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Discovery of Additional Assets During Probate = Bonus for Beneficiaries!

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    Discovery of Additional Assets During Probate = Bonus for Beneficiaries!

    • St. Petersburg Estate Planning and Probate Attorney has over six decades of experience helping people secure their legacy. We have a proven track record of success for our clients. Our law firm has been around for a long time because we get great results and don’t take advantage of people. 
    • Our lawyers have achieved a 10.0 AVVO rating, the highest possible score, signifies our attorneys’ substantial experience and successful track record. This rating considers various factors, including years of practice, disciplinary history, professional achievements, and peer endorsements. Attorneys with a history of winning complex, high-stakes cases are more likely to achieve this rating, which serves as a benchmark of excellence and reliability in the legal profession.
    • 2024 Super Lawyers (allowed to publicly announce after June 24) – Many of our  lawyers have been selected to be on the Florida Super Lawyers 2024 list. Super Lawyers is an exclusive list that honors less than 5 percent of attorneys in the entire state of Florida. Super Lawyers is a research-driven and peer-conducted rating system that is part of Thomson Reuters. Only the most outstanding lawyers with substantial professional achievement are chosen by their peers to represent Super Lawyers. With their patented multiphase selection process, this honor reinforces our lawyers’ high standings both with the clients we work with and the legal community as a whole.
    • Our firm has been recognized as ‘Best Law Firm’ and ‘Best Estate Law’ by the Tampa Bay Times’ Best of the Best People’s Choice Award. Our firm has been the recipient of the Tampa Bay Times’ Best of the Best People’s Choice Award consecutively over the last five years. This award is a community voting based contest that chooses the best businesses, companies and services in Tampa Bay. Every year, the Tampa community members cast over 135,000 votes to choose the top businesses in the area. We are honored to have our efforts in Criminal Defense law be recognized by the people of Tampa Bay.

     

    St. Petersburg Estate Planning and Probate Attorney stands out due to our commitment to client success and our extensive expertise in estate planning law. Our attorneys have consistently secured favorable outcomes for clients, earning reputations for diligence, compassion, and legal acumen. Simply put, they are the toughest around, but also fair.  Our firm is dedicated to providing personalized service, ensuring that each client receives the attention and support they deserve throughout their legal journey. You can count on our Estate Planning and Probate Attorney to have your back.

    Many times, the Personal Representative of an Estate does not have a good understanding of the true nature and scope of the Decedent’s assets. This typically occurs when the Personal Representative is not the surviving spouse of the Decedent; rather, he or she may be a child or sibling of the Decedent, and therefore, not privy to the intricacies of the Decedent’s finances.

    This is one of the reasons why, at Battaglia, Ross, Dicus & McQuaid, PA, we pay careful attention when reviewing financial statements and other Estate-related documents in every probate administration, which may provide clues of other assets belonging to the Estate.

    One such instance happened recently, wherein we were administering an Estate and reviewing the Decedent’s bank account statements. We noticed an automatic withdrawal with a description indicating that it was a payment for a life insurance policy. We successfully tracked down the life insurance company and determined that, lo and behold, the Decedent owned a policy on his life, which the Decedent’s heirs did not know about.

    This timely discovery resulted in hundreds of thousands of additional dollars to the beneficiaries, who were absolutely elated about the unexpected windfall!

    How Can We Help?

    Our experienced Estate Planning & Probate Attorneys are available to answer any questions you might have. 

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