispute described as a will contest may turn out to be an attack on a trust amendment, and a dispute described as a trust problem may need a petition in the estate as well. Related matters may involve overlapping records and witnesses.
Jose M. Lorenzo, Jr. is a Miami probate litigation lawyer and trust litigation attorney whose practice is probate, trusts, estate planning and the transfer of Florida real property, which is why disputes over a Miami home, a condominium or a deed are handled in the same office as the estate. Depending on the matter and a conflicts review, he may represent the beneficiary who believes a document was procured or an asset mishandled, or the personal representative or trustee who has been accused and needs the administration defended. The statewide practice pages describe the broader Florida probate litigation, estate litigation and trust litigation work; this page is about how those disputes arise and are heard in Miami-Dade County.
Search terms and where this page answers them
The table groups terms used for estate and trust disputes and links to the relevant sections.
What does probate litigation mean? A contested proceeding connected to a decedent’s estate, decided by a judge rather than processed by the Clerk. What does a probate litigator do? Investigates the facts, pleads the claim or the defense, takes discovery, mediates, and tries the case to the court. What does an estate litigator do? The same work across the whole estate, including assets that never enter probate. What does a trust litigation lawyer do? Contests or defends the trust document, and brings or defends claims about the trustee’s administration. What type of lawyer do you need to contest a will? A probate litigation attorney admitted in Florida; a will contest is a court proceeding, not an estate-planning task.
| What people search for | What it usually means | Where to start on this page |
|---|---|---|
| Probate litigation attorney Miami; probate litigation lawyer Miami; probate litigation Miami; litigation lawyer probate Miami; Miami-Dade probate litigation attorney | A contested estate in the Probate Division: a will contest, an objection, a removal or accounting petition | Your role and dispute; notices |
| Miami estate litigation attorney; Miami estate litigation lawyer; estate litigation attorney Miami; estate litigation lawyer Miami; estate litigation Miami; Miami probate and estate litigation | The broader dispute, including deeds, joint accounts, beneficiary designations and inherited property | Deeds and accounts; home and condominium |
| Miami trust litigation attorney; Miami trust litigation lawyer; trust litigation attorney Miami; trust litigation Miami; trust litigators; trust litigation attorneys; trust contest attorney | A challenge to a trust or amendment, or a claim against a trustee | Trust disputes |
| Miami will contest lawyer; contested will attorney; contested probate attorney; will contest Miami | Contesting or defending a will in the probate case | Will contests |
| Miami inheritance lawyer; inheritance dispute lawyer Miami; Miami inheritance dispute attorney; inheritance litigation attorney | A dispute among heirs or beneficiaries over who gets what, with or without a will | Your role; no will; surviving spouse |
| Miami fiduciary litigation attorney; fiduciary litigation attorney; breach of fiduciary duty attorney; Miami breach of fiduciary duty lawyer; trustee removal attorney; beneficiary rights attorney | A claim against, or a defense of, a personal representative or trustee | Fiduciary conduct; removal; defending a claim |
| Undue influence attorney; elder financial abuse attorney | A plan or transfer procured from a vulnerable person; often also a guardianship or exploitation matter | Undue influence; guardianship and exploitation |
| Probate dispute lawyers; probate dispute attorney; estate dispute lawyer; estate dispute attorney; lawyer for inheritance dispute; lawyers for inheritance disputes; inheritance dispute lawyers; lawyer for estate disputes; inheritance lawyer Miami | The same contested work described by the result rather than the proceeding | Your role and dispute |
| Trust dispute attorney; trust dispute lawyers; trustee breach of fiduciary duty Florida; trustee misconduct Florida; executor misconduct Florida; breach of fiduciary duty Florida | A claim that the person in charge mishandled the estate or trust | Fiduciary conduct |
| Miami guardianship litigation attorney; Miami elder financial exploitation attorney | A contested guardianship, or exploitation discovered before or after a death | Guardianship and exploitation |
| Probate litigators; probate litigation lawyers; probate litigation law firm; estate and trust litigation attorney; Florida probate litigation attorney | Any of the above, anywhere in Florida; this office handles Miami-Dade and the rest of the state by phone or video | Venue; contact |
What a probate litigator does not do is turn every unhappy heir into a case. An unequal will, a sibling who was closer to a parent, or a trustee who is slow to answer email is not, by itself, a claim. The work begins by matching what happened to a legal route, and that route is set out next.
Which role are you in, and what is the dispute?
Short answer. The claim, the deadline and the evidence all depend on who you are in the estate. A beneficiary seeking records, an heir questioning a changed plan, a surviving spouse protecting an inheritance right, a creditor, and a personal representative or trustee responding to allegations each need a different analysis. Say which one you are when you first call. The person administering an estate and the beneficiaries do not necessarily have the same interests or the same lawyer.
Standing is proceeding-specific. Under § 731.201, an interested person is someone who may reasonably be expected to be affected by the outcome of the particular proceeding, and that status can change as the case moves. Being related to the decedent, or unhappy with the result, is not enough on its own; an heir who was written out of the disputed will but would take under an earlier will or by intestacy usually has standing to challenge it, while a distant relative who would take nothing either way usually does not. A creditor is an interested person for the questions that touch the debt. Start with your position, not with a theory.
Roles and disputes in detail
| Your situation | What needs to be established | Helpful starting documents |
|---|---|---|
| Beneficiary or heir questioning a will, codicil or trust amendment | Standing; validity, execution, capacity and possible undue influence; whether an earlier notice, waiver or order already limits the challenge | Every version of the plan, witness names, signing dates, any notice and how it arrived, the court file |
| Beneficiary questioning how the estate or trust is being run | What information or action is owed, what was requested, what the fiduciary did, and the financial effect | Inventory, accountings, limitation notices, requests and replies, orders, transaction records |
| Disinherited child, omitted heir or person left out of the will | Whether you would take under a prior will or by intestacy; whether the omission was deliberate; pretermitted-child rules for children born or adopted after the will | Prior wills, birth and adoption records, the family tree, the decedent’s communications about the plan |
| Surviving spouse | Elective share, homestead, exempt property and family allowance, and their separate deadlines, whether or not a will contest is also appropriate | Marriage record, any prenuptial or postnuptial agreement, the estate documents, every notice |
| Creditor of the decedent | Whether a claim was filed in time, whether an objection was served, and whether the estate has enough to pay | The debt documents, the statement of claim, the objection, the notice to creditors |
| Personal representative or trustee accused of misconduct | What the governing document and the statute required, what you did and why, what was disclosed and when | Letters or the trust, accountings, notices you sent, professional advice relied on, the challenged transactions |
| Caregiver, companion or relative accused of undue influence | The decedent’s capacity and independent reasons for the plan; who drafted it; your involvement, if any, in the signing | The drafting attorney’s file, medical records, messages showing the decedent’s own decisions |
| Co-owner of inherited Miami property | Who holds title, who is paying and collecting, and whether negotiation or partition fits | Recorded deeds, mortgage and association statements, leases, expense records |
| Family living abroad or out of state | Where the decedent was domiciled, how the Miami asset was titled, who is eligible to serve, and which documents need authentication | Death record, will, any foreign appointment, proof of relationship, translations and apostilles already obtained |
The second question is what, exactly, is being challenged. Probate litigation concerns contested rights or responsibilities connected to an estate. Related trust and deed disputes may require separate proceedings even when they involve the same family and the same condominium. Uncontested administration also involves legal duties and court decisions; it is not simply a clerk recording paperwork, which is why it has its own page.
| Your concern | What needs to be evaluated | Useful starting records |
|---|---|---|
| A will or codicil unexpectedly changed your inheritance | Standing, validity, execution, capacity and possible undue influence; any earlier notice or court decision | All versions, witness names, signing dates, notices and relevant communications |
| A personal representative refuses records, mishandles property or has a conflict | Duties, requested information, court orders, losses and whether accounting, removal or recovery is appropriate | Inventory, accountings, orders, requests and transaction records |
| A trust or amendment changed the beneficiaries | Validity of the document, who may challenge it and the applicable trust deadline | Complete trust and amendments, notice package, delivery information and signing evidence |
| A trustee made a questionable sale or distribution | Trustee authority, loyalty, disclosure and potential breach of trust | Accountings, limitation notices, trust terms, contracts and payment records |
| A Miami home or condominium was deeded away before death | Who owned it, the challenged deed and the legal basis to set aside the transfer | Recorded deeds, title documents, powers of attorney and closing records |
| Co-owners agree who owns property but disagree about keeping or selling it | Whether negotiation or a partition action fits the ownership and the property | Deeds, ownership history, expenses, leases and any agreement |
| A spouse was omitted or received less than expected | Separate spousal rights, waivers and election deadlines, whether or not a will contest is appropriate | Marriage records, agreements, estate documents and notices |
| Nobody can agree who should serve, or the nominee lives abroad | Qualification and priority under the code, including the nonresident-relationship rules | The will, the family tree, residence records, any foreign appointment |

See the chart “Which dispute is it? Seven situations and the route each one takes”
These are routes for evaluation, not conclusions that misconduct occurred. The broader Florida estate disputes guide and the inheritance lawyer page cover the same routes statewide; the sections below explain how each one works in Miami-Dade.
Which notice did you receive, and which deadline matters?
Short answer. There is no single deadline for every probate, trust or property dispute. A served notice of administration generally gives three months after service to raise specified objections; formal notice before letters can require the challenge to be made before letters issue. For a trust that was revocable at the settlor’s death, the validity deadline is the earlier of the applicable chapter 95 period or six months after the trustee sent the instrument and the required notice. A separate six-month bar applies to a breach-of-trust claim as to a matter adequately disclosed in a trust disclosure document, generally running from the later receipt of that disclosure or an applicable limitation notice — subject to any other applicable bar. Bring the entire packet, including envelopes, email headers, delivery confirmations and any waiver you signed. The date printed on an envelope does not by itself establish legal service.
