Florida Guardian Advocacy: Helping a Young Adult While Preserving Independence

What parents and caregivers should know as a child with a developmental disability approaches age 18.

By Ramona S. Chaplin, Esq.

A child’s eighteenth birthday is a major legal transition. Even when a young adult relies on a parent for medical, educational, or daily-living decisions, the parent does not automatically continue to have legal authority after the child becomes an adult. For some Florida families, guardian advocacy offers a way to obtain necessary authority without a traditional adjudication of incapacity.

What Is Guardian Advocacy?

Under section 393.12, Florida Statutes, a circuit court may appoint a guardian advocate for a person with a developmental disability who lacks the decision-making ability to perform some—but not necessarily all—tasks needed to care for the person or property. The process is designed to match legal assistance to the person’s actual needs while preserving rights the person can exercise independently.

Unlike a traditional adult guardianship, guardian advocacy may be established without a separate judicial adjudication that the person is incapacitated. That distinction can make guardian advocacy an important option for families of individuals with qualifying developmental disabilities.

Who May Qualify?

Eligibility depends on Florida’s statutory definition of developmental disability and the individual’s functional decision-making needs. A diagnosis by itself does not automatically establish the need for a guardian advocate. The court considers what the person can do independently, what support is available, and whether less restrictive alternatives can adequately address the concern.

What Authority Can the Court Grant?

Depending on the evidence and the requested relief, an order may authorize a guardian advocate to assist with decisions involving:

  • Medical and mental-health treatment;
  • Education and access to educational records;
  • Residence and social environment;
  • Applications for government benefits;
  • Contracts, lawsuits, or other specified legal matters; and
  • Property or financial decisions, when necessary and properly requested.

The order should identify the specific rights delegated to the guardian advocate. Rights not delegated remain with the person. Because financial authority may trigger additional requirements, including the appointment of an attorney for the person with a developmental disability, families should identify their goals before filing.

Can Families File Before Age 18?

Florida law permits a guardian-advocacy petition to be filed during the six months before a minor’s eighteenth birthday. Planning early can give the family time to gather medical and educational records, complete required background and training steps, and address any filing issues before adult services or decision-making authority becomes urgent. The appointment generally cannot take effect before the person turns 18.

Less Restrictive Alternatives Still Matter

Guardian advocacy is not the only option. Depending on the individual’s capacity and needs, alternatives may include supported decision-making, a power of attorney, a health-care surrogate designation, a representative payee, educational releases, or carefully structured bank arrangements. Courts and families should consider whether one or more alternatives can provide sufficient support without transferring legal rights.

Preparing for the Process

Families can prepare by collecting:

  • Current medical or psychological evaluations and diagnostic records;
  • School records, individualized education plans, and transition plans;
  • A list of the decisions for which assistance is actually needed;
  • Information about proposed guardian advocates and any standby guardian advocate; and
  • Details about benefits, income, bank accounts, or other property.

Get Guidance Before the Eighteenth Birthday

The best plan is one tailored to the young adult—not simply the broadest authority available. Ramona S. Chaplin, P.A. assists Florida families with guardian advocacy and related planning so they can protect a loved one while respecting that person’s independence and legal rights.

Sources

Section 393.12, Florida Statutes: https://www.leg.state.fl.us/Statutes/index.cfm?App_mode=Display_Statute&URL=0300-0399/0393/Sections/0393.12.html

Chapter 744, Florida Statutes: https://www.leg.state.fl.us/statutes/index.cfm?App_mode=Display_Statute&URL=0700-0799/0744/0744.html

Disclaimer: This article is for general informational purposes only and does not create an attorney-client relationship. Florida law and court procedures may change, and the result in any matter depends on its specific facts.

Florida’s New Small-Estate Rules: What Families Should Know in 2026

A new Florida probate law may make a simplified estate process available to more families.

By Ramona S. Chaplin, Esq.

When a loved one dies, families often assume that every estate must go through a lengthy formal probate. That is not always true. Beginning July 1, 2026, Florida law expands several procedures intended to simplify the transfer of smaller estates. The changes may reduce court involvement, expense, and delay in qualifying cases.

