How We
Can Help

If you have lost a loved one, we understand how difficult this time is for you. If you are like most people, you don’t know what to do next. You need a trusted Florida Attorney to assist you in dealing with this overwhelming time in your life.

We are dedicated to treat each client as an individual, with the respect deserved in this difficult time of your family and life.

Please see our guide on the steps to take:

When a Loved One Passes Away

Protecting your Family and your Future

Senior man and woman couple embracing at sunset or sunrise on a deserted tropical beach. They relay in Jakob Legal for Probate

What Steps do I Take When A Loved One Dies?

After contacting a funeral home, someone should take possession of the credit cards, driver’s license, bills, bank account statements and mail. Other suggestions include, gathering tax returns and insurance policies. You should contact Andrea and her staff to help you with these trying tasks and to take some of the stress from your shoulders at this difficult time.

In Florida, whenever someone passes away, that person’s property (house, car, bank accounts, jewelry, etc..) immediately becomes property of that person’s “estate.” It does not matter if the person is very wealthy or not: when anyone dies in Florida, automatically, a legal estate is created.

You need an attorney to assist you with the probate process. Call Andrea L. Jakob, PA as soon as possible so you will have one less thing to worry about at this challenging time.


What is Probate?

Probate is a court-supervised process for identifying and gathering the assets of a deceased person, paying the decedent’s debts and distributing the decedent’s assets to his or her beneficiaries.

What is Probate Administration?

If you have lost a loved one, we understand how difficult this time is for you. If you are like most people, you don’t know what to do next. You need a trusted Florida Attorney to assist you in dealing with this overwhelming time in your life.

At Andrea L. Jakob, PA, you’ll receive the trusted, compassionate and personalized care that you need at this difficult time.

What is an Estate?

In Florida, whenever someone passes away, that person’s property immediately becomes property of that person’s “estate.” Florida law has provided that legally, there is never any gap in ownership of any property (land, cars, jewelry, boats, etc.). It does not matter if the person is very wealthy or not: when anyone dies in Florida, automatically, a legal estate is created.

That estate is meant to be temporary, to help change title to deeds and other proofs of ownership, among other things. The process of transitioning the property from the estate to the heirs or beneficiaries that survive the person who has just died is called “probate.”

In Florida, there are specific courts set up just to deal with probate matters. The person who died is in legal terms called a “decedent.”

Please view and download our printable guide on steps to take when a loved one passes away:

What are 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 an automatic transfer of ownership at death.

What are the Current Estate and Gift Taxes?

Estate and Gift Taxes change from year to year and depends upon your residency status and your marital status.  To see an updated chart of the current (2021 and 2020) Estate and Gift Taxes, please take a look at this website.

Estate Tax Chart

Is Probate Necessary?

Probate is necessary to pass ownership of the decedent’s probate assets to the decedent’s beneficiaries unless every asset has a direct succession or transfer of ownership. If the decedent had no will, probate may be necessary to pass ownership of the decedent’s probate assets to those persons who are to receive them under Florida law. A will does not automatically transfer ownership of property; therefore, probate may be necessary for you to legally obtain the ownership of what your loved ones wanted to pass to you.

Florida Law requires that the custodian of a will must deposit the will with the clerk of the court within 10 days after receiving information of the death. Then, any person named in the will, or any interested person, can petition the Court for appointment as the personal representative of the estate. If there is no will, Florida law sets forth who will receive the assets of the estate and who can serve as the personal representative.

We help clients untangle their complications and concerns and help build paths to stable futures. Assisting clients throughout South Florida, we maintain flexible appointment options and reasonable legal fees. Take a look at what previous clients have to say about us here!

Schedule a consultation at our law office to discuss your:

  • Last Will and Testament
  • Healthcare Directives
  • Designation of Health Care Surrogate
  • Health Care Advanced Directives
  • Durable Power of Attorney
  • Revocable Living Trusts
  • Probate Avoidance Strategies
  • Disability Protection
  • Special Needs Trusts
  • Probate Estate Administration
  • Probate Summary Administration
  • Florida Trust Administration

Why Jakob Legal

Andrea is a Lawyer who is committed to providing you with personalized, creative and cost-effective Estate Planning, Wills And Trusts, Asset Protection, Probate and Elder Law Needs.

