Probate
Probate is the legal process of gathering and distributing assets after a person’s lifetime to their heirs while paying their final debts and taxes. Our professionals can make this difficult time easier for you and your family.
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We educate and partner with our clients every step of the way.
Schedule an AppointmentThe professionals at the Davey Law Group, P.A. pride themselves on serving a wide range of individuals across the state of Florida. We focus our practice on estate planning, probate, trust administration, guardianship, guardian advocacy, and special needs trusts. Our goal is to provide comprehensive legal advice that serves our clients’ needs, and we draw from our extensive experience to create broader solutions. Our clients trust us to provide them with not just education but peace of mind as they partner with our firm.
We do more than solve problems; we educate people about the legal process.
Probate is the legal process of gathering and distributing assets after a person’s lifetime to their heirs while paying their final debts and taxes. Our professionals can make this difficult time easier for you and your family.
Trust administration is the process of managing and distributing trust assets based on the rules in the trust document as well as Florida law, either while the person who created the trust is alive or after they have passed.
Estate planning is simply deciding how your property is handled while you are alive and after your death and, if appropriate, who would be the guardian for your minor children. We will carefully guide you through this process and give you peace of mind.
A guardianship is established when a person is unable to properly care for themselves or their assets. It is designed to protect and exercise the legal rights of people who are incapacitated due to specific illnesses or are under the age of 18.
Guardian advocacy is a type of guardianship for individuals over the age of eighteen with intellectual or specific developmental disabilities. It is an option if that person cannot use other legal alternatives for decision-making.
Special Needs Trusts are used to improve the quality of life for people with disabilities while protecting eligibility for government benefits. It is often part of comprehensive estate planning and could be appropriate for people with any disability: intellectual, developmental, or physical.
Minor settlements occur when a child is injured, and the case resolves through settlement rather than a trial. Florida law requires court approval for settlements for children under the age of 18 that exceed $15,000.
Litigation is a court proceeding arising from a conflict or dispute between parties to a case. We handle litigation connected to probate, trust administration, and guardianship, in addition to general civil litigation.
Attorney Kimberly Lorenz provides mediation services to help parties avoid the cost, delay, uncertainty, and risk of trial by empowering them to minimize exposure through further discovery and litigation and to craft creative solutions beyond monetary damages in reaching a resolution.
Why Choose Us
We are committed to changing the lives of our clients by partnering with them during the legal process. We do this through education, empowerment, and encouragement. Acknowledging that this is often a difficult time for our clients and their families, we do our best to offer them care and support along the way.
Catherine Davey, principal and founder of the firm, is a Florida native and has been practicing law for nearly 30 years. She graduated from Lyman High School, the George Washington University, and Stetson University College of Law. She is passionate about helping clients in all the firm’s practice areas.
Kimberly Lorenz is a Florida native and has been practicing law since 2006. She graduated from West Orange High School, the University of Florida, and the University of Florida, Fredric G. Levin College of Law. Attorney Lorenz focuses her practice on litigation and minor settlements as well as being a skilled mediator. She has been Of Counsel with the firm since 2018.
Dan is a native of St. Louis, Missouri. He earned his JD from Barry University School of Law. Dan is a former Assistant Public Defender in Osceola County assigned to the Mental Health Division. Dan has been a member of the firm since 2023.