The notices in detail
| Document or issue | Why it needs prompt review | First action |
|---|---|---|
| Notice of administration (Florida, § 733.212) | Under § 733.212, a served interested person generally has three months after service to raise specified objections to the validity of the will, venue or the court’s jurisdiction. If service was waived, the statute treats the filing date of the waiver as the date of service. This is not a deadline for every estate claim, and it is not a period that any other misconduct extends. | Record how and when it arrived; bring the complete document and every attachment |
| Formal notice (Florida Probate Rule 5.040) before letters are issued | § 733.2123 can require specified challenges to be made in the proceedings before letters issue, and a person served with formal notice of the petition before letters, or who waived that notice, may be barred from later objecting on those grounds (validity of the will, testacy, venue or jurisdiction). Do not assume a later notice of administration gives a new opportunity. | Bring the petition and the notice together; the response period in the notice controls |
| A Florida probate caveat filed by an interested person | Under § 731.110, an interested person who fears an estate will be administered or a will admitted without that person’s knowledge may file a caveat with the Clerk; after a caveat by someone other than a creditor, the court may not admit the will or appoint a personal representative without formal notice to the caveator. A caveat is a way to be heard, not a contest in itself. | Decide early whether a caveat should be filed, and what response a notice to a caveator requires |
| A request to revoke probate | § 733.109 permits an eligible interested person to petition to revoke probate before final discharge, but only if not already barred under §§ 733.212 or 733.2123. Revocation before discharge is subject to those earlier bars. | Check whether a notice of administration or formal notice was served, and when |
| Trust instrument and a notice about contesting validity | For a trust that was revocable at the settlor’s death, § 736.0604 limits a validity challenge to the earlier of the applicable period in chapter 95 or six months after the trustee sent the person a copy of the instrument and a notice informing the person of the trust’s existence, the trustee’s name and address, and the time allowed. The trigger is what the trustee sent. | Keep the envelope, the cover letter and every enclosure; note the date it was sent and the date it arrived |
| Trust accounting or report and a limitation notice | For an adequately disclosed breach-of-trust claim, the six-month period in § 736.1008 depends on the applicable disclosure and limitation-notice requirements, using the later receipt of the trust disclosure document or the limitation notice. Other bars and periods may apply. An accounting alone is not a universal six-month trigger. | Read every accounting the week it arrives; if it comes in English and you read Spanish, have it read the same week |
| Notice to creditors; a statement of claim; an objection to a claim | Creditor claims follow their own rules under § 733.702 and the outer bar in § 733.710, and an objection to a claim starts a separate period for the creditor to sue. These are not will-contest deadlines. | Bring the publication date, the service date and the claim or objection itself |
| Hearing notice, complaint, petition for discharge or proposed transaction | Each presents a different response requirement or a need to seek relief before action is taken. A petition for discharge, in particular, asks the court to close the estate and approve the accounting and the plan of distribution. | Send the complete document for review; do not apply a will-contest deadline to it |
| Surviving spouse’s election | The elective share has its own election period under § 732.2135, and homestead, exempt property and family allowance have separate rules. Review Florida elective-share rights promptly rather than assuming a will contest is required or that the same deadline applies. | Bring the marriage record, any agreement and every notice |

See the chart “Which notice did you receive? Match the document to the first action”
People search for a Florida will contest statute of limitations as if there were one number. There is not: the three-month objection period runs from service of the notice of administration, the pre-letters bar runs from formal notice, revocation of probate is open until discharge unless one of those bars applies, and a trust or deed claim has its own period. The extension allowed by § 733.212 is narrow: estoppel based on the personal representative’s misstatement about the time for objecting, with an outside limit of the earlier of final discharge or one year after service. Lack of a notice of administration is not assurance that a challenge remains available; waivers, earlier proceedings and other bars still matter. The reverse is also true: relatives outside the United States are sometimes not served promptly, and a person who was never served should not conclude from a sibling’s deadline that it is too late.
Two related rules are easy to confuse with a contest deadline. The custodian of an original will must deposit it with the Clerk within ten days after receiving information that the testator is dead under § 732.901; that is a duty to file, not a window to object. And the Florida Probate Rules govern how a contested matter proceeds once started, including formal notice under Rule 5.040 and adversary proceedings under Rule 5.025, which determine what must be served and answered. The statewide Florida probate rules and deadlines guide collects the administration deadlines; this page covers the contested ones.
Contesting a will in Miami: who can contest, and on what grounds?
Short answer. An interested person whose share would improve if the will fell, typically an heir omitted from the disputed will or a beneficiary under an earlier one, may contest it in the probate case on a recognized ground: improper execution, lack of testamentary capacity, undue influence, fraud, duress or mistake, or revocation by a later document. An unequal inheritance or a difficult family relationship does not, by itself, invalidate a will. Jose is a Florida will contest attorney who may represent a challenger or a personal representative defending the document, depending on the matter and conflicts review.
To challenge a will is to challenge a document, so a Miami will contest attorney starts with two documents rather than one: the will being challenged and whatever would govern if it fell. If there is no earlier will, intestate succession decides who takes, and that comparison is what gives a contestant standing. If there is an earlier will, its beneficiaries are the people with the most direct interest, and the earlier document itself may be attacked by someone else. Start with all versions of the plan and the court file rather than assuming everyone in the family can bring the same claim. The first question clients ask a Miami will contest lawyer is whether they can contest a will (Miami families usually put it as “can you contest a will in Florida” or “how to contest a will in Florida”); they then ask whether challenging a will in Florida is worth the cost, and that depends on the three things below: standing, grounds and timing. A personal representative may instead need to defend the document or respond to a petition; that side is covered under defending a claim.
Who can contest a will in Florida?
Standing depends on the particular proceeding and your legally affected interest. Can a beneficiary contest a will? Yes, if the beneficiary would take more under an earlier will or by intestacy; a beneficiary who is content with the document has no reason to. Can an executor contest a will, or can a trustee contest a will? A personal representative or trustee named in an earlier will may contest a later will as an interested person. Whether a serving personal representative may contest the very will under which he or she was appointed is less settled: older authority treated doing so as a self-disqualification, but a 2026 Florida appellate decision has called that rule into question, treating the issue instead as whether the person qualifies as an ‘interested person.’ An heir omitted from the disputed will, or a beneficiary under an earlier will, may have a basis to challenge it; a person who takes the same amount whether or not the will stands generally does not. Being written out is not a bar to standing. It is often part of the evidence. A step-child who was never adopted and is not named in any prior document usually cannot contest unless some other interest exists, while a child born or adopted after the will was signed may have a separate pretermitted-child claim under § 732.302 that does not require proving the will invalid at all, subject to the statute’s exceptions (for example, where the will shows the omission was intentional, or where nearly everything was left to the child’s other parent). A surviving spouse often has rights that require contesting nothing; see the surviving spouse.
What are the grounds for contesting a will?
Section 732.5165 provides that a will is void if its execution is procured by fraud, duress, mistake or undue influence, and that only the part so procured is void, with the rest of the will standing. A revocation procured by undue influence, fraud, duress, or mistake is void (§ 732.5165). Setting aside a later will for lack of capacity also voids its revocation clause, so the earlier will can be restored. Revival is not automatic: if the misconduct affected only the gifts and not the decision to revoke, the revocation may still stand and the estate passes by intestacy. Section 732.502 governs execution: the testator signs at the end (or acknowledges the signature) in the presence of at least two attesting witnesses, who sign in the presence of the testator and of each other. It also includes rules for certain wills signed by nonresidents outside Florida, which matters in Miami: a will valid where a nonresident signed it may be recognized here, with exceptions for holographic and nuncupative wills, so a foreign will does not automatically fail because another jurisdiction uses different formalities.
| Ground | What has to be shown | Where the evidence usually comes from |
|---|---|---|
| Improper execution | The signing did not meet § 732.502: no signature at the end, fewer than two witnesses, witnesses who did not sign in each other’s presence, or a self-proving affidavit that does not match what happened | The original will, the witnesses, the notary, the drafting attorney’s file |
| Lack of testamentary capacity | At the moment of signing the testator did not understand the nature and extent of the property, the natural objects of the testator’s bounty, or the practical effect of the will | Medical records around the signing date, the drafting attorney’s notes, witnesses to the testator’s condition |
| Undue influence | Someone overbore the testator’s free will; where the presumption applies, the burden shifts to the favored beneficiary | Who arranged, attended and paid for the signing; who held the documents; isolation; financial changes; see proving undue influence |
| Fraud, or tortious interference with an expectancy | A misrepresentation that induced the will or its terms; or, as a separate civil claim, intentional and wrongful interference with an expected inheritance that caused its loss; that claim is generally unavailable where an adequate probate remedy existed and was not used, the conduct must be independently wrongful, and it is tried to a jury. The probate-remedy bar is not absolute where the circumstances effectively preclude adequate probate relief, such as fraud discovered only after probate | Communications, the false statement and its source, what the testator believed |
| Duress or mistake | Coercion, or a will that does not reflect what the testator intended because of a mistake in execution | Threats or pressure documented in messages; the drafting file; the testator’s own statements |
| Forgery | The signature or the document is not the testator’s | Known signature exemplars, a handwriting examiner, the witnesses |
| Revocation; a later codicil | A later will or codicil, or a revocation by act, replaced the document being offered; can a codicil be contested? Yes, on the same grounds as the will it amends; can a holographic will be contested? In Florida the question is usually whether it is valid at all, because a will in the testator’s handwriting without the attestation § 732.502 requires is not recognized here regardless of where it was signed | The later document, the custodian, the testator’s communications |
| Insane delusion | A fixed false belief with no basis in fact, held against all evidence and reason, about someone who would naturally benefit, that produced the disputed provision | Medical and lay evidence of the belief and its connection to the gift |
Void wills, revocation and execution
What voids a will in Florida? Procurement by fraud, duress, mistake or undue influence under § 732.5165, a signing that does not meet § 732.502, or a testator without capacity; a valid later will or codicil revokes an earlier one rather than voiding it, but a revocation procured by fraud, duress, mistake or undue influence is itself void. Section 733.107 sets the order of proof: the proponent of the will first establishes its proper execution; the contestant then bears the burden on the ground alleged; and where the presumption of undue influence applies, it shifts the burden of proof. The statewide contesting a will in Florida guide walks through each ground in more depth, including the realistic difficulty of each; this page keeps to how they are litigated in Miami-Dade.
Can a will be contested for dementia or lack of capacity?
Yes, but a diagnosis is evidence, not proof. Contesting a will due to dementia turns on the evidence: a contested will signed by a person with Alzheimer’s disease is not void for that reason alone. Testamentary capacity is measured at the moment of signing, and a person with dementia may have had a lucid interval, while a person with no diagnosis may have lacked capacity on the day. The question is what the testator understood when the pen was on the page. Records from the twelve months around the signing, the drafting attorney’s own notes and questions, the witnesses’ recollection of the conversation, and the timing relative to a hospitalization or a change in medication are the usual sources. Capacity and undue influence are often pleaded together, because a weakened testator is easier to influence, but they are separate grounds with separate proof.
Can you contest a will after it has been admitted to probate?
Sometimes. Section 733.109 allows an interested person to petition to revoke probate of a will before the estate’s final discharge, if that person is not already barred by § 733.212 or § 733.2123. In practice that means the three-month period after service of a notice of administration, and any formal notice served before letters, decide the question more often than the date of the order admitting the will. A person who was never served, or whose waiver was never filed, is in a different position from a sibling who was served months ago. Bring the court file; the docket shows what was served and when. The will contest Florida statute most people mean is § 733.212, and the contesting-a-will time limits it sets are the ones above. When can a will be contested? From the moment it is offered for probate, and in practice from the moment a notice of administration or formal notice is served; to dispute a will after probate, see § 733.109. Can you contest a will after 5 years, or years later? Only if no bar has run and the estate has not been discharged, which is unusual; when is it too late to contest a will? Usually when the three-month period after service has passed, when formal notice before letters went unanswered, or when the estate has been closed.
What if you were left out of the will, or a sibling got everything?
