What kinds of probate and estate disputes are commonly mediated?

Probate and estate disputes frequently arise among family members, beneficiaries, personal representatives, trustees, and other interested parties.

Common matters include will and trust contests, disputes over the interpretation of estate documents, allegations that a personal representative or trustee has breached fiduciary duties, disagreements over the accounting or distribution of estate assets, and conflicts concerning the valuation or sale of estate property.

Mediation provides an opportunity for interested parties to discuss their respective legal positions, financial concerns, and proposed resolutions in a structured negotiation process.

Florida law expressly contemplates compromises of claims by or against an estate and the resolution of questions concerning estate distribution. Interested persons may also enter into agreements altering their respective shares or interests in an estate, subject to applicable statutory requirements and limitations.

Mediation can help parties explore these permissible arrangements while retaining control over whether to reach a mutually acceptable agreement.