Centrally located in Davie, Florida in Broward County, we are within minutes from Cooper City, Southwest Ranches, Sunrise, Plantation, Pembroke Pines and Weston.

Also easily accessible from Hollywood, Miramar, Coconut Creek, Delray Beach and anywhere else in the Tri-County area in this South Florida vicinity.

See what our clients are saying!

Legal Knowledge, Human Wisdom:
Helping you plan today,
so you can sleep better tonight

Andrea L. Jakob, P.A.
Based on 29 reviews
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Lea Faso
Lea Faso
13:13 03 Jun 20
I highly recommend Andrea Jakob for your estate planning needs. I hired her to prepare my will, and it was a pleasure... to do business with her. She is extremely professional, thorough, reassuring, and was able to answer all my questions. I trust her 100% and would not hesitate to hire her more
Janet Conde
Janet Conde
22:17 24 Feb 20
My husband I have been procrastinating and were anxious about finding someone to take care of our Estate Planning... needs. We were comforted to discuss our future and Andrea Jakob was able to answer all our questions and calm our fears. The entire process was seemless!!! Not only is she diligent and thorough, but she always makes time for you and will always explain everything. Working with Andrea Jakob was an absolute pleasure and we highly recommend her for your Will and Estate Planning. She is AMAZING!!!!read more
01:14 26 Jan 20
I chose Andrea Jacob to prepare our Estate Plan based on the very positive social media reviews. I must say, the... reviews were spot on!!! My wife and I found Andrea to be very knowledgeable, kind, personable and patient. She listened to our needs and came up with an estate plan that made sense for us and immediately put us at ease that we had chosen the right lawyer to guide us thru this sensitive task. Thank you, Andrea, for making such a daunting process so reassuring!!!read more
David Polyak
David Polyak
04:03 07 Jan 20
Andrea was absolutely wonderful in helping set up my parents' estate as they were going through several health issues. ... She accommodated my family as I was in town for only a few days to help my parents and she made sure that the entire estate planning process was completed. Her caring and personable attitude made this difficult time a little easier. She even spent additional time answering follow up questions over several different phone calls. I highly recommend Andrea to anyone seeking a thoughtful professional estate attorney who truly cares about the families she works more
Lisa Hunt
Lisa Hunt
14:12 17 Dec 19
I highly recommend Andrea for your legal needs! Our family has used her service for over 15 years!!! She's very... personable, friendly, caring and takes the time to guide you through the process. Andrea and her legal assistant are available and in constant contact. You are able to access your records through an online secure site at any time. She makes seemingly difficult steps to estate planning easy peasy!! She's the best!read more
Norma Vesey
Norma Vesey
19:19 03 Oct 19
Andrea Jakob was great in helping us work through our health care surrogacy, will and trust. Ours was well overdue, we... hadn't done our will since our children were small and now they have their own children. She helped us think through every aspect. She listened to our ideas, gave us her opinion and recommendations and created what was best for us and our family. Andrea is smart, very knowledgeable about estate planning, she is funny and quite personable. She truly wants to do what is best for you at the time you are with her and for the future. We highly recommend her!read more
Maritza Espinal
Maritza Espinal
21:42 20 Sep 19
It has been a pleasure working with Andrea. From the very beginning, she made it comfortable and relatively easy to... talk about challenging topics such as wills, estates, and trusts. She laid out the plan in an organized and friendly manner, explaining things "at my level" so that I could understand, and I never felt rushed. Not only is she very smart and professional, she also has a warm customer service approach, taking care to offer treats such as hot tea. I recommend her highly and I look forward to our continued more
Larry Spegele
Larry Spegele
23:51 10 Sep 19
Let me start by saying that I normally am not one to write a review. But Andrea Jakob help and expertise definitely... deserve high praise! She was so helpful in getting my wife and my wills and trust set up. Something that we really appreciated was just how down to earth she was. There was absolutely no stuffiness in her manner. In fact, after our first couple of visits, I pretty much regarded her as a very knowledgeable friend. She really knows her business and helped us feel comfortable when speaking with her. I appreciated that she was more than willing to explained something to me more than once and helped to clarify any questions I had. My wife and I are very happy and impressed with her work and dedication. We strongly recommend her to any one seeking help with setting up their wills and more
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“Where there’s a will… There are 500 relatives”

Charles De Gaulle

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