Being unfairly left out of a will is not a ground. It is the reason to look for one. Florida law lets a competent adult leave property to anyone, including one child and not another, and a will that is unfair is still a valid will if it was properly executed by a person with capacity acting freely. The questions that matter are whether the plan changed late, who was present when it changed, who benefited, and whether the testator had independent reasons for the change that are documented somewhere. An earlier will, a long-standing estate plan that was suddenly reversed, a new power of attorney or joint account in the same period, and a drafting attorney the testator had never used before are the facts that turn a disappointment into an investigation. For a dispute between siblings involving a home, see the siblings and the family home guide.
What if the original will is lost, or there are several versions?
A lost will is a separate problem from an invalid one. An original that was last in the testator’s possession and cannot be found after death is presumed destroyed with the intent to revoke. The proponent must rebut that presumption and, under § 733.207, prove the will’s specific content by two disinterested witnesses, or by one disinterested witness if a correct copy is produced. A beneficiary is not a disinterested witness. Several versions raise the opposite problem: which one was last, and whether the later one was validly executed and not itself procured. The custodian’s duty to deposit the original under § 732.901 is where the search usually starts, and the drafting attorney’s file is where it usually ends.
Does a no-contest clause stop you from challenging a will or trust?
No. The no contest clause Florida law addresses in § 732.517 and § 736.1108 is a provision in a will or trust that purports to penalize an interested person for contesting the instrument, or for instituting other proceedings relating to the estate or trust; both sections make such a provision unenforceable, and Florida has no good-faith or probable-cause exception to that rule. Separate fee exposure under § 733.106 remains. In terrorem clauses are enforceable in many other states and in many of the countries Miami families come from, and the clause may still sit in the document and read as though it works; it does not. That does not establish standing, prove a claim or eliminate litigation expense, and where another jurisdiction’s law may govern the instrument, counsel should review it rather than assuming Florida’s rule decides every issue.
Defending a will against a contest
The personal representative named in the will is usually the person who defends it, and the estate may pay for that defense when the representative acts in good faith, a point covered under cost and who pays. The defense begins with the execution evidence: the self-proving affidavit, the witnesses, the drafting attorney’s file, and whatever shows the testator’s own, independent reasons for the plan. A caregiver, companion or relative accused of undue influence is also entitled to defend, and the same evidence that supports the will supports that person. A will that was prepared by an independent attorney, after a private conference with the testator, with witnesses the testator chose, is in a very different position from one drafted from a form at a kitchen table.
How do you prove undue influence in Florida?
Short answer. Undue influence (Florida law uses the term for a will, a trust and a deed alike) is influence that overbears the free will of the person signing, and it is rarely proved by a confession. Florida courts examine whether the favored beneficiary stood in a confidential relationship with the testator, received a substantial benefit, and was active in procuring the will. Where those elements are shown, § 733.107(2) applies a presumption that shifts the burden of proof to the beneficiary. The inquiry is fact-specific; a close relationship or help with appointments is not a substitute for examining the full evidence.
The elements of undue influence Florida courts apply are those three: a confidential relationship, a substantial benefit and active procurement; together they raise the presumption of undue influence Florida’s § 733.107(2) describes. The Florida undue influence Carpenter factors, the ones courts consider when deciding whether a beneficiary was active in procuring the will, come from the Florida Supreme Court’s decision in In re Estate of Carpenter, 253 So. 2d 697 (Fla. 1971), and later cases: presence of the beneficiary at the execution of the will; presence when the testator expressed a desire to make a will; recommending the attorney who drafted it; knowledge of the contents before execution; giving instructions to the drafting attorney; securing the witnesses; and safekeeping the will after execution. The list is not exclusive, and a contestant need not prove all of them. The list describes the kind of evidence that matters, and it is why the first questions in a Miami undue-influence case are practical ones: who made the appointment, who drove, who sat in the room, who paid, and who kept the document afterward.
The presumption is earned with evidence of procurement, not inferred from closeness. A confidential relationship or caregiving alone is not enough without active procurement, so the lesson for a contestant is to build the procurement record, and the lesson for a beneficiary is that assisting an elderly parent is not, without more, procurement.
How to prove undue influence in Florida is therefore mostly a question of records. What to gather: medical records for the months around the signing; the drafting attorney’s file; bank and brokerage statements showing new joint accounts, signature cards or powers of attorney in the same period; messages that show changes in who had access to the testator and the reasons the testator gave for the plan; and the timing relative to a hospitalization. Identify medical providers and relevant dates; protected records are obtained through appropriate authorization or legal process, not by asking a sibling. The statewide undue influence page explains the presumption and the Carpenter factors in more depth, and the challenging transfers before death guide covers the same conduct when it produced a deed or a joint account rather than a will.
How do you contest a trust in Florida?
Short answer. Two different attacks, and confusing them costs cases. A challenge to how a trust, amendment or restatement was obtained rests on § 736.0406, which voids a trust or any part procured by fraud, duress, mistake or undue influence. A claim that a trustee mismanaged a valid trust is a breach of trust under § 736.1001. The first needs evidence from the signing period; the second turns on an accounting, a sale, a distribution or withheld information. Each has its own deadline and its own remedies. Jose handles both as a Florida trust litigation attorney.
How to contest a trust, and the grounds for contesting a trust in Florida, follow the same grounds as contesting a will, applied to a different document. Can an irrevocable trust be contested? An irrevocable trust may be contested within the applicable period. Irrevocability (by the trust’s terms or the settlor’s death) generally determines when a validity contest may begin (§ 736.0207); it does not itself start a limitation period. The applicable deadline depends on the claim and the rules in §§ 736.0604 and 736.1008, including the chapter 95 period and any qualifying disclosure or notice. Can a testamentary trust be contested? Yes, usually by contesting the will that creates it. Can a trust be contested after death? That is when most contests begin. Can a beneficiary contest a trust? Yes; can a non-beneficiary contest a trust? Only with some other legally affected interest, such as taking under the prior instrument. A Miami trust contest is often not an attack on a twenty-year-old irrevocable trust that has been administered for decades. It is an attack on the amendment or restatement signed weeks before the death that moved a condominium, an account or everything to one child, and § 736.0406 covers amendments and restatements, and procured revocations, in the same terms as the original instrument. Under § 736.0207, a validity challenge to a revocable trust generally cannot begin until the trust becomes irrevocable by its terms or by the settlor’s death; a contest of the revocation of the entire trust must wait until the settlor’s death, and the statute does not bar an action by the guardian of the property of an incapacitated settlor, who needs court authorization. Irrevocability is when a contest may begin, not a deadline that ends the right to sue. The evidence, though, has to be preserved before then.
Trust proceedings generally begin by complaint under § 736.0201, subject to its exceptions, which include certain matters involving testamentary trusts and homestead. A trust dispute does not automatically become part of an open probate case, even in Miami-Dade where the will is a short pour-over document that does nothing but send everything to the trust. Coordinating related matters is often useful, because the same documents, witnesses and final-year timeline prove both, but the proper claim, parties, procedure and venue must be determined separately for each.
Can a beneficiary sue a trustee in Florida?
Yes, and the next question is whether you sue the trust or the trustee. A breach-of-trust claim is brought against the trustee, in the trustee’s fiduciary capacity, and sometimes personally, for the loss the breach caused; the trust is the thing being protected, not the defendant. Section 736.1001 lists what a court may do: compel the trustee to perform duties, enjoin a breach, compel a redress of the breach by paying money or restoring property, order an accounting, appoint a special fiduciary, suspend or remove the trustee, reduce or deny compensation, and, subject to the protections for third parties, void an act of the trustee, impose a lien or constructive trust, or trace trust property wrongfully disposed of. A validity challenge is different: it asks the court to declare the instrument, or the amendment, void, and the trustee defends it. How long does a beneficiary have to contest a trust in Florida? For a trust that was revocable at death, the earlier of the chapter 95 period or six months after the trustee sent the instrument and the § 736.0604 notice. The chapter 95 period for a trust contest is generally four years — Florida courts treat an undue-influence or fraud-based contest as an action founded on fraud (§ 95.11(3), running from discovery), and other grounds fall under the four-year residual period — though Florida law has not definitively fixed a single chapter 95 period for every § 736.0604 contest. How long do you have to sue a trustee? Six months from the later receipt of an adequate disclosure and a limitation notice under § 736.1008 for the matters disclosed, and otherwise the applicable limitation period; see notices and deadlines. Can a trustee be held personally liable in Florida? Yes, for a breach that causes loss, which is why trust litigation attorneys and trust litigators plead the loss and not only the removal. Disputes between a successor trustee and the beneficiaries, co-trustee disputes, construction of ambiguous terms, and modification or termination under the Trust Code are separate proceedings again, each with its own parties.
What if the trustee will not provide an accounting or information?
Who counts as a qualified beneficiary, whether the trust was revocable at the relevant time, and whether a waiver or an exception applies all need attention before a demand is made. What happens if a trustee does not provide an accounting? The beneficiary can demand it in writing and, if it is not produced, ask the court to compel it and to consider removal; the trustee accounting Florida law requires is not optional. Section 736.0813 requires a trustee to keep the qualified beneficiaries reasonably informed of the trust and its administration, including notice within sixty days of accepting the trusteeship, notice within sixty days after the trustee learns the trust has become irrevocable, a copy of the trust instrument on request, and a trust accounting at least annually, on termination and on a change of trustee. A trustee who will not confirm that the trust exists is a different problem from one who sends an accounting that cannot be understood, and the court can compel an accounting under § 736.1001 in either case. How to remove a trustee in Florida, and the removal of trustee Florida courts order under § 736.0706, are covered under removal; the trustee removal page covers what follows when silence turns into grounds.
Can a trustee sell property without every beneficiary’s approval?
Beneficiary approval is not required for every authorized sale. Can a trustee sell trust property in Florida without asking? Often yes. The trust terms, statutory powers, fiduciary duties and any court orders matter. Section 736.0802 requires the trustee to administer the trust solely in the interests of the beneficiaries and makes a sale or other transaction affected by a conflict between the trustee’s fiduciary and personal interests voidable by an affected beneficiary, with a presumption of conflict for transactions with the trustee’s spouse, descendants, siblings, parents or their spouses and certain affiliated persons. The statute also contains exceptions and protections that require review, including a transaction authorized by the trust terms, approved by the court, consented to, ratified or released by the beneficiary, barred by the time limits in § 736.1008, involving a contract or claim that predated the trusteeship, or consented to in writing by the settlor while the trust was revocable. Do not assume every related-party sale is automatically void, and do not assume a sale at a low price to a stranger is a breach; it may be a bad bargain, which is a different claim with different proof.
For a Miami condominium sale, preserve the contract, the valuation information the trustee relied on, the buyer’s identity and relationship to the trustee, the closing statement, and the records showing where the proceeds went. Those documents separate a disagreement over price from a claim about authority, conflict or missing money.
What counts as a breach of fiduciary duty by a personal representative or trustee?
Short answer. A personal representative and a trustee each owe duties of loyalty, prudence, impartiality and disclosure, and a breach is a failure to meet one of them that causes loss or withholds what a beneficiary is entitled to: self-dealing, commingling, an unauthorized or conflicted sale, a distribution to the wrong person, failure to account, unreasonable delay, or silence. A disagreement about strategy, a slow sale in a difficult market, or a fee the beneficiaries think is high is not automatically a breach. Suspicion is the reason to request records; the records are what show whether a claim exists.
