Frequently Asked Questions

The personal representative must identify and value assets, notify heirs and creditors, publish required notices, manage estate assets, pay debts and taxes, prepare tax filings, distribute assets, and file accountings and reports to the court.

Yes. While the firm primarily serves Okaloosa, Walton, and Santa Rosa counties, it is equipped to manage probate administration throughout Florida.

The firm offers clear communication, remote service, and frequent updates for clients residing out-of-state, serving as a local liaison throughout the probate process.

With nearly 30 years of experience since 1994, including in probate and trust litigation, she’s known for family-centered support, responsiveness, and guiding clients through emotional and administrative challenges.

While timelines vary, the process typically includes petition drafting, professional evaluations, and court proceedings. Most cases take several months, but individualized guidance helps make them smoother.

Yes. Many clients reside outside Florida. We offer remote guidance and handle court filings on your behalf, ensuring you're informed and involved every step of the way.

Guardian Advocacy is tailored for individuals with developmental disabilities who need help in specific areas—such as medical consent or benefits—without full control over all life decisions. Full guardianship is used for more broadly incapacitated individuals requiring broader fiduciary authority.

Depending on capabilities, alternatives might include limited durable powers of attorney, supported decision‑making agreements, or less restrictive legal arrangements. We assess individual circumstances to recommend the most appropriate path.

Our billing is based on time and services. We tailor fee structures to reflect each client's needs, offering fair and transparent estimates rather than hidden charges or one-size-fits-all pricing.

Yes. Lisa Jo is well-regarded among local disability networks. Many families and professionals refer clients to her for her compassion, understanding of developmental disabilities, and ability to maintain family relationships during legal transitions.

Yes. Many clients live outside Florida. We offer remote consultations and manage filings on your behalf, while ensuring you remain informed throughout the process.

A clear, well‑drafted plan—using tools like trusts, beneficiary designations, and mediation—can help prevent disputes among heirs by laying out your intentions clearly and legally.

A will directs asset distribution after death and names guardians for minor children. A trust (e.g., revocable living trust) can help avoid probate, offer privacy, and provide for ongoing distribution needs. We evaluate which option aligns with your goals.

Absolutely. Durable powers of attorney grant someone authority over financial and legal affairs if you're incapacitated. Advance health care directives (like a living will) clarify medical decisions, helping avoid family conflicts and unwanted medical measures.

Common strategies include revocable living trusts, joint ownership, beneficiary designations, and lifetime gifting. These tools can streamline or eliminate probate and reduce estate-related expenses.