The Summary Administration Limit Doubled

Florida’s summary administration process is generally shorter and less involved than formal administration. Under Chapter 2026-57, Laws of Florida, the standard value ceiling increased from $75,000 to $150,000. The calculation generally excludes property that is exempt from creditor claims. An estate may also qualify for summary administration when the person has been deceased for more than two years, regardless of value, provided the statutory requirements are met.

This does not mean that every estate worth less than $150,000 will be simple. The court must still determine who is entitled to receive the assets, whether a valid will exists, how creditors must be addressed, and whether the petition and proposed distribution comply with Florida law.

Other Small-Estate Thresholds Also Increased

The same law made several additional changes effective July 1, 2026:

Each option has separate eligibility rules, sworn-statement requirements, creditor protections, and limits. The dollar amount alone does not determine which procedure is appropriate.

Personal Representatives Have Clearer Authority

The new law also strengthens a court-appointed personal representative’s authority. It addresses access to and termination of a decedent’s safe-deposit box lease and expressly allows a personal representative to seek court enforcement of authority granted under the Florida Probate Code. In an enforcement proceeding, the prevailing personal representative may be awarded taxable costs and attorney’s fees as provided by the statute.

What Families Should Do

Before filing anything, gather the original will, death certificate, account statements, deeds, vehicle titles, funeral bills, and a list of known debts. It is equally important to determine how each asset is titled and whether it has a beneficiary designation. Assets held jointly with survivorship rights or payable directly to a named beneficiary may pass outside probate and may not be included in the probate estate.

A probate attorney can help determine whether summary administration, formal administration, disposition without administration, or another transfer method fits the facts. Choosing the correct procedure at the beginning may help prevent rejected filings, disputes, and unnecessary expense.

Speak With a Florida Probate Attorney

If you recently lost a loved one and need help understanding the next step, Ramona S. Chaplin, P.A. can review the estate’s assets, family structure, will, and creditor issues and explain which Florida probate procedure may apply.

Sources

Chapter 2026-57, Laws of Florida (CS/HB 1337): https://laws.flrules.org/2026/57

Florida Senate bill history and final analysis: https://www.flsenate.gov/Session/Bill/2026/1337

Disclaimer: This article is for general informational purposes only and does not create an attorney-client relationship. Florida law and court procedures may change, and the result in any matter depends on its specific facts.

What Happens If Someone Dies Without a Will in Florida?

When a person passes away without a will, they are considered to have died intestate. Florida law then determines how their assets are distributed.

Who Inherits?
Under Florida’s intestacy laws:
● If there is a spouse and no children → the spouse inherits everything
● If there is a spouse and children → assets are divided
● If no spouse or children → assets pass to other relatives

Who Handles the Estate?
The court will appoint a Personal Representative, typically a close family member, to manage the estate.

Potential Issues
Dying without a will can lead to:
● Family disputes
● Delays in administration
● Unintended distributions

Why Having a Will Matters
A valid will allows you to:
● Choose who receives your assets
● Name your Personal Representative
● Provide clear instructions for your estate

If a loved one has passed without a will, legal guidance can help you navigate the process.

Can You Avoid Probate in Florida?

Can You Avoid Probate in Florida?
Many people want to avoid probate—but is it possible? Yes, With Proper Planning

Certain strategies can help minimize or avoid probate altogether:

● Revocable Living Trusts
● Joint ownership with survivorship rights
● Beneficiary designations (POD/TOD accounts)
● Enhanced life estate deeds (Lady Bird deeds)

When Probate Is Still Necessary
Even with planning, probate may still be required if:
● Assets are titled solely in the decedent’s name
● No beneficiary designation exists
● The estate includes certain types of property

Why Planning Matters
Avoiding probate can:
● Save time and legal expenses
● Maintain privacy
● Simplify asset distribution

If your goal is to avoid probate, it’s best to create a plan tailored to your specific situation. 904-432-1221

When Life Changes: Why Updating Your Legal Documents Is Critical

Life changes—and your legal documents should too. Major events like marriage, divorce, or the birth of a child require updates to your estate plan.

Failing to update documents can lead to unintended consequences, including disputes or assets going to unintended individuals.

Regular reviews ensure your wishes are honored and your loved ones are protected.

Call 904-432-1221 or visit www.ramonachaplinpa.com today.