Section 733.609 makes a personal representative liable to interested persons for damage or loss resulting from a breach of fiduciary duty, and in those actions the court must award taxable costs as in chancery actions, including attorney’s fees, which it may direct to be paid from a party’s share of the estate, by judgment against the party’s other property, or both; § 736.1001 does the same work for a trustee, with the remedies listed under suing the trustee. The statewide breach of fiduciary duty page sets out the duties in detail. In Miami-Dade the claims arrive in a recognizable set of forms.
| Conduct | What the records would show | Possible relief |
|---|---|---|
| Self-dealing: buying estate or trust property, or selling it to a relative or an affiliated company | Deeds, contracts and closing statements naming the buyer; the appraisal or lack of one; the relationship | Voiding the transaction, surcharge for the difference, constructive trust, removal |
| Commingling: estate or trust funds in a personal account | Bank statements showing deposits into personal accounts; missing estate accounts | Accounting, surcharge, removal |
| Failure to account or to inform | Written requests and the absence of replies; accountings that omit assets or cannot be reconciled | Order compelling an accounting; fees and costs in appropriate cases; removal if persistent |
| Unreasonable delay in distribution | The inventory, the creditor period, tax filings and any reason given; distributions to some beneficiaries but not others | Order compelling distribution or a plan; removal where delay is a persistent failure to administer |
| Improper distributions or payment of a disputed claim | Receipts, releases, the will or trust terms, the claim file | Surcharge, recovery from the recipient in appropriate cases |
| Excessive compensation or fees | The fee petition, time records, the basis used; the statutory schedules under § 733.617 and § 733.6171, or the trust terms | Reduction or denial of compensation, disgorgement |
| Letting property deteriorate: an unpaid mortgage, association arrears, lapsed insurance | Statements, lien notices, the association ledger, insurance cancellations | Surcharge for the loss; removal; a curator or special fiduciary while the case proceeds |
| Moving assets out of reach | Transfers abroad, closed accounts, a listing or contract on the property | Injunction, curator or special fiduciary, freezing orders in appropriate cases; see assets at risk |
Replacing a fiduciary and getting money back are different remedies, and neither follows automatically from suspicion. Removal, accounting and recovery are explained under removal and what the court can order.
What can you do if the executor is not distributing the estate or not communicating?
An executor not distributing assets, a report that an executor refuses to distribute estate assets, or an executor not paying beneficiaries, is a frequent reason to call a Miami breach of fiduciary duty lawyer, and the first step is to separate lawful delay from unlawful delay, because from outside they look identical. Distribution can lawfully wait for the creditor period to run, for a tax clearance, for the sale of real property or for a dispute among beneficiaries to be resolved, and a personal representative who distributes before claims, expenses and taxes are provided for can be surcharged personally for the resulting loss under § 733.609; the Third District applied that rule in Rich v. Narog, 366 So. 3d 1111 (Fla. 3d DCA 2022). It can also wait for no reason at all. The way to tell them apart is the court file and the inventory: whether the inventory was filed, whether the notice to creditors was published and the period has run, whether any claims remain, and whether the personal representative has filed a petition for discharge or given any explanation. A beneficiary is entitled to that information, and a written request that goes unanswered becomes evidence. Challenging the executor of a will, or how to contest an executor of a will, is therefore a question of records first and petitions second; can a beneficiary challenge an executor? Yes, any interested person can object to an accounting or petition for removal. Does an executor have to show accounting to beneficiaries in Florida? Yes: a personal representative files an inventory and, before discharge, a final accounting, and interested persons may object to it. If the answer is silence, the court can compel an accounting, set deadlines, and, where the failure is persistent, remove the representative under § 733.504. A trustee who does not distribute or communicate is addressed under accountings and information; the terms of the trust decide when distributions are due.
How do you remove a personal representative or trustee?
Short answer. How to remove a personal representative in Florida, or a trustee: by petition in the probate case, or by complaint in a trust proceeding, on the statutory grounds. Section 733.504 requires removal of a personal representative who was not qualified at appointment and lists the grounds on which a qualified representative may later be removed, including failure to comply with a court order, failure to account for the sale of property or to produce assets, wasting or maladministration, holding interests adverse to the estate that interfere with administration, and conviction of a felony. Section 736.0706 provides separate trustee-removal grounds and the findings the court must make. A family disagreement or beneficiary status alone does not establish those grounds.
Can a personal representative step down? Yes, by petition to resign, and the court appoints a successor under the same priority rules; resignation does not end liability for what was done before it. What powers does a personal representative have? Those the code and the letters grant: to take possession of estate property, pay claims and expenses, sell or lease property as the code permits, and distribute, all subject to the court’s supervision and the beneficiaries’ right to object. A petition to remove personal representative Florida courts grant is one that proves a statutory ground, not one that proves a disagreement. Who is qualified to serve as personal representative in Florida, how is a personal representative appointed in Florida, and what happens when a personal representative dies in Florida are administration questions covered on the personal representative guide; Florida uses the term personal representative rather than executor, and this page uses both because clients do. Two points about personal representatives are easy to miss. First, qualification comes before conduct. A nonresident who does not fall within the relationships listed in § 733.304 was never qualified to serve and must be removed under § 733.504 at any stage of the administration; there is no deadline for raising that disqualification. That question can arise when a nominee lives abroad; see who may serve. Second, conflict is a ground without dishonesty: a personal representative who is also a beneficiary and is buying estate property, or preferring a personal claim, may be removable on adverse-interest grounds with no allegation of theft at all.
To remove a trustee, § 736.0706 allows removal on the application of the settlor, a co-trustee or a beneficiary, or on the court’s own initiative, where the trustee has committed a serious breach of trust, where lack of cooperation among co-trustees substantially impairs administration, where unfitness, unwillingness or persistent failure to administer the trust effectively leads the court to find that removal best serves the beneficiaries’ interests, or where a substantial change of circumstances or a request by all qualified beneficiaries leads the court to find that removal best serves the interests of all the beneficiaries and is not inconsistent with a material purpose of the trust, and a suitable co-trustee or successor trustee is available. Several of those grounds carry conditions, which is why the finding, not the complaint, decides the petition.
Removal and recovery are different remedies
Where the personal representative has a conflict in a particular matter, the court may appoint an administrator ad litem for that matter rather than remove the representative (§ 733.308; Florida Probate Rule 5.120), and it may appoint a guardian ad litem for a minor, incapacitated or unascertained beneficiary whose interests would otherwise be inadequately represented; neither is a finding against anyone. Replacing a fiduciary does not recover money or undo a completed transfer. Depending on the claim and the proof, relief may include an accounting, an order addressing conduct, removal, surcharge for a loss, or a constructive trust over property that can be traced, and it may run against the fiduciary personally. A removal petition that does not also plead the loss leaves the money where it is. The practical questions are: what information is missing, which transactions are challenged, and what the financial effect was. The statewide trustee removal page covers the trust side in more depth; a personal representative who steps down voluntarily, or who dies or becomes incapacitated, is replaced under the same priority rules that governed the original appointment, and the personal representative guide explains those.
Can transfers outside the will be challenged?
Short answer. Yes. Can a Lady Bird deed be contested? Can a beneficiary deed be contested? Can a POD account be contested? Can a power of attorney be contested, or a beneficiary designation? Yes to each, on the right facts. A will controls only the probate estate. A Lady Bird deed or quitclaim signed before death, a joint account with right of survivorship, a pay-on-death or transfer-on-death designation, an IRA, retirement account or life insurance beneficiary change, and a transfer made by someone holding a power of attorney all pass outside the will, and each can be attacked on its own grounds: lack of capacity, undue influence, fraud, forgery, or an agent exceeding authority. Many Miami disputes are not about the will at all; they are about what left the estate before the will mattered.
These claims are usually brought as separate civil actions rather than as objections in the probate case, although the probate court’s authority to determine what belongs to the estate often brings them back. Standing and procedure differ by asset: a deed challenge is a quiet-title or cancellation action affecting recorded title, covered on the deed contest page; a challenged beneficiary designation involves the institution that holds the account; a transaction by an attorney-in-fact is tested against the power of attorney itself and the agent’s duties under chapter 709. The Lady Bird deed contest guide explains why an enhanced life estate deed is attacked on the same grounds as a will even though it never passes through probate, and the types of deeds in Florida guide explains what each instrument does.
The evidence overlaps almost entirely with a will contest: who arranged the signing, the grantor’s condition on that date, who benefited, whether the grantor understood what the document did, and what happened to the property afterward. A personal representative who learns of such a transfer must decide whether the estate should pursue it, and a beneficiary who believes the representative is ignoring it can ask the court to act. Recovered property returns to the estate or trust, not to the person who brought the claim, which is one of the reasons role matters.
What happens when heirs disagree about an inherited Miami home or condominium?
Short answer. Separate three questions: who owns it, who may decide what happens to it, and what it costs to keep. Title may be in the estate, in a trust, in a surviving co-owner, or in someone who received a deed before death. If the estate owns it, the personal representative decides, within the court’s supervision, whether to sell or distribute. If the heirs own it together after distribution, any co-owner who wants out can bring a partition action under chapter 64, which ends in a sale or a division. Possession by one sibling, rent collected by another, and assessments paid by a third all become part of the accounting.
A Miami property dispute lawyer and a probate litigator are often the same person here, because a Miami condo inheritance dispute and a fight over an inherited house in Kendall start the same way. Whether the asset is a condominium in Brickell or a house in Kendall, gather the recorded deed, the mortgage statement, the association ledger and assessment notices, insurance information, tax notices, leases and any pending sale papers, and identify who has possession, who collects rent and who is paying expenses. Those records answer most arguments before anyone files anything, and they are what the court will want if someone claims that expenses, rent or proceeds were mishandled. Obtain current figures rather than relying on an old estimate of the unit’s value; in a contested estate it is common for the property everyone is fighting over to be worth materially less, or more, than they assume, and an association balance that has run for a year changes the arithmetic of every settlement.
For a Miami condominium, the association’s estoppel certificate is the document that states the real figure owed on the unit, and unpaid assessments generally follow the unit to whoever takes it. The association is not a party to a family’s dispute over ownership, but its ledger is evidence in it. Three routes are available depending on what the disagreement is about. A deed challenge addresses a disputed transfer of title. A partition action concerns co-ownership and whether the property is divided or sold; a Miami partition action attorney is often the same lawyer handling the estate, because the facts overlap. A sale during probate is an administration decision that the personal representative makes and a beneficiary may object to; the searches “sell inherited house Miami” and “sell inherited house North Miami” lead to that guide, which covers the mechanics of a sale during administration. Can a personal representative sell property in Florida? Generally yes, with the authority the code and the letters give; can a personal representative sell homestead property in Florida? Protected homestead is different: it is not an estate asset, the personal representative cannot sell it even under a will’s power of sale, and title passes at death to the surviving spouse or heirs, who must all join in a sale (a spouse holding a life estate cannot convey the remainder), and the Florida homestead law heir-consent question, whether the heirs must agree to a sale, is covered on the homestead in probate page. None follows automatically from a probate dispute, and the siblings and the family home guide walks through the choice. Where the decedent lived in the home, homestead rules may restrict who could receive it at all.
