Longboat Key Probate Lawyer: Expert Estate Administration in Sarasota and Manatee Counties

Our dedicated legal team has successfully managed thousands of uncontested probate cases since 2014, providing a seamless and dignified transition for families across the state. For those navigating an estate on Longboat Key – from the ultra-exclusive Gulf-front estates of Lighthouse Point and the premier gated enclaves of Bay Isles and Longboat Key Club to the deep-water canal homes of Country Club Shores and the historic charm of Longbeach Village – success requires a firm that masters the complex dual-jurisdiction requirements of the 12th Judicial Circuit. Our commitment to professional excellence and client satisfaction is reflected in hundreds of 5-star Google reviews from families who have trusted us to handle their high-value legacy with precision.

Because Longboat Key straddles both Sarasota and Manatee counties, your probate filing depends entirely on the decedent’s primary residence at the time of death. For a detailed roadmap of the legal steps, please see our Complete Guide to Florida Probate and our specific Sarasota County or Manatee County probate guides.


Distinguished Credentials: Elite Expertise from Stetson Law

The quality of your legal representation is defined by rigorous training and a deep understanding of Florida’s specialized probate and elder law sectors. Both founding partners, Charles “Cary” David and R. Nadine David, graduated with honors from Stetson University College of Law. Stetson holds a preeminent national reputation for Elder Law, and this foundational training allows our firm to provide a sophisticated level of service to Longboat Key families, where estates often involve complex asset structures and multi-generational interests.

Founding partner Nadine David‘s academic contributions were further distinguished at Stetson, where she won the prestigious Maria G. Martin Award for the best legal treatise in ethics. This background ensures that every Longboat Key probate file – whether in the Sarasota or Manatee division – is managed with technical precision, absolute ethical integrity, and the high-level professional care that our clients expect and deserve.


2026 Transparent Flat-Fee Pricing: Protecting Your Inheritance

In an ultra-luxury market like Longboat Key, where waterfront estates routinely list for tens of millions of dollars, the traditional method of charging legal fees can be predatory. Under Florida Statute 733.6171, lawyers are often permitted to charge a “presumed reasonable” fee based on a percentage of the estate’s value – typically 3%. For a $10,000,000 Longboat Key estate, a percentage-based firm might charge $300,000 for a routine, uncontested probate.

At Florida Probate Law Group, we reject this model in favor of absolute transparency and fairness. As of 2026, our flat-fee prices for uncontested probate cases are:

Type of AdministrationFlat Fee (All-Inclusive)
Summary Estate Administration$3,500
Formal Estate Administration$6,655

These fees are truly all-inclusive. They cover all court filing costs, legal publication fees, and certified mailings within the United States. Our flat-fee model provides massive savings for luxury estates, ensuring that the wealth built on Longboat Key stays with the beneficiaries, not the law firm.


Unmatched Litigation Experience: “Litigation-Proofing” the Estate

A smooth uncontested probate is the result of meticulous preparation by a lawyer who understands exactly how contested probates work. Founding partner Charles “Cary” David has extensive experience in high-stakes litigation, notably representing eighteen family members in the multi-million dollar Bo Diddley trust litigation to restore the icon’s legacy. Cary has managed numerous multi-million dollar probate disputes across Florida involving residential, commercial, and high-value coastal interests.

This litigation background provides a significant advantage for our clients on Longboat Key:

  • Identifying “Red Flags” Early: We review every file in the first week to spot potential pitfalls, such as ambiguous Will language or complex title issues common in luxury barrier island properties.
  • Proactive Document Drafting: We draft petitions so precisely that they discourage challenges before they ever start. By making our filings “bulletproof,” we protect the estate from the delays and costs of unnecessary litigation.
  • Administrative Excellence: Combined with founding partner R. Nadine David’s experience as a former Probate Court Staff Attorney, we know exactly what the judges in both the 12th Circuit and the Clerk’s audit departments look for in a perfect filing.

