Susan Sullivan, PA,
- Attorney at Law -
Serving residents of The Villages, Florida and surrounding areas for their estate planning, trust administration, and probate needs
ESTATE PLANNING, PROBATE & TRUST ADMINISTRATION ATTORNEY
Estate Planning
Let us help you prepare documents and take steps to develop a plan that ensures that your affairs are in order and that your wishes are carried out in the event of your mental or physical incapacity or death. Developing a complete estate plan not only involves planning for the distribution of your of assets but also spells out your wishes concerning your medical care.
Probate
We can guide you through probate which is a court-supervised process for identifying and gathering the assets of a deceased person (decedent), paying the decedent’s debts and distributing the decedent’s assets to his or her beneficiaries. Probate administration applies only to probate assets. Probate assets are those assets that were owned in the decedent's sole name at death, or that were owned by the decedent and one or more co-owners and lacked a provision for automatic succession of ownership at death.
Trust Administration
We offer trust administration services to advise your trustee of their legal duties and to guide them through the process of claiming your assets, paying your debts, filing of your taxes, and ensuring that your assets are distributed efficiently and according to your wishes.