What if you are the surviving spouse?
Short answer. A surviving spouse in Florida has rights that require contesting nothing: the elective share Florida law provides, an elective share of the elective estate under §§ 732.201–732.2155, homestead rights under § 732.401 and the devise restriction in § 732.4015, exempt property, and a family allowance. Each has its own election or deadline, and a prenuptial or postnuptial agreement may have waived some of them. Price those rights before deciding whether a will contest is worth bringing; they are not always smaller, and they are decided on different evidence.
The elective share right in Florida is statutory: the Florida elective share statute is §§ 732.201–732.2155, the Florida elective share law reaches well beyond probate assets, and the Florida elective share calculation is explained on the elective share page linked below. The Florida spousal elective share is an amount equal to a percentage of the elective estate, which reaches well beyond the probate estate into revocable trusts, joint accounts and other transfers, and the election must be filed within the period set by § 732.2135, measured from service of the notice of administration or from death, whichever the statute makes earlier. Homestead is different again: if the decedent was survived by a spouse or a minor child, the homestead could not be devised except in the limited way the statute allows, and if the home was not left to the spouse as the law allows, a surviving spouse takes a life estate with the remainder to the decedent’s descendants, or may instead elect an undivided one-half interest by recording a notice of election within six months after death; with no descendants, the spouse takes the homestead outright. A spouse omitted from a will signed before the marriage may also have a pretermitted-spouse claim under § 732.301. Can a prenup be contested? A waiver of spousal rights in a prenuptial or postnuptial agreement must meet the formalities of § 732.702 (a signed writing, two subscribing witnesses for a Florida resident, and fair disclosure if signed after marriage), and a premarital agreement can be set aside on the grounds § 61.079 lists, such as involuntariness, fraud, duress, coercion or overreaching. A postnuptial agreement or a waiver of spousal rights signed during marriage can be set aside under Casto v. Casto if it was procured by fraud, deceit, duress, coercion, misrepresentation, or overreaching, or if it is unfair or unreasonable and was signed without fair and full disclosure of the other spouse’s assets and income (§ 732.702 requires such disclosure for a waiver signed after marriage). That is a separate inquiry from the will.
The complete treatment, including how the elective estate is built, what counts and who pays, is on the Florida elective share page, and the homestead rules are on the homestead in probate page. On this page the point is narrower: a spouse’s rights and a will contest are separate proceedings with separate deadlines, and a spouse who waits for the contest to resolve before electing may lose the election.
Can there be litigation if there is no will?
Short answer. Yes. Without a will, §§ 732.102–732.103 decide who inherits, § 733.301 decides who has priority to serve, and the disputes become questions of fact: who the heirs are, whether a claimed child or spouse qualifies, whether a nonresident nominee is eligible, and whether assets that passed outside the estate should be brought back in. A determination of heirs, a contested appointment, and a challenge to a lifetime transfer are the usual forms.
Miami-Dade intestate disputes often turn on family facts from another country: a marriage never registered in the United States, a child recognized under foreign law, a divorce that may or may not have been final. Proving heirship then depends on foreign civil records, their authentication and translation, and sometimes expert evidence on the foreign law; see what an overseas family should gather. Priority to serve follows the statute rather than the family’s preference. When more than one heir of the same degree applies, the court may select the one it finds best qualified (§ 733.301(1)(b)). The court may appoint a disinterested professional instead of any heir only on a separate basis — for example, when no preferred person applies (§ 733.301(3)), or when the record shows a preferred applicant is unfit or so conflicted that appointing him or her would spark litigation and impede the administration. The how to become a personal representative guide explains the appointment process; the inheritance lawyer page covers intestate rights statewide.
Can a creditor dispute an estate?
Short answer. Yes, within the claims procedure. A creditor files a statement of claim with the Clerk within the period set by § 733.702, generally three months after the first publication of the notice to creditors or thirty days after service of the notice on that creditor, whichever is later, subject to the two-year outer bar in § 733.710. The personal representative may object; an objection to claim starts a separate period within which the creditor must bring an independent action or lose the claim. A creditor is an interested person for the questions that touch the debt, including whether assets were moved beyond the estate’s reach.
Creditor litigation in Miami-Dade commonly involves an association collecting assessments on a unit, a lender, a family member who advanced money for care or funeral costs, or a business partner. The personal representative’s duty is to pay valid claims in the statutory order and to object to the rest, and a representative who pays a disputed claim without objection, or who ignores a timely one, can be surcharged. The Florida probate creditors guide covers the procedure in full; the inheriting debt guide covers the heirs’ side.
What if you are the personal representative or trustee being accused?
Short answer. Respond on the merits, promptly, and through counsel who represents you in that capacity. Most accusations against a fiduciary in Miami-Dade are either a demand for information that has gone unanswered or a disagreement about a decision the fiduciary was entitled to make. The defense is the record: the governing document, the statute, the advice you relied on, the accounting, and the notices you sent. Fees for a good-faith defense may be payable from the estate or trust, but that is decided by the court, not assumed.
A personal representative defending a will contest, an accounting objection or a removal petition has specific obligations while the dispute runs: to preserve the assets, to keep administering what is not in dispute, to account on time, and to avoid any transaction that could be characterized as self-interested until the court has ruled. A trustee defending a validity challenge usually continues to administer the trust pending the outcome, and a trustee defending a breach claim should expect every related-party transaction and every undocumented decision to be examined. In both cases the documents that can end a case early are the ones that show disclosure: the notice that was sent, the accounting that was delivered, the consent that was signed. Jose represents personal representatives, trustees and beneficiaries in appropriate matters, and the first question in a defense engagement is whether the fiduciary’s interests and the estate’s remain aligned or whether separate counsel is needed for one of them.
What about contested guardianship or elder exploitation in Miami-Dade?
Short answer. Guardianship disputes (Miami-Dade County hears them in the same Probate Division), and the guardianship litigation Miami families bring over a parent who is still alive, are where many estate disputes begin, as a contested guardianship over a parent who is still alive, or as the exploitation of a vulnerable adult that is discovered only afterward. Guardianship is a separate proceeding under chapter 744 with its own petitions, a three-member examining committee under § 744.331(3) and reports, and a contested one is litigation in the same Probate Division. An elder financial abuse attorney and a probate litigator are often the same person here. Exploitation of a vulnerable or elderly adult can be reported to the state’s central abuse hotline (§§ 415.103 and 415.1034, Florida Statutes), prosecuted criminally as exploitation of an elderly person or disabled adult (§ 825.103), and pursued civilly — for actual and punitive damages under § 415.1111, or for treble damages, a minimum of $200, and attorney’s fees under § 772.11. The facts that support a financial exploitation claim are usually the same facts that later support an undue-influence claim.
How to avoid guardianship disputes (Miami-Dade County families ask this often) is mostly a planning question, answered by a durable power of attorney, a health care surrogate designation and a funded trust made while the person has capacity; guardianship disputes in families (Miami-Dade County sees them in every section) arise when none of that exists or when someone claims it was procured. A guardianship contest in Miami-Dade typically asks three questions: whether the person is incapacitated at all, since incapacity is decided on the examining committee’s reports and the evidence rather than on a family’s description, whether a less restrictive alternative such as an existing power of attorney or trust makes a guardian unnecessary, and, if a guardian is needed, who it should be. Each is decided on evidence, and the person whose rights are at stake is entitled to counsel. After a death, the guardianship file, the examining committee reports and the guardian’s accountings become some of the best evidence of capacity and of who controlled the person’s affairs in the final years. The Miami guardianship page covers appointments and administration; the guardianship litigation page covers contested proceedings. Reporting suspected exploitation does not require proof, and it does not require waiting until the person dies; a report is not a lawsuit and no outcome can be promised, but it preserves the record.
Miami property, foreign domicile and family overseas
Short answer. Three facts need separate treatment: where the person was domiciled, where the property is located, and where the heirs or the proposed personal representative now live. Citizenship alone does not answer any of them. A Miami-Dade property can involve an owner domiciled in Caracas, Bogotá, Buenos Aires or New York without any disagreement among the family, and a death abroad does not, by itself, make an estate contested. Litigation becomes necessary when someone disputes domicile, the will, the appointment, ownership, or the handling of the Florida asset.
Families abroad often look for a Miami probate attorney for out of state heirs, and this is the part of a Miami probate practice that differs most from the rest of Florida, and it is why this page treats out-of-state and overseas families at length. The questions arrive in the same order every time: does Florida need a proceeding at all; who may serve in it; and which foreign documents will the court accept. Routine ancillary administration, where the answers are clear and nobody objects, is covered on the Florida ancillary probate guide and the out-of-state executor page; the guide herencia en Florida para extranjeros (en español) covers the same ground for families abroad. The contested versions are below.
Does a death outside Florida require ancillary probate?
Not automatically, and ancillary probate Florida courts open for a nonresident is a narrower thing than people expect. Review how the Miami asset was titled and whether it is subject to estate administration at all. Trust ownership or a valid nonprobate transfer may change the route entirely. When a nonresident leaves Florida assets that require administration, § 734.102 supplies the ancillary administration Florida framework, started by a petition for ancillary administration Florida courts review like any other petition for letters, including who has priority to receive ancillary letters: the personal representative specifically designated in the will to administer the Florida property, if qualified; otherwise the foreign personal representative, if qualified to act in Florida; otherwise a qualified alternate or successor named in the will; otherwise a qualified person selected by those holding a majority interest in the Florida property; and, in an intestate estate, the ordinary preferences of § 733.301. An appointment in another jurisdiction does not automatically give that representative authority to administer Florida property, and a foreign executor who assumes it controls the Miami condominium can start a contested ancillary case.
Section 734.104 offers a separate route to admit an authenticated copy of a qualifying foreign will to record for Florida real property, without administration. Its conditions include execution and foreign probate requirements, no Florida administration proceeding, and either the passage of two years after death or discharge of the domiciliary personal representative. It is a route for uncontested title, not a universal two-year waiting rule and not a deadline for estate litigation. A smaller nonresident estate may qualify for summary administration under § 735.201 (Florida assets subject to administration, less exempt property, of $150,000 or less, or a death more than two years ago), which practitioners often call ancillary summary administration, or, for a testate nonresident with Florida property of $50,000 or less, for the short-form procedure in § 734.1025 within two years of death; the Florida ancillary probate forms are the same Smart Forms the court uses for any administration; and the Florida Probate Rules’ ancillary administration rule (Rule 5.470) governs the filing. Ancillary administration (Miami or any other Florida county) is otherwise opened and litigated like any other estate. Probate for non-U.S. citizens in Florida follows the same statutes: the nonresident rules for serving turn on the family relationship, not citizenship. Citizenship and immigration status are not a bar to inheriting from a Florida estate or to bringing or defending a probate or trust claim in Florida: Florida law gives aliens the same rights of inheritance as citizens (§ 732.1101), and the Florida Constitution guarantees all persons the right to acquire, possess, and protect property (Art. I, § 2). Separate federal tax rules can still apply to a beneficiary or surviving spouse who is not a U.S. citizen. The cost of ancillary probate in Florida depends on which route applies and whether anyone objects; the routine figures are on the ancillary probate guide, and foreign will probate Florida courts conduct is contested only when the will, the domicile or the appointment is disputed. When someone disputes the will, the domicile or the ownership, the record route is unavailable and the dispute is heard in an ancillary proceeding or a civil action.