100% Remote Probate: Serving Longboat Key Globally

Whether you are currently on the island, a seasonal “snowbird” in another state, or an international heir, probate administration can be completed 100% remotely. You never have to visit our office or appear in a Sarasota or Manatee courtroom physically.

  1. Virtual Consultations: Connect with our team via secure video conferencing from anywhere in the world.
  2. Digital Signature Integration: Execute all necessary petitions and oaths via secure electronic signature, fully compliant with Florida’s 2026 digital standards.
  3. Physical Document Management: We manage the secure physical deposit of the original Will at the appropriate county courthouse.
  4. Virtual Representation: We handle all appearances before the 12th Circuit bench on your behalf.

The Advantage of 12th Circuit Judicial Insight in 2026

Longboat Key presents a unique challenge because it is split between two counties. We provide expert guidance regardless of which side of the county line your property falls on.

Sarasota County Side (South End)

If the decedent resided in the Sarasota portion of Longboat Key (e.g., Bay Isles, Longboat Key Club), the case is adjudicated at the Sarasota Main Courthouse.

  • Assigned Judge (2026): Judge Charles E. Williams (Division H – Probate/Guardianship)
  • Digital Nuance: Sarasota requires the use of Document Identification Numbers (DIN) on all hearing notices and referencing filings to keep the digital docket synchronized.
  • Clerk Address: 2000 Main Street, Sarasota, FL 34237

Manatee County Side (North End)

If the decedent resided in the Manatee portion (e.g., Emerald Harbour, Longbeach Village), the case is filed in Bradenton.

  • Assigned Judge (2026): Chief Judge Diana L. Moreland (Manatee Probate/Guardianship)
  • Procedural Nuance: Manatee County maintains strict “grace periods” for electronic order submissions through the Portal, and all proposed orders must be accompanied by a specific cover letter and checklist.
  • Clerk Address: 1115 Manatee Avenue West, Bradenton, FL 34205

The 10-Day Original Will Rule

Regardless of the county, per Florida Statute 732.901, the original Will must be physically deposited with the Clerk within 10 days of notification of death.


Frequently Asked Questions (FAQ)

What counts as a “non-exempt” asset on Longboat Key? In Florida, “exempt” assets – most notably a protected Florida Homestead – do not count toward the $75,000 threshold for Summary Administration. This means an estate can include a **$10,000,000 Gulf-front home** and still qualify for the faster Summary process if the remaining liquid assets (bank accounts, luxury vehicles, stocks) are below $75,000. Learn more from the Florida Bar’s Consumer Pamphlet.

What is a “Restricted Depository” requirement? Judicial officers in both Sarasota and Manatee counties frequently require estate cash to be held in a Restricted Depository per Florida Statute 69.031. This account protects the assets by requiring a specific court order for any withdrawal, ensuring a secure environment for all beneficiaries.


Secure Your Family’s Longboat Key Legacy

At Florida Probate Law Group, we treat your family’s legacy with the respect it deserves. We handle the technicalities of the Sarasota and Manatee county court systems so you can focus on your family and your future.

Client Reviews

I was very happy with her response to my questions and concerns about Florida probate. I am in Ohio and was not familiar with the process but they cleared everything up for me and made me feel comfortable going through the probate process with my loved ones will.

Roger

Honest and straight forward assessment of complex case. My case span both federal and state issues, as well as civil case of fraud which maybe criminal fraud. He told me what he could do, what his limits of scope were and what my best/safest position should be and gave me an outline of how to get...

S. Todd

The world of probate can be fairly daunting for one who has little to no experience. Between trying to figure out what to file and when to file, there is also the where. I was quite relieved to have Nadine and Cary to guide me through the court process.

Michael O.

I highly recommend using this law group for your Florida probate needs, and in particular, Charles David. He explained clearly what my 91 year old aunt would need to do in order to sell property that was in hers and her late husband's name.

Patti T.

Florida probate law group,was very helpful in answering the many questions that I had concerning my situation their input was very appreciated thank you.

Shirley M.

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