Beverly Hills Estate Planning & Probate Attorney
Wills, revocable living trusts, powers of attorney, and probate guidance for Beverly Hills families — prepared under current Florida law and handled conveniently by phone, video, or appointment.
Cornerstone Wealth & Legacy Law helps Beverly Hills families put the right documents in place — wills, revocable living trusts, powers of attorney, and health care directives — and guides them through probate when a loved one passes. Beverly Hills is in Citrus County, where estates are administered through Florida's Fifth Judicial Circuit. Florida estate planning law is the same statewide, but where your estate is handled is decided at the county level, so this page explains what that means for Beverly Hills.
Estate Planning in Beverly Hills
A complete Florida estate plan usually rests on a few core documents: a will, often a revocable living trust, a durable power of attorney, a health care surrogate designation, and a living will. Together they decide who manages your affairs if you cannot, who inherits, and whether your family must go through probate. For Beverly Hills homeowners, a funded revocable trust is often the most direct way to keep the home and accounts out of the probate court entirely.
- Wills, revocable and irrevocable trusts tailored to your goals
- Durable power of attorney and health care directives
- Homestead planning to protect your primary residence
- Elder law and Medicaid planning for long-term care
Probate for Beverly Hills Families
Probate for Beverly Hills residents is filed at the Citrus County courthouse in Inverness, the county seat, part of Florida's Fifth Judicial Circuit. Because Florida probate is handled largely through electronic court filing, a personal representative usually does not need to travel to the courthouse — but the process still follows strict statutory deadlines, including the creditor notice period under Florida Statutes Chapter 733. We guide Beverly Hills families through both formal administration and summary administration, and, where possible, help them avoid probate entirely with proper planning. For a county-wide overview, see our Citrus County estate planning page.
Serving Beverly Hills & the Surrounding Area
Nearby, we also help families in Inverness, Crystal River, Homosassa, Lecanto, Hernando, and Floral City and across the rest of Citrus County. Explore our Citrus County hub or all areas we serve across Florida.
How We Work With Beverly Hills Clients
Cornerstone serves Beverly Hills clients primarily by phone and video: we talk through your situation, prepare your documents, and walk you through signing them correctly under Florida's witness and notary rules. In-person meetings are available by appointment in the Daytona Beach area when you would rather sit down face to face. Every plan is offered as a self-guided option or an Attorney-Guided plan personally reviewed by Arthur Simpson, Esq.
Start Your Beverly Hills Estate Plan Online — the Easy Way
You don't have to take weeks off or sit through multiple office visits to protect your family. Cornerstone's guided online process lets Beverly Hills residents put a Florida-valid will, revocable living trust, durable power of attorney, and health care directives in place from home, in three simple steps:
- Answer a few questions. Tell us about your family and assets in our secure online intake — most people finish in about 20 minutes.
- We prepare your documents. Your plan is drafted under current Florida law, with an Attorney-Guided option personally reviewed by Arthur Simpson, Esq.
- Sign correctly. We walk you through Florida's witness and notary requirements — by video or in person — so your documents are valid.
Ready to begin? Build your plan now with the Florida Estate Kit — self-guided or attorney-guided. Not sure where to start? Take the free 2-minute Estate Plan Score quiz to see what your Beverly Hills family needs, or book a free 20-minute call.
Beverly Hills Estate Planning & Probate FAQs
Where is probate filed for Beverly Hills residents?
Probate for Beverly Hills residents is filed with the Clerk of the Circuit Court for Citrus County, part of Florida's Fifth Judicial Circuit. The county courthouse is in Inverness, the county seat. Because Florida probate uses electronic filing, a personal representative in Beverly Hills usually does not need to travel to the courthouse.
What estate planning documents do I need in Beverly Hills?
Most Beverly Hills adults benefit from at least a will, a durable power of attorney, a health care surrogate designation, and a living will. Homeowners and parents of minor children, and anyone who wants to avoid probate, should also consider a revocable living trust. The right combination depends on your assets and family situation under Florida law.
How can a Beverly Hills family avoid probate?
The most common way for a Beverly Hills family to avoid probate is a properly funded revocable living trust, which lets your Florida assets pass to your beneficiaries without a court filing. Beneficiary designations, payable-on-death accounts, and certain deeds can also transfer specific assets outside probate. A trust only works if it is funded by retitling assets into it.
Can I handle my Beverly Hills estate plan remotely?
Yes. Cornerstone serves Beverly Hills clients by phone and video — we discuss your situation, prepare your documents, and guide you through signing under Florida's witnessing and notarization requirements. In-person appointments are available in the Daytona Beach area when preferred.
Related Reading
- Florida Probate Process & Timeline — what to expect, step by step.
- Trust vs. Will in Florida — which is right for your family.
- Florida Probate Cost & How to Avoid It.
Plan ahead for your family in Beverly Hills
Start with a free 20-minute conversation. We'll help you understand what — if anything — needs your attention, with no pressure and no obligation.
Schedule Your Free ConsultationCornerstone Wealth & Legacy Law, PLLC is licensed in the State of Florida and serves clients throughout the state. This page is attorney advertising and general information, not legal advice, and does not create an attorney-client relationship. Estate planning and probate outcomes depend on your individual facts and the proper execution of documents under Florida law.