Can a relative living abroad serve as personal representative?
Some can, and an out of state executor Florida families name faces the same test as a nonresident personal representative Florida courts are asked to appoint from abroad. Who can serve as personal representative in Florida is governed by §§ 733.301–733.304; for a nonresident, § 733.304 permits a person who is not domiciled in Florida to qualify only if the person is a legally adopted child or adoptive parent of the decedent; related by lineal consanguinity to the decedent; a spouse, brother, sister, uncle, aunt, nephew or niece of the decedent, or someone related by lineal consanguinity to any such person; or the spouse of a person otherwise qualified under the section. The list turns on relationship to the decedent, and it is narrower than many families expect. Can a stepchild serve as personal representative in Florida? A nonresident stepchild who was not legally adopted is not a blood relative of the decedent, but may qualify if he or she is the biological child of the decedent’s spouse (a person ‘related by lineal consanguinity to’ the spouse under § 733.304(3)); no Florida appellate decision has resolved this on the merits, including whether it matters that the spouse died before the decedent. A resident stepchild is not subject to this restriction. A nonresident first cousin may be able to serve as personal representative. Section 733.304(3) allows a nonresident related by lineal consanguinity to the decedent’s uncle or aunt; a first cousin is the child of that uncle or aunt. No Florida appellate court has squarely decided the point, so the issue should be confirmed with the probate court. Since June 13, 2024, the three-month deadline in § 733.212(3) applies only to objections to the validity of the will, venue, or the court’s jurisdiction — not to objections to the personal representative’s qualifications. A nonresident friend, business partner or companion named as executor abroad generally cannot qualify, however clear the will is, and neither label should be applied until the actual relationship has been traced.
| Nominee living outside Florida | The relationship to trace | What to bring |
|---|---|---|
| Child, grandchild, parent or grandparent | Lineal consanguinity with the decedent | Birth records; adoption decree if applicable |
| Spouse, brother, sister, uncle, aunt, nephew or niece | Named in the statute | Marriage record or the family tree with supporting records |
| First cousin | May qualify as the child of the decedent’s uncle or aunt; no Florida appellate court has squarely decided the point | Records showing the parent’s sibling relationship to the decedent and the cousin’s descent from that aunt or uncle |
| Stepchild who was never adopted | May qualify only as the biological child of the decedent’s spouse; not resolved on the merits by a Florida appellate decision | The marriage record and the stepchild’s birth record; if the decedent adopted the stepchild, the adoption decree |
| Spouse of any qualifying person | Subsection (4) | The marriage record and the qualifying person’s records |
| Friend, partner, companion, or an executor appointed abroad with no family relationship | No qualifying relationship; a Florida-domiciled person or a Florida trust company may be needed | The foreign appointment papers, so priority among the people who can serve is clear |
Other qualifications, disqualifications and appointment priorities under §§ 733.302, 733.303 and 733.301 still apply: a nonresident relative who is a convicted felon, has been convicted anywhere of abuse, neglect or exploitation of an elderly person or disabled adult, is under eighteen, or is mentally or physically unable to perform the duties cannot serve either, so to the question, can a convicted felon serve as personal representative in Florida, the answer is no, resident or not. Being named executor abroad is not, by itself, enough. Prepare a short family tree and the birth, adoption and marriage records that prove each link, together with any foreign appointment papers. The aim is to establish the actual relationship and eligibility, not to infer them from a surname or a nationality. When the nominee fails § 733.304, someone else must be appointed, and who that is becomes the first contested proceeding in the estate, often before anyone has argued about the will.
What should an overseas family gather?
Keep the original-language documents and any existing translations, certifications or apostilles together. Include the death record, the will, any probate order, the representative’s appointment, and proof of each family relationship. Identify the issuing country and authority, who holds each original, and where witnesses can be contacted. Authentication, translation, admissibility and service abroad are separate issues, and a Florida apostille will not make a foreign will valid here; an apostille authenticates the official’s signature, nothing more. Whether a public document from a particular country can be authenticated by apostille or must be legalized through consular channels depends on that country’s status under the Hague Apostille Convention and on the document; the HCCH apostille resources show a country’s status, and documents from non-Convention countries generally require consular legalization instead. A country list alone cannot establish that a particular document is acceptable, so ask what is needed before paying to replace or legalize records.
| Document | Why it is needed | Common issue |
|---|---|---|
| Death record | Opens any Florida proceeding; establishes the date that starts several periods | Civil-registry extract versus certified copy; translation |
| The will and any codicil, with proof of foreign probate if any | Admission in Florida, or the § 734.104 record route; the execution evidence for any contest | Authenticated copy required; original may be held by a foreign court or notary |
| Foreign letters or appointment order | Priority for ancillary letters under § 734.102 | Does not itself authorize action in Florida |
| Birth, adoption and marriage records | Standing as an heir; eligibility to serve under § 733.304 | Name variations across records; later marriages or divorces |
| Residence and domicile evidence | Venue, which law governs, and whether Florida administration is needed | A Miami address on a tax bill is not domicile |
| Witness contact information | Testimony about the signing, capacity or family facts may need a commission, or letters rogatory, for a deposition abroad | Commissions are among the documents the Miami-Dade Clerk requires in paper form; see the court |
A Florida dispute may also require advice from counsel in another jurisdiction, for example on whether a foreign will was validly made or whether a foreign judgment binds the heirs. This page does not promise representation under foreign law. Overseas witnesses and documents add procedural steps, which affects cost, but the family’s location alone does not establish the price or the duration of a case.
Does the case belong in Miami-Dade County?
Short answer. Not always. Probate venue generally follows the decedent’s Florida domicile; if the decedent had no Florida domicile, § 733.101 looks to the county where Florida property is located and, in the absence of both, to a county where a Florida debtor resides. Owning a Miami condominium does not move the estate of a person domiciled in Broward or Orange County to Miami-Dade. Trust venue has separate alternatives under § 736.0204, and a partition action follows the land-location rule in § 64.022. Court division, jurisdiction and venue should be checked for each claim.
Three Miami examples show how the rules separate. A decedent domiciled in Coral Gables whose assets are an account in New York and a condominium in Brickell has a Miami-Dade probate; the account is administered from here and the New York estate, if any, is ancillary there. A decedent domiciled in Bogotá whose only Florida asset is a Key Biscayne apartment titled in the decedent’s name, and that must be administered, has an ancillary proceeding in Miami-Dade, because that is where the property is (§ 734.102). A decedent domiciled in Palm Beach County who owned a Doral warehouse is probated in Palm Beach County; the warehouse is administered from that estate, and a Miami-Dade filing would be in the wrong venue even though the property is here. A trust may be litigated in the county where it is administered or where the trustee or a beneficiary resides, among other alternatives; an action that seeks to determine or change title to land (including partition) must be brought where the land lies, but a claim that merely touches a deed — for money, or to compel a party to act — may be brought elsewhere.
Every municipality in the county files in the same Probate Division, which is why the searches below all lead to the same courthouse and the same rules; what changes from place to place is the property, the association and sometimes the language of the records.
| Community | What people search for | What is different, if anything |
|---|---|---|
| Miami Beach | Miami Beach probate litigation lawyer; Miami Beach trust litigation attorney; Miami Beach estate litigation attorney | For a condominium dispute, gather the deed, association statements and relevant correspondence |
| Coral Gables | Coral Gables probate litigation lawyer; Coral Gables probate litigation attorney | Jose meets clients here by appointment |
| Doral | Doral probate litigation lawyer | If the decedent was domiciled abroad, gather the foreign estate papers and Florida title records; ancillary and § 733.304 questions may arise |
| West Miami, South Miami, Pinecrest, Dadeland and Kendall | West Miami probate litigation lawyer; South Miami probate litigation lawyer; Pinecrest probate litigation lawyer; Dadeland probate litigation lawyer | Same division and judges; unincorporated areas use Miami-Dade County services for records |
| Downtown Miami | Downtown Miami litigation attorney; downtown Miami estate attorney | Where the Justice Center is; no advantage to being near it, since filing is electronic and hearings are set by the section |
| West Miami, South Miami, Pinecrest, Doral and Coral Gables (estate litigation searches) | West Miami estate litigation; South Miami estate litigation; Pinecrest estate litigation; Doral estate litigation; Coral Gables estate litigation | Same as above; an estate-litigation question may involve a deed, account or property dispute rather than a will contest |
| Miami Lakes, Hialeah, Aventura, Brickell, Coconut Grove, Homestead | Trust litigation attorney Miami Lakes; probate litigation in the rest of the county | No separate court; hearing locations and procedures are set by the assigned section, not the city |
Venue can be contested, and an objection to venue is one of the matters the three-month period under § 733.212 covers after service of a notice of administration. Jose handles contested matters in Miami-Dade and across Florida; the statewide probate litigation page and the Fort Lauderdale, Boca Raton, West Palm Beach and Jacksonville pages cover those circuits.
Where is a Miami-Dade estate dispute heard, and what cannot be e-filed?
Short answer. Contested Miami-Dade estates and guardianships, and probate-related trust cases, are heard in the Probate Division of the Eleventh Judicial Circuit; a circuit administrative order separates probate-related from non-probate-related trust cases, and a separate civil claim may be assigned elsewhere. The Clerk’s probate office that accepts physical documents is at the Osvaldo N. Soto Miami-Dade Justice Center, 20 NW 1st Avenue, 6th Floor, Room 223, Miami, FL 33128; that is a court location, not a Lorenzo Law office. Attorneys file through the Florida Courts E-Filing Portal, but original wills and codicils, commissions, subpoenas, defaults, bonds, authenticated copies with raised seals, and original death and birth certificates must be delivered to the Clerk in paper. Appeals go to the Third District Court of Appeal.
The Eleventh Circuit publishes its probate procedures on the Probate Attorney’s Corner, and the Miami-Dade Clerk publishes filing, records and fee information on its probate page. Both change, and the assigned section’s own page controls; what follows is the shape of the procedure as published, so that a family knows what to expect, and the Miami-Dade probate court page covers the Clerk’s logistics, record searches and fee schedule in detail.
