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Home / Practice Areas / Probate & Estate Administration

Probate & Estate Administration

int slide20Following the passing of a loved one, family members and friends, while grief-stricken, are left with the difficult and emotional task of seeing to the administration of the deceased's estate. At the law firm of Attorney Lonnie L. Simmons, we are compassionate and show great concern for the delicate and sensitive nature of the matter. While the probate process can be time-consuming, difficult, and expensive, our experienced team of legal professionals works closely with family members to assist a smooth and pleasant transfer of the deceased's assets and estate.

Attorney Lonnie L. Simmons handles the various aspects of probate and estate administration from start to finish, including opening the estate, presenting and validating the will, preparing an inventory of assets, handling creditor claims, filing reports and tax returns, and discharging any other responsibilities a personal representative might handle. He works closely with trustees and personal representatives to prepare disclosures and accountings that both protect them and minimize conflicts and misunderstandings with heirs and beneficiaries. In addition, he handles ancillary probates which involve Florida real property owned by an out-of-state decedent.

At the law firm of Lonnie L. Simmons, P.A., we provide a full range of probate and estate and trust administration services, including:

  • advising personal representative and trustees
  • preparation of deeds to transfer decedent's home/real estate
  • assistance in transferring title to decedent's other property
  • dealing with creditor claims
  • determination of heirs
  • distribution of assets
  • estate administration
  • estate inventory and accounting
  • family settlement agreements
  • non-probate transfers
  • preparing accountings for assets and income
  • probate
  • probate v. non-probate transfers
  • successor trustees
  • trust accounting
  • trust administration

We adopt a thorough and proactive approach, anticipating and resolving problems involving estate tax, income tax, asset valuation, bank accounts, retirement plans, life insurance policies, living trusts, survivorship rights, and other assets transferred outside of trust or probate. Our objective is to complete the probate of the estate timely and cost effectively, so that beneficiaries and heirs can receive their inheritance as soon as possible, free of tax claims.

Contact Us

At the law firm of Lonnie L. Simmons, we offer experience, prompt service, careful attention to detail, tenacity, and competitive rates. In addition, we understand the sensitive and confidential nature needed to effectively handle our clients' needs. Contact us today.

 

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Attorney Profile

lonnie footerAs a native of Pensacola, Florida, Lonnie L. Simmons graduated from Tate High School where he served as student body president during his senior year. He went on to graduate from the University of West Florida with a Bachelor of Science degree in Accounting in 1980. In 1983, he graduated from the University of Florida, College of Law, with a Juris Doctorate degree, where he concentrated his elective studies in the area of taxation. Read more

Contact Us

mapLonnie L. Simmons, P.A.
3008 Langley Avenue
Pensacola, Florida 32504
Telephone: 850-474-0886

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Lonnie L. Simmons is located in Pensacola, Florida and represents clients throughout Florida.

©2017 Lonnie L. Simmons, P.A.
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