The published procedure, step by step
| Step | What the court requires | What it means for a contested case |
|---|---|---|
| Electronic filing | Attorneys e-file through the statewide portal and must use the court’s Smart Form petition or order if one exists for the matter | An ancillary case, like any other, is opened electronically; the paper items follow |
| Paper originals | Original wills and codicils, commissions, subpoenas, defaults, bonds, authenticated or exemplified copies with raised seals, and original death and birth certificates are delivered to the Probate Clerk, the certificates within two working days of e-filing and receiving a case number | A foreign family’s authenticated copies and the commission for a deposition abroad are paper filings; plan the courier time |
| Case records | Estate and guardianship files are viewed through the Clerk’s online system after registration; older paper files are requested in advance of a hearing | The docket shows what was served and when, which decides most deadline questions |
| Motion calendar and special-set hearings | Petitions and motions are filed and served before a special-set hearing is scheduled through courtMAP; the moving attorney confers in good faith with opposing counsel and attaches to the motion a statement certifying the conferral, and the papers go to courtMAP in advance (ten days if the judge’s page sets no other period) | Check the assigned judge’s page for the courtMAP lead time before planning around a hearing |
| Emergency matters | An emergency motion is filed and docketed, then uploaded to the courtMAP emergency queue for review by the probate emergency duty judge | A published review procedure is not a promise of an order or appointment within a particular time; see assets at risk |
| General magistrates and non-jury trials | The division has general magistrates as well as judges; a notice of non-jury trial is e-filed, states how many days are needed, and is emailed as a courtesy copy to the section judge’s judicial assistant, after which the judge may set a status conference | Probate contests are tried to the court, not a jury; a tortious-interference claim is a separate civil action for damages tried to a jury, while a suit to cancel a deed and a partition action are separate equitable actions also tried to the court. |
| Appeals | Because the Eleventh Judicial Circuit (Miami-Dade County) sits within the Third Appellate District (§§ 35.04 and 26.021, Florida Statutes), final probate orders and certain non-final probate orders from Miami-Dade are reviewed by the Third District Court of Appeal (Fla. R. App. P. 9.170). | Appellate deadlines are short and run from rendition of the order; only an authorized and timely rehearing motion (in probate, served within 15 days after the order is filed) postpones rendition. Raise the question at the hearing, not after |
Hearing requests and judicial review through courtMAP are separate from filing with the Clerk. Check the assigned judge’s current procedures and the hearing notice before arranging travel from abroad; remote attendance is at the court’s discretion and is not guaranteed. Phones, hours and the fee schedule are on the Clerk’s page and on the Miami-Dade probate court page rather than repeated here, because they change.
What if property may be transferred or lost now?
Short answer. Tell the lawyer what is about to happen, when, and what records support that concern. A pending closing, a documented withdrawal or a threatened removal of assets is more useful than a general fear that someone may act unfairly. A curator may be appointed under § 733.501, and trust remedies, including suspension of the trustee and appointment of a special fiduciary, are available under § 736.1001. Seeking relief does not guarantee that a transaction will stop or that money will be recovered.
When assets of a Miami-Dade estate are at risk, the probate court has inherent authority to protect and preserve them — including the power to freeze accounts or other assets in which the decedent may have had an interest — and the Third District Court of Appeal has held that the stricter standards governing temporary injunctions in ordinary civil cases do not constrain that authority (In re Estate of Barsanti, 773 So. 2d 1206 (Fla. 3d DCA 2000); Perez v. Lopez, 454 So. 2d 777 (Fla. 3d DCA 1984)). A separate civil temporary injunction remains available as an alternative, but it requires a showing of each element, including a likelihood of irreparable harm, supported by specific findings.
A curator (probate, Florida § 733.501) is the estate-side tool. Section 733.501, as amended effective 1 July 2026, permits the court to appoint a curator when it is necessary, after formal notice to the person apparently entitled to letters of administration, with notice to other interested persons as the court deems appropriate; the court may appoint a curator without notice to those other interested persons only where there is a significant danger that the decedent’s property would be wasted, destroyed, or removed beyond the court’s jurisdiction and notice would cause delay. Where accounts, buyers or relatives are outside the United States, a curator petition supported by the listing agreement, the wire instructions or the closing date can be the vehicle. On the trust side, the court can enjoin a breach, suspend the trustee, appoint a special fiduciary, impose a constructive trust and trace property under § 736.1001.
The Eleventh Circuit’s published emergency procedure requires the motion to be filed and docketed before it is submitted to the courtMAP emergency queue, where the probate emergency duty judge reviews it. The court publishes a review timeframe; it is a review procedure, not a promise of an order, an appointment or firm acceptance within a particular time. Mention urgency when first contacting the firm, and understand that an inquiry does not confirm that representation or emergency work has been accepted. What the firm can do quickly is tell you which record would support the petition and which would not.
How does a contested estate or trust case proceed?
Short answer. Review, then a petition or objection in the probate case or a complaint in a trust or deed action, then service and responses, then discovery, experts, mediation, and, if the dispute is not resolved, an evidentiary hearing or trial in the division assigned to the claim, usually the Probate Division, followed by orders, settlement documents and any appeal. Not every case reaches every stage. Some are resolved once the records are exchanged, and mediation before trial is common.
| Stage | What happens | What you can do to help |
|---|---|---|
| 1. Review | Role, standing, the documents, the notices and any deadline, the realistic claims and defenses, and the economics | Bring the documents; say what result you want |
| 2. Pleading | A petition, objection or caveat in the probate case; a complaint for a trust, deed or partition claim; or a response if you are the fiduciary | Confirm names, addresses and relationships for every interested person |
| 3. Service and responses | Formal notice or service of process; answers, objections and any motion to dismiss; adversary proceedings under Rule 5.025 follow civil procedure | Keep every document you receive, with its envelope |
| 4. Discovery | Requests for records, depositions, subpoenas to banks, brokers, the drafting attorney and medical providers; commissions for witnesses abroad | Identify who holds what; preserve messages without editing them |
| 5. Experts | Medical opinion on capacity, a handwriting examiner for a disputed signature, a forensic accountant for the money, foreign-law opinion where needed | Expect expert cost to be the largest variable after attorney time |
| 6. Mediation and hearing | Florida courts, including those in Miami-Dade, commonly refer contested probate and trust disputes to mediation; no separate local administrative order is required for the court to do so. If unresolved, an evidentiary hearing or non-jury trial, sometimes before a general magistrate | Decide in advance what you would accept and what you need to know first |
| 7. Orders and appeal | The order, settlement agreement and releases, distribution, and any appeal to the Third District Court of Appeal | Read releases before signing; see winning or settling |

See the chart “How a contested estate or trust case proceeds in Miami-Dade”
A will contest is heard in the probate case itself, as an adversary proceeding; a trust contest, a deed challenge and a partition claim are generally separate civil actions, and a family with all three may have three case numbers in two divisions. Coordinating them, so that the same deposition serves each case and the same mediation addresses the whole family, is most of what a Miami probate litigation attorney does between the pleading and the hearing.
What the court can order
Short answer. Depending on the claim and the proof: an order admitting or refusing a will, or revoking probate; a declaration that a trust or amendment, or part of one, is void; an accounting; removal of a personal representative or trustee and appointment of a successor, curator or special fiduciary; surcharge for a loss; a constructive trust or lien over traceable property; cancellation of a deed; partition; and fees and costs in the cases the statutes allow. None is automatic, and each has conditions.
| Remedy | When it is available | What it does not do |
|---|---|---|
| Refusing or revoking probate of a will | A timely contest on a recognized ground, proved under § 733.107 | A successful contest does not itself distribute the estate; once the challenged will is set aside, the court determines whether an earlier will is restored or the estate passes by intestacy. |
| Voiding a trust, amendment or part of one | Procurement by fraud, duress, mistake or undue influence under § 736.0406, brought within the applicable period | Does not recover property a trustee already distributed; that is a separate claim |
| Compelled accounting | A beneficiary entitled to information who has not received it | Does not establish that anything was taken |
| Removal and a successor, curator or special fiduciary | Statutory grounds under § 733.504 or § 736.0706, with the findings those sections require | Does not return money or undo a completed transfer |
| Surcharge, damages and personal liability | A breach that caused a measurable loss, under § 733.609 or § 736.1001 | Does not reach a fiduciary who has no assets; collectability is a separate question |
| Constructive trust, lien or tracing | Property or proceeds that can be followed into identifiable assets, subject to the protections for good-faith third parties | Does not reach a buyer who paid value without notice |
| Cancellation of a deed; partition | A deed procured or forged; co-ownership where a co-owner seeks division or sale | Partition first determines the parties’ ownership shares and then divides or sells the property accordingly (§ 64.051). |
| Fees and costs | Where a statute allows them, including § 733.106 in probate and § 736.1004 in trust proceedings, and against a party for claims or defenses without support under § 57.105 | Not guaranteed reimbursement; see who pays |
What does probate litigation cost in Miami, and who pays?
Short answer. Lorenzo Law uses hourly arrangements and may consider a flat fee for a defined task or a contingency or hybrid arrangement for an appropriate litigation matter. Availability and scope depend on the case and the written agreement. Only the initial consultation is free; representation fees and costs are agreed separately in writing. Who ultimately pays depends on the proceeding: a fiduciary’s good-faith defense may be paid from the estate or trust, a court may award fees from the estate or against a party in the cases the statutes allow, and a contestant who loses generally bears that person’s own fees.
How much does it normally cost to contest a will? The cost of contesting a will in Florida is mostly attorney time and expert cost, and it rises with the number of parties, the records to obtain and whether capacity experts or witnesses abroad are needed; there is no fixed price before the file has been reviewed. Is it worth contesting a will in Florida? Only when the likely recovery, discounted for the evidence and collectability, exceeds the likely cost; sometimes the better route is the elective share or a partition, which involve different legal requirements and evidence. The scope starts with your interests, potential conflicts, the documents, the available claims and defenses, and the applicable deadlines. Depending on the matter, representation may involve obtaining records, filing or responding to pleadings, discovery, negotiation, mediation or contested hearings. A settlement may resolve some issues while other administration continues. No result or case duration can be promised.
Ask what work is included, whether a retainer is required, who advances expenses and what happens if there is no recovery. Costs may remain payable without recovery under a contingency agreement; a hybrid arrangement may include an hourly or fixed component payable regardless of outcome. Records, service, translations, depositions and expert work can affect the practical cost. A potential fee award against another party is not guaranteed reimbursement. The useful comparison is the likely work, the evidence, the amount at stake and collectability, not simply the estate’s gross value. Overseas witnesses or documents can add procedural work, but the family’s location alone does not establish the price or duration of a case.
| Situation | Who generally bears the fees | Authority and condition |
|---|---|---|
| Personal representative defending the will or the administration in good faith | The estate, subject to the court’s review | § 733.106; the court may direct from what part of the estate fees are paid, and a representative who acted in bad faith may not be reimbursed |
| Attorney whose services benefited the estate, including a beneficiary’s attorney | May be awarded fees from the estate | § 733.106(3); the benefit must be to the estate, not only to the beneficiary |
| Trustee defending a breach claim | Depends on the outcome and the trustee’s conduct | § 736.1004; in a breach-of-trust action the court must award costs, including attorney’s fees, as in chancery actions, payable from a party’s interest in the trust, by judgment against the party’s other property, or both |
| A party who pursues or defends a claim with no supporting facts or law | May be ordered to pay the other side’s fees | § 57.105, on the findings the statute requires |
| A beneficiary who brings an unsuccessful contest | That person’s own fees, unless a statute shifts them | No general loser-pays rule in probate |
Who pays to contest a will in Florida is therefore usually the person who brings it, unless the court shifts fees under one of the sections above. Fee-shifting is the exception in Florida probate, not the rule, and the cost of probate litigation is therefore mostly a question of the work the evidence requires. Comparing the cost of a contest with the surviving spouse’s elective share, or with a partition sale, is part of the first consultation; compare each available route’s requirements, likely costs and potential relief. The published cost of probate in Florida guide covers administration fees, which are a different subject.
Do probate litigation attorneys take cases on contingency?
Some do, for some cases; a probate litigation contingency fee is lawful in Florida but not universal, and Lorenzo Law may consider a contingency or hybrid arrangement for an appropriate litigation matter. The matters that fit are usually those with a defined asset, a clear defendant who can pay, and evidence that can be assessed at the outset; a removal petition over a modest estate, or a defense engagement, usually does not fit. A contingency agreement in Florida must be in writing and is regulated by the Rules Regulating The Florida Bar, and it does not make the case free: costs may remain payable without recovery, and a hybrid arrangement may include an hourly or fixed component payable regardless of outcome. The written agreement, not this page, governs.
How long a contested case takes
Short answer. It depends on what is contested, how many parties and where they are, how much discovery the claims need, the court’s calendar and whether the case mediates. A dispute resolved on the documents can end in months; a will contest with capacity experts, witnesses abroad and a trust claim alongside it can take considerably longer. No lawyer can promise a date, and a timeline offered before the file has been read is not a timeline.
The drivers are concrete. Whether the decedent’s domicile or the nominee’s qualification is contested adds a whole evidentiary front before the merits. Whether documents or witnesses are outside the United States brings in commissions, translation and authentication. Whether the estate holds Florida real property, a condominium with arrears, a closely held business or foreign assets affects what must be preserved while the case runs. Whether the personal representative or trustee is also a beneficiary merges two disputes into one. And whether the fight is over the will alone, the trust, or lifetime transfers as well decides how many case numbers there are. What shortens a case is the same in every one: complete documents early, a clear statement of the result you want, and a realistic view of what the evidence shows.
After a judgment or a settlement
Short answer. Winning a contest means the challenged document falls; depending on whether its revocation clause also fails, the earlier will is restored or, if there is none that survives, the estate passes by intestacy. Winning a breach claim means an order for an accounting, surcharge, removal or recovery, which then has to be collected. Settling means a written agreement, usually with mutual releases, that the court may need to approve, and that binds everyone who signs it. Read the release before signing, because it will cover claims you have not yet thought of.
Most contested estates in Miami-Dade end in a mediated settlement rather than a judgment, and the settlement documents deserve as much attention as the pleadings did. A release that covers “all claims arising from the estate” may cover the deed you intended to challenge next. A receipt and waiver signed to obtain a distribution may waive an objection to the accounting. A family settlement that redistributes property differently from the will or trust may need court approval, may have tax consequences, and may require the consent of people who were not at the table, including minors and beneficiaries whose interests are contingent. A judgment, for its part, is a piece of paper until it is enforced, and a surcharge against a fiduciary who has moved abroad raises the collectability question that should have been asked at the start. The firm’s role at the end of a case is to make sure the document you sign does what you think it does.
Documents to prepare for a dispute consultation
Short answer. You do not need a complete file before making an inquiry. Start with what you have, and identify what is missing. Seven groups of documents answer most of the first questions.
- Your role and requested help: relationship to the decedent, beneficiary or fiduciary status, names of the parties and the result you are seeking.
- Notices and dates: complete court or trustee packets, summonses, hearing notices, waivers, delivery records and case numbers. Record how and when each arrived.
- The disputed documents: every available will, codicil, trust, amendment, deed or power of attorney; identify who holds the originals.
- A short timeline: signing, illness, changes in contact, death, appointment, sale, distribution and discovery of the problem. Separate firsthand knowledge from what others told you.
- Financial and property records: inventories, accountings, limitation notices, statements, contracts, closing papers, association balances, rent and expense records.
- Overseas or domicile information: addresses, relevant residence records, foreign court documents, family-relationship records, translations and witness locations.
- Communications and orders: requests for information, replies, settlement proposals and existing court orders. Preserve original messages and attachments without editing them.
Keep records you lawfully possess; identify other records for the lawyer to request. Avoid sending sensitive documents through an initial website inquiry until the firm provides sharing instructions. Depositing a will is different from challenging it: § 732.901 generally requires the custodian to deposit the original with the Clerk within ten days after receiving information of the death, and a custodian who fails to do so without just cause may be ordered to pay the costs and fees of the proceeding to compel it.
Comparing probate litigation attorneys in Miami?
Short answer. Ask who will actually handle the matter, how the fee works, and how the lawyer would evaluate your case before filing anything. Florida Bar rules prohibit lawyers from promising results or claiming to be better than other lawyers, so the useful comparison is specific: experience in the Probate Division of the Eleventh Judicial Circuit, whether the lawyer handles the trust and real-property side as well as the estate, language, and whether you will speak with the attorney or with staff.
Questions worth asking any probate litigation law firm or Florida probate litigation attorney you are considering: Who will be my lawyer, and who will I speak to when I call? Have you handled will contests, trust contests and fiduciary claims in Miami-Dade, on both sides? How do you charge, what is included, and what happens to costs if there is no recovery? What is the first thing you would want to see in my case, and what would make you advise against filing? Do you handle the deed, condominium and partition questions, or would those go to another firm? Can you work with my family in Spanish, and with relatives abroad by video? What do you need from me in the first week?
The answers for this office are on this page and on the firm page: Jose M. Lorenzo, Jr. is the only attorney, Florida Bar No. 107002, admitted in 2013; before admission he served as a third-year law student judicial intern with the Honorable Maria M. Korvick in the Probate Division of the Eleventh Judicial Circuit; his practice is probate, trusts, estate planning and the transfer of Florida real property; he works in English and Spanish; and the attorney you speak with at the first call is the attorney who handles any matter the firm accepts. Anyone can confirm a lawyer’s record in The Florida Bar’s member directory.
Common questions about Miami probate and trust litigation
How hard is it to contest a will in Florida?
It depends on the evidence, not on the strength of the feeling. A properly executed, self-proved will signed by a person with capacity, prepared by an independent attorney, is difficult to overturn, and it should be; a late change benefiting the person who arranged the signing, with the medical records to match, is a different case. The deadline question comes first: a person who was served with a notice of administration more than three months ago, or who was served with formal notice before letters issued, may already be barred under §§ 733.212 and 733.2123 regardless of the merits. Then standing, then grounds, then proof. The honest answer at a first consultation is often that the case is not a will contest but a trust contest, a deed challenge, or a spousal election.
Can an executor remove a beneficiary?
No. A personal representative administers the estate; it does not rewrite the will. There is no power to disinherit anyone, reduce a share, or decide that a beneficiary no longer deserves what the will leaves. What a personal representative can do, which is what prompts the question, is delay a distribution for lawful reasons, charge the estate for fees and costs that reduce what is left, dispute whether an ambiguous will names you at all, or sell the asset you wanted. None of that is removal. If a personal representative behaves as though the inheritance is theirs to allocate, that is not a power they hold; it is a ground to seek removal.
What is the 10 day rule for probate in Florida?
It is a filing duty, not a contest deadline. Under § 732.901, the custodian of a will must deposit the original with the clerk of the court having venue of the estate within ten days after receiving information that the testator is dead. In Miami-Dade that deposit is a paper filing with the Probate Clerk. Depositing the will does not admit it to probate and does not waive anyone’s right to contest it; refusing to deposit it can lead to an order compelling the deposit and, if the court finds the custodian had no just or reasonable cause, an award of costs, damages and a reasonable attorney’s fee against the custodian.
Do you need to live in Florida to bring or defend a claim?
No. Standing depends on your interest in the estate or trust, not on where you live, and a beneficiary in Caracas has the same right to object to an accounting as one in Coral Gables. Living abroad affects practicalities: how you are served, whether your documents need an apostille or consular legalization, whether your testimony is taken by commission, and whether you may attend a hearing remotely, which is at the court’s discretion. It also affects who may serve as personal representative, under the relationship rules in § 733.304 explained under who may serve. Consultations with family outside the United States are by phone or video, in English or Spanish.
Speak with a Miami probate litigation attorney
Short answer. Briefly describe your role, the disputed document or conduct, the county and case number if there is one, and any notice, hearing date or pending transaction that needs attention. As a Miami probate litigation attorney, Miami trust litigation attorney and estate litigation attorney who also handles real-property disputes, Jose M. Lorenzo, Jr. will tell you which route your facts fit, what the first document to check is, and whether the matter is one the firm can take.
Jose M. Lorenzo, Jr. is Lorenzo Law’s only attorney, a solo practice, and clients work directly with him on every matter the firm accepts: the same attorney from the first call to the final order. Before admission to The Florida Bar in 2013, he served as a third-year law student judicial intern with the Honorable Maria M. Korvick in the Probate Division of the Eleventh Judicial Circuit, the division in which Miami-Dade contested estates are decided. His Florida Bar number is 107002. The firm’s principal office is in Kissimmee; Jose meets clients by appointment in Coral Gables and Fort Lauderdale, and consultations are available statewide by phone or video, in English and Spanish, for Florida matters including Miami-Dade estate, trust and guardianship disputes. As a Coral Gables probate litigation attorney by appointment and a Miami-Dade probate litigation attorney, Jose serves families across Miami-Dade County, from Miami Beach, Brickell, Coconut Grove and Coral Gables to Doral, Hialeah, Kendall, Pinecrest, South Miami, West Miami, Aventura and Homestead.
Estate planning, probate administration and litigation are all parts of the practice. If your concern is preventing a dispute rather than fighting one, the Florida estate planning and Miami estate planning pages describe that work; if the estate is uncontested, Miami probate administration is the right page. Spanish-language readers may find the guía para impugnar un testamento en Florida and the herencia en Florida para extranjeros guide useful; they are related resources, not translations of this page.
Request a free initial consultation. Only the initial consultation is free; representation fees and costs are agreed separately in writing.
Request a free initial consultation·Call (305) 224-6811
Received a court notice or learned of a planned sale or transfer? Mention it in your first inquiry and keep the complete notice and its delivery records. Requesting a consultation does not file an objection, stop a sale or extend a deadline, and contacting the firm does not create an attorney-client relationship or confirm that the firm has agreed to represent you. This page provides general information about Florida law, not legal advice for a particular matter.
Sources and authorities cited
Statutes cited are the 2026 Florida Statutes on the Florida Senate’s site. Court procedure is taken from the Eleventh Judicial Circuit’s Probate Attorney’s Corner and the Miami-Dade Clerk’s probate page as published on 14 October 2026; both change, and the assigned section’s page controls. Case citations are provided for the propositions stated and